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COCA-COLA CO
(191216100)

Funds Reporting Holdings of COCA-COLA CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Select Equity Group LP 3,530,000 $179,747,600k Put Jun 30, 2019 Aug 14, 2019
Westend Advisors LLC 661,598 $33,688,570k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 105,400 $5,366,968k Jun 30, 2019 Aug 6, 2019
Rmsincerbeaux Capital Management LLC 37,690 $1,919,175k Jun 30, 2019 Aug 9, 2019
Yacktman Asset Management LP 13,090,104 $666,548k Jun 30, 2019 Aug 2, 2019
Alphasimplex Group LLC 11,337 $577,280k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 9,340,296 $475,608k Jun 30, 2019 Aug 14, 2019
Janus Capital Management LLC 9,568,839 $406,087k Mar 31, 2017 May 16, 2017
Vontobel Asset Management Inc 5,587,922 $293,525k Jun 30, 2019 Aug 14, 2019
Charles Schwab Investment Advisory Inc 5,209,728 $265,279k Jun 30, 2019 Aug 12, 2019
HS Management Partners LLC 4,081,065 $207,808k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 3,434,796 $174,900k Jun 30, 2019 Aug 8, 2019
Avalon Advisors LLC 2,817,732 $143,479k Jun 30, 2019 Aug 14, 2019
The London Company of Virginia LLC 2,616,587 $133,236k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 2,348,779 $119,599k Jun 30, 2019 Aug 16, 2019
Alkeon Capital Management LLC 2,299,400 $117,085k Call Jun 30, 2019 Aug 14, 2019
Marathon Asset Management LLP 2,191,456 $112,437k Jun 30, 2019 Jul 15, 2019
Crawford Investment Counsel Inc 1,512,528 $77,018k Jun 30, 2019 Aug 12, 2019
Focused Investors LLC 1,501,300 $76,446k Jun 30, 2019 Jul 16, 2019
GQG Partners LLC 1,421,712 $72,394k Jun 30, 2019 Aug 14, 2019
ZWJ Investment Counsel Inc 1,236,500 $62,963k Jun 30, 2019 Jul 24, 2019
Point72 Asset Management LP 1,126,125 $57,342k Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 1,046,384 $53,282k Jun 30, 2019 Aug 9, 2019
Foresters Investment Management Company Inc 939,979 $47,864k Jun 30, 2019 Aug 12, 2019
RWWM Inc 897,056 $45,723k Jun 30, 2019 Aug 9, 2019
William Blair Investment Management LLC 861,447 $43,865k Jun 30, 2019 Aug 9, 2019
Personal Capital Advisors Corporation 859,495 $43,765k Jun 30, 2019 Aug 14, 2019
Dowling & Yahnke LLC 788,466 $40,149k Jun 30, 2019 Jul 22, 2019
NWQ Investment Management Company LLC 787,940 $40,122k Jun 30, 2019 Aug 14, 2019
Perkins Investment Management LLC 914,596 $38,815k Mar 31, 2017 May 15, 2017
Montag A & Associates Inc 699,137 $35,600k Jun 30, 2019 Aug 6, 2019
Sawgrass Asset Management LLC 666,784 $33,953k Jun 30, 2019 Jul 23, 2019
Chiron Investment Management LLC 638,370 $32,506k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 584,200 $29,747k Jun 30, 2019 Aug 2, 2019
Morningstar Investment Services LLC 564,767 $28,758k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 560,232 $28,527k Jun 30, 2019 Jul 31, 2019
Corda Investment Management LLC 552,803 $28,148k Jun 30, 2019 Aug 9, 2019
Adams Diversified Equity Fund Inc 533,200 $27,151k Jun 30, 2019 Jul 29, 2019
Wafra Inc 528,890 $26,931k Jun 30, 2019 Aug 14, 2019
Saratoga Research & Investment Management 508,583 $25,897k Jun 30, 2019 Jul 24, 2019
Dearborn Partners LLC 491,538 $25,029k Jun 30, 2019 Jul 29, 2019
BEL AIR Investment Advisors LLC 657,276 $24,898k Sep 30, 2013 Nov 12, 2013
Cambridge Investment Research Advisors Inc 483,683 $24,629k Jun 30, 2019 Aug 15, 2019
Deprince RACE & Zollo Inc 469,746 $23,919k Jun 30, 2019 Aug 13, 2019
COHO Partners Ltd 456,550 $23,248k Jun 30, 2019 Aug 8, 2019
TDAM USA Inc 439,175 $22,363k Jun 30, 2019 Aug 1, 2019
Alpha Cubed Investments LLC 435,457 $22,173k Jun 30, 2019 Jul 19, 2019
Atalanta Sosnoff Capital LLC 428,945 $21,842k Jun 30, 2019 Jul 15, 2019
Pointstate Capital LP 378,600 $19,278k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 373,902 $19,039k Jun 30, 2019 Aug 12, 2019
1919 Investment Counsel LLC 442,234 $18,866k Sep 30, 2014 Nov 14, 2014
COOK & Bynum Capital Management LLC 364,885 $18,711k Jun 30, 2019 Aug 14, 2019
Levin Capital Strategies LP 355,323 $18,093k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 336,287 $17,124k Jun 30, 2019 Jul 8, 2019
Managed Account Advisors LLC 433,790 $17,018k Jun 30, 2015 Aug 14, 2015
LGT Capital Partners USA Inc 333,200 $16,967k Jun 30, 2019 Jul 10, 2019
Stack Financial Management Inc 326,882 $16,645k Jun 30, 2019 Jul 30, 2019
QS Investors LLC 323,999 $16,499k Jun 30, 2019 Aug 14, 2019
Howard Capital Management Inc 321,034 $16,347k Jun 30, 2019 Jul 24, 2019
683 Capital Management LLC 300,000 $15,276k Put Jun 30, 2019 Aug 14, 2019
Renaissance Technologies LLC 299,000 $15,225k Jun 30, 2019 Aug 12, 2019
Capital Guardian Trust Company 286,521 $14,603k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 277,725 $14,142k Jun 30, 2019 Jul 25, 2019
Waters Parkerson & Co LLC 277,661 $14,139k Jun 30, 2019 Aug 6, 2019
Global Financial Private Capital LLC 250,263 $12,843k Jun 30, 2019 Aug 14, 2019
Chilton Capital Management LLC 252,201 $12,842k Jun 30, 2019 Aug 13, 2019
Sentry Investment Management LLC 239,804 $12,211k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 239,804 $12,211k Jun 30, 2019 Aug 12, 2019
Homrich & BERG Inc 237,800 $12,109k Jun 30, 2019 Aug 5, 2019
