CISCO SYSTEMS INC
(17275R102)
Funds Reporting Holdings of CISCO SYSTEMS INC according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Westend Advisors LLC | 597,928 | $32,724,599k | Jun 30, 2019 | Jul 23, 2019 | |
Tower Bridge Advisors Inc | 94,868 | $5,192,126k | Jun 30, 2019 | Aug 6, 2019 | |
Cantab Capital Partners LLP | 88,537 | $2,977,000k | Sep 30, 2017 | Nov 14, 2017 | |
Rmsincerbeaux Capital Management LLC | 42,100 | $2,304,133k | Jun 30, 2019 | Aug 9, 2019 | |
Dodge & COX | 25,664,697 | $1,404,629k | Jun 30, 2019 | Aug 13, 2019 | |
Laffer Investments Inc | 13,050 | $714,226k | Jun 30, 2019 | Aug 15, 2019 | |
The London Company of Virginia LLC | 6,520,335 | $356,858k | Jun 30, 2019 | Aug 14, 2019 | |
Tweedy Browne Company LLC | 5,752,519 | $314,835k | Jun 30, 2019 | Aug 5, 2019 | |
Charles Schwab Investment Advisory Inc | 5,481,835 | $300,020k | Jun 30, 2019 | Aug 12, 2019 | |
Yacktman Asset Management LP | 4,610,142 | $252,313k | Jun 30, 2019 | Aug 2, 2019 | |
Schafer Cullen Capital Management Inc | 3,963,833 | $229,704k | Jun 30, 2019 | Jul 30, 2019 | |
Panagora Asset Management Inc | 3,727,408 | $204,001k | Jun 30, 2019 | Aug 9, 2019 | |
RE Advisers Corporation | 3,593,279 | $196,660k | Jun 30, 2019 | Aug 12, 2019 | |
Santa Barbara Asset Management LLC | 3,412,788 | $184,256k | Mar 31, 2019 | May 14, 2019 | |
Renaissance Technologies LLC | 2,289,005 | $125,277k | Jun 30, 2019 | Aug 12, 2019 | |
Letko Brosseau & Associates Inc | 1,840,048 | $100,706k | Jun 30, 2019 | Aug 1, 2019 | |
Cornerstone Investment Partners LLC | 1,833,585 | $100,352k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Partners LLC | 1,833,585 | $100,352k | Jun 30, 2019 | Jul 19, 2019 | |
Managed Account Advisors LLC | 3,442,474 | $94,530k | Jun 30, 2015 | Aug 14, 2015 | |
Saratoga Research & Investment Management | 1,564,780 | $85,640k | Jun 30, 2019 | Jul 24, 2019 | |
Clark Capital Management Group Inc | 1,564,034 | $85,600k | Jun 30, 2019 | Jul 12, 2019 | |
Artisan Partners Limited Partnership | 1,516,714 | $83,010k | Jun 30, 2019 | Aug 9, 2019 | |
Avalon Advisors LLC | 1,402,114 | $76,738k | Jun 30, 2019 | Aug 14, 2019 | |
Douglas Lane & Associates LLC | 1,352,707 | $74,034k | Jun 30, 2019 | Jul 8, 2019 | |
Cullen Capital Management LLC | 1,335,150 | $73,073k | Jun 30, 2019 | Jul 30, 2019 | |
Congress Asset Management Company LLP | 1,297,263 | $70,999k | Jun 30, 2019 | Aug 7, 2019 | |
Ferguson Wellman Capital Management Inc | 1,260,847 | $69,006k | Jun 30, 2019 | Jul 16, 2019 | |
Foresters Investment Management Company Inc | 1,203,025 | $65,842k | Jun 30, 2019 | Aug 12, 2019 | |
Sadoff Investment Management LLC | 1,117,693 | $61,171k | Jun 30, 2019 | Aug 7, 2019 | |
River ROAD Asset Management LLC | 1,114,689 | $61,007k | Jun 30, 2019 | Aug 12, 2019 | |
Becker Capital Management Inc | 1,099,446 | $60,173k | Jun 30, 2019 | Aug 8, 2019 | |
Staley Capital Advisers Inc | 996,262 | $54,525k | Jun 30, 2019 | Aug 9, 2019 | |
Bowen Hanes & Co Inc | 992,047 | $54,295k | Jun 30, 2019 | Aug 13, 2019 | |
Stack Financial Management Inc | 930,699 | $50,937k | Jun 30, 2019 | Jul 30, 2019 | |
Sawgrass Asset Management LLC | 929,739 | $50,885k | Jun 30, 2019 | Jul 23, 2019 | |
Atalanta Sosnoff Capital LLC | 881,120 | $48,224k | Jun 30, 2019 | Jul 15, 2019 | |
Janus Capital Management LLC | 1,360,325 | $45,979k | Mar 31, 2017 | May 16, 2017 | |
Minneapolis Portfolio Management Group LLC | 823,148 | $45,051k | Jun 30, 2019 | Aug 2, 2019 | |
TODD Asset Management LLC | 817,636 | $44,749k | Jun 30, 2019 | Aug 6, 2019 | |
Seizert Capital Partners LLC | 807,109 | $44,173k | Jun 30, 2019 | Aug 6, 2019 | |
Pacer Advisors Inc | 785,004 | $42,963k | Jun 30, 2019 | Aug 12, 2019 | |
Clarkston Capital Partners LLC | 736,030 | $40,283k | Jun 30, 2019 | Jul 24, 2019 | |
Willis Investment Counsel Inc | 727,303 | $39,805k | Jun 30, 2019 | Aug 14, 2019 | |
Parsec Financial Management Inc | 713,582 | $39,054k | Jun 30, 2019 | Jul 23, 2019 | |
Davidson Investment Advisors Inc | 684,556 | $37,466k | Jun 30, 2019 | Aug 13, 2019 | |
1919 Investment Counsel LLC | 1,465,119 | $36,878k | Sep 30, 2014 | Nov 14, 2014 | |
Bristol Gate Capital Partners Inc | 669,429 | $36,636k | Jun 30, 2019 | Aug 14, 2019 | |
RNC Capital Management LLC | 667,680 | $36,542k | Jun 30, 2019 | Jul 25, 2019 | |
Payden & Rygel | 666,400 | $36,472k | Jun 30, 2019 | Aug 6, 2019 | |
Brandywine Global Investment Management LLC | 633,728 | $34,684k | Jun 30, 2019 | Aug 14, 2019 | |
Williams Jones & Associates LLC | 625,248 | $34,220k | Jun 30, 2019 | Aug 14, 2019 | |
ZWJ Investment Counsel Inc | 613,648 | $33,585k | Jun 30, 2019 | Jul 24, 2019 | |
QS Investors LLC | 608,630 | $33,311k | Jun 30, 2019 | Aug 14, 2019 | |
Columbus Circle Investors | 605,545 | $33,141k | Jun 30, 2019 | Aug 2, 2019 | |
The Renaissance Group LLC | 577,775 | $31,622k | Jun 30, 2019 | Aug 13, 2019 | |
Renaissance Investment Group LLC | 577,775 | $31,622k | Jun 30, 2019 | Aug 13, 2019 | |
Pzena Investment Management LLC | 576,970 | $31,578k | Jun 30, 2019 | Aug 2, 2019 | |
Madison Investment Holdings Inc | 553,750 | $30,307k | Jun 30, 2019 | Aug 13, 2019 | |
Tocqueville Asset Management LP | 543,711 | $29,757k | Jun 30, 2019 | Jul 31, 2019 | |
Cookson Peirce & Co Inc | 529,081 | $28,957k | Jun 30, 2019 | Jul 31, 2019 | |
Hardman Johnston Global Advisors LLC | 525,433 | $28,757k | Jun 30, 2019 | Aug 5, 2019 | |
Adams Diversified Equity Fund Inc | 523,400 | $28,646k | Jun 30, 2019 | Jul 29, 2019 | |
Highland Capital Management LLC | 519,696 | $28,443k | Jun 30, 2019 | Jul 29, 2019 | |
Azimuth Capital Management LLC | 515,116 | $28,192k | Jun 30, 2019 | Aug 13, 2019 | |
Shufro ROSE & Co LLC | 514,883 | $28,180k | Jun 30, 2019 | Jul 24, 2019 | |
Cambridge Investment Research Advisors Inc | 507,792 | $27,791k | Jun 30, 2019 | Aug 15, 2019 | |
Investec Asset Management Limited | 494,758 | $27,078k | Jun 30, 2019 | Jul 30, 2019 | |
Dupont Capital Management Corp | 486,153 | $26,607k | Jun 30, 2019 | Jul 30, 2019 | |
Schwartz Investment Counsel Inc | 466,000 | $25,504k | Jun 30, 2019 | Jul 24, 2019 | |
Signature Estate & Investment Advisors LLC | 447,932 | $24,515k | Jun 30, 2019 | Aug 1, 2019 | |
First Manhattan Co | 447,565 | $24,495k | Jun 30, 2019 | Aug 16, 2019 | |
Marble Harbor Investment Counsel LLC | 445,012 | $24,356k | Jun 30, 2019 | Aug 7, 2019 | |
SKBA Capital Management LLC | 439,930 | $24,077k | Jun 30, 2019 | Aug 12, 2019 | |
Janney Capital Management LLC | 437,329 | $23,935k | Jun 30, 2019 | Jul 29, 2019 | |
Capwealth Advisors LLC | 436,478 | $23,888k | Jun 30, 2019 | Aug 13, 2019 | |
Cornerstone Advisors Inc | 436,000 | $23,540k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Advisors LLC | 436,000 | $23,540k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Investment Advisors LLC | 436,000 | $23,540k | Mar 31, 2019 | May 13, 2019 | |
Clifford SWAN Investment Counsel LLC | 425,919 | $23,311k | Jun 30, 2019 | Aug 13, 2019 | |
Crawford Investment Counsel Inc | 422,519 | $23,124k | Jun 30, 2019 | Aug 12, 2019 | |
Cypress Capital Management LLC | 395,873 | $21,666k | Jun 30, 2019 | Aug 5, 2019 | |
Torray LLC | 388,876 | $21,283k | Jun 30, 2019 | Aug 8, 2019 | |
Trillium Asset Management LLC | 386,890 | $21,174k | Jun 30, 2019 | Aug 8, 2019 | |
Badgley Phelps and Bell Inc | 371,649 | $20,340k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Capital Management LLC | 363,526 | $19,896k | Jun 30, 2019 | Aug 15, 2019 | |
TDAM USA Inc | 361,996 | $19,812k | Jun 30, 2019 | Aug 1, 2019 | |
Acadian Asset Management LLC | 359,354 | $19,665k | Jun 30, 2019 | Aug 8, 2019 | |
Alpha Cubed Investments LLC | 352,446 | $19,289k | Jun 30, 2019 | Jul 19, 2019 | |
LOWE Brockenbrough & Company Inc | 333,774 | $18,267k | Jun 30, 2019 | Aug 12, 2019 | |
Eagle Global Advisors LLC | 332,802 | $18,214k | Jun 30, 2019 | Aug 13, 2019 | |
EP Wealth Advisors LLC | 326,633 | $17,877k | Jun 30, 2019 | Aug 27, 2019 | |
Abner Herrman & Brock LLC | 321,795 | $17,612k | Jun 30, 2019 | Jul 19, 2019 | |
Interocean Capital LLC | 318,577 | $17,436k | Jun 30, 2019 | Aug 13, 2019 | |
