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CITIGROUP INC
(172967424)

Funds Reporting Holdings of CITIGROUP INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Quattro Advisors LLC 43,117 $3,096,447k Jun 30, 2019 Jul 26, 2019
Quattro Financial Advisors LLC 43,117 $3,096,447k Jun 30, 2019 Jul 26, 2019
Cantab Capital Partners LLP 24,467 $1,780,000k Sep 30, 2017 Nov 14, 2017
Alphasimplex Group LLC 24,081 $1,686,392k Jun 30, 2019 Aug 14, 2019
Rmsincerbeaux Capital Management LLC 18,744 $1,312,642k Jun 30, 2019 Aug 9, 2019
Greenhaven Associates Inc 12,089,344 $846,617k Jun 30, 2019 Aug 7, 2019
Sanders Capital LLC 10,354,948 $818,349k Jun 30, 2019 Jul 23, 2019
Artisan Partners Limited Partnership 10,435,903 $730,826k Jun 30, 2019 Aug 9, 2019
Diamond Hill Capital Management Inc 9,657,352 $676,304k Jun 30, 2019 Aug 1, 2019
Investec Asset Management Limited 8,691,167 $608,642k Jun 30, 2019 Jul 30, 2019
Pzena Investment Management LLC 7,797,470 $546,057k Jun 30, 2019 Aug 2, 2019
First Pacific Advisors LP 7,049,355 $493,666k Jun 30, 2019 Aug 14, 2019
Steadfast Capital Management LP 6,502,185 $455,348k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 5,723,299 $400,803k Jun 30, 2019 Aug 14, 2019
GS Investments Inc 4,499 $315,065k Jun 30, 2019 Aug 9, 2019
Lakewood Capital Management LP 4,036,500 $282,676k Jun 30, 2019 Aug 14, 2019
Causeway Capital Management LLC 3,369,000 $235,931k Jun 30, 2019 Aug 14, 2019
Kiltearn Partners LLP 3,257,333 $228,111k Jun 30, 2019 Jul 30, 2019
Letko Brosseau & Associates Inc 2,985,592 $209,081k Jun 30, 2019 Aug 1, 2019
Hosking Partners LLP 2,223,807 $155,733k Jun 30, 2019 Aug 13, 2019
NWQ Investment Management Company LLC 1,540,713 $154,456k Jun 30, 2019 Aug 14, 2019
Thornburg Investment Management Inc 2,030,090 $142,167k Jun 30, 2019 Aug 6, 2019
Brave Warrior Advisors LLC 1,388,318 $97,224k Jun 30, 2019 Aug 14, 2019
FIR Tree Capital Management LP 1,361,293 $95,331k Jun 30, 2019 Aug 14, 2019
Cornerstone Investment Partners LLC 1,332,274 $93,299k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 1,332,274 $93,299k Jun 30, 2019 Jul 19, 2019
Polar Capital LLP 1,310,654 $91,785k Jun 30, 2019 Aug 14, 2019
Janus Capital Management LLC 1,432,440 $85,677k Mar 31, 2017 May 16, 2017
RE Advisers Corporation 1,184,000 $82,916k Jun 30, 2019 Aug 12, 2019
ACR Alpine Capital Research LLC 1,077,174 $75,434k Jun 30, 2019 Aug 5, 2019
Masters Capital Management LLC 1,000,000 $70,030k Call Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 927,948 $64,984k Jun 30, 2019 Aug 9, 2019
Point72 Asset Management LP 835,111 $58,483k Jun 30, 2019 Aug 14, 2019
Kovitz Investment Group Partners LLC 796,678 $55,792k Jun 30, 2019 Aug 14, 2019
Levin Capital Strategies LP 773,451 $54,165k Jun 30, 2019 Aug 13, 2019
Redwood Capital Management LLC 770,000 $53,923k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 745,309 $52,194k Jun 30, 2019 Aug 16, 2019
Becker Capital Management Inc 692,861 $48,521k Jun 30, 2019 Aug 8, 2019
Miller Value Partners LLC 651,231 $45,606k Jun 30, 2019 Aug 14, 2019
Cambiar Investors LLC 639,321 $44,772k Jun 30, 2019 Jul 25, 2019
Poplar Forest Capital LLC 624,224 $43,714k Jun 30, 2019 Aug 2, 2019
Sadoff Investment Management LLC 621,314 $43,511k Jun 30, 2019 Aug 7, 2019
Foresters Investment Management Company Inc 617,125 $43,217k Jun 30, 2019 Aug 12, 2019
Atalanta Sosnoff Capital LLC 581,320 $40,710k Jun 30, 2019 Jul 15, 2019
Bloom Tree Partners LLC 566,580 $39,678k Jun 30, 2019 Aug 13, 2019
Partners Capital Investment Group LLP 561,888 $39,349k Jun 30, 2019 Aug 12, 2019