Twin Capital Management Inc 236,016 $12,018k Jun 30, 2019 Aug 1, 2019
Chesley TAFT & Associates LLC 235,440 $11,989k Jun 30, 2019 Jul 10, 2019
The Bollard Group LLC 234,607 $11,946k Jun 30, 2019 Aug 13, 2019
Hennessy Advisors Inc 222,850 $11,348k Jun 30, 2019 Jul 11, 2019
Richard Bernstein Advisors LLC 218,981 $11,150k Jun 30, 2019 Aug 9, 2019
Symons Capital Management Inc 211,769 $10,784k Jun 30, 2019 Aug 12, 2019
Spark Investment Management LLC 209,200 $10,652k Jun 30, 2019 Aug 12, 2019
Nippon Life Global Investors Americas Inc 208,520 $10,618k Jun 30, 2019 Jul 23, 2019
Wendell David Associates Inc 207,582 $10,570k Jun 30, 2019 Jul 16, 2019
PRIO Wealth Limited Partnership 200,212 $10,194k Jun 30, 2019 Jul 18, 2019
Beese Fulmer Investment Management Inc 197,507 $10,057k Jun 30, 2019 Jul 5, 2019
Founders Capital Management LLC 191,290 $9,740k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 191,290 $9,740k Jun 30, 2019 Jul 11, 2019
Patton Albertson Miller Group LLC 181,610 $9,702k Jun 30, 2019 Aug 12, 2019
Churchill Management Corp 182,549 $9,295k Jun 30, 2019 Jul 10, 2019
Nicholas Hoffman & Company LLC 182,301 $9,283k Jun 30, 2019 Aug 12, 2019
Steigerwald Gordon & KOCH Inc 180,909 $9,212k Jun 30, 2019 Jul 15, 2019
Sowell Financial Services LLC 188,026 $8,811k Mar 31, 2019 May 15, 2019
Marble Harbor Investment Counsel LLC 173,028 $8,811k Jun 30, 2019 Aug 7, 2019
Williams Jones & Associates LLC 167,484 $8,528k Jun 30, 2019 Aug 14, 2019
Hutner Capital Management Inc 163,933 $8,347k Jun 30, 2019 Aug 7, 2019
Calamos Wealth Management LLC 160,431 $8,169k Jun 30, 2019 Aug 7, 2019
Capital Counsel LLC 159,865 $8,140k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 159,865 $8,140k Jun 30, 2019 Jul 26, 2019
Ramsay Stattman VELA & Price Inc 158,247 $8,058k Jun 30, 2019 Aug 9, 2019
Keystone Financial Planning Inc 157,152 $8,002k Jun 30, 2019 Aug 5, 2019
Jensen Investment Management Inc 155,329 $7,909k Jun 30, 2019 Aug 2, 2019
Crestwood Advisors Group LLC 152,849 $7,783k Jun 30, 2019 Aug 14, 2019
Westfield Capital Management Company LP 151,940 $7,737k Jun 30, 2019 Aug 13, 2019
Provise Management Group LLC 150,050 $7,641k Jun 30, 2019 Aug 9, 2019
Bislett Management LLC 150,000 $7,638k Jun 30, 2019 Aug 6, 2019
Monarch Capital Management Inc 139,241 $7,090k Jun 30, 2019 Jul 31, 2019
BOYS Arnold & Company Inc 136,629 $6,957k Jun 30, 2019 Aug 1, 2019
Colonial Trust Advisors Inc 135,487 $6,899k Jun 30, 2019 Aug 21, 2019
Marshwinds Advisory Company 144,389 $6,837k Dec 31, 2018 Jan 7, 2019
Azimuth Capital Management LLC 133,382 $6,792k Jun 30, 2019 Aug 13, 2019
Wallace Capital Management Inc 133,074 $6,776k Jun 30, 2019 Aug 12, 2019
USA Financial Portformulas Corporation 142,156 $6,661k Jun 30, 2019 Aug 12, 2019
ECHO Street Capital Management LLC 129,324 $6,585k Jun 30, 2019 Aug 14, 2019
Greatmark Investment Partners Inc 129,263 $6,582k Jun 30, 2019 Aug 5, 2019
Viking Fund Management LLC 125,000 $6,365k Jun 30, 2019 Jul 16, 2019
Bridgewater Associates LP 123,409 $6,284k Jun 30, 2019 Aug 13, 2019
KMS Financial Services Inc 146,156 $6,235k Sep 30, 2014 Nov 17, 2014
Murphy Capital Management Inc 119,494 $6,084k Jun 30, 2019 Jul 22, 2019
Auxier Asset Management LLC 119,256 $6,073k Jun 30, 2019 Aug 15, 2019
Rodgers Brothers Inc 117,659 $5,991k Jun 30, 2019 Aug 14, 2019
Flippin Bruce & Porter Inc 117,292 $5,973k Jun 30, 2019 Aug 6, 2019
Southeast Asset Advisors Inc 114,808 $5,846k Jun 30, 2019 Aug 14, 2019
JGP Wealth Management LLC 114,495 $5,830k Jun 30, 2019 Jul 15, 2019
Bronfman EL Rothschild LP 113,077 $5,758k Jun 30, 2019 Aug 12, 2019
Hoylecohen LLC 108,681 $5,534k Jun 30, 2019 Aug 9, 2019
YCG LLC 107,727 $5,485k Jun 30, 2019 Jul 23, 2019
Pacific Global Investment Management Co 107,002 $5,449k Jun 30, 2019 Aug 14, 2019
van Hulzen Asset Management LLC 106,927 $5,445k Jun 30, 2019 Aug 8, 2019
Valicenti Advisory Services Inc 106,477 $5,422k Jun 30, 2019 Jul 17, 2019
Gardner Russo & Gardner LLC 106,017 $5,398k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 105,543 $5,374k Jun 30, 2019 Aug 13, 2019
Morgan Dempsey Capital Management LLC 105,288 $5,361k Jun 30, 2019 Aug 8, 2019
Benedict Financial Advisors Inc 99,676 $5,075k Jun 30, 2019 Aug 1, 2019
Cypress Wealth Services LLC 99,149 $5,049k Jun 30, 2019 Jul 24, 2019
Keating Investment Counselors Inc 98,002 $4,990k Jun 30, 2019 Aug 1, 2019
Prospector Partners LLC 96,075 $4,892k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 92,664 $4,718k Jun 30, 2019 Aug 13, 2019
Smith & Howard Wealth Management LLC 91,674 $4,668k Jun 30, 2019 Jul 23, 2019
Osborne Partners Capital Management LLC 91,392 $4,654k Jun 30, 2019 Jul 18, 2019
Kayne Anderson Rudnick Investment Management LLC 90,740 $4,621k Jun 30, 2019 Aug 14, 2019
Argyle Capital Management Inc 90,317 $4,599k Jun 30, 2019 Jul 25, 2019
Meritage Portfolio Management Inc 89,234 $4,544k Jun 30, 2019 Jul 30, 2019
The Rikoon Group LLC 88,117 $4,522k Jun 30, 2019 Aug 6, 2019
Quest Investment Management LLC 88,658 $4,514k Jun 30, 2019 Aug 13, 2019
RPG Investment Advisory LLC 88,276 $4,510k Jun 30, 2019 Jul 10, 2019