Lucha Capital Management LP | 300,000 | $16,419k | Put | Jun 30, 2019 | Aug 14, 2019 |
Friess Associates LLC | 299,267 | $16,379k | Jun 30, 2019 | Aug 14, 2019 | |
Bernzott Capital Advisors | 297,138 | $16,262k | Jun 30, 2019 | Aug 12, 2019 | |
Churchill Management Corp | 295,482 | $16,172k | Jun 30, 2019 | Jul 10, 2019 | |
Eubel Brady & Suttman Asset Management Inc | 291,975 | $15,980k | Jun 30, 2019 | Aug 12, 2019 | |
Cadinha & Co LLC | 282,193 | $15,444k | Jun 30, 2019 | Aug 9, 2019 | |
Bruderman Asset Management LLC | 280,877 | $15,372k | Jun 30, 2019 | Aug 12, 2019 | |
Argent Capital Management LLC | 277,555 | $15,191k | Jun 30, 2019 | Aug 15, 2019 | |
Main Street Research LLC | 277,415 | $15,183k | Jun 30, 2019 | Aug 8, 2019 | |
Ashfield Capital Partners LLC | 275,670 | $15,087k | Jun 30, 2019 | Jul 29, 2019 | |
Nippon Life Global Investors Americas Inc | 275,540 | $15,080k | Jun 30, 2019 | Jul 23, 2019 | |
Strategy Asset Managers LLC | 271,588 | $14,864k | Jun 30, 2019 | Aug 14, 2019 | |
Montag A & Associates Inc | 269,733 | $14,762k | Jun 30, 2019 | Aug 6, 2019 | |
10-15 Associates Inc | 259,122 | $14,182k | Jun 30, 2019 | Aug 12, 2019 | |
Dalton Greiner Hartman Maher & Co LLC | 253,841 | $13,893k | Jun 30, 2019 | Jul 10, 2019 | |
CCM Investment Advisers LLC | 250,746 | $13,723k | Jun 30, 2019 | Aug 5, 2019 | |
Sentry Investment Management LLC | 249,193 | $13,638k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 249,193 | $13,638k | Jun 30, 2019 | Aug 12, 2019 | |
Bragg Financial Advisors Inc | 246,058 | $13,467k | Jun 30, 2019 | Aug 14, 2019 | |
Chilton Capital Management LLC | 244,550 | $13,384k | Jun 30, 2019 | Aug 13, 2019 | |
Greatmark Investment Partners Inc | 241,786 | $13,233k | Jun 30, 2019 | Aug 5, 2019 | |
Twin Capital Management Inc | 241,682 | $13,227k | Jun 30, 2019 | Aug 1, 2019 | |
Flippin Bruce & Porter Inc | 235,332 | $12,880k | Jun 30, 2019 | Aug 6, 2019 | |
Hourglass Capital LLC | 233,578 | $12,784k | Jun 30, 2019 | Aug 12, 2019 | |
Carret Asset Management LLC | 232,432 | $12,721k | Jun 30, 2019 | Aug 12, 2019 | |
Westchester Capital Management Inc | 230,681 | $12,625k | Jun 30, 2019 | Aug 5, 2019 | |
Westchester Capital Management LLC | 230,681 | $12,625k | Jun 30, 2019 | Aug 5, 2019 | |
Cohen Capital Management Inc | 227,457 | $12,449k | Jun 30, 2019 | Aug 7, 2019 | |
Foundation Resource Management Inc | 225,615 | $12,348k | Jun 30, 2019 | Jul 10, 2019 | |
Goelzer Investment Management Inc | 221,199 | $12,106k | Jun 30, 2019 | Jul 29, 2019 | |
Nelson Roberts Investment Advisors LLC | 217,994 | $11,931k | Jun 30, 2019 | Jul 25, 2019 | |
Capital Investment Counsel Inc | 217,906 | $11,926k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 217,906 | $11,926k | Jun 30, 2019 | Jul 26, 2019 | |
The Investment House LLC | 217,475 | $11,902k | Jun 30, 2019 | Aug 5, 2019 | |
Chatham Capital Group Inc | 216,844 | $11,868k | Jun 30, 2019 | Jul 24, 2019 | |
Northstar Investment Advisors LLC | 214,614 | $11,746k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 214,614 | $11,746k | Jun 30, 2019 | Jul 17, 2019 | |
S & Co Inc | 211,992 | $11,602k | Jun 30, 2019 | Jul 23, 2019 | |
BLB & B Advisors LLC | 208,966 | $11,437k | Jun 30, 2019 | Jul 29, 2019 | |
Cobiz Wealth LLC | 207,375 | $11,350k | Jun 30, 2019 | Jul 8, 2019 | |
KLCM Advisors Inc | 201,458 | $11,026k | Jun 30, 2019 | Aug 15, 2019 | |
Callahan Advisors LLC | 200,349 | $10,965k | Jun 30, 2019 | Jul 17, 2019 | |
Harbor Island Capital LLC | 200,315 | $10,963k | Jun 30, 2019 | Jul 25, 2019 | |
Edgestream Partners LP | 200,027 | $10,947k | Jun 30, 2019 | Aug 8, 2019 | |
Apriem Advisors | 199,623 | $10,925k | Jun 30, 2019 | Aug 14, 2019 | |
Dowling & Yahnke LLC | 198,584 | $10,868k | Jun 30, 2019 | Jul 22, 2019 | |
Woodstock Corporation | 197,024 | $10,783k | Jun 30, 2019 | Jul 3, 2019 | |
Parthenon LLC | 193,909 | $10,613k | Jun 30, 2019 | Jul 29, 2019 | |
CPWM LLC | 193,119 | $10,569k | Jun 30, 2019 | Aug 2, 2019 | |
New England Asset Management Inc | 186,604 | $10,213k | Jun 30, 2019 | Aug 14, 2019 | |
USCA RIA LLC | 186,204 | $10,191k | Jun 30, 2019 | Aug 14, 2019 | |
Buckhead Capital Management LLC | 185,825 | $10,170k | Jun 30, 2019 | Aug 1, 2019 | |
Gratus Capital LLC | 184,296 | $10,087k | Jun 30, 2019 | Aug 7, 2019 | |
Frontier Wealth Management LLC | 183,544 | $10,045k | Jun 30, 2019 | Aug 16, 2019 | |
Winslow Asset Management Inc | 183,286 | $10,031k | Jun 30, 2019 | Jul 29, 2019 | |
Greenwood Gearhart Inc | 181,704 | $9,945k | Jun 30, 2019 | Aug 7, 2019 | |
Venturi Wealth Management LLC | 179,177 | $9,806k | Jun 30, 2019 | Aug 7, 2019 | |
Peak Asset Management LLC | 178,527 | $9,771k | Jun 30, 2019 | Aug 15, 2019 | |
Mastrapasqua Asset Management Inc | 177,573 | $9,719k | Jun 30, 2019 | Aug 12, 2019 | |
Thompson Investment Management Inc | 176,341 | $9,651k | Jun 30, 2019 | Aug 7, 2019 | |
Salem Capital Management Inc | 175,000 | $9,578k | Jun 30, 2019 | Jul 9, 2019 | |
The Leuthold Group LLC | 171,829 | $9,404k | Jun 30, 2019 | Aug 14, 2019 | |
Telos Capital Management Inc | 170,069 | $9,308k | Jun 30, 2019 | Jul 19, 2019 | |
Newfocus Financial Group LLC | 166,600 | $9,118k | Jun 30, 2019 | Jul 23, 2019 | |
Calamos Wealth Management LLC | 166,128 | $9,092k | Jun 30, 2019 | Aug 7, 2019 | |
SVA Plumb Wealth Management LLC | 165,915 | $9,081k | Jun 30, 2019 | Aug 13, 2019 | |
Bourne LENT Asset Management Inc | 165,231 | $9,043k | Jun 30, 2019 | Jul 29, 2019 | |
Origin Asset Management LLP | 162,100 | $8,872k | Jun 30, 2019 | Aug 9, 2019 | |
van Hulzen Asset Management LLC | 160,519 | $8,785k | Jun 30, 2019 | Aug 8, 2019 | |
Daiwa SB Investments USA Ltd | 161,750 | $8,733k | Mar 31, 2019 | Apr 18, 2019 | |
Daiwa SB Investments Ltd | 161,750 | $8,733k | Mar 31, 2019 | Apr 18, 2019 | |
Monarch Capital Management Inc | 157,140 | $8,600k | Jun 30, 2019 | Jul 31, 2019 | |
Private Wealth Advisors Inc | 156,747 | $8,579k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 156,747 | $8,579k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 156,747 | $8,579k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 156,747 | $8,579k | Jun 30, 2019 | Aug 7, 2019 | |
Morgan Dempsey Capital Management LLC | 154,315 | $8,446k | Jun 30, 2019 | Aug 8, 2019 | |
Wealthtrust Axiom LLC | 153,871 | $8,421k | Jun 30, 2019 | Aug 7, 2019 | |
Centre Asset Management LLC | 153,060 | $8,377k | Jun 30, 2019 | Jul 15, 2019 | |
Element Capital Management LLC | 152,635 | $8,354k | Jun 30, 2019 | Aug 14, 2019 | |
Beacon Investment Advisory Services Inc | 151,186 | $8,274k | Jun 30, 2019 | Aug 7, 2019 | |
The Burney Company | 148,718 | $8,139k | Jun 30, 2019 | Aug 12, 2019 | |
Cohen Klingenstein LLC | 142,865 | $7,819k | Jun 30, 2019 | Jul 15, 2019 | |
Affinity Investment Advisors LLC | 142,606 | $7,805k | Jun 30, 2019 | Aug 8, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 141,313 | $7,734k | Jun 30, 2019 | Aug 9, 2019 | |
Hunter Associates Investment Management LLC | 140,684 | $7,700k | Jun 30, 2019 | Aug 8, 2019 | |
Barometer Capital Management Inc | 140,742 | $7,655k | Jun 30, 2019 | Aug 13, 2019 | |
Benedict Financial Advisors Inc | 139,455 | $7,632k | Jun 30, 2019 | Aug 1, 2019 | |
Court Place Advisors LLC | 138,425 | $7,576k | Jun 30, 2019 | Jul 30, 2019 | |
Boston Research and Management Inc | 135,599 | $7,421k | Jun 30, 2019 | Aug 7, 2019 | |
Sitrin Capital Management LLC | 135,340 | $7,407k | Jun 30, 2019 | Jul 17, 2019 | |
Altavista Wealth Management Inc | 134,997 | $7,388k | Jun 30, 2019 | Aug 13, 2019 | |
JGP Wealth Management LLC | 134,986 | $7,388k | Jun 30, 2019 | Jul 15, 2019 | |
CWA Asset Management Group LLC | 132,778 | $7,267k | Jun 30, 2019 | Aug 13, 2019 | |
Marietta Investment Partners LLC | 132,488 | $7,251k | Jun 30, 2019 | Aug 13, 2019 | |
Heartland Advisors Inc | 131,882 | $7,218k | Jun 30, 2019 | Aug 8, 2019 | |
Grassi Investment Management LLC | 131,398 | $7,191k | Jun 30, 2019 | Jul 10, 2019 | |
LEE Danner & BASS Inc | 131,168 | $7,179k | Jun 30, 2019 | Jul 30, 2019 | |