GMT Capital Corp 544,035 $38,099k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 534,398 $37,424k Jun 30, 2019 Jul 25, 2019
Ulysses Management LLC 533,800 $37,382k Call Jun 30, 2019 Aug 14, 2019
Maltese Capital Management LLC 523,500 $36,661k Jun 30, 2019 Aug 14, 2019
Overbrook Management Corporation 521,625 $36,529k Jun 30, 2019 Aug 13, 2019
Minneapolis Portfolio Management Group LLC 515,084 $36,071k Jun 30, 2019 Aug 2, 2019
Douglas Lane & Associates LLC 500,699 $35,064k Jun 30, 2019 Jul 8, 2019
Schneider Capital Management Corp 461,829 $32,342k Jun 30, 2019 Aug 14, 2019
Managed Account Advisors LLC 567,096 $31,326k Jun 30, 2015 Aug 14, 2015
Acadian Asset Management LLC 433,719 $30,373k Jun 30, 2019 Aug 8, 2019
Golub Group LLC 427,774 $29,957k Jun 30, 2019 Aug 13, 2019
RWC Asset Management LLP 427,606 $29,947k Jun 30, 2019 Aug 13, 2019
Spears Abacus Advisors LLC 424,136 $29,702k Jun 30, 2019 Aug 9, 2019
KLCM Advisors Inc 370,422 $25,941k Jun 30, 2019 Aug 15, 2019
Deprince RACE & Zollo Inc 343,653 $24,066k Jun 30, 2019 Aug 13, 2019
Deroy & Devereaux Private Investment Counsel Inc 339,310 $23,762k Jun 30, 2019 Jul 22, 2019
Ferguson Wellman Capital Management Inc 337,715 $23,650k Jun 30, 2019 Jul 16, 2019
Terril Brothers Inc 322,903 $22,613k Jun 30, 2019 Aug 5, 2019
Capwealth Advisors LLC 303,531 $21,256k Jun 30, 2019 Aug 13, 2019
Stieven Capital Advisors LP 295,900 $20,722k Jun 30, 2019 Aug 9, 2019
Advisors Capital Management LLC 284,913 $19,952k Jun 30, 2019 Aug 15, 2019
Northcoast Asset Management LLC 274,820 $19,277k Jun 30, 2019 Aug 14, 2019
Nippon Life Global Investors Americas Inc 274,030 $19,189k Jun 30, 2019 Jul 23, 2019
SKBA Capital Management LLC 270,200 $18,922k Jun 30, 2019 Aug 12, 2019
Teewinot Capital Advisers LLC 266,992 $18,697k Jun 30, 2019 Aug 15, 2019
Gabelli Funds LLC 262,785 $18,403k Jun 30, 2019 Aug 2, 2019
Dupont Capital Management Corp 259,911 $18,202k Jun 30, 2019 Jul 30, 2019
Payden & Rygel 254,900 $17,851k Jun 30, 2019 Aug 6, 2019
Twin Capital Management Inc 250,933 $17,573k Jun 30, 2019 Aug 1, 2019
TODD Asset Management LLC 242,066 $16,952k Jun 30, 2019 Aug 6, 2019
White ELM Capital LLC 225,430 $15,787k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 224,552 $15,725k Jun 30, 2019 Aug 12, 2019
Graticule Asia Macro Advisors LLC 215,000 $15,056k Call Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 207,166 $14,508k Jun 30, 2019 Jul 29, 2019
Wafra Inc 201,476 $14,109k Jun 30, 2019 Aug 14, 2019
Brandes Investment Partners LP 193,758 $13,569k Jun 30, 2019 Aug 13, 2019
Skylands Capital LLC 193,475 $13,549k Jun 30, 2019 Jul 29, 2019
Chilton Capital Management LLC 189,237 $13,252k Jun 30, 2019 Aug 13, 2019
Miracle MILE Advisors LLC 180,923 $12,670k Jun 30, 2019 Aug 7, 2019
Schwerin Boyle Capital Management Inc 176,564 $12,365k Jun 30, 2019 Aug 13, 2019
Caxton Associates LP 172,559 $12,084k Jun 30, 2019 Aug 14, 2019
Rockshelter Capital Management LLC 172,374 $12,071k Jun 30, 2019 Aug 14, 2019
PL Capital Advisors LLC 170,068 $11,910k Jun 30, 2019 Jul 29, 2019
Cornerstone Investment Advisors LLC 185,700 $11,554k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 185,700 $11,554k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 185,700 $11,554k Mar 31, 2019 May 13, 2019
Janney Capital Management LLC 164,880 $11,547k Jun 30, 2019 Jul 29, 2019
Williams Jones & Associates LLC 164,393 $11,512k Jun 30, 2019 Aug 14, 2019
Eubel Brady & Suttman Asset Management Inc 154,861 $10,845k Jun 30, 2019 Aug 12, 2019
Greystone Managed Investments Inc 153,713 $10,765k Jun 30, 2019 Jul 23, 2019