Boston Research and Management Inc 88,219 $4,492k Jun 30, 2019 Aug 7, 2019
Legacy Capital Partners Inc 88,176 $4,490k Jun 30, 2019 Jul 16, 2019
Schulhoff & Co Inc 88,159 $4,489k Jun 30, 2019 Aug 7, 2019
Condor Capital Management 86,137 $4,386k Jun 30, 2019 Aug 5, 2019
Harvey Investment Company LLC 86,083 $4,383k Jun 30, 2019 Jul 16, 2019
Spearhead Capital Advisors LLC 85,912 $4,375k Jun 30, 2019 Jul 17, 2019
Allen Investment Management LLC 85,378 $4,347k Jun 30, 2019 Aug 12, 2019
New England Asset Management Inc 82,835 $4,218k Jun 30, 2019 Aug 14, 2019
LOWE Brockenbrough & Company Inc 82,579 $4,205k Jun 30, 2019 Aug 12, 2019
Boston Family Office LLC 80,053 $4,076k Jun 30, 2019 Jul 30, 2019
OFI Advisors LLC 101,384 $4,068k Sep 30, 2015 Nov 16, 2015
Green Square Capital LLC 79,127 $4,029k Jun 30, 2019 Aug 14, 2019
Wealth Enhancement Advisory Services LLC 73,425 $3,964k Jun 30, 2019 Aug 2, 2019
Parthenon LLC 76,555 $3,898k Jun 30, 2019 Jul 29, 2019
Wilmington Trust Investment Management LLC 91,778 $3,888k Jun 30, 2014 Aug 13, 2014
Birch Hill Investment Advisors LLC 75,943 $3,867k Jun 30, 2019 Jul 22, 2019
American Research & Management Company 74,901 $3,814k Jun 30, 2019 Jul 18, 2019
Gratus Capital LLC 74,603 $3,799k Jun 30, 2019 Aug 7, 2019
Tufton Capital Management LLC 74,132 $3,774k Jun 30, 2019 Jul 26, 2019
Abner Herrman & Brock LLC 73,373 $3,736k Jun 30, 2019 Jul 19, 2019
Chickasaw Capital Management LLC 73,313 $3,733k Jun 30, 2019 Jul 15, 2019
Chatham Capital Group Inc 72,985 $3,716k Jun 30, 2019 Jul 24, 2019
Anchor Capital Advisors LLC 71,988 $3,666k Jun 30, 2019 Aug 1, 2019
LEE Danner & BASS Inc 69,704 $3,549k Jun 30, 2019 Jul 30, 2019
WEIK Capital Management Inc 68,956 $3,511k Jun 30, 2019 Aug 9, 2019
North Star Investment Management Corporation 68,544 $3,490k Jun 30, 2019 Jul 15, 2019
Clearstead Advisors LLC 68,478 $3,487k Jun 30, 2019 Aug 8, 2019
Alexandria Capital LLC 67,392 $3,432k Jun 30, 2019 Aug 12, 2019
Violich Capital Management 66,053 $3,363k Jun 30, 2019 Jul 22, 2019
ACG Wealth Inc 66,002 $3,361k Jun 30, 2019 Aug 6, 2019
Highland Capital Management LLC 64,108 $3,264k Jun 30, 2019 Jul 29, 2019
Stokes Capital Advisors LLC 63,907 $3,254k Jun 30, 2019 Jul 15, 2019
NTV Asset Management LLC 63,894 $3,253k Jun 30, 2019 Jul 29, 2019
DAY & Ennis LLC 63,860 $3,252k Jun 30, 2019 Aug 2, 2019
Thomas Story and SON LLC 63,451 $3,231k Jun 30, 2019 Jul 29, 2019
Barrett Asset Management LLC 63,422 $3,229k Jun 30, 2019 Aug 5, 2019
Bridgecreek Investment Management LLC 62,850 $3,200k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 62,528 $3,184k Jun 30, 2019 Jul 29, 2019
Parsec Financial Management Inc 61,642 $3,139k Jun 30, 2019 Jul 23, 2019
Monte Financial Group LLC 60,914 $3,102k Jun 30, 2019 Aug 7, 2019
Tuttle Tactical Management LLC 60,596 $3,086k Jun 30, 2019 Jul 29, 2019
Choate Investment Advisors LLC 59,809 $3,045k Jun 30, 2019 Aug 14, 2019
RFG Advisory LLC 59,237 $3,014k Jun 30, 2019 Aug 23, 2019
Woodstock Corporation 58,684 $2,988k Jun 30, 2019 Jul 3, 2019
Harwood Advisory Group LLC 58,058 $2,956k Jun 30, 2019 Aug 7, 2019
Cleararc Capital Inc 57,819 $2,944k Jun 30, 2019 Aug 7, 2019
BECK MACK & Oliver LLC 57,713 $2,939k Jun 30, 2019 Aug 13, 2019
Miracle MILE Advisors LLC 57,584 $2,932k Jun 30, 2019 Aug 7, 2019
Gables Capital Management Inc 57,517 $2,928k Jun 30, 2019 Jul 31, 2019
WBI Investments Inc 57,068 $2,906k Jun 30, 2019 Jul 23, 2019
Private Wealth Advisors LLC 55,398 $2,821k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 55,398 $2,821k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 55,398 $2,821k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 55,398 $2,821k Jun 30, 2019 Aug 7, 2019
Butensky & Cohen Financial Security Inc 55,371 $2,820k Jun 30, 2019 Jul 12, 2019
Buckhead Capital Management LLC 53,687 $2,734k Jun 30, 2019 Aug 1, 2019
Dupont Capital Management Corp 52,346 $2,665k Jun 30, 2019 Jul 30, 2019
Cohen Klingenstein LLC 52,000 $2,648k Jun 30, 2019 Jul 15, 2019
Wellington Shields Capital Management LLC 51,626 $2,629k Jun 30, 2019 Aug 8, 2019
Merriman Wealth Management LLC 5,088 $2,625k Jun 30, 2019 Jul 31, 2019
Foster Dykema Cabot & Co Incorporated 51,251 $2,610k Jun 30, 2019 Aug 6, 2019
Howland Capital Management LLC 51,244 $2,609k Jun 30, 2019 Jul 17, 2019
Tokio Marine Asset Management USA Ltd 50,815 $2,587k Jun 30, 2019 Jul 25, 2019
Pinkerton Retirement Specialists LLC 50,485 $2,571k Jun 30, 2019 Aug 6, 2019
Murphy Middleton Hinkle & Parker Inc 50,360 $2,564k Jun 30, 2019 Jul 15, 2019
Family Legacy Inc 49,277 $2,509k Jun 30, 2019 Jul 25, 2019
Investment Counsel Inc 47,596 $2,482k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 47,596 $2,482k Jun 30, 2019 Jul 29, 2019
Hedeker Wealth LLC 48,456 $2,467k Jun 30, 2019 Jul 26, 2019
Northstar Wealth Partners LLC 47,831 $2,436k Jun 30, 2019 Aug 15, 2019
BKD Wealth Advisors LLC 46,824 $2,384k Jun 30, 2019 Jul 10, 2019
IHT Wealth Management LLC 46,461 $2,377k Jun 30, 2019 Aug 12, 2019
Resource Planning Group Ltd 46,044 $2,345k Jun 30, 2019 Jul 18, 2019
Independent Investors Inc 45,127 $2,297k Jun 30, 2019 Jul 18, 2019
SVA Plumb Wealth Management LLC 44,838 $2,283k Jun 30, 2019 Aug 13, 2019