Buckley Wealth Management LLC | 129,821 | $7,105k | Jun 30, 2019 | Jul 19, 2019 | |
Wealthstreet Investment Advisors LLC | 129,793 | $7,104k | Jun 30, 2019 | Jul 16, 2019 | |
Clifford Capital Partners LLC | 129,033 | $7,062k | Jun 30, 2019 | Aug 14, 2019 | |
Beese Fulmer Investment Management Inc | 128,709 | $7,044k | Jun 30, 2019 | Jul 5, 2019 | |
Woodley Farra Manion Portfolio Management Inc | 126,829 | $6,941k | Jun 30, 2019 | Aug 12, 2019 | |
GHP Investment Advisors Inc | 126,532 | $6,925k | Jun 30, 2019 | Aug 2, 2019 | |
Garland Capital Management Inc | 125,361 | $6,861k | Jun 30, 2019 | Jul 24, 2019 | |
Gideon Capital Advisors Inc | 124,403 | $6,809k | Jun 30, 2019 | Aug 14, 2019 | |
Athena Capital Advisors LLC | 121,967 | $6,675k | Jun 30, 2019 | Aug 9, 2019 | |
BKD Wealth Advisors LLC | 121,909 | $6,672k | Jun 30, 2019 | Jul 10, 2019 | |
Selway Asset Management Inc | 121,700 | $6,661k | Jun 30, 2019 | Jul 30, 2019 | |
Financial Advantage Inc | 121,488 | $6,649k | Jun 30, 2019 | Jul 23, 2019 | |
Evanson Asset Management LLC | 118,181 | $6,468k | Jun 30, 2019 | Jul 11, 2019 | |
Dorchester Wealth Management Company | 118,100 | $6,464k | Jun 30, 2019 | Jul 19, 2019 | |
Wespac Advisors Socal LLC | 117,977 | $6,456k | Jun 30, 2019 | Jul 30, 2019 | |
Clearbridge Investments LLC | 146,014 | $6,327k | Dec 31, 2018 | Feb 14, 2019 | |
Carnick & Kubik Group LLC | 115,347 | $6,313k | Jun 30, 2019 | Jul 30, 2019 | |
Guinness Atkinson Asset Management Inc | 114,807 | $6,283k | Jun 30, 2019 | Jul 26, 2019 | |
Strategic Financial Services Inc | 114,417 | $6,262k | Jun 30, 2019 | Aug 13, 2019 | |
Fagan Associates Inc | 114,215 | $6,251k | Jun 30, 2019 | Jul 12, 2019 | |
Matthew GOFF Investment Advisor LLC | 113,820 | $6,229k | Jun 30, 2019 | Aug 5, 2019 | |
Choate Investment Advisors LLC | 112,917 | $6,180k | Jun 30, 2019 | Aug 14, 2019 | |
Stralem & Company Incorporated | 112,890 | $6,178k | Jun 30, 2019 | Jul 16, 2019 | |
Loudon Investment Management LLC | 112,275 | $6,145k | Jun 30, 2019 | Aug 13, 2019 | |
Arlington Financial Advisors LLC | 110,926 | $6,071k | Jun 30, 2019 | Aug 5, 2019 | |
Pacific Global Investment Management Co | 108,720 | $5,950k | Jun 30, 2019 | Aug 14, 2019 | |
Olstein Capital Management LP | 108,000 | $5,911k | Jun 30, 2019 | Jul 31, 2019 | |
Convergence Investment Partners LLC | 107,745 | $5,897k | Jun 30, 2019 | Jul 23, 2019 | |
Lehman Financial Resources Inc | 120,341 | $5,854k | Sep 30, 2018 | Nov 14, 2018 | |
Princeton Capital Management LLC | 106,317 | $5,819k | Jun 30, 2019 | Aug 12, 2019 | |
Beech Hill Advisors Inc | 106,178 | $5,811k | Jun 30, 2019 | Jul 15, 2019 | |
Tradition Capital Management LLC | 105,950 | $5,720k | Mar 31, 2019 | May 7, 2019 | |
Oppenheimer + Close LLC | 103,836 | $5,682k | Jun 30, 2019 | Aug 13, 2019 | |
Legacy Capital Partners Inc | 102,739 | $5,623k | Jun 30, 2019 | Jul 16, 2019 | |
Hennessy Advisors Inc | 102,144 | $5,590k | Jun 30, 2019 | Jul 11, 2019 | |
Segment Wealth Management LLC | 99,899 | $5,467k | Jun 30, 2019 | Jul 29, 2019 | |
GAME Creek Capital LP | 98,500 | $5,391k | Jun 30, 2019 | Aug 5, 2019 | |
Riverbridge Partners LLC | 98,148 | $5,372k | Jun 30, 2019 | Jul 10, 2019 | |
Jolley Asset Management LLC | 97,897 | $5,358k | Jun 30, 2019 | Jul 22, 2019 | |
Progressive Investment Management Corporation | 97,590 | $5,341k | Jun 30, 2019 | Aug 12, 2019 | |
Hamilton Point Investment Advisors LLC | 97,257 | $5,323k | Jun 30, 2019 | Jul 18, 2019 | |
Regent Investment Management LLC | 97,203 | $5,320k | Jun 30, 2019 | Jul 15, 2019 | |
Spectrum Management Group Inc | 96,650 | $5,290k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 96,650 | $5,290k | Jun 30, 2019 | Aug 2, 2019 | |
BFSG LLC | 95,842 | $5,245k | Jun 30, 2019 | Jul 30, 2019 | |
Boston Family Office LLC | 95,692 | $5,237k | Jun 30, 2019 | Jul 30, 2019 | |
Menlo Advisors LLC | 93,988 | $5,143k | Jun 30, 2019 | Jul 17, 2019 | |
Tiedemann Advisors LLC | 91,842 | $5,028k | Jun 30, 2019 | Aug 13, 2019 | |
Argus Investors' Counsel Inc | 91,297 | $4,997k | Jun 30, 2019 | Jul 10, 2019 | |
Granite Group Advisors LLC | 87,117 | $4,768k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 87,117 | $4,768k | Jun 30, 2019 | Jul 23, 2019 | |
Abbrea Capital LLC | 85,510 | $4,680k | Jun 30, 2019 | Jul 31, 2019 | |
Oliver Luxxe Assets LLC | 82,912 | $4,659k | Jun 30, 2019 | Jul 10, 2019 | |
Appleton Partners Inc | 85,110 | $4,658k | Jun 30, 2019 | Jul 25, 2019 | |
Patton Albertson Miller Group LLC | 87,480 | $4,587k | Jun 30, 2019 | Aug 12, 2019 | |
New England Research & Management Inc | 83,400 | $4,564k | Jun 30, 2019 | Jul 9, 2019 | |
Shikiar Asset Management Inc | 82,255 | $4,502k | Jun 30, 2019 | Jul 25, 2019 | |
Argyle Capital Management Inc | 81,650 | $4,469k | Jun 30, 2019 | Jul 25, 2019 | |
Brown Advisory Securities LLC | 81,641 | $4,468k | Jun 30, 2019 | Aug 12, 2019 | |
Arjuna Capital LLC | 81,513 | $4,461k | Jun 30, 2019 | Aug 21, 2019 | |
Alley Company LLC | 80,911 | $4,428k | Jun 30, 2019 | Jul 30, 2019 | |
Cambria Investment Management LP | 80,745 | $4,419k | Jun 30, 2019 | Aug 12, 2019 | |
Wheatland Advisors Inc | 80,480 | $4,405k | Jun 30, 2019 | Aug 7, 2019 | |
DEAN Investment Associates LLC | 79,733 | $4,364k | Jun 30, 2019 | Aug 14, 2019 | |
Homrich & BERG Inc | 79,655 | $4,360k | Jun 30, 2019 | Aug 5, 2019 | |
The RICE Partnership LLC | 78,587 | $4,301k | Jun 30, 2019 | Jul 25, 2019 | |
Northwest Investment Counselors LLC | 77,315 | $4,231k | Jun 30, 2019 | Jul 25, 2019 | |
Intersect Capital LLC | 76,565 | $4,190k | Jun 30, 2019 | Aug 9, 2019 | |
Marshwinds Advisory Company | 96,523 | $4,182k | Dec 31, 2018 | Jan 7, 2019 | |
Impax Asset Management LLC | 97,138 | $4,180k | Jun 30, 2018 | Aug 14, 2018 | |
Impax Asset Management Ltd | 97,138 | $4,180k | Jun 30, 2018 | Aug 14, 2018 | |
OFI Advisors LLC | 158,170 | $4,152k | Sep 30, 2015 | Nov 16, 2015 | |
Richard Bernstein Advisors LLC | 74,145 | $4,057k | Jun 30, 2019 | Aug 9, 2019 | |
The Caprock Group Inc | 73,857 | $4,042k | Jun 30, 2019 | Jul 23, 2019 | |
Osborne Partners Capital Management LLC | 73,777 | $4,038k | Jun 30, 2019 | Jul 18, 2019 | |
Palouse Capital Management Inc | 73,437 | $4,019k | Jun 30, 2019 | Aug 6, 2019 | |
Stanley-Laman Group Ltd | 73,293 | $4,011k | Jun 30, 2019 | Aug 1, 2019 | |
Eulav Asset Management | 73,000 | $3,995k | Jun 30, 2019 | Aug 5, 2019 | |
Lejeune Puetz Investment Counsel | 72,687 | $3,978k | Jun 30, 2019 | Jul 29, 2019 | |
NTV Asset Management LLC | 72,495 | $3,968k | Jun 30, 2019 | Jul 29, 2019 | |
Wasatch Advisors Inc | 72,112 | $3,947k | Jun 30, 2019 | Aug 7, 2019 | |
Curbstone Financial Management Corporation | 72,014 | $3,941k | Jun 30, 2019 | Jul 9, 2019 | |
Advanced Asset Management Advisors Inc | 71,803 | $3,930k | Jun 30, 2019 | Aug 2, 2019 | |
Chesley TAFT & Associates LLC | 71,460 | $3,911k | Jun 30, 2019 | Jul 10, 2019 | |
Lyell Wealth Management LP | 70,928 | $3,882k | Jun 30, 2019 | Aug 1, 2019 | |
Monte Financial Group LLC | 70,815 | $3,876k | Jun 30, 2019 | Aug 7, 2019 | |
BOYS Arnold & Company Inc | 70,407 | $3,853k | Jun 30, 2019 | Aug 1, 2019 | |
Westover Capital Advisors LLC | 69,823 | $3,821k | Jun 30, 2019 | Aug 13, 2019 | |
Hollow Brook Wealth Management LLC | 69,812 | $3,821k | Jun 30, 2019 | Aug 13, 2019 | |
LVW Advisors LLC | 69,566 | $3,807k | Jun 30, 2019 | Aug 14, 2019 | |
Hendershot Investments Inc | 69,360 | $3,796k | Jun 30, 2019 | Jul 31, 2019 | |
Stillwater Investment Management LLC | 69,226 | $3,789k | Jun 30, 2019 | Jul 3, 2019 | |
Waverton Investment Management Limited | 69,029 | $3,778k | Jun 30, 2019 | Jul 17, 2019 | |
Vestor Capital LLC | 68,980 | $3,775k | Jun 30, 2019 | Aug 6, 2019 | |
Vontobel Swiss Wealth Advisors AG | 66,860 | $3,659k | Jun 30, 2019 | Aug 12, 2019 | |
Wendell David Associates Inc | 66,815 | $3,657k | Jun 30, 2019 | Jul 16, 2019 | |
Bronfman EL Rothschild LP | 66,806 | $3,656k | Jun 30, 2019 | Aug 12, 2019 | |
Keystone Financial Planning Inc | 66,559 | $3,643k | Jun 30, 2019 | Aug 5, 2019 | |
Poplar Forest Capital LLC | 65,298 | $3,574k | Jun 30, 2019 | Aug 2, 2019 | |