Morningstar Investment Services LLC 152,289 $10,665k Jun 30, 2019 Aug 13, 2019
Hourglass Capital LLC 150,911 $10,568k Jun 30, 2019 Aug 12, 2019
Chiron Investment Management LLC 147,324 $10,317k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 145,469 $10,187k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 145,469 $10,187k Jun 30, 2019 Aug 12, 2019
Mount Lucas Management LP 136,084 $9,530k Jun 30, 2019 Aug 14, 2019
Front Barnett Associates LLC 135,189 $9,467k Jun 30, 2019 Aug 6, 2019
Thompson Investment Management Inc 134,018 $9,385k Jun 30, 2019 Aug 7, 2019
Boston Common Asset Management LLC 133,295 $9,335k Jun 30, 2019 Jul 26, 2019
Granite Investment Advisors LLC 128,641 $9,009k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 128,641 $9,009k Jun 30, 2019 Jul 23, 2019
Chesley TAFT & Associates LLC 126,273 $8,843k Jun 30, 2019 Jul 10, 2019
Prospector Partners LLC 123,119 $8,622k Jun 30, 2019 Aug 14, 2019
Provise Management Group LLC 123,016 $8,615k Jun 30, 2019 Aug 9, 2019
Davidson Investment Advisors Inc 122,037 $8,546k Jun 30, 2019 Aug 13, 2019
Perkins Investment Management LLC 139,336 $8,335k Mar 31, 2017 May 15, 2017
Perella Weinberg Partners Capital Management LP 117,216 $8,209k Jun 30, 2019 Jul 22, 2019
Gyroscope Capital Management Group LLC 110,679 $7,902k Jun 30, 2019 Jul 11, 2019
Tradition Capital Management LLC 124,746 $7,761k Mar 31, 2019 May 7, 2019
Premia Global Advisors LLC 109,835 $7,691k Jun 30, 2019 Aug 13, 2019
Cubic Asset Management LLC 109,449 $7,665k Jun 30, 2019 Jul 29, 2019
ARP Americas LP 109,400 $7,661k Jun 30, 2019 Jul 29, 2019
Seabridge Investment Advisors LLC 108,127 $7,572k Jun 30, 2019 Jul 18, 2019
Abner Herrman & Brock LLC 107,912 $7,557k Jun 30, 2019 Jul 19, 2019
Shikiar Asset Management Inc 107,652 $7,539k Jun 30, 2019 Jul 25, 2019
Affinity Investment Advisors LLC 107,531 $7,530k Jun 30, 2019 Aug 8, 2019
Shufro ROSE & Co LLC 105,830 $7,411k Jun 30, 2019 Jul 24, 2019
Mount Yale Investment Advisors LLC 110,551 $7,201k Jun 30, 2019 Aug 13, 2019
Northpointe Capital LLC 101,105 $7,080k Jun 30, 2019 Jul 26, 2019
OFI Advisors LLC 142,377 $7,063k Sep 30, 2015 Nov 16, 2015
Tegean Capital Management LLC 100,000 $7,003k Jun 30, 2019 Aug 14, 2019
Crawford Lake Capital Management LLC 100,000 $7,003k Jun 30, 2019 Aug 14, 2019
Channing Capital Management LLC 99,987 $7,002k Jun 30, 2019 Aug 14, 2019
Stoneridge Investment Partners LLC 98,677 $6,910k Jun 30, 2019 Jul 29, 2019
Nepsis Inc 98,304 $6,892k Jun 30, 2019 Jul 22, 2019
Biegel & Waller LLC 96,972 $6,791k Jun 30, 2019 Jul 23, 2019
Cambridge Investment Research Advisors Inc 95,666 $6,699k Jun 30, 2019 Aug 15, 2019
Clearbridge Investments LLC 127,936 $6,660k Dec 31, 2018 Feb 14, 2019
United Asset Strategies Inc 91,985 $6,442k Jun 30, 2019 Jul 31, 2019
Kempner Capital Management Inc 90,535 $6,340k Jun 30, 2019 Jul 8, 2019
Augustine Asset Management Inc 90,050 $6,306k Jun 30, 2019 Aug 5, 2019
Markston International LLC 90,005 $6,303k Jun 30, 2019 Aug 6, 2019
Parsec Financial Management Inc 87,808 $6,149k Jun 30, 2019 Jul 23, 2019
Gratus Capital LLC 87,804 $6,149k Jun 30, 2019 Aug 7, 2019
Pacific Global Investment Management Co 87,790 $6,148k Jun 30, 2019 Aug 14, 2019
Arrowmark Colorado Holdings LLC 86,880 $6,084k Jun 30, 2019 Aug 14, 2019
Carnick & Kubik Group LLC 83,592 $5,854k Jun 30, 2019 Jul 30, 2019
Clear Harbor Asset Management LLC 81,292 $5,693k Jun 30, 2019 Jul 22, 2019
Staley Capital Advisers Inc 80,155 $5,613k Jun 30, 2019 Aug 9, 2019
Auxier Asset Management LLC 79,219 $5,548k Jun 30, 2019 Aug 15, 2019