Ipswich Investment Management Company Inc 44,572 $2,270k Jun 30, 2019 Jul 11, 2019
Grandfield & DODD LLC 43,900 $2,235k Jun 30, 2019 Jul 29, 2019
Arlington Financial Advisors LLC 43,576 $2,219k Jun 30, 2019 Aug 5, 2019
Callahan Advisors LLC 43,502 $2,215k Jun 30, 2019 Jul 17, 2019
Cacti Asset Management LLC 42,650 $2,179k Jun 30, 2019 Jul 1, 2019
DUFF & Phelps Investment Management Co 41,980 $2,138k Jun 30, 2019 Aug 2, 2019
Bragg Financial Advisors Inc 41,766 $2,127k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 41,660 $2,121k Jun 30, 2019 Aug 5, 2019
Drexel Morgan & Co 41,590 $2,118k Jun 30, 2019 Aug 8, 2019
New England Research & Management Inc 41,325 $2,104k Jun 30, 2019 Jul 9, 2019
Impax Asset Management Ltd 47,771 $2,095k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 47,771 $2,095k Jun 30, 2018 Aug 14, 2018
Folger Nolan Fleming Douglas Capital Management Inc 41,100 $2,093k Jun 30, 2019 Aug 9, 2019
QUAD Capital Management Advisors LLC 41,000 $2,088k Jun 30, 2019 Aug 8, 2019
ST Johns Investment Management Company LLC 40,890 $2,082k Jun 30, 2019 Jul 24, 2019
F3Logic LLC 40,544 $2,071k Jun 30, 2019 Aug 2, 2019
DF DENT and Company Inc 39,613 $2,017k Jun 30, 2019 Aug 15, 2019
Bowen Hanes & Co Inc 39,520 $2,012k Jun 30, 2019 Aug 13, 2019
Access Financial Services Inc 38,452 $1,958k Jun 30, 2019 Jul 24, 2019
Wrapmanager Inc 38,350 $1,953k Jun 30, 2019 Jul 31, 2019
Altium Wealth Management LLC 37,691 $1,919k Jun 30, 2019 Jul 18, 2019
Investment Counselors of Maryland LLC 37,683 $1,919k Jun 30, 2019 Aug 5, 2019
GFS Advisors LLC 37,193 $1,894k Jun 30, 2019 Aug 1, 2019
Wilkins Investment Counsel Inc 37,080 $1,888k Jun 30, 2019 Aug 9, 2019
Thompson Investment Management Inc 36,993 $1,884k Jun 30, 2019 Aug 7, 2019
Lejeune Puetz Investment Counsel 36,992 $1,884k Jun 30, 2019 Jul 29, 2019
Frontier Wealth Management LLC 36,960 $1,882k Jun 30, 2019 Aug 16, 2019
Mengis Capital Management Inc 36,847 $1,876k Jun 30, 2019 Jul 18, 2019
Keeler Thomas Management LLC 36,817 $1,874k Jun 30, 2019 Jul 31, 2019
Lakeview Capital Partners LLC 36,918 $1,873k Jun 30, 2019 Aug 5, 2019
Samlyn Capital LLC 36,327 $1,850k Jun 30, 2019 Aug 14, 2019
United Asset Strategies Inc 36,123 $1,839k Jun 30, 2019 Jul 31, 2019
Stillwater Investment Management LLC 36,065 $1,836k Jun 30, 2019 Jul 3, 2019
Cadinha & Co LLC 36,050 $1,836k Jun 30, 2019 Aug 9, 2019
Excalibur Management Corp 35,971 $1,832k Jun 30, 2019 Jul 26, 2019
Rossmore Private Capital LLC 35,950 $1,831k Jun 30, 2019 Aug 5, 2019
Hamel Associates Inc 35,003 $1,782k Jun 30, 2019 Aug 5, 2019
DB Root & Company LLC 34,103 $1,736k Jun 30, 2019 Jul 19, 2019
Stansberry Asset Management LLC 33,980 $1,730k Jun 30, 2019 Aug 14, 2019
JAG Capital Management LLC 33,951 $1,729k Jun 30, 2019 Jul 22, 2019
RB Capital Management LLC 33,928 $1,728k Jun 30, 2019 Aug 7, 2019
The Rock Creek Group LP 33,872 $1,725k Jun 30, 2019 Aug 14, 2019
The Northstar Group Inc 33,112 $1,686k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 33,112 $1,686k Jun 30, 2019 Jul 12, 2019
Berkeley Capital Partners LLC 32,447 $1,652k Jun 30, 2019 Aug 8, 2019
The Burney Company 32,358 $1,648k Jun 30, 2019 Aug 12, 2019
Woodmont Investment Counsel LLC 31,241 $1,591k Jun 30, 2019 Aug 14, 2019
SWS Partners LLC 30,441 $1,584k Jun 30, 2019 Aug 13, 2019
Stewardship Advisors LLC 31,093 $1,583k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 31,093 $1,583k Jun 30, 2019 Aug 12, 2019
Interocean Capital LLC 30,859 $1,571k Jun 30, 2019 Aug 13, 2019
Aldebaran Financial Inc 30,719 $1,564k Jun 30, 2019 Aug 14, 2019
BSW Wealth Partners LLC 30,563 $1,556k Jun 30, 2019 Aug 13, 2019
The Caprock Group Inc 30,090 $1,545k Jun 30, 2019 Jul 23, 2019
Semper Augustus Investments Group LLC 30,000 $1,528k Jun 30, 2019 Aug 13, 2019
Savant Capital LLC 29,849 $1,520k Jun 30, 2019 Aug 6, 2019
Stokes & Hubbell Capital Management LLC 32,412 $1,519k Mar 31, 2019 Apr 24, 2019
LBMC Investment Advisors LLC 29,701 $1,512k Jun 30, 2019 Jul 18, 2019
AULL & Monroe Investment Management Corp 29,146 $1,484k Jun 30, 2019 Jul 29, 2019
YHB Investment Advisors Inc 29,076 $1,481k Jun 30, 2019 Jul 15, 2019
Eagle Global Advisors LLC 29,029 $1,478k Jun 30, 2019 Aug 13, 2019
Perella Weinberg Partners Capital Management LP 28,800 $1,466k Jun 30, 2019 Jul 22, 2019
Mairs and Power Inc 28,642 $1,458k Jun 30, 2019 Aug 14, 2019
Diligent Investors LLC 28,585 $1,456k Jun 30, 2019 Aug 1, 2019
Lourd Capital LLC 28,562 $1,454k Jun 30, 2019 Jul 11, 2019
Dodge & COX 28,440 $1,448k Jun 30, 2019 Aug 13, 2019
Providence Wealth Advisors LLC 27,769 $1,438k Jun 30, 2019 Jul 22, 2019
Edgewood Management LLC 27,980 $1,425k Jun 30, 2019 Aug 12, 2019
Krueger & Catalano Capital Partners LLC 27,801 $1,416k Jun 30, 2019 Jul 22, 2019
Taurus Asset Management LLC 27,500 $1,400k Jun 30, 2019 Aug 14, 2019
Donald L Hagan LLC 27,257 $1,388k Jun 30, 2019 Jul 18, 2019
Brown Advisory Securities LLC 26,941 $1,371k Jun 30, 2019 Aug 12, 2019
American National Registered Investment Advisor Inc 26,875 $1,368k Jun 30, 2019 Aug 5, 2019
Mcmillion Capital Management Inc 26,843 $1,367k Jun 30, 2019 Jul 25, 2019