Intrepid Capital Management Inc | 64,914 | $3,553k | Jun 30, 2019 | Aug 13, 2019 | |
Northpointe Capital LLC | 64,226 | $3,515k | Jun 30, 2019 | Jul 26, 2019 | |
Guild Investment Management Inc | 64,030 | $3,504k | Jun 30, 2019 | Jul 29, 2019 | |
Cleararc Capital Inc | 63,838 | $3,494k | Jun 30, 2019 | Aug 7, 2019 | |
Canal Capital Management LLC | 63,828 | $3,493k | Jun 30, 2019 | Jul 31, 2019 | |
SNOW Capital Management LP | 62,672 | $3,430k | Jun 30, 2019 | Aug 13, 2019 | |
DF DENT and Company Inc | 62,527 | $3,422k | Jun 30, 2019 | Aug 15, 2019 | |
Stevens First Principles Investment Advisors | 62,251 | $3,407k | Jun 30, 2019 | Jul 22, 2019 | |
Pictet North America Advisors SA | 62,202 | $3,404k | Jun 30, 2019 | Aug 7, 2019 | |
Hedeker Wealth LLC | 61,911 | $3,388k | Jun 30, 2019 | Jul 26, 2019 | |
Greystone Managed Investments Inc | 61,883 | $3,387k | Jun 30, 2019 | Jul 23, 2019 | |
Stokes & Hubbell Capital Management LLC | 62,087 | $3,352k | Mar 31, 2019 | Apr 24, 2019 | |
Benson Investment Management Company Inc | 60,790 | $3,327k | Jun 30, 2019 | Jul 11, 2019 | |
Neuberger Berman Breton Hill ULC | 98,717 | $3,320k | Sep 30, 2017 | Nov 3, 2017 | |
YHB Investment Advisors Inc | 60,404 | $3,306k | Jun 30, 2019 | Jul 15, 2019 | |
Wealth Advisors of Tampa BAY LLC | 60,161 | $3,293k | Jun 30, 2019 | Jul 23, 2019 | |
Tealwood Asset Management Inc | 60,082 | $3,288k | Jun 30, 2019 | Aug 6, 2019 | |
Private Harbour Investment Management & Counsel LLC | 59,236 | $3,242k | Jun 30, 2019 | Aug 6, 2019 | |
Andesa Financial Management Inc | 58,898 | $3,223k | Jun 30, 2019 | Jul 30, 2019 | |
RICE Hall James & Associates LLC | 58,220 | $3,186k | Jun 30, 2019 | Aug 1, 2019 | |
Global Financial Private Capital LLC | 57,911 | $3,169k | Jun 30, 2019 | Aug 14, 2019 | |
FORT PITT Capital Group LLC | 57,860 | $3,167k | Jun 30, 2019 | Aug 9, 2019 | |
Marietta Wealth Management LLC | 57,764 | $3,161k | Jun 30, 2019 | Aug 14, 2019 | |
Founders Capital Management Inc | 57,485 | $3,146k | Jun 30, 2019 | Jul 11, 2019 | |
Founders Capital Management LLC | 57,485 | $3,146k | Jun 30, 2019 | Jul 11, 2019 | |
Strategic Advisors LLC | 57,154 | $3,128k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 57,154 | $3,128k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 57,154 | $3,128k | Jun 30, 2019 | Jul 22, 2019 | |
Pring/Turner Capital Group Inc | 71,458 | $3,096k | Dec 31, 2018 | Feb 14, 2019 | |
Wellington Shields Capital Management LLC | 56,061 | $3,068k | Jun 30, 2019 | Aug 8, 2019 | |
Summit X | 55,910 | $3,063k | Jun 30, 2019 | Aug 13, 2019 | |
Navellier & Associates Inc | 55,840 | $3,056k | Jun 30, 2019 | Jul 17, 2019 | |
Harwood Advisory Group LLC | 54,496 | $2,983k | Jun 30, 2019 | Aug 7, 2019 | |
BTC Capital Management Inc | 54,455 | $2,981k | Jun 30, 2019 | Jul 26, 2019 | |
Harbor Advisory Corporation | 54,301 | $2,972k | Jun 30, 2019 | Jul 30, 2019 | |
Harbor Investment Advisory LLC | 54,301 | $2,972k | Jun 30, 2019 | Jul 30, 2019 | |
Merriman Wealth Management LLC | 5,429 | $2,972k | Jun 30, 2019 | Jul 31, 2019 | |
Personal Capital Advisors Corporation | 53,902 | $2,950k | Jun 30, 2019 | Aug 14, 2019 | |
Mitchell Capital Management Co | 53,126 | $2,908k | Jun 30, 2019 | Jul 24, 2019 | |
Altium Wealth Management LLC | 52,562 | $2,877k | Jun 30, 2019 | Jul 18, 2019 | |
JAG Capital Management LLC | 52,530 | $2,875k | Jun 30, 2019 | Jul 22, 2019 | |
Aureus Asset Management LLC | 52,196 | $2,857k | Jun 30, 2019 | Aug 14, 2019 | |
Boyar Asset Management Inc | 52,151 | $2,854k | Jun 30, 2019 | Aug 6, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 51,368 | $2,812k | Jun 30, 2019 | Aug 14, 2019 | |
Sequoia Financial Advisors LLC | 51,325 | $2,809k | Jun 30, 2019 | Jul 31, 2019 | |
Teza Capital Management LLC | 51,230 | $2,804k | Jun 30, 2019 | Aug 8, 2019 | |
Knowledge Leaders Capital LLC | 51,181 | $2,801k | Jun 30, 2019 | Aug 7, 2019 | |
Shoker Investment Counsel Inc | 50,971 | $2,789k | Jun 30, 2019 | Aug 9, 2019 | |
Capital Planning Advisors LLC | 50,515 | $2,765k | Jun 30, 2019 | Aug 9, 2019 | |
Oarsman Capital Inc | 50,144 | $2,744k | Jun 30, 2019 | Aug 13, 2019 | |
Stearns Financial Services Group Inc | 50,081 | $2,741k | Jun 30, 2019 | Aug 14, 2019 | |
Murphy Capital Management Inc | 50,033 | $2,738k | Jun 30, 2019 | Jul 22, 2019 | |
MHI Funds LLC | 49,599 | $2,715k | Jun 30, 2019 | Jul 17, 2019 | |
Dumont & Blake Investment Advisors LLC | 49,300 | $2,698k | Jun 30, 2019 | Aug 1, 2019 | |
SPC Financial Inc | 49,181 | $2,692k | Jun 30, 2019 | Aug 1, 2019 | |
First Pacific Advisors LP | 49,150 | $2,690k | Jun 30, 2019 | Aug 14, 2019 | |
West Branch Capital LLC | 49,071 | $2,686k | Jun 30, 2019 | Aug 5, 2019 | |
Searle & Co | 49,066 | $2,685k | Jun 30, 2019 | Jul 17, 2019 | |
Prime Capital Investment Advisors LLC | 48,116 | $2,633k | Jun 30, 2019 | Aug 6, 2019 | |
Butensky & Cohen Financial Security Inc | 47,771 | $2,615k | Jun 30, 2019 | Jul 12, 2019 | |
Golub Group LLC | 47,465 | $2,598k | Jun 30, 2019 | Aug 13, 2019 | |
Perkins Investment Management LLC | 76,779 | $2,595k | Mar 31, 2017 | May 15, 2017 | |
DUFF & Phelps Investment Management Co | 46,840 | $2,564k | Jun 30, 2019 | Aug 2, 2019 | |
Arlington Partners LLC | 46,777 | $2,560k | Jun 30, 2019 | Jul 10, 2019 | |
Ascension Asset Management LLC | 46,325 | $2,535k | Jun 30, 2019 | Jul 23, 2019 | |
Front Barnett Associates LLC | 46,266 | $2,532k | Jun 30, 2019 | Aug 6, 2019 | |
Anchor Capital Advisors LLC | 45,975 | $2,516k | Jun 30, 2019 | Aug 1, 2019 | |
Kingfisher Capital LLC | 45,957 | $2,515k | Jun 30, 2019 | Aug 14, 2019 | |
FFCM LLC | 45,840 | $2,509k | Jun 30, 2019 | Jul 30, 2019 | |
Maverick Capital Ltd | 44,860 | $2,455k | Jun 30, 2019 | Aug 14, 2019 | |
Douglass Winthrop Advisors LLC | 43,790 | $2,397k | Jun 30, 2019 | Jul 10, 2019 | |
Auxier Asset Management LLC | 43,466 | $2,379k | Jun 30, 2019 | Aug 15, 2019 | |
Annex Advisory Services LLC | 42,945 | $2,350k | Jun 30, 2019 | Jul 18, 2019 | |
Schulhoff & Co Inc | 42,338 | $2,317k | Jun 30, 2019 | Aug 7, 2019 | |
Bigelow Investment Advisors LLC | 42,007 | $2,299k | Jun 30, 2019 | Jul 17, 2019 | |
Ausdal Financial Partners Inc | 40,662 | $2,296k | Jun 30, 2019 | Aug 5, 2019 | |
Hoylecohen LLC | 41,806 | $2,288k | Jun 30, 2019 | Aug 9, 2019 | |
Telemus Capital LLC | 44,544 | $2,288k | Jun 30, 2019 | Aug 9, 2019 | |
United Asset Strategies Inc | 41,190 | $2,254k | Jun 30, 2019 | Jul 31, 2019 | |
Gilman Hill Asset Management LLC | 41,177 | $2,254k | Jun 30, 2019 | Jul 17, 2019 | |
HUGH Johnson Advisors LLC | 41,152 | $2,252k | Jun 30, 2019 | Aug 6, 2019 | |
SOL Capital Management Co | 41,101 | $2,249k | Jun 30, 2019 | Jul 17, 2019 | |
Steinberg Global Asset Management Ltd | 41,215 | $2,225k | Mar 31, 2019 | Apr 24, 2019 | |
Miracle MILE Advisors LLC | 40,151 | $2,197k | Jun 30, 2019 | Aug 7, 2019 | |
North Star Investment Management Corporation | 39,712 | $2,173k | Jun 30, 2019 | Jul 15, 2019 | |
Balter Liquid Alternatives LLC | 39,028 | $2,136k | Jun 30, 2019 | Jul 31, 2019 | |
The WEIL Company | 38,992 | $2,134k | Jun 30, 2019 | Aug 12, 2019 | |
Klingenstein Fields & Co LLC | 38,775 | $2,122k | Jun 30, 2019 | Aug 12, 2019 | |
Cornell Pochily Investment Advisors Inc | 38,710 | $2,119k | Jun 30, 2019 | Jul 22, 2019 | |
New Potomac Partners LLC | 38,663 | $2,116k | Jun 30, 2019 | Jul 26, 2019 | |
NWAM LLC | 38,267 | $2,094k | Jun 30, 2019 | Jul 18, 2019 | |
Vision Capital Management Inc | 38,034 | $2,082k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 38,034 | $2,082k | Jun 30, 2019 | Jul 29, 2019 | |
GS Investments Inc | 38 | $2,080k | Jun 30, 2019 | Aug 9, 2019 | |
Cubic Asset Management LLC | 37,920 | $2,075k | Jun 30, 2019 | Jul 29, 2019 | |
ALL Terrain Financial Advisors LLC | 37,668 | $2,062k | Jun 30, 2019 | Aug 14, 2019 | |
ALTA Capital Management LLC | 37,436 | $2,048k | Jun 30, 2019 | Jul 26, 2019 | |
Mairs and Power Inc | 37,184 | $2,035k | Jun 30, 2019 | Aug 14, 2019 | |
West Oak Capital LLC | 36,583 | $2,002k | Jun 30, 2019 | Jul 12, 2019 | |