Middleton & Company Inc 78,771 $5,516k Jun 30, 2019 Jul 25, 2019
Oarsman Capital Inc 78,459 $5,494k Jun 30, 2019 Aug 13, 2019
Carret Asset Management LLC 77,372 $5,418k Jun 30, 2019 Aug 12, 2019
S & Co Inc 76,003 $5,322k Jun 30, 2019 Jul 23, 2019
ARGA Investment Management LP 75,935 $5,318k Jun 30, 2019 Jul 31, 2019
Convergence Investment Partners LLC 75,630 $5,296k Jun 30, 2019 Jul 23, 2019
Dowling & Yahnke LLC 75,428 $5,282k Jun 30, 2019 Jul 22, 2019
Beech Hill Advisors Inc 74,939 $5,248k Jun 30, 2019 Jul 15, 2019
The Burney Company 74,737 $5,234k Jun 30, 2019 Aug 12, 2019
Crystal Rock Capital Management LLC 74,500 $5,217k Jun 30, 2019 Aug 9, 2019
Azimuth Capital Management LLC 73,783 $5,167k Jun 30, 2019 Aug 13, 2019
Wasatch Advisors Inc 69,747 $4,884k Jun 30, 2019 Aug 7, 2019
Permit Capital LLC 69,000 $4,832k Jun 30, 2019 Aug 14, 2019
GAME Creek Capital LP 67,750 $4,745k Jun 30, 2019 Aug 5, 2019
Amplify Investments LLC 70,252 $4,742k Mar 31, 2018 May 14, 2018
Colrain Capital LLC 67,481 $4,726k Jun 30, 2019 Aug 6, 2019
Cobiz Wealth LLC 67,440 $4,723k Jun 30, 2019 Jul 8, 2019
Oxbow Advisors LLC 67,356 $4,717k Jun 30, 2019 Aug 7, 2019
BTR Capital Management Inc 64,897 $4,545k Jun 30, 2019 Jul 18, 2019
YHB Investment Advisors Inc 64,394 $4,510k Jun 30, 2019 Jul 15, 2019
Second Curve Capital LLC 63,000 $4,412k Jun 30, 2019 Aug 14, 2019
Otter Creek Advisors LLC 60,000 $4,202k Put Jun 30, 2019 Aug 14, 2019
Palouse Capital Management Inc 56,984 $3,991k Jun 30, 2019 Aug 6, 2019
The Mathes Company Inc 56,963 $3,989k Jun 30, 2019 Jul 29, 2019
Murphy Pohlad Asset Management LLC 56,852 $3,981k Jun 30, 2019 Aug 6, 2019
Oliver Luxxe Assets LLC 54,065 $3,846k Jun 30, 2019 Jul 10, 2019
Family Management Corporation 51,522 $3,608k Jun 30, 2019 Aug 14, 2019
Vontobel Swiss Wealth Advisors AG 50,813 $3,558k Jun 30, 2019 Aug 12, 2019
Eulav Asset Management 50,000 $3,501k Jun 30, 2019 Aug 5, 2019
ELM Ridge Management LLC 48,092 $3,368k Jun 30, 2019 Aug 14, 2019
Focused Wealth Management Inc 47,195 $3,305k Jun 30, 2019 Jul 19, 2019
Hammer Asset Management LLC 47,185 $3,304k Jun 30, 2019 Aug 6, 2019
Regent Investment Management LLC 47,085 $3,297k Jun 30, 2019 Jul 15, 2019
Fagan Associates Inc 46,182 $3,234k Jun 30, 2019 Jul 12, 2019
Elgethun Capital Management 45,272 $3,170k Jun 30, 2019 Aug 8, 2019
ICON Advisers Inc 44,100 $3,088k Jun 30, 2019 Aug 2, 2019
MHI Funds LLC 43,432 $3,042k Jun 30, 2019 Jul 17, 2019
Poehling Capital Management Inc 42,990 $3,011k Jun 30, 2019 Aug 9, 2019
Dimension Capital Management LLC 42,996 $3,010k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 42,763 $2,995k Jun 30, 2019 Aug 14, 2019
Schafer Cullen Capital Management Inc 41,230 $2,959k Jun 30, 2019 Jul 30, 2019
USCA RIA LLC 41,609 $2,914k Jun 30, 2019 Aug 14, 2019
Credit Capital Investments LLC 41,403 $2,899k Jun 30, 2019 Aug 14, 2019
SOL Capital Management Co 41,228 $2,887k Jun 30, 2019 Jul 17, 2019
Mendon Capital Advisors Corp 41,000 $2,871k Put Jun 30, 2019 Aug 13, 2019
Interval Partners LP 40,000 $2,801k Put Jun 30, 2019 Aug 12, 2019
Algert Global LLC 38,592 $2,703k Jun 30, 2019 Aug 14, 2019
Prime Capital Investment Advisors LLC 38,570 $2,701k Jun 30, 2019 Aug 6, 2019
Sawtooth Solutions LLC 38,329 $2,684k Jun 30, 2019 Aug 8, 2019
Marco Investment Management LLC 37,437 $2,622k Jun 30, 2019 Aug 6, 2019
Karpas Strategies LLC 37,033 $2,593k Jun 30, 2019 Jul 25, 2019
LMR Partners LLC 36,299 $2,542k Jun 30, 2019 Aug 14, 2019
Pictet North America Advisors SA 35,751 $2,504k Jun 30, 2019 Aug 7, 2019