Obermeyer WOOD Investment Counsel LLLP 26,839 $1,367k Jun 30, 2019 Aug 13, 2019
Andesa Financial Management Inc 26,031 $1,330k Jun 30, 2019 Jul 30, 2019
MARK Sheptoff Financial Planning LLC 25,933 $1,321k Jun 30, 2019 Aug 12, 2019
BTR Capital Management Inc 25,907 $1,319k Jun 30, 2019 Jul 18, 2019
Wealthtrust Axiom LLC 25,608 $1,303k Jun 30, 2019 Aug 7, 2019
Jackson Grant Investment Advisers Inc 25,547 $1,301k Jun 30, 2019 Aug 13, 2019
Dedora Capital Inc 25,405 $1,294k Jun 30, 2019 Aug 8, 2019
Moloney Securities Asset Management LLC 25,410 $1,294k Jun 30, 2019 Jul 29, 2019
Brave Asset Management Inc 25,269 $1,287k Jun 30, 2019 Aug 5, 2019
Segment Wealth Management LLC 25,030 $1,275k Jun 30, 2019 Jul 29, 2019
The Investment House LLC 24,841 $1,265k Jun 30, 2019 Aug 5, 2019
Court Place Advisors LLC 24,662 $1,256k Jun 30, 2019 Jul 30, 2019
Appleton Partners Inc 24,506 $1,248k Jun 30, 2019 Jul 25, 2019
Gideon Capital Advisors Inc 24,339 $1,239k Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 24,311 $1,238k Jun 30, 2019 Aug 14, 2019
Mission Wealth Management LP 24,119 $1,228k Jun 30, 2019 Aug 9, 2019
Kingfisher Capital LLC 23,898 $1,217k Jun 30, 2019 Aug 14, 2019
Sequoia Financial Advisors LLC 23,802 $1,212k Jun 30, 2019 Jul 31, 2019
FORT PITT Capital Group LLC 23,778 $1,211k Jun 30, 2019 Aug 9, 2019
LLBH Private Wealth Management LLC 23,758 $1,210k Jun 30, 2019 Aug 13, 2019
Capwealth Advisors LLC 23,730 $1,208k Jun 30, 2019 Aug 13, 2019
LaSalle Street Capital Management LLC 23,612 $1,202k Jun 30, 2019 Aug 8, 2019
Ferguson Wellman Capital Management Inc 23,613 $1,202k Jun 30, 2019 Jul 16, 2019
Spinnaker Investment Group LLC 23,482 $1,195k Jun 30, 2019 Jul 11, 2019
Wheatland Advisors Inc 23,350 $1,189k Jun 30, 2019 Aug 7, 2019
Steinberg Global Asset Management Ltd 25,175 $1,180k Mar 31, 2019 Apr 24, 2019
Augustine Asset Management Inc 23,024 $1,172k Jun 30, 2019 Aug 5, 2019
Tradition Capital Management LLC 24,918 $1,167k Mar 31, 2019 May 7, 2019
Ruane Cunniff & Goldfarb LP 22,888 $1,165k Jun 30, 2019 Aug 14, 2019
Fundx Investment Group LLC 22,600 $1,151k Jun 30, 2019 Aug 5, 2019
Janney Capital Management LLC 22,390 $1,140k Jun 30, 2019 Jul 29, 2019
Windsor Capital Management LLC 22,323 $1,136k Jun 30, 2019 Aug 2, 2019
Blue FIN Capital Inc 22,289 $1,134k Jun 30, 2019 Jul 22, 2019
Hall Capital Management Company Inc 22,202 $1,131k Jun 30, 2019 Aug 14, 2019
Joel Isaacson & Co LLC 21,911 $1,116k Jun 30, 2019 Jul 11, 2019
Ascension Asset Management LLC 21,850 $1,113k Jun 30, 2019 Jul 23, 2019
Karpas Strategies LLC 21,700 $1,105k Jun 30, 2019 Jul 25, 2019
Bell & Brown Wealth Advisors LLC 21,454 $1,092k Jun 30, 2019 Aug 6, 2019
Blackhawk Capital Partners LLC 21,377 $1,089k Jun 30, 2019 Aug 13, 2019
Northstar Financial Advisors LLC 21,260 $1,083k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 21,260 $1,083k Jun 30, 2019 Jul 17, 2019
Emerald Investment Partners LLC 21,220 $1,081k Jun 30, 2019 Aug 12, 2019
Summit Asset Management LLC 20,672 $1,053k Jun 30, 2019 Aug 7, 2019
Altfest L J & Co Inc 20,673 $1,053k Jun 30, 2019 Jul 15, 2019
Curbstone Financial Management Corporation 20,550 $1,046k Jun 30, 2019 Jul 9, 2019
Aspiriant LLC 20,299 $1,032k Jun 30, 2019 Aug 6, 2019
B Riley Wealth Management Inc 20,226 $1,030k Jun 30, 2019 Aug 14, 2019
Provident Investment Management Inc 20,000 $1,018k Jun 30, 2019 Aug 8, 2019
Biltmore Family Office LLC 19,589 $1,015k Jun 30, 2019 Jul 31, 2019
SFMG LLC 18,686 $1,012k Jun 30, 2019 Aug 5, 2019
Bridgeworth LLC 19,719 $1,004k Jun 30, 2019 Jul 25, 2019
Mastrapasqua Asset Management Inc 19,438 $990k Jun 30, 2019 Aug 12, 2019
Cornell Pochily Investment Advisors Inc 19,148 $975k Jun 30, 2019 Jul 22, 2019
Financial Advisory Service Inc 18,895 $962k Jun 30, 2019 Jul 25, 2019
Convergence Investment Partners LLC 18,478 $941k Jun 30, 2019 Jul 23, 2019
Eagle Ridge Investment Management LLC 18,417 $938k Jun 30, 2019 Aug 1, 2019
Motley FOOL Wealth Management LLC 17,901 $912k Jun 30, 2019 Aug 14, 2019
Epstein and White Financial LLC 18,559 $912k Jun 30, 2019 Jul 19, 2019
Signature Financial Management Inc 19,172 $907k Dec 31, 2018 Feb 13, 2019
Edgestream Partners LP 17,554 $894k Jun 30, 2019 Aug 8, 2019
DAVY Asset Management Limited 17,501 $891k Jun 30, 2019 Jul 19, 2019
Successful Portfolios LLC 17,444 $888k Jun 30, 2019 Jul 11, 2019
Darrell & King LLC 17,425 $887k Jun 30, 2019 Aug 15, 2019
Badgley Phelps and Bell Inc 17,263 $879k Jun 30, 2019 Jul 30, 2019
Sandhill Capital Partners LLC 17,200 $876k Jun 30, 2019 Aug 13, 2019
Wellington Shields & Co LLC 17,187 $875k Jun 30, 2019 Aug 8, 2019
Bienville Capital Management LLC 16,976 $871k Jun 30, 2019 Aug 14, 2019
Good Life Advisors LLC 17,005 $867k Jun 30, 2019 Aug 6, 2019
Mitchell Mcleod PUGH & Williams Inc 16,971 $864k Jun 30, 2019 Jul 9, 2019
Premier Asset Management LLC 16,960 $863k Jun 30, 2019 Aug 7, 2019
Meristem Family Wealth LLC 16,900 $861k Jun 30, 2019 Aug 6, 2019
Abbrea Capital LLC 16,710 $857k Jun 30, 2019 Jul 31, 2019
Shepherd Kaplan Krochuk LLC 16,781 $854k Jun 30, 2019 Aug 12, 2019
Elgethun Capital Management 16,707 $851k Jun 30, 2019 Aug 8, 2019