Baring International Investment Ltd | 79,102 | $1,966k | Jun 30, 2014 | Jul 21, 2014 | |
Colrain Capital LLC | 35,785 | $1,959k | Jun 30, 2019 | Aug 6, 2019 | |
Moloney Securities Asset Management LLC | 35,728 | $1,955k | Jun 30, 2019 | Jul 29, 2019 | |
Platinum Investment Management Limited | 35,700 | $1,954k | Jun 30, 2019 | Aug 14, 2019 | |
Aspiriant LLC | 35,659 | $1,953k | Jun 30, 2019 | Aug 6, 2019 | |
Woodmont Investment Counsel LLC | 35,605 | $1,949k | Jun 30, 2019 | Aug 14, 2019 | |
Wellington Shields & Co LLC | 35,601 | $1,948k | Jun 30, 2019 | Aug 8, 2019 | |
Profit Investment Management LLC | 35,543 | $1,945k | Jun 30, 2019 | Jul 16, 2019 | |
Oak Asset Management LLC | 33,675 | $1,944k | Jun 30, 2019 | Jul 25, 2019 | |
PFG Advisors LLC | 34,338 | $1,941k | Jun 30, 2019 | Aug 5, 2019 | |
Trust & Investment Advisors Inc | 35,450 | $1,940k | Jun 30, 2019 | Jul 30, 2019 | |
Private Advisors LLC | 35,450 | $1,940k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Financial Inc | 35,450 | $1,940k | Jun 30, 2019 | Jul 30, 2019 | |
The Financial Advisors LLC | 35,450 | $1,940k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors Inc | 35,450 | $1,940k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors LLC | 35,450 | $1,940k | Jun 30, 2019 | Jul 30, 2019 | |
White Pine Capital LLC | 35,150 | $1,924k | Jun 30, 2019 | Aug 14, 2019 | |
Biltmore Family Office LLC | 35,141 | $1,923k | Jun 30, 2019 | Jul 31, 2019 | |
Savant Capital LLC | 35,053 | $1,918k | Jun 30, 2019 | Aug 6, 2019 | |
Stoneridge Investment Partners LLC | 34,073 | $1,865k | Jun 30, 2019 | Jul 29, 2019 | |
Altfest L J & Co Inc | 33,891 | $1,855k | Jun 30, 2019 | Jul 15, 2019 | |
Penobscot Investment Management Company Inc | 33,845 | $1,852k | Jun 30, 2019 | Aug 2, 2019 | |
Diligent Investors LLC | 33,739 | $1,847k | Jun 30, 2019 | Aug 1, 2019 | |
American National Registered Investment Advisor Inc | 33,588 | $1,833k | Jun 30, 2019 | Aug 5, 2019 | |
Krueger & Catalano Capital Partners LLC | 33,241 | $1,819k | Jun 30, 2019 | Jul 22, 2019 | |
RFG Advisory LLC | 33,237 | $1,817k | Jun 30, 2019 | Aug 23, 2019 | |
Benin Management Corp | 33,151 | $1,814k | Jun 30, 2019 | Jul 31, 2019 | |
TSP Capital Management Group LLC | 45,800 | $1,814k | Jun 30, 2019 | Aug 9, 2019 | |
Hartline Investment Corp | 32,995 | $1,806k | Jun 30, 2019 | Aug 8, 2019 | |
Hamel Associates Inc | 32,937 | $1,803k | Jun 30, 2019 | Aug 5, 2019 | |
Mission Wealth Management LP | 32,857 | $1,798k | Jun 30, 2019 | Aug 9, 2019 | |
AFT Forsyth and Company Inc | 32,829 | $1,797k | Jun 30, 2019 | Jul 29, 2019 | |
Kynikos Associates LP | 32,100 | $1,757k | Jun 30, 2019 | Aug 14, 2019 | |
Cambridge Advisors Inc | 32,009 | $1,752k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 32,009 | $1,752k | Jun 30, 2019 | Jul 26, 2019 | |
Guardian Investment Management LLC | 31,650 | $1,732k | Jun 30, 2019 | Aug 16, 2019 | |
ICON Advisers Inc | 31,500 | $1,724k | Jun 30, 2019 | Aug 2, 2019 | |
Johanson Financial Advisors Inc | 31,457 | $1,720k | Jun 30, 2019 | Jul 29, 2019 | |
Baker Avenue Asset Management LP | 31,310 | $1,713k | Jun 30, 2019 | Aug 14, 2019 | |
Mitchell Mcleod PUGH & Williams Inc | 31,030 | $1,698k | Jun 30, 2019 | Jul 9, 2019 | |
PRIO Wealth Limited Partnership | 30,965 | $1,694k | Jun 30, 2019 | Jul 18, 2019 | |
Cfo4Life Group LLC | 30,745 | $1,683k | Jun 30, 2019 | Jul 29, 2019 | |
Joel Isaacson & Co LLC | 30,720 | $1,681k | Jun 30, 2019 | Jul 11, 2019 | |
Edgewood Management LLC | 30,652 | $1,678k | Jun 30, 2019 | Aug 12, 2019 | |
Provise Management Group LLC | 30,554 | $1,672k | Jun 30, 2019 | Aug 9, 2019 | |
LMR Partners LLC | 30,354 | $1,661k | Jun 30, 2019 | Aug 14, 2019 | |
Bowling Portfolio Management LLC | 30,308 | $1,659k | Jun 30, 2019 | Jul 25, 2019 | |
Malaga COVE Capital LLC | 29,954 | $1,639k | Jun 30, 2019 | Aug 14, 2019 | |
Oak Grove Capital LLC | 29,600 | $1,620k | Jun 30, 2019 | Aug 9, 2019 | |
South Street Advisors LLC | 29,545 | $1,617k | Jun 30, 2019 | Jul 22, 2019 | |
Family Legacy Inc | 29,320 | $1,605k | Jun 30, 2019 | Jul 25, 2019 | |
Tuttle Tactical Management LLC | 29,098 | $1,593k | Jun 30, 2019 | Jul 29, 2019 | |
Ifrah Financial Services Inc | 29,069 | $1,591k | Jun 30, 2019 | Aug 6, 2019 | |
Rossmore Private Capital LLC | 28,994 | $1,587k | Jun 30, 2019 | Aug 5, 2019 | |
Delphi Management Inc | 28,817 | $1,577k | Jun 30, 2019 | Aug 20, 2019 | |
Howard Capital Management Inc | 28,796 | $1,576k | Jun 30, 2019 | Jul 24, 2019 | |
Guardian Capital LP | 28,744 | $1,573k | Jun 30, 2019 | Aug 14, 2019 | |
Campbell Newman Asset Management Inc | 28,398 | $1,554k | Jun 30, 2019 | Jul 24, 2019 | |
Dearborn Partners LLC | 28,130 | $1,540k | Jun 30, 2019 | Jul 29, 2019 | |
Green Square Capital LLC | 28,133 | $1,540k | Jun 30, 2019 | Aug 14, 2019 | |
Altrinsic Global Advisors LLC | 28,040 | $1,535k | Jun 30, 2019 | Aug 14, 2019 | |
Whitnell & Co | 28,008 | $1,533k | Jun 30, 2019 | Jul 16, 2019 | |
Excalibur Management Corp | 27,691 | $1,516k | Jun 30, 2019 | Jul 26, 2019 | |
Aristotle Atlantic Partners LLC | 27,288 | $1,493k | Jun 30, 2019 | Aug 13, 2019 | |
Good Life Advisors LLC | 27,225 | $1,485k | Jun 30, 2019 | Aug 6, 2019 | |
ST Johns Investment Management Company LLC | 27,103 | $1,483k | Jun 30, 2019 | Jul 24, 2019 | |
Pagnatokarp Partners LLC | 26,950 | $1,475k | Jun 30, 2019 | Aug 8, 2019 | |
180 Wealth Advisors LLC | 26,608 | $1,474k | Jun 30, 2019 | Aug 5, 2019 | |
Willow Creek Wealth Management Inc | 26,457 | $1,448k | Jun 30, 2019 | Jul 22, 2019 | |
Sanders Morris Harris LLC | 26,400 | $1,445k | Jun 30, 2019 | Jul 10, 2019 | |
Dividend Assets Capital LLC | 26,098 | $1,428k | Jun 30, 2019 | Jul 12, 2019 | |
Meridian Investment Counsel Inc | 25,324 | $1,386k | Jun 30, 2019 | Aug 13, 2019 | |
Wilkins Investment Counsel Inc | 25,298 | $1,385k | Jun 30, 2019 | Aug 9, 2019 | |
Bridgecreek Investment Management LLC | 25,250 | $1,382k | Jun 30, 2019 | Aug 14, 2019 | |
Point72 Asset Management LP | 25,240 | $1,381k | Jun 30, 2019 | Aug 14, 2019 | |
Premier Asset Management LLC | 25,145 | $1,376k | Jun 30, 2019 | Aug 7, 2019 | |
American Asset Management Inc | 25,141 | $1,376k | Jun 30, 2019 | Jul 31, 2019 | |
Blue FIN Capital Inc | 25,111 | $1,374k | Jun 30, 2019 | Jul 22, 2019 | |
Nepsis Inc | 24,866 | $1,373k | Jun 30, 2019 | Jul 22, 2019 | |
DB Root & Company LLC | 24,810 | $1,357k | Jun 30, 2019 | Jul 19, 2019 | |
Aries Wealth Management LLC | 23,767 | $1,345k | Jun 30, 2019 | Jul 15, 2019 | |
Mckinley Carter Wealth Services Inc | 24,448 | $1,338k | Jun 30, 2019 | Aug 2, 2019 | |
Armor Investment Advisors LLC | 23,562 | $1,290k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 23,562 | $1,290k | Jun 30, 2019 | Aug 13, 2019 | |
Bell & Brown Wealth Advisors LLC | 23,223 | $1,271k | Jun 30, 2019 | Aug 6, 2019 | |
Kiley Juergens Wealth Management LLC | 22,863 | $1,251k | Jun 30, 2019 | Jul 11, 2019 | |
Quantum Capital Management LLC | 22,426 | $1,227k | Jun 30, 2019 | Aug 14, 2019 | |
Independent Investors Inc | 22,400 | $1,225k | Jun 30, 2019 | Jul 18, 2019 | |
Northside Capital Management LLC | 22,321 | $1,222k | Jun 30, 2019 | Jul 16, 2019 | |
Measured Wealth Private Client Group LLC | 22,331 | $1,222k | Jun 30, 2019 | Jul 26, 2019 | |
Evermay Wealth Management LLC | 22,167 | $1,213k | Jun 30, 2019 | Jul 23, 2019 | |
Lakeview Capital Partners LLC | 21,983 | $1,203k | Jun 30, 2019 | Aug 5, 2019 | |
Calton & Associates Inc | 21,667 | $1,186k | Jun 30, 2019 | Jul 9, 2019 | |
Wellesley Investment Partners LLC | 21,149 | $1,157k | Jun 30, 2019 | Aug 5, 2019 | |
DAVY Asset Management Limited | 21,107 | $1,155k | Jun 30, 2019 | Jul 19, 2019 | |
Managed Asset Portfolios LLC | 21,000 | $1,149k | Jun 30, 2019 | Aug 8, 2019 | |
Jaffetilchin Investment Partners LLC | 20,991 | $1,149k | Jun 30, 2019 | Aug 13, 2019 | |
Tiemann Investment Advisors LLC | 20,890 | $1,143k | Jun 30, 2019 | Aug 13, 2019 | |
Stony Point Wealth Management Inc | 19,955 | $1,142k | Jun 30, 2019 | Jul 23, 2019 | |
Pratt Collard Advisory Partners LLC | 20,824 | $1,140k | Jun 30, 2019 | Jul 16, 2019 | |