Stewardship Advisors LLC 35,325 $2,474k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 35,325 $2,474k Jun 30, 2019 Aug 12, 2019
Cottage Street Advisors LLC 34,933 $2,446k Jun 30, 2019 Aug 2, 2019
Murphy Capital Management Inc 34,894 $2,443k Jun 30, 2019 Jul 22, 2019
Corsair Capital Management LP 34,823 $2,439k Jun 30, 2019 Aug 13, 2019
Harwood Advisory Group LLC 34,676 $2,428k Jun 30, 2019 Aug 7, 2019
Cleararc Capital Inc 34,497 $2,416k Jun 30, 2019 Aug 7, 2019
Lejeune Puetz Investment Counsel 33,359 $2,336k Jun 30, 2019 Jul 29, 2019
Condor Capital Management 32,939 $2,307k Jun 30, 2019 Aug 5, 2019
Bowling Portfolio Management LLC 32,709 $2,291k Jun 30, 2019 Jul 25, 2019
Strategic Investment Advisors Inc 31,870 $2,231k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 31,870 $2,231k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 31,870 $2,231k Jun 30, 2019 Jul 22, 2019
Guild Investment Management Inc 31,780 $2,226k Jun 30, 2019 Jul 29, 2019
E & G Advisors LP 31,296 $2,192k Jun 30, 2019 Jul 12, 2019
Schwartz Investment Counsel Inc 30,700 $2,150k Jun 30, 2019 Jul 24, 2019
Hennessy Advisors Inc 30,000 $2,101k Jun 30, 2019 Jul 11, 2019
Triangle Securities Wealth Management 29,537 $2,101k Jun 30, 2019 Jul 10, 2019
Stillwater Investment Management LLC 29,842 $2,090k Jun 30, 2019 Jul 3, 2019
Pring/Turner Capital Group Inc 40,007 $2,083k Dec 31, 2018 Feb 14, 2019
Boyar Asset Management Inc 29,554 $2,070k Jun 30, 2019 Aug 6, 2019
Appleton Partners Inc 29,464 $2,063k Jun 30, 2019 Jul 25, 2019
Guardian Investment Management LLC 29,450 $2,062k Jun 30, 2019 Aug 16, 2019
Hoylecohen LLC 29,368 $2,057k Jun 30, 2019 Aug 9, 2019
Hermes Investment Management Limited 30,396 $2,034k Jun 30, 2018 Jul 24, 2018
Stuyvesant Capital Management Corporation 38,475 $2,003k Dec 31, 2018 Feb 8, 2019
Annex Advisory Services LLC 28,150 $1,972k Jun 30, 2019 Jul 18, 2019
Congress Park Capital LLC 26,712 $1,928k Jun 30, 2019 Aug 2, 2019
Calamos Wealth Management LLC 26,693 $1,869k Jun 30, 2019 Aug 7, 2019
Neuberger Berman Breton Hill ULC 24,570 $1,787k Sep 30, 2017 Nov 3, 2017
DUFF & Phelps Investment Management Co 25,431 $1,781k Jun 30, 2019 Aug 2, 2019
Washington Capital Management Inc 25,205 $1,765k Jun 30, 2019 Aug 7, 2019
Matthew GOFF Investment Advisor LLC 24,116 $1,689k Jun 30, 2019 Aug 5, 2019
Bourgeon Capital Management LLC 23,600 $1,653k Jun 30, 2019 Jul 18, 2019
The Caprock Group Inc 23,202 $1,625k Jun 30, 2019 Jul 23, 2019
New England Asset Management Inc 22,400 $1,569k Jun 30, 2019 Aug 14, 2019
SVA Plumb Wealth Management LLC 21,789 $1,526k Jun 30, 2019 Aug 13, 2019
Meridian Investment Counsel Inc 20,887 $1,463k Jun 30, 2019 Aug 13, 2019
Gargoyle Investment Advisor LLC 20,798 $1,456k Jun 30, 2019 Aug 13, 2019
Shepherd Financial Partners LLC 20,405 $1,429k Jun 30, 2019 Aug 5, 2019
Cidel Asset Management Inc 20,000 $1,401k Jun 30, 2019 Aug 12, 2019
Shepherd Kaplan Krochuk LLC 19,736 $1,382k Jun 30, 2019 Aug 12, 2019
Cumberland Advisors Inc 19,080 $1,336k Jun 30, 2019 Jul 11, 2019
Tuttle Tactical Management LLC 18,910 $1,324k Jun 30, 2019 Jul 29, 2019
Carleon Capital Partners LLC 18,777 $1,315k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 24,508 $1,271k Sep 30, 2014 Nov 14, 2014
Cfo4Life Group LLC 18,111 $1,268k Jun 30, 2019 Jul 29, 2019
Berkeley Capital Partners LLC 17,870 $1,251k Jun 30, 2019 Aug 8, 2019
Camelot Portfolios LLC 17,600 $1,233k Jun 30, 2019 Jul 19, 2019
Wright Investors Service Inc 17,321 $1,213k Jun 30, 2019 Aug 1, 2019
Cullen Capital Management LLC 17,100 $1,198k Jun 30, 2019 Jul 30, 2019