Stearns Financial Services Group Inc 16,598 $845k Jun 30, 2019 Aug 14, 2019
Omnistar Financial Group Inc 16,551 $843k Jun 30, 2019 Jul 30, 2019
Kovitz Investment Group Partners LLC 16,389 $834k Jun 30, 2019 Aug 14, 2019
BRAY Capital Advisors LLC 16,364 $833k Jun 30, 2019 Jul 29, 2019
Carret Asset Management LLC 16,100 $820k Jun 30, 2019 Aug 12, 2019
Burleson & Company LLC 15,539 $809k Jun 30, 2019 Aug 5, 2019
Doliver Capital Advisors LP 15,836 $806k Jun 30, 2019 Jul 25, 2019
WSFS Capital Management LLC 15,527 $791k Jun 30, 2019 Aug 14, 2019
Murphy Pohlad Asset Management LLC 15,389 $783k Jun 30, 2019 Aug 6, 2019
Overbrook Management Corporation 15,333 $781k Jun 30, 2019 Aug 13, 2019
180 Wealth Advisors LLC 15,018 $781k Jun 30, 2019 Aug 5, 2019
Ancora Family Wealth Advisors LLC 18,441 $780k Sep 30, 2016 Nov 4, 2016
Middleton & Company Inc 15,283 $778k Jun 30, 2019 Jul 25, 2019
Jaffetilchin Investment Partners LLC 15,184 $773k Jun 30, 2019 Aug 13, 2019
Telos Capital Management Inc 15,132 $771k Jun 30, 2019 Jul 19, 2019
Sadoff Investment Management LLC 15,051 $766k Jun 30, 2019 Aug 7, 2019
Tiedemann Advisors LLC 14,834 $762k Jun 30, 2019 Aug 13, 2019
Beach Investment Management LLC 14,660 $746k Jun 30, 2019 Jul 17, 2019
10-15 Associates Inc 14,625 $745k Jun 30, 2019 Aug 12, 2019
Weybosset Research & Management LLC 14,604 $744k Jun 30, 2019 Jul 22, 2019
Granite Group Advisors LLC 14,481 $737k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 14,481 $737k Jun 30, 2019 Jul 23, 2019
Campbell Newman Asset Management Inc 14,400 $733k Jun 30, 2019 Jul 24, 2019
Ashfield Capital Partners LLC 14,347 $731k Jun 30, 2019 Jul 29, 2019
Cfo4Life Group LLC 14,310 $729k Jun 30, 2019 Jul 29, 2019
Altavista Wealth Management Inc 14,320 $729k Jun 30, 2019 Aug 13, 2019
Congress Park Capital LLC 13,275 $719k Jun 30, 2019 Aug 2, 2019
Lexaurum Advisors LLC 14,068 $716k Jun 30, 2019 Jul 19, 2019
Summit X 14,085 $715k Jun 30, 2019 Aug 13, 2019
Brightworth LLC 14,018 $714k Jun 30, 2019 Jul 31, 2019
Hendley & Co Inc 14,010 $713k Jun 30, 2019 Aug 8, 2019
Aristotle Atlantic Partners LLC 14,000 $713k Jun 30, 2019 Aug 13, 2019
Clark Capital Management Group Inc 13,940 $710k Jun 30, 2019 Jul 12, 2019
Wright Investors Service Inc 13,735 $699k Jun 30, 2019 Aug 1, 2019
Mckinley Carter Wealth Services Inc 13,651 $695k Jun 30, 2019 Aug 2, 2019
Goelzer Investment Management Inc 13,583 $692k Jun 30, 2019 Jul 29, 2019
Pagnatokarp Partners LLC 13,456 $690k Jun 30, 2019 Aug 8, 2019
Dimension Capital Management LLC 13,548 $689k Jun 30, 2019 Aug 12, 2019
Santori & Peters Inc 13,436 $684k Jun 30, 2019 Jul 30, 2019
Northside Capital Management LLC 13,366 $681k Jun 30, 2019 Jul 16, 2019
Pratt Collard Advisory Partners LLC 13,314 $678k Jun 30, 2019 Jul 16, 2019
Oak Ridge Investments LLC 13,323 $678k Jun 30, 2019 Aug 14, 2019
HIGH Falls Advisors Inc 13,259 $675k Jun 30, 2019 Aug 15, 2019
Armbruster Capital Management Inc 13,202 $672k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 13,160 $670k Jun 30, 2019 Aug 2, 2019
ELM Advisors LLC 13,081 $666k Jun 30, 2019 Jul 3, 2019
Aries Wealth Management LLC 12,716 $663k Jun 30, 2019 Jul 15, 2019
Formidable Asset Management LLC 13,641 $646k Dec 31, 2018 Feb 6, 2019
Strategic Investment Advisors LLC 12,505 $636k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 12,505 $636k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 12,505 $636k Jun 30, 2019 Jul 22, 2019
Greenwood Gearhart Inc 12,242 $623k Jun 30, 2019 Aug 7, 2019
AFT Forsyth and Company Inc 12,161 $619k Jun 30, 2019 Jul 29, 2019
GHP Investment Advisors Inc 12,138 $618k Jun 30, 2019 Aug 2, 2019
Arlington Partners LLC 11,975 $610k Jun 30, 2019 Jul 10, 2019
Calton & Associates Inc 11,626 $592k Jun 30, 2019 Jul 9, 2019
Cubic Asset Management LLC 11,555 $588k Jun 30, 2019 Jul 29, 2019
Dividend Assets Capital LLC 11,383 $580k Jun 30, 2019 Jul 12, 2019
Founders Financial Securities LLC 11,300 $575k Jun 30, 2019 Jul 22, 2019
RAAB & Moskowitz Asset Management LLC 11,297 $575k Jun 30, 2019 Aug 9, 2019
CI Global Investments Inc 12,351 $570k Sep 30, 2018 Nov 9, 2018
Wealth Alliance Advisory Group LLC 10,744 $560k Jun 30, 2019 Jul 17, 2019
Crabel Capital Management LLC 10,843 $552k Jun 30, 2019 Aug 13, 2019
Marathon Capital Management LLC 10,851 $552k Jun 30, 2019 Jul 25, 2019
Buckley Wealth Management LLC 10,788 $549k Jun 30, 2019 Jul 19, 2019
Monetary Management Group Inc 10,700 $545k Jun 30, 2019 Aug 13, 2019
FFCM LLC 10,595 $539k Jun 30, 2019 Jul 30, 2019
Shufro ROSE & Co LLC 10,560 $538k Jun 30, 2019 Jul 24, 2019
Teza Capital Management LLC 10,472 $533k Jun 30, 2019 Aug 8, 2019
Modera Wealth Management LLC 10,452 $532k Jun 30, 2019 Aug 7, 2019
Venturi Wealth Management LLC 10,428 $531k Jun 30, 2019 Aug 7, 2019
Hunter Associates Investment Management LLC 10,357 $527k Jun 30, 2019 Aug 8, 2019
Hourglass Capital LLC 10,300 $524k Jun 30, 2019 Aug 12, 2019
PFG Advisors LLC 9,649 $523k Jun 30, 2019 Aug 5, 2019
Cambridge Advisors Inc 10,246 $522k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 10,246 $522k Jun 30, 2019 Jul 26, 2019
Marietta Investment Partners LLC 10,222 $521k Jun 30, 2019 Aug 13, 2019