Crossvault Capital Management LLC | 20,458 | $1,120k | Jun 30, 2019 | Jul 19, 2019 | |
SFE Investment Counsel Inc | 20,450 | $1,119k | Jun 30, 2019 | Jul 26, 2019 | |
Harfst and Associates Inc | 20,407 | $1,116k | Jun 30, 2019 | Aug 14, 2019 | |
Brave Asset Management Inc | 20,300 | $1,111k | Jun 30, 2019 | Aug 5, 2019 | |
KCS Wealth Advisory LLC | 20,145 | $1,103k | Jun 30, 2019 | Jul 29, 2019 | |
Cipher Capital LP | 20,068 | $1,098k | Jun 30, 2019 | Aug 13, 2019 | |
South Texas Money Management Ltd | 20,038 | $1,097k | Jun 30, 2019 | Jul 2, 2019 | |
Monetta Financial Services Inc | 20,000 | $1,095k | Jun 30, 2019 | Aug 9, 2019 | |
S R Schill & Associates Inc | 19,768 | $1,082k | Jun 30, 2019 | Aug 19, 2019 | |
ARP Americas LP | 19,700 | $1,078k | Jun 30, 2019 | Jul 29, 2019 | |
The Rikoon Group LLC | 19,583 | $1,072k | Jun 30, 2019 | Aug 6, 2019 | |
Columbus Macro LLC | 19,488 | $1,067k | Jun 30, 2019 | Jul 16, 2019 | |
Founders Financial Securities LLC | 19,478 | $1,066k | Jun 30, 2019 | Jul 22, 2019 | |
Ballast Inc | 19,428 | $1,063k | Jun 30, 2019 | Jul 26, 2019 | |
E & G Advisors LP | 19,385 | $1,061k | Jun 30, 2019 | Jul 12, 2019 | |
Transamerica Financial Advisors Inc | 19,350 | $1,060k | Jun 30, 2019 | Aug 21, 2019 | |
Liberty Capital Management Inc | 19,229 | $1,052k | Jun 30, 2019 | Jul 15, 2019 | |
Tributary Capital Management LLC | 19,180 | $1,050k | Jun 30, 2019 | Jul 11, 2019 | |
Ativo Capital Management LLC | 19,163 | $1,049k | Jun 30, 2019 | Aug 14, 2019 | |
Omnistar Financial Group Inc | 19,032 | $1,042k | Jun 30, 2019 | Jul 30, 2019 | |
Cahill Financial Advisors Inc | 18,831 | $1,031k | Jun 30, 2019 | Aug 14, 2019 | |
The Fiduciary Group LLC | 18,816 | $1,030k | Jun 30, 2019 | Aug 14, 2019 | |
Lourd Capital LLC | 18,768 | $1,027k | Jun 30, 2019 | Jul 11, 2019 | |
New England Investment & Retirement Group Inc | 18,585 | $1,017k | Jun 30, 2019 | Jul 31, 2019 | |
KMS Financial Services Inc | 40,295 | $1,014k | Sep 30, 2014 | Nov 17, 2014 | |
MARK Sheptoff Financial Planning LLC | 18,275 | $1,000k | Jun 30, 2019 | Aug 12, 2019 | |
Palladium Partners LLC | 18,260 | $999k | Jun 30, 2019 | Aug 7, 2019 | |
Neumann Capital Management LLC | 18,230 | $998k | Jun 30, 2019 | Jul 25, 2019 | |
Augustine Asset Management Inc | 18,177 | $995k | Jun 30, 2019 | Aug 5, 2019 | |
Wilmington Trust Investment Management LLC | 39,626 | $988k | Jun 30, 2014 | Aug 13, 2014 | |
BECK MACK & Oliver LLC | 18,000 | $985k | Jun 30, 2019 | Aug 13, 2019 | |
Murphy Pohlad Asset Management LLC | 17,958 | $982k | Jun 30, 2019 | Aug 6, 2019 | |
Ancora Family Wealth Advisors LLC | 30,776 | $976k | Sep 30, 2016 | Nov 4, 2016 | |
Retirement Capital Strategies Inc | 17,826 | $976k | Jun 30, 2019 | Aug 2, 2019 | |
Insight 2811 Inc | 17,232 | $973k | Jun 30, 2019 | Jul 9, 2019 | |
Foster Dykema Cabot & Co Incorporated | 17,754 | $972k | Jun 30, 2019 | Aug 6, 2019 | |
Eagle Ridge Investment Management LLC | 17,668 | $967k | Jun 30, 2019 | Aug 1, 2019 | |
Wealth Alliance Advisory Group LLC | 16,644 | $966k | Jun 30, 2019 | Jul 17, 2019 | |
EFG Asset Management Americas Corp | 17,638 | $965k | Jun 30, 2019 | Jul 9, 2019 | |
Plancorp LLC | 17,331 | $949k | Jun 30, 2019 | Aug 13, 2019 | |
GM Advisory Group Inc | 17,336 | $949k | Jun 30, 2019 | Aug 9, 2019 | |
Hilton Capital Management LLC | 17,029 | $932k | Jun 30, 2019 | Aug 14, 2019 | |
SAND Hill Global Advisors LLC | 16,755 | $917k | Jun 30, 2019 | Aug 13, 2019 | |
Focused Wealth Management Inc | 16,721 | $915k | Jun 30, 2019 | Jul 19, 2019 | |
Boston Common Asset Management LLC | 16,688 | $913k | Jun 30, 2019 | Jul 26, 2019 | |
Burleson & Company LLC | 16,369 | $907k | Jun 30, 2019 | Aug 5, 2019 | |
Wiley Bros-Aintree Capital LLC | 15,938 | $872k | Jun 30, 2019 | Jul 10, 2019 | |
Miles Capital Inc | 15,280 | $836k | Jun 30, 2019 | Aug 13, 2019 | |
Alphastar Capital Management LLC | 15,259 | $835k | Jun 30, 2019 | Aug 14, 2019 | |
Berkeley Capital Partners LLC | 15,148 | $829k | Jun 30, 2019 | Aug 8, 2019 | |
SWS Partners LLC | 14,346 | $828k | Jun 30, 2019 | Aug 13, 2019 | |
Guardian Capital Advisors LP | 14,625 | $826k | Jun 30, 2019 | Aug 14, 2019 | |
Copperwynd Financial LLC | 15,066 | $825k | Jun 30, 2019 | Aug 7, 2019 | |
Wright Investors Service Inc | 14,997 | $821k | Jun 30, 2019 | Aug 1, 2019 | |
MRAZ Amerine & Associates Inc | 14,948 | $818k | Jun 30, 2019 | Aug 2, 2019 | |
White Lighthouse Investment Management Inc | 14,932 | $817k | Jun 30, 2019 | Jul 31, 2019 | |
Investment Counselors of Maryland LLC | 14,927 | $817k | Jun 30, 2019 | Aug 5, 2019 | |
F3Logic LLC | 14,815 | $812k | Jun 30, 2019 | Aug 2, 2019 | |
Breiter Capital Management Inc | 14,813 | $811k | Jun 30, 2019 | Aug 23, 2019 | |
Crescent Grove Advisors LLC | 14,664 | $803k | Jun 30, 2019 | Aug 6, 2019 | |
Nicholas Hoffman & Company LLC | 14,654 | $802k | Jun 30, 2019 | Aug 12, 2019 | |
The Central Trust Bank | 14,661 | $802k | Jun 30, 2019 | Jul 16, 2019 | |
Brandes Investment Partners LP | 14,624 | $800k | Jun 30, 2019 | Aug 13, 2019 | |
RB Capital Management LLC | 14,579 | $797k | Jun 30, 2019 | Aug 7, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 14,462 | $792k | Jun 30, 2019 | Jul 15, 2019 | |
Security Asset Management Inc | 14,449 | $791k | Jun 30, 2019 | Aug 6, 2019 | |
Ironwood Investment Management LLC | 14,455 | $791k | Jun 30, 2019 | Aug 14, 2019 | |
Cedar Wealth Management LLC | 14,428 | $790k | Jun 30, 2019 | Jul 24, 2019 | |
Howland Capital Management LLC | 14,284 | $782k | Jun 30, 2019 | Jul 17, 2019 | |
Meristem Family Wealth LLC | 14,161 | $775k | Jun 30, 2019 | Aug 6, 2019 | |
Wells Trecaso Financial Group LLC | 14,085 | $771k | Jun 30, 2019 | Jul 22, 2019 | |
Epstein and White Financial LLC | 14,700 | $767k | Jun 30, 2019 | Jul 19, 2019 | |
RKL Wealth Management LLC | 13,917 | $760k | Jun 30, 2019 | Aug 2, 2019 | |
Oak Ridge Investments LLC | 13,790 | $755k | Jun 30, 2019 | Aug 14, 2019 | |
Spinnaker Investment Group LLC | 13,792 | $754k | Jun 30, 2019 | Jul 11, 2019 | |
Stadion Money Management LLC | 13,762 | $753k | Jun 30, 2019 | Aug 14, 2019 | |
Wealthplan Partners Inc | 14,139 | $745k | Jun 30, 2019 | Aug 19, 2019 | |
Windsor Capital Management LLC | 13,590 | $743k | Jun 30, 2019 | Aug 2, 2019 | |
Ipswich Investment Management Company Inc | 13,504 | $739k | Jun 30, 2019 | Jul 11, 2019 | |
Wafra Inc | 13,503 | $739k | Jun 30, 2019 | Aug 14, 2019 | |
Bingham Osborn & Scarborough LLC | 13,361 | $731k | Jun 30, 2019 | Aug 2, 2019 | |
Private Asset Management Inc | 13,156 | $720k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 13,156 | $720k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 13,156 | $720k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 13,156 | $720k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 13,156 | $720k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 13,156 | $720k | Jun 30, 2019 | Aug 14, 2019 | |
Private Vista LLC | 13,117 | $718k | Jun 30, 2019 | Jul 19, 2019 | |
Congress Park Capital LLC | 12,493 | $706k | Jun 30, 2019 | Aug 2, 2019 | |
WBI Investments Inc | 12,648 | $692k | Jun 30, 2019 | Jul 23, 2019 | |
Hellman Jordan Management Co Inc | 12,566 | $688k | Jun 30, 2019 | Aug 19, 2019 | |
Cypress Wealth Services LLC | 12,291 | $673k | Jun 30, 2019 | Jul 24, 2019 | |
American Financial Network Advisory Services LLC | 12,003 | $669k | Jun 30, 2019 | Aug 9, 2019 | |
Clear Perspective Advisors LLC | 12,203 | $668k | Jun 30, 2019 | Aug 12, 2019 | |
Tokio Marine Asset Management USA Ltd | 12,202 | $668k | Jun 30, 2019 | Jul 25, 2019 | |
Mirador Capital Partners LP | 11,977 | $656k | Jun 30, 2019 | Aug 6, 2019 | |
Vista Investment Management LLC | 11,970 | $655k | Jun 30, 2019 | Aug 14, 2019 | |
Highvista Strategies LLC | 11,800 | $646k | Jun 30, 2019 | Aug 14, 2019 | |
Signature Financial Management Inc | 14,730 | $638k | Dec 31, 2018 | Feb 13, 2019 | |
American Money Management LLC | 11,630 | $637k | Jun 30, 2019 | Aug 12, 2019 | |
MANA Advisors LLC | 11,480 | $628k | Jun 30, 2019 | Aug 14, 2019 | |
Blue CHIP Wealth Management Inc | 11,448 | $627k | Jun 30, 2019 | Aug 13, 2019 | |