CPWM LLC 16,607 $1,163k Jun 30, 2019 Aug 2, 2019
Altium Wealth Management LLC 16,536 $1,158k Jun 30, 2019 Jul 18, 2019
Seizert Capital Partners LLC 16,190 $1,134k Jun 30, 2019 Aug 6, 2019
Glacier Peak Capital LLC 16,000 $1,120k Jun 30, 2019 Aug 12, 2019
Bell & Brown Wealth Advisors LLC 15,867 $1,111k Jun 30, 2019 Aug 6, 2019
Marathon Trading Investment Management LLC 15,459 $1,083k Jun 30, 2019 Aug 14, 2019
Zuckerman Investment Group LLC 15,385 $1,077k Jun 30, 2019 Aug 14, 2019
Wellington Shields & Co LLC 15,210 $1,065k Jun 30, 2019 Aug 8, 2019
Baker Avenue Asset Management LP 15,097 $1,057k Jun 30, 2019 Aug 14, 2019
Steinberg Global Asset Management Ltd 16,967 $1,056k Mar 31, 2019 Apr 24, 2019
American National Registered Investment Advisor Inc 14,610 $1,023k Jun 30, 2019 Aug 5, 2019
White Pine Capital LLC 14,599 $1,022k Jun 30, 2019 Aug 14, 2019
Mitchell Mcleod PUGH & Williams Inc 14,469 $1,013k Jun 30, 2019 Jul 9, 2019
IHT Wealth Management LLC 14,341 $1,004k Jun 30, 2019 Aug 12, 2019
180 Wealth Advisors LLC 14,609 $999k Jun 30, 2019 Aug 5, 2019
Western Standard LLC 13,963 $978k Jun 30, 2019 Aug 14, 2019
Private Wealth Advisors Inc 13,885 $972k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 13,885 $972k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 13,885 $972k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 13,885 $972k Jun 30, 2019 Aug 7, 2019
Miles Capital Inc 13,592 $952k Jun 30, 2019 Aug 13, 2019
Blue FIN Capital Inc 13,334 $933k Jun 30, 2019 Jul 22, 2019
AFT Forsyth and Company Inc 13,237 $927k Jun 30, 2019 Jul 29, 2019
Savant Capital LLC 13,219 $926k Jun 30, 2019 Aug 6, 2019
HCR Wealth Advisors 13,160 $922k Jun 30, 2019 Jul 25, 2019
Bramshill Investments LLC 13,064 $915k Jun 30, 2019 Aug 14, 2019
KCS Wealth Advisory LLC 12,904 $904k Jun 30, 2019 Jul 29, 2019
Independent Investors Inc 12,775 $894k Jun 30, 2019 Jul 18, 2019
North American Management Corp 12,498 $875k Jun 30, 2019 Jul 30, 2019
Bluemountain Capital Management LLC 12,472 $873k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 12,385 $867k Jun 30, 2019 Aug 14, 2019
Exchange Capital Management Inc 12,230 $856k Jun 30, 2019 Jul 22, 2019
Tiedemann Advisors LLC 12,195 $855k Jun 30, 2019 Aug 13, 2019
Alpha Cubed Investments LLC 12,194 $854k Jun 30, 2019 Jul 19, 2019
Lucia Wealth Services LLC 12,092 $847k Jun 30, 2019 Jul 23, 2019
Deltec Asset Management LLC 12,100 $847k Jun 30, 2019 Jul 29, 2019
Tocqueville Asset Management LP 11,995 $840k Jun 30, 2019 Jul 31, 2019
Telemus Capital LLC 12,653 $825k Jun 30, 2019 Aug 9, 2019
American Financial Network Advisory Services LLC 11,957 $815k Jun 30, 2019 Aug 9, 2019
Wellesley Investment Partners LLC 11,494 $804k Jun 30, 2019 Aug 5, 2019
GFS Advisors LLC 11,470 $803k Jun 30, 2019 Aug 1, 2019
Wellington Shields Capital Management LLC 11,230 $786k Jun 30, 2019 Aug 8, 2019
Beach Investment Management LLC 11,200 $784k Jun 30, 2019 Jul 17, 2019
Palladium Partners LLC 11,049 $774k Jun 30, 2019 Aug 7, 2019
Frontier Wealth Management LLC 10,980 $769k Jun 30, 2019 Aug 16, 2019
van Hulzen Asset Management LLC 10,599 $742k Jun 30, 2019 Aug 8, 2019
Brave Asset Management Inc 10,369 $726k Jun 30, 2019 Aug 5, 2019
Dorchester Wealth Management Company 10,150 $711k Jun 30, 2019 Jul 19, 2019
TDAM USA Inc 10,078 $706k Jun 30, 2019 Aug 1, 2019
Sandhill Capital Partners LLC 9,999 $700k Jun 30, 2019 Aug 13, 2019
Gideon Capital Advisors Inc 9,969 $698k Jun 30, 2019 Aug 14, 2019
Barometer Capital Management Inc 9,700 $674k Jun 30, 2019 Aug 13, 2019
Quadrant Private Wealth Management LLC 9,570 $670k Jun 30, 2019 Aug 13, 2019