Cornerstone Capital Corp 10,185 $519k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 10,185 $519k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 10,150 $517k Jun 30, 2019 Aug 7, 2019
Willis Investment Counsel Inc 10,139 $516k Jun 30, 2019 Aug 14, 2019
Schaller Investment Group Inc 10,115 $515k Jun 30, 2019 Aug 9, 2019
Heritage Investment Group Inc 10,069 $513k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 10,069 $513k Jun 30, 2019 Aug 13, 2019
Bristlecone Advisors LLC 10,059 $512k Jun 30, 2019 Jul 19, 2019
Birinyi Associates Inc 9,987 $509k Jun 30, 2019 Aug 5, 2019
Investec Asset Management Limited 9,705 $494k Jun 30, 2019 Jul 30, 2019
Ifrah Financial Services Inc 9,649 $491k Jun 30, 2019 Aug 6, 2019
STA Wealth Management LLC 9,640 $491k Jun 30, 2019 Aug 14, 2019
CAMG Solamere Management LLC 9,627 $490k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments USA Ltd 10,400 $487k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 10,400 $487k Mar 31, 2019 Apr 18, 2019
Tiemann Investment Advisors LLC 9,298 $473k Jun 30, 2019 Aug 13, 2019
Plancorp LLC 9,220 $469k Jun 30, 2019 Aug 13, 2019
ELCO Management Company LLC 9,160 $466k Jun 30, 2019 Aug 1, 2019
Intersect Capital LLC 9,093 $463k Jun 30, 2019 Aug 9, 2019
SNS Financial Group LLC 9,092 $463k Jun 30, 2019 Jul 26, 2019
Front Barnett Associates LLC 9,016 $459k Jun 30, 2019 Aug 6, 2019
WE ARE One Seven LLC 9,010 $458k Jun 30, 2019 Jul 16, 2019
Terril Brothers Inc 8,953 $456k Jun 30, 2019 Aug 5, 2019
Round Table Services LLC 8,929 $455k Jun 30, 2019 Jul 17, 2019
Benin Management Corp 8,912 $454k Jun 30, 2019 Jul 31, 2019
Spears Abacus Advisors LLC 8,917 $454k Jun 30, 2019 Aug 9, 2019
Bingham Osborn & Scarborough LLC 8,800 $448k Jun 30, 2019 Aug 2, 2019
Sanders Morris Harris LLC 8,651 $440k Jun 30, 2019 Jul 10, 2019
Evermay Wealth Management LLC 8,563 $436k Jun 30, 2019 Jul 23, 2019
Clear Harbor Asset Management LLC 8,432 $429k Jun 30, 2019 Jul 22, 2019
Main Street Research LLC 8,279 $422k Jun 30, 2019 Aug 8, 2019
Eubel Brady & Suttman Asset Management Inc 8,241 $420k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 8,222 $419k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 8,222 $419k Jun 30, 2019 Aug 12, 2019
Golub Group LLC 8,141 $415k Jun 30, 2019 Aug 13, 2019
Argent Capital Management LLC 8,138 $414k Jun 30, 2019 Aug 15, 2019
Cramer Rosenthal Mcglynn LLC 8,000 $407k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 7,961 $405k Jun 30, 2019 Aug 14, 2019
Partnervest Advisory Services LLC 7,912 $403k Jun 30, 2019 Aug 7, 2019
Probity Advisors Inc 7,880 $401k Jun 30, 2019 Aug 8, 2019
BFSG LLC 7,825 $398k Jun 30, 2019 Jul 30, 2019
Dillon & Associates Inc 7,777 $397k Jun 30, 2019 Jul 22, 2019
Montag & Caldwell LLC 7,770 $396k Jun 30, 2019 Aug 1, 2019
Wealth and Pension Services Group Inc 7,786 $396k Jun 30, 2019 Aug 15, 2019
Baker Avenue Asset Management LP 7,685 $391k Jun 30, 2019 Aug 14, 2019
Cooper/Haims Advisors LLC 7,680 $391k Jun 30, 2019 Jul 26, 2019
CPWM LLC 7,572 $386k Jun 30, 2019 Aug 2, 2019
First Heartland Consultants Inc 7,567 $385k Jun 30, 2019 Aug 12, 2019
Portfolio Solutions LLC 7,564 $385k Jun 30, 2019 Aug 5, 2019
Northwest Investment Counselors LLC 7,542 $384k Jun 30, 2019 Jul 25, 2019
Hamilton Point Investment Advisors LLC 7,453 $382k Jun 30, 2019 Jul 18, 2019
Exchange Capital Management Inc 7,460 $380k Jun 30, 2019 Jul 22, 2019
Lyell Wealth Management LP 7,400 $380k Jun 30, 2019 Aug 1, 2019
The Pacific Center FOR Financial Services 7,422 $378k Jun 30, 2019 Aug 15, 2019
Paulson Wealth Management Inc 6,891 $374k Jun 30, 2019 Jul 30, 2019
Advisors Capital Management LLC 7,330 $373k Jun 30, 2019 Aug 15, 2019
Alphastar Capital Management LLC 7,260 $370k Jun 30, 2019 Aug 14, 2019
Polaris Greystone Financial Group LLC 7,154 $369k Jun 30, 2019 Jul 25, 2019
HCR Wealth Advisors 7,241 $369k Jun 30, 2019 Jul 25, 2019
Lucia Wealth Services LLC 7,170 $365k Jun 30, 2019 Jul 23, 2019
Vivaldi Capital Management LLC 7,173 $364k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 7,157 $364k Jun 30, 2019 Aug 13, 2019
Bruderman Asset Management LLC 7,112 $362k Jun 30, 2019 Aug 12, 2019
Pring/Turner Capital Group Inc 7,620 $361k Dec 31, 2018 Feb 14, 2019
West Oak Capital LLC 7,050 $359k Jun 30, 2019 Jul 12, 2019
NWAM LLC 7,044 $359k Jun 30, 2019 Jul 18, 2019
Glovista Investments LLC 6,876 $350k Jun 30, 2019 Aug 14, 2019
Clean Yield Group Inc 6,816 $347k Jun 30, 2019 Jul 22, 2019
Castleark Management LLC 6,820 $347k Jun 30, 2019 Aug 13, 2019
South Texas Money Management Ltd 6,762 $344k Jun 30, 2019 Jul 2, 2019
Strategic Financial Services Inc 6,761 $344k Jun 30, 2019 Aug 13, 2019
Pettee Investors Inc 6,650 $339k Jun 30, 2019 Aug 7, 2019
KWMG LLC 6,527 $332k Jun 30, 2019 Jul 10, 2019
Quadrant Private Wealth Management LLC 6,474 $330k Jun 30, 2019 Aug 13, 2019
Meridian Investment Counsel Inc 6,433 $328k Jun 30, 2019 Aug 13, 2019
American Asset Management Inc 6,405 $326k Jun 30, 2019 Jul 31, 2019
Highland Private Wealth Management 6,337 $323k Jun 30, 2019 Aug 13, 2019
Arrowmark Colorado Holdings LLC 6,286 $320k Jun 30, 2019 Aug 14, 2019