Steigerwald Gordon & KOCH Inc | 11,424 | $625k | Jun 30, 2019 | Jul 15, 2019 | |
Round Table Services LLC | 11,410 | $624k | Jun 30, 2019 | Jul 17, 2019 | |
Brookstone Capital Management LLC | 11,361 | $622k | Jun 30, 2019 | Jul 25, 2019 | |
Landmark Financial Advisors LLC | 11,116 | $608k | Jun 30, 2019 | Aug 2, 2019 | |
RAAB & Moskowitz Asset Management LLC | 10,944 | $599k | Jun 30, 2019 | Aug 9, 2019 | |
Mcadam LLC | 10,920 | $598k | Jun 30, 2019 | Jul 30, 2019 | |
Biegel & Waller LLC | 10,818 | $592k | Jun 30, 2019 | Jul 23, 2019 | |
LaSalle Street Capital Management LLC | 10,668 | $584k | Jun 30, 2019 | Aug 8, 2019 | |
Mcguire Investment Group LLC | 10,630 | $582k | Jun 30, 2019 | Jul 25, 2019 | |
Confluence Wealth Management LLC | 10,484 | $574k | Jun 30, 2019 | Aug 9, 2019 | |
Armbruster Capital Management Inc | 10,462 | $573k | Jun 30, 2019 | Jul 18, 2019 | |
Weybosset Research & Management LLC | 10,450 | $572k | Jun 30, 2019 | Jul 22, 2019 | |
Amplify Investments LLC | 13,199 | $566k | Mar 31, 2018 | May 14, 2018 | |
Cornerstone Advisory LLC | 10,235 | $560k | Jun 30, 2019 | Aug 8, 2019 | |
Vivaldi Capital Management LLC | 10,125 | $554k | Jun 30, 2019 | Aug 14, 2019 | |
Highland Private Wealth Management | 10,057 | $550k | Jun 30, 2019 | Aug 13, 2019 | |
Arrowmark Colorado Holdings LLC | 10,000 | $547k | Jun 30, 2019 | Aug 14, 2019 | |
SFMG LLC | 9,516 | $538k | Jun 30, 2019 | Aug 5, 2019 | |
New Vernon Investment Management LLC | 9,834 | $538k | Jun 30, 2019 | Aug 14, 2019 | |
CAMG Solamere Management LLC | 9,801 | $536k | Jun 30, 2019 | Aug 13, 2019 | |
Polaris Greystone Financial Group LLC | 9,738 | $533k | Jun 30, 2019 | Jul 25, 2019 | |
BHK Investment Advisors LLC | 9,710 | $531k | Jun 30, 2019 | Aug 2, 2019 | |
Formidable Asset Management LLC | 12,134 | $526k | Dec 31, 2018 | Feb 6, 2019 | |
First Wilshire Securities Management Inc | 9,505 | $520k | Jun 30, 2019 | Aug 14, 2019 | |
Waters Parkerson & Co LLC | 9,428 | $516k | Jun 30, 2019 | Aug 6, 2019 | |
New England Private Wealth Advisors LLC | 9,383 | $514k | Jun 30, 2019 | Aug 8, 2019 | |
Modera Wealth Management LLC | 9,385 | $514k | Jun 30, 2019 | Aug 7, 2019 | |
IMS Capital Management Inc | 9,366 | $513k | Jun 30, 2019 | Aug 14, 2019 | |
Gilbert & COOK Inc | 9,350 | $512k | Jun 30, 2019 | Aug 5, 2019 | |
Partnervest Advisory Services LLC | 9,344 | $511k | Jun 30, 2019 | Aug 7, 2019 | |
FORD Financial Group Inc | 9,302 | $509k | Jun 30, 2019 | Jul 25, 2019 | |
Dimension Capital Management LLC | 9,222 | $505k | Jun 30, 2019 | Aug 12, 2019 | |
Cacti Asset Management LLC | 9,000 | $502k | Jun 30, 2019 | Jul 1, 2019 | |
Southeast Asset Advisors Inc | 9,127 | $500k | Jun 30, 2019 | Aug 14, 2019 | |
Perritt Capital Management Inc | 8,956 | $490k | Jun 30, 2019 | Aug 13, 2019 | |
First Heartland Consultants Inc | 8,844 | $484k | Jun 30, 2019 | Aug 12, 2019 | |
Successful Portfolios LLC | 8,834 | $483k | Jun 30, 2019 | Jul 11, 2019 | |
Parkside Advisors LLC | 8,812 | $482k | Jun 30, 2019 | Jul 10, 2019 | |
Spears Abacus Advisors LLC | 8,811 | $482k | Jun 30, 2019 | Aug 9, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 8,765 | $480k | Jun 30, 2019 | Jul 22, 2019 | |
Dillon & Associates Inc | 8,683 | $478k | Jun 30, 2019 | Jul 22, 2019 | |
Sandler Capital Management | 8,700 | $476k | Jun 30, 2019 | Aug 14, 2019 | |
Monetary Management Group Inc | 8,600 | $471k | Jun 30, 2019 | Aug 13, 2019 | |
Brown Capital Management LLC | 8,342 | $457k | Jun 30, 2019 | Aug 13, 2019 | |
Grandfield & DODD LLC | 8,335 | $456k | Jun 30, 2019 | Jul 29, 2019 | |
Baker Ellis Asset Management LLC | 8,250 | $452k | Jun 30, 2019 | Aug 12, 2019 | |
Bienville Capital Management LLC | 8,229 | $450k | Jun 30, 2019 | Aug 14, 2019 | |
BRAY Capital Advisors LLC | 8,217 | $450k | Jun 30, 2019 | Jul 29, 2019 | |
The Northstar Group Inc | 8,187 | $448k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 8,187 | $448k | Jun 30, 2019 | Jul 12, 2019 | |
UNIO Capital LLC | 7,822 | $443k | Jun 30, 2019 | Aug 14, 2019 | |
Suncoast Equity Management LLC | 8,085 | $442k | Jun 30, 2019 | Jul 26, 2019 | |
Broadleaf Partners LLC | 8,036 | $440k | Jun 30, 2019 | Jul 19, 2019 | |
Lenox Wealth Advisors LLC | 7,978 | $437k | Jun 30, 2019 | Jul 12, 2019 | |
Huber Financial Advisors LLC | 7,973 | $436k | Jun 30, 2019 | Aug 5, 2019 | |
Mengis Capital Management Inc | 7,800 | $426k | Jun 30, 2019 | Jul 18, 2019 | |
Clear Harbor Asset Management LLC | 7,783 | $426k | Jun 30, 2019 | Jul 22, 2019 | |
The Financial Consulate Inc | 7,723 | $423k | Jun 30, 2019 | Jul 24, 2019 | |
The Family FIRM Inc | 7,670 | $420k | Jun 30, 2019 | Aug 6, 2019 | |
Lincoln Capital Corporation | 7,610 | $416k | Jun 30, 2019 | Jul 12, 2019 | |
Wespac Advisors LLC | 7,600 | $416k | Jun 30, 2019 | Jul 23, 2019 | |
Lincoln Capital LLC | 7,610 | $416k | Jun 30, 2019 | Jul 12, 2019 | |
Quadrant Capital Management LLC | 7,576 | $415k | Jun 30, 2019 | Aug 8, 2019 | |
Gables Capital Management Inc | 7,530 | $410k | Jun 30, 2019 | Jul 31, 2019 | |
Rodgers Brothers Inc | 7,478 | $409k | Jun 30, 2019 | Aug 14, 2019 | |
Peninsula Wealth LLC | 7,469 | $409k | Jun 30, 2019 | Aug 2, 2019 | |
Newport Wealth Strategies Inc | 7,105 | $406k | Jun 30, 2019 | Jul 22, 2019 | |
Mount Yale Investment Advisors LLC | 7,580 | $397k | Jun 30, 2019 | Aug 13, 2019 | |
FORT Point Capital Partners LLC | 7,251 | $397k | Jun 30, 2019 | Aug 9, 2019 | |
American Research & Management Company | 7,231 | $396k | Jun 30, 2019 | Jul 18, 2019 | |
Tufton Capital Management LLC | 7,231 | $395k | Jun 30, 2019 | Jul 26, 2019 | |
Arnhold LLC | 7,200 | $394k | Jun 30, 2019 | Aug 8, 2019 | |
Accuvest Global Advisors | 7,146 | $391k | Jun 30, 2019 | Jul 17, 2019 | |
The Mathes Company Inc | 7,000 | $383k | Jun 30, 2019 | Jul 29, 2019 | |
Camelot Portfolios LLC | 6,988 | $382k | Jun 30, 2019 | Jul 19, 2019 | |
Valmark Advisers Inc | 6,949 | $380k | Jun 30, 2019 | Aug 7, 2019 | |
Hermes Investment Management Limited | 8,764 | $377k | Jun 30, 2018 | Jul 24, 2018 | |
Legacy Financial Advisors Inc | 6,887 | $377k | Jun 30, 2019 | Jul 15, 2019 | |
Torch Wealth Management LLC | 6,883 | $377k | Jun 30, 2019 | Aug 2, 2019 | |
Gyroscope Capital Management Group LLC | 6,555 | $371k | Jun 30, 2019 | Jul 11, 2019 | |
Access Financial Services Inc | 6,752 | $370k | Jun 30, 2019 | Jul 24, 2019 | |
DEAN Capital Management LLC | 6,750 | $369k | Jun 30, 2019 | Aug 12, 2019 | |
DEAN Capital Investments Management LLC | 6,750 | $369k | Jun 30, 2019 | Aug 12, 2019 | |
Sonata Capital Group Inc | 6,690 | $366k | Jun 30, 2019 | Aug 5, 2019 | |
Westbourne Investment Advisors Inc | 6,677 | $365k | Jun 30, 2019 | Jul 22, 2019 | |
West Chester Capital Advisors Inc | 6,644 | $364k | Jun 30, 2019 | Jul 30, 2019 | |
Valicenti Advisory Services Inc | 6,570 | $360k | Jun 30, 2019 | Jul 17, 2019 | |
Harbour Capital Advisors LLC | 6,557 | $359k | Jun 30, 2019 | Jul 10, 2019 | |
Fernwood Investment Management LLC | 6,540 | $358k | Jun 30, 2019 | Aug 1, 2019 | |
Cheviot Value Management LLC | 6,532 | $358k | Jun 30, 2019 | Aug 14, 2019 | |
Total Investment Management Inc | 6,666 | $351k | Jun 30, 2019 | Aug 7, 2019 | |
Total Management Group Inc | 6,666 | $351k | Jun 30, 2019 | Aug 7, 2019 | |
van Strum & Towne Inc | 6,367 | $348k | Jun 30, 2019 | Aug 12, 2019 | |
Birinyi Associates Inc | 6,323 | $346k | Jun 30, 2019 | Aug 5, 2019 | |
Bridgeworth LLC | 6,318 | $346k | Jun 30, 2019 | Jul 25, 2019 | |
Summit Financial Wealth Advisors LLC | 6,306 | $345k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 6,306 | $345k | Jun 30, 2019 | Jul 16, 2019 | |
LGL Partners LLC | 6,230 | $341k | Jun 30, 2019 | Aug 14, 2019 | |
AULL & Monroe Investment Management Corp | 6,221 | $340k | Jun 30, 2019 | Jul 29, 2019 | |
Traynor Capital Management Inc | 6,174 | $338k | Jun 30, 2019 | Jul 26, 2019 | |
Emerald Investment Partners LLC | 6,181 | $338k | Jun 30, 2019 | Aug 12, 2019 | |
Strategic Global Advisors LLC | 6,151 | $337k | Jun 30, 2019 | Aug 13, 2019 | |
Paulson Wealth Management Inc | 5,792 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