Affiance Financial LLC 9,490 $665k Jun 30, 2019 Jul 11, 2019
B Riley Wealth Management Inc 9,287 $650k Jun 30, 2019 Aug 14, 2019
Sequoia Financial Advisors LLC 9,262 $649k Jun 30, 2019 Jul 31, 2019
Claraphi Advisory Network LLC 9,127 $639k Jun 30, 2019 Jul 29, 2019
Joel Isaacson & Co LLC 9,044 $633k Jun 30, 2019 Jul 11, 2019
Ironwood Investment Management LLC 8,913 $624k Jun 30, 2019 Aug 14, 2019
BSW Wealth Partners LLC 8,783 $615k Jun 30, 2019 Aug 13, 2019
NWAM LLC 8,712 $610k Jun 30, 2019 Jul 18, 2019
Tokio Marine Asset Management USA Ltd 8,533 $598k Jun 30, 2019 Jul 25, 2019
Columbus Macro LLC 8,514 $596k Jun 30, 2019 Jul 16, 2019
ORCA Investment Management LLC 8,474 $593k Jun 30, 2019 Jul 17, 2019
Meritage Portfolio Management Inc 8,220 $576k Jun 30, 2019 Jul 30, 2019
BKD Wealth Advisors LLC 8,228 $576k Jun 30, 2019 Jul 10, 2019
Altfest L J & Co Inc 8,130 $569k Jun 30, 2019 Jul 15, 2019
Arjuna Capital LLC 8,086 $566k Jun 30, 2019 Aug 21, 2019
Avalon Advisors LLC 8,036 $563k Jun 30, 2019 Aug 14, 2019
Castleark Management LLC 8,010 $561k Jun 30, 2019 Aug 13, 2019
American Asset Management Inc 7,931 $555k Jun 30, 2019 Jul 31, 2019
North Star Investment Management Corporation 7,708 $540k Jun 30, 2019 Jul 15, 2019
Perritt Capital Management Inc 7,649 $536k Jun 30, 2019 Aug 13, 2019
Gabelli & Company Investment Advisers Inc 7,500 $525k Jun 30, 2019 Aug 2, 2019
Homrich & BERG Inc 7,439 $521k Jun 30, 2019 Aug 5, 2019
Gables Capital Management Inc 7,372 $518k Jun 30, 2019 Jul 31, 2019
Intersect Capital LLC 7,376 $517k Jun 30, 2019 Aug 9, 2019
Global Endowment Management LP 7,380 $516k Jun 30, 2019 Aug 12, 2019
Sanders Morris Harris LLC 7,304 $514k Jun 30, 2019 Jul 10, 2019
The WEIL Company 7,333 $514k Jun 30, 2019 Aug 12, 2019
Dumont & Blake Investment Advisors LLC 7,161 $502k Jun 30, 2019 Aug 1, 2019
Eagle Global Advisors LLC 6,975 $488k Jun 30, 2019 Aug 13, 2019
Round Table Services LLC 6,808 $477k Jun 30, 2019 Jul 17, 2019
Capital Planning Advisors LLC 6,766 $474k Jun 30, 2019 Aug 9, 2019
SNOW Capital Management LP 6,528 $457k Jun 30, 2019 Aug 13, 2019
ALL Terrain Financial Advisors LLC 6,492 $455k Jun 30, 2019 Aug 14, 2019
BOYS Arnold & Company Inc 6,434 $451k Jun 30, 2019 Aug 1, 2019
Lourd Capital LLC 6,196 $434k Jun 30, 2019 Jul 11, 2019
Apriem Advisors 6,073 $425k Jun 30, 2019 Aug 14, 2019
Lehman Financial Resources Inc 5,860 $420k Sep 30, 2018 Nov 14, 2018
Twin Focus Capital Partners LLC 5,840 $409k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 5,794 $406k Jun 30, 2019 Aug 7, 2019
Monetary Management Group Inc 5,775 $404k Jun 30, 2019 Aug 13, 2019
Westover Capital Advisors LLC 5,461 $382k Jun 30, 2019 Aug 13, 2019
Calton & Associates Inc 5,397 $378k Jun 30, 2019 Jul 9, 2019
Pagnatokarp Partners LLC 5,302 $371k Jun 30, 2019 Aug 8, 2019
RPG Investment Advisory LLC 5,227 $370k Jun 30, 2019 Jul 10, 2019
Successful Portfolios LLC 5,228 $366k Jun 30, 2019 Jul 11, 2019
Clear Perspective Advisors LLC 5,229 $366k Jun 30, 2019 Aug 12, 2019
Tiemann Investment Advisors LLC 4,905 $343k Jun 30, 2019 Aug 13, 2019
KJ Harrison & Partners USA Inc 4,712 $330k Jun 30, 2019 Aug 5, 2019
Meristem Family Wealth LLC 4,647 $325k Jun 30, 2019 Aug 6, 2019
Personal Capital Advisors Corporation 4,586 $321k Jun 30, 2019 Aug 14, 2019
Sonata Capital Group Inc 4,545 $318k Jun 30, 2019 Aug 5, 2019
The Fiduciary Group LLC 4,497 $315k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 4,220 $296k Jun 30, 2019 Jul 31, 2019
Court Place Advisors LLC 4,062 $284k Jun 30, 2019 Jul 30, 2019
Landmark Financial Advisors LLC 4,022 $281k Jun 30, 2019 Aug 2, 2019
NTV Asset Management LLC 4,007 $281k Jun 30, 2019 Jul 29, 2019
Birinyi Associates Inc 4,000 $280k Jun 30, 2019 Aug 5, 2019
EP Wealth Advisors LLC 3,940 $276k Jun 30, 2019 Aug 27, 2019
Buckley Wealth Management LLC 3,943 $276k Jun 30, 2019 Jul 19, 2019
Ridgewood Investments LLC 3,939 $276k Jun 30, 2019 Jul 12, 2019
Northside Capital Management LLC 3,933 $275k Jun 30, 2019 Jul 16, 2019
PRIO Wealth Limited Partnership 3,698 $258k Jun 30, 2019 Jul 18, 2019
Montag A & Associates Inc 3,674 $257k Jun 30, 2019 Aug 6, 2019
Cypress Wealth Services LLC 3,660 $256k Jun 30, 2019 Jul 24, 2019
Mirador Capital Partners LP 3,635 $255k Jun 30, 2019 Aug 6, 2019
10-15 Associates Inc 3,573 $250k Jun 30, 2019 Aug 12, 2019
Wespac Advisors Socal LLC 3,510 $245k Jun 30, 2019 Jul 30, 2019
Biltmore Family Office LLC 3,501 $245k Jun 30, 2019 Jul 31, 2019
Lakeview Capital Partners LLC 3,403 $238k Jun 30, 2019 Aug 5, 2019
BLB & B Advisors LLC 3,302 $231k Jun 30, 2019 Jul 29, 2019
RAAB & Moskowitz Asset Management LLC 3,296 $230k Jun 30, 2019 Aug 9, 2019
Highland Private Wealth Management 3,256 $228k Jun 30, 2019 Aug 13, 2019
KMS Financial Services Inc 4,333 $225k Sep 30, 2014 Nov 17, 2014
Keeley-Teton Advisors LLC 3,173 $222k Jun 30, 2019 Aug 12, 2019
Schaller Investment Group Inc 3,169 $222k Jun 30, 2019 Aug 9, 2019
RFG Advisory LLC 3,097 $219k Jun 30, 2019 Aug 23, 2019
Clearstead Advisors LLC 3,111 $218k Jun 30, 2019 Aug 8, 2019
KWMG LLC 3,112 $218k Jun 30, 2019 Jul 10, 2019
Aspiriant LLC 3,059 $214k Jun 30, 2019 Aug 6, 2019
Douglass Winthrop Advisors LLC 3,035 $213k Jun 30, 2019 Jul 10, 2019
Cornerstone Advisory LLC 3,008 $211k Jun 30, 2019 Aug 8, 2019
Mcrae Capital Management Inc 3,000 $210k Jun 30, 2019 Jul 29, 2019
Legacy Financial Strategies LLC 2,911 $208k Jun 30, 2019 Jul 15, 2019
Bristlecone Advisors LLC 2,974 $208k Jun 30, 2019 Jul 19, 2019
Good Life Advisors LLC 2,877 $203k Jun 30, 2019 Aug 6, 2019
Nelson Roberts Investment Advisors LLC 2,603 $182k Jun 30, 2019 Jul 25, 2019
Centerstar Asset Management LLC 77,000 $147k Put Jun 30, 2019 Aug 2, 2019
Cedar Wealth Management LLC 1,826 $128k Jun 30, 2019 Jul 24, 2019
Princeton Capital Management LLC 1,323 $93k Jun 30, 2019 Aug 12, 2019
The Bollard Group LLC 1,149 $80k Jun 30, 2019 Aug 13, 2019
MARK Sheptoff Financial Planning LLC 1,069 $75k Jun 30, 2019 Aug 12, 2019
Barrett Asset Management LLC 895 $63k Jun 30, 2019 Aug 5, 2019
Hilton Capital Management LLC 720 $50k Jun 30, 2019 Aug 14, 2019
Cranbrook Wealth Management LLC 595 $42k Jun 30, 2019 Aug 7, 2019
The Central Trust Bank 520 $36k Jun 30, 2019 Jul 16, 2019
BRAY Capital Advisors LLC 486 $34k Jun 30, 2019 Jul 29, 2019
South Texas Money Management Ltd 413 $29k Jun 30, 2019 Jul 2, 2019
Legacy Financial Advisors Inc 235 $16k Jun 30, 2019 Jul 15, 2019
Avondale Wealth Management LLC 232 $16k Jun 30, 2019 Jul 26, 2019
Litman Gregory Asset Management LLC 220 $15k Jun 30, 2019 Jul 31, 2019
Lifeplan Financial Group Inc 172 $12k Jun 30, 2019 Jul 15, 2019
Stevens First Principles Investment Advisors 73 $5k Jun 30, 2019 Jul 22, 2019
The Pacific Center FOR Financial Services 78 $5k Jun 30, 2019 Aug 15, 2019
American Research & Management Company 40 $3k Jun 30, 2019 Jul 18, 2019
Transamerica Financial Advisors Inc 17 $2k Jun 30, 2019 Aug 21, 2019
Cowen Prime Services LLC 35 $2k Jun 30, 2019 Jul 31, 2019
Benson Investment Management Company Inc 20 $1k Jun 30, 2019 Jul 11, 2019
Newfound Research LLC 18 $1k Jun 30, 2019 Aug 13, 2019

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