Connecticut Wealth Management LLC | 6,068 | $332k | Jun 30, 2019 | Jul 29, 2019 | |
Bluesky Wealth Advisors LLC | 6,022 | $330k | Jun 30, 2019 | Aug 5, 2019 | |
Oxbow Advisors LLC | 6,038 | $330k | Jun 30, 2019 | Aug 7, 2019 | |
Cutler Investment Counsel LLC | 6,015 | $329k | Jun 30, 2019 | Aug 5, 2019 | |
REDW Stanley Financial Advisors LLC | 5,975 | $327k | Jun 30, 2019 | Aug 9, 2019 | |
Piershale Financial Group Inc | 5,965 | $326k | Jun 30, 2019 | Jul 26, 2019 | |
Doliver Capital Advisors LP | 5,912 | $324k | Jun 30, 2019 | Jul 25, 2019 | |
Edgemoor Investment Advisors Inc | 5,850 | $320k | Jun 30, 2019 | Aug 9, 2019 | |
Strategic Financial Group LLC | 5,832 | $319k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 5,832 | $319k | Jun 30, 2019 | Jul 29, 2019 | |
LESA Sroufe & Company Inc | 5,811 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
Terril Brothers Inc | 5,797 | $317k | Jun 30, 2019 | Aug 5, 2019 | |
Sigma Investment Counselors Inc | 5,689 | $311k | Jun 30, 2019 | Jul 23, 2019 | |
North American Management Corp | 5,649 | $309k | Jun 30, 2019 | Jul 30, 2019 | |
Quadrant Private Wealth Management LLC | 5,639 | $309k | Jun 30, 2019 | Aug 13, 2019 | |
Accredited Investors Inc | 5,589 | $306k | Jun 30, 2019 | Aug 13, 2019 | |
Clearstead Advisors LLC | 5,547 | $304k | Jun 30, 2019 | Aug 8, 2019 | |
Cumberland Advisors Inc | 5,550 | $304k | Jun 30, 2019 | Jul 11, 2019 | |
Portland Global Advisors LLC | 5,551 | $304k | Jun 30, 2019 | Jul 26, 2019 | |
First Western Capital Management Company | 5,489 | $300k | Jun 30, 2019 | Aug 14, 2019 | |
Hengehold Capital Management LLC | 5,406 | $296k | Jun 30, 2019 | Jul 23, 2019 | |
WSFS Capital Management LLC | 5,413 | $296k | Jun 30, 2019 | Aug 14, 2019 | |
Albert D Mason Inc | 5,204 | $285k | Jun 30, 2019 | Jul 30, 2019 | |
Toroso Investments LLC | 5,340 | $282k | Jun 30, 2019 | Aug 15, 2019 | |
BSW Wealth Partners LLC | 5,112 | $280k | Jun 30, 2019 | Aug 13, 2019 | |
Haverford Financial Services Inc | 5,098 | $279k | Jun 30, 2019 | Aug 13, 2019 | |
Carlson Capital Management LLC | 5,088 | $278k | Jun 30, 2019 | Jul 15, 2019 | |
Jackson Grant Investment Advisers Inc | 5,038 | $276k | Jun 30, 2019 | Aug 13, 2019 | |
Shayne & Co LLC | 5,000 | $274k | Jun 30, 2019 | Jul 24, 2019 | |
Grace Capital | 5,000 | $274k | Jun 30, 2019 | Aug 14, 2019 | |
Bigsur Wealth Management LLC | 5,000 | $274k | Jun 30, 2019 | Jul 5, 2019 | |
Spearhead Capital Advisors LLC | 4,890 | $268k | Jun 30, 2019 | Jul 17, 2019 | |
Barber Financial Group | 4,838 | $265k | Jun 30, 2019 | Aug 9, 2019 | |
DAY & Ennis LLC | 4,788 | $262k | Jun 30, 2019 | Aug 2, 2019 | |
DSC Advisors LP | 4,782 | $262k | Jun 30, 2019 | Aug 14, 2019 | |
Summit Asset Management LLC | 4,748 | $260k | Jun 30, 2019 | Aug 7, 2019 | |
Heritage Investment Group Inc | 4,618 | $253k | Jun 30, 2019 | Aug 13, 2019 | |
Heritage Financial LLC | 4,618 | $253k | Jun 30, 2019 | Aug 13, 2019 | |
Family Management Corporation | 4,559 | $250k | Jun 30, 2019 | Aug 14, 2019 | |
Driehaus Capital Management LLC | 4,563 | $250k | Jun 30, 2019 | Aug 14, 2019 | |
SRB Corporation | 4,545 | $249k | Jun 30, 2019 | Aug 14, 2019 | |
Autus Asset Management LLC | 4,532 | $248k | Jun 30, 2019 | Jul 15, 2019 | |
Acorn Wealth Advisors LLC | 4,671 | $247k | Jun 30, 2019 | Aug 14, 2019 | |
TMD & Associates Inc | 4,459 | $244k | Jun 30, 2019 | Aug 9, 2019 | |
Magnetar Financial LLC | 4,432 | $243k | Jun 30, 2019 | Aug 14, 2019 | |
Barry Investment Advisors LLC | 4,414 | $242k | Jun 30, 2019 | Jul 26, 2019 | |
Wakefield Asset Management LLLP | 4,378 | $240k | Jun 30, 2019 | Aug 13, 2019 | |
LLBH Private Wealth Management LLC | 4,310 | $236k | Jun 30, 2019 | Aug 13, 2019 | |
PENN Davis Mcfarland Inc | 4,287 | $235k | Jun 30, 2019 | Jul 16, 2019 | |
Caxton Associates LP | 4,300 | $235k | Jun 30, 2019 | Aug 14, 2019 | |
Donald L Hagan LLC | 4,280 | $234k | Jun 30, 2019 | Jul 18, 2019 | |
Campbell & Company Investment Adviser LLC | 4,145 | $227k | Jun 30, 2019 | Jul 10, 2019 | |
Managed Account Services Inc | 4,000 | $226k | Jun 30, 2019 | Jul 15, 2019 | |
Sather Financial Group Inc | 4,146 | $226k | Jun 30, 2019 | Jul 23, 2019 | |
Midwest Professional Planners Ltd | 4,137 | $226k | Jun 30, 2019 | Aug 12, 2019 | |
Planning Directions Inc | 4,108 | $225k | Jun 30, 2019 | Jul 15, 2019 | |
Independence Advisors LLC | 4,072 | $223k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 4,072 | $223k | Jun 30, 2019 | Aug 12, 2019 | |
BTR Capital Management Inc | 4,031 | $221k | Jun 30, 2019 | Jul 18, 2019 | |
Fairview Capital Investment Management LLC | 4,047 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
Mcrae Capital Management Inc | 4,000 | $219k | Jun 30, 2019 | Jul 29, 2019 | |
Stordahl Capital Management Inc | 3,767 | $217k | Jun 30, 2019 | Jul 22, 2019 | |
LBMC Investment Advisors LLC | 3,955 | $216k | Jun 30, 2019 | Jul 18, 2019 | |
ELCO Management Company LLC | 3,900 | $213k | Jun 30, 2019 | Aug 1, 2019 | |
Cornerstone Capital Inc | 3,784 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 3,784 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
Lexaurum Advisors LLC | 3,729 | $204k | Jun 30, 2019 | Jul 19, 2019 | |
HCR Wealth Advisors | 3,668 | $201k | Jun 30, 2019 | Jul 25, 2019 | |
Baldwin Investment Management LLC | 3,660 | $200k | Jun 30, 2019 | Aug 6, 2019 | |
Hanseatic Management Services Inc | 3,477 | $190k | Jun 30, 2019 | Jul 19, 2019 | |
Litman Gregory Asset Management LLC | 2,914 | $159k | Jun 30, 2019 | Jul 31, 2019 | |
Hallmark Capital Management Inc | 2,848 | $156k | Jun 30, 2019 | Aug 8, 2019 | |
Maryland Capital Management LLC | 2,850 | $156k | Jun 30, 2019 | Aug 13, 2019 | |
Seabridge Investment Advisors LLC | 2,700 | $148k | Jun 30, 2019 | Jul 18, 2019 | |
Shamrock Asset Management LLC | 2,482 | $136k | Jun 30, 2019 | Aug 9, 2019 | |
Acropolis Investment Management LLC | 2,428 | $133k | Jun 30, 2019 | Jul 11, 2019 | |
Tortoise Index Solutions LLC | 2,137 | $117k | Jun 30, 2019 | Aug 14, 2019 | |
The Pacific Center FOR Financial Services | 2,058 | $113k | Jun 30, 2019 | Aug 15, 2019 | |
DT Investment Partners LLC | 1,828 | $100k | Jun 30, 2019 | Jul 30, 2019 | |
Arbor Wealth Management LLC | 1,568 | $86k | Jun 30, 2019 | Jul 16, 2019 | |
Alphaone Investment Services LLC | 1,320 | $72k | Jun 30, 2019 | Aug 13, 2019 | |
Contravisory Investment Management Inc | 1,254 | $69k | Jun 30, 2019 | Jul 9, 2019 | |
SNS Financial Group LLC | 1,230 | $67k | Jun 30, 2019 | Jul 26, 2019 | |
Lucia Wealth Services LLC | 1,144 | $63k | Jun 30, 2019 | Jul 23, 2019 | |
Summit Financial Group Inc | 952 | $52k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 952 | $52k | Jun 30, 2019 | Jul 3, 2019 | |
Stewart & Patten Co LLC | 915 | $50k | Jun 30, 2019 | Jul 17, 2019 | |
Lombard Odier Transatlantic Limited | 1,500 | $48k | Sep 30, 2016 | Nov 14, 2016 | |
Harding Loevner LP | 845 | $46k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Planning Services Inc | 753 | $41k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 753 | $41k | Jun 30, 2019 | Jul 17, 2019 | |
Concorde Asset Management LLC | 731 | $40k | Jun 30, 2019 | Aug 8, 2019 | |
Northstar Asset Management Inc | 300 | $16k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 300 | $16k | Jun 30, 2019 | Jul 16, 2019 | |
Avondale Wealth Management LLC | 297 | $16k | Jun 30, 2019 | Jul 26, 2019 | |
Colonial Trust Advisors Inc | 161 | $9k | Jun 30, 2019 | Aug 21, 2019 | |
Cranbrook Wealth Management LLC | 100 | $5k | Jun 30, 2019 | Aug 7, 2019 | |
Cowen Prime Services LLC | 100 | $5k | Jun 30, 2019 | Jul 31, 2019 | |
Berkshire Capital Holdings Inc | 10 | $1k | Jun 30, 2019 | Aug 13, 2019 | |
Claraphi Advisory Network LLC | 10 | $1k | Jun 30, 2019 | Jul 29, 2019 | |
Centerstar Asset Management LLC | 23,600 | $1k | Put | Jun 30, 2019 | Aug 2, 2019 |
Beacon Capital Management Inc | 2 | $0k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 2 | $0k | Jun 30, 2019 | Jul 18, 2019 | |
Independent Advisor Alliance LLC | 7,249 | $0k | Jun 30, 2019 | Aug 12, 2019 |