North American Management Corp 6,294 $320k Jun 30, 2019 Jul 30, 2019
Oarsman Capital Inc 6,209 $316k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 6,200 $316k Jun 30, 2019 Aug 9, 2019
Evanson Asset Management LLC 6,164 $314k Jun 30, 2019 Jul 11, 2019
Nelson Roberts Investment Advisors LLC 6,060 $309k Jun 30, 2019 Jul 25, 2019
Triangle Securities Wealth Management 5,884 $306k Jun 30, 2019 Jul 10, 2019
Deroy & Devereaux Private Investment Counsel Inc 5,989 $305k Jun 30, 2019 Jul 22, 2019
Carlson Capital Management LLC 5,947 $303k Jun 30, 2019 Jul 15, 2019
Baldwin Investment Management LLC 5,900 $300k Jun 30, 2019 Aug 6, 2019
Hendershot Investments Inc 5,865 $299k Jun 30, 2019 Jul 31, 2019
Matthew GOFF Investment Advisor LLC 5,843 $298k Jun 30, 2019 Aug 5, 2019
Searle & Co 5,840 $297k Jun 30, 2019 Jul 17, 2019
Vontobel Swiss Wealth Advisors AG 5,800 $295k Jun 30, 2019 Aug 12, 2019
Aureus Asset Management LLC 5,736 $292k Jun 30, 2019 Aug 14, 2019
Annex Advisory Services LLC 5,716 $291k Jun 30, 2019 Jul 18, 2019
Sippican Capital Advisors LLC 5,722 $291k Jun 30, 2019 Jul 17, 2019
Riverbridge Partners LLC 5,704 $290k Jun 30, 2019 Jul 10, 2019
Valmark Advisers Inc 5,687 $290k Jun 30, 2019 Aug 7, 2019
Bluesky Wealth Advisors LLC 5,615 $286k Jun 30, 2019 Aug 5, 2019
SAND Hill Global Advisors LLC 5,600 $285k Jun 30, 2019 Aug 13, 2019
Measured Wealth Private Client Group LLC 5,584 $284k Jun 30, 2019 Jul 26, 2019
Capital Insight Partners LLC 5,569 $284k Jun 30, 2019 Jul 9, 2019
Private Vista LLC 5,481 $281k Jun 30, 2019 Jul 19, 2019
Gillespie Robinson & Grimm Inc 5,500 $280k Jun 30, 2019 Jul 22, 2019
DSC Advisors LP 5,473 $279k Jun 30, 2019 Aug 14, 2019
ALL Terrain Financial Advisors LLC 5,391 $275k Jun 30, 2019 Aug 14, 2019
Becker Capital Management Inc 5,339 $272k Jun 30, 2019 Aug 8, 2019
Canal Capital Management LLC 5,248 $267k Jun 30, 2019 Jul 31, 2019
Sigma Investment Counselors Inc 5,249 $267k Jun 30, 2019 Jul 23, 2019
Total Investment Management Inc 5,083 $266k Jun 30, 2019 Aug 7, 2019
Strategic International Limited 5,230 $266k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 5,230 $266k Jun 30, 2019 Jul 29, 2019
Total Management Group Inc 5,083 $266k Jun 30, 2019 Aug 7, 2019
Sather Financial Group Inc 5,200 $264k Jun 30, 2019 Jul 23, 2019
Northstar Asset Management LLC 5,100 $260k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 5,100 $260k Jun 30, 2019 Jul 16, 2019
Managed Account Services Inc 4,967 $259k Jun 30, 2019 Jul 15, 2019
Chelsea Counsel Company 5,900 $259k Jun 30, 2018 Oct 3, 2018
Gilman Hill Asset Management LLC 5,085 $259k Jun 30, 2019 Jul 17, 2019
Cottage Street Advisors LLC 4,979 $254k Jun 30, 2019 Aug 2, 2019
WELA Strategies Inc 4,961 $253k Jun 30, 2019 Jul 18, 2019
Liberty Capital Management Inc 4,907 $250k Jun 30, 2019 Jul 15, 2019
Advisory Alpha LLC 4,845 $249k Jun 30, 2019 Aug 16, 2019
Ballast Inc 4,857 $249k Jun 30, 2019 Jul 26, 2019
Gilbert & COOK Inc 4,860 $247k Jun 30, 2019 Aug 5, 2019
Camelot Portfolios LLC 4,846 $247k Jun 30, 2019 Jul 19, 2019
The Mathes Company Inc 4,820 $245k Jun 30, 2019 Jul 29, 2019
Jolley Asset Management LLC 4,733 $241k Jun 30, 2019 Jul 22, 2019
Hollow Brook Wealth Management LLC 4,725 $241k Jun 30, 2019 Aug 13, 2019
Acorn Wealth Advisors LLC 4,489 $240k Jun 30, 2019 Aug 14, 2019
SOL Capital Management Co 4,674 $238k Jun 30, 2019 Jul 17, 2019
West Coast Financial LLC 4,671 $238k Jun 30, 2019 Jul 16, 2019
Mcrae Capital Management Inc 4,677 $238k Jun 30, 2019 Jul 29, 2019
Oak Asset Management LLC 4,615 $236k Jun 30, 2019 Jul 25, 2019
Wellesley Investment Partners LLC 4,605 $234k Jun 30, 2019 Aug 5, 2019
Payden & Rygel 4,600 $234k Jun 30, 2019 Aug 6, 2019
Fernwood Investment Management LLC 4,542 $231k Jun 30, 2019 Aug 1, 2019
Harbor Investment Advisory LLC 4,456 $227k Jun 30, 2019 Jul 30, 2019
Harbor Advisory Corporation 4,456 $227k Jun 30, 2019 Jul 30, 2019
Hengehold Capital Management LLC 4,431 $226k Jun 30, 2019 Jul 23, 2019
Harvest Capital Management Inc 4,341 $221k Jun 30, 2019 Aug 7, 2019
Bigsur Wealth Management LLC 4,263 $220k Jun 30, 2019 Jul 5, 2019
Baugh & Associates LLC 4,303 $219k Jun 30, 2019 Jul 23, 2019
RKL Wealth Management LLC 4,289 $219k Jun 30, 2019 Aug 2, 2019
DEAN Capital Management LLC 4,288 $218k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 4,288 $218k Jun 30, 2019 Aug 12, 2019
Fenimore Asset Management Inc 4,267 $217k Jun 30, 2019 Jul 16, 2019
Cobiz Wealth LLC 4,215 $215k Jun 30, 2019 Jul 8, 2019
CWA Asset Management Group LLC 4,198 $214k Jun 30, 2019 Aug 13, 2019
Salem Capital Management Inc 4,200 $214k Jun 30, 2019 Jul 9, 2019
Breiter Capital Management Inc 4,168 $212k Jun 30, 2019 Aug 23, 2019
Torch Wealth Management LLC 4,170 $212k Jun 30, 2019 Aug 2, 2019
Miles Capital Inc 4,142 $211k Jun 30, 2019 Aug 13, 2019
van Strum & Towne Inc 4,125 $210k Jun 30, 2019 Aug 12, 2019
Weiss Asset Management LP 4,114 $209k Jun 30, 2019 Aug 14, 2019
Cardan Capital Partners LLC 4,100 $209k Jun 30, 2019 Jul 16, 2019
BTC Capital Management Inc 4,052 $207k Jun 30, 2019 Jul 26, 2019
LVW Advisors LLC 4,075 $207k Jun 30, 2019 Aug 14, 2019
White Pine Capital LLC 4,060 $207k Jun 30, 2019 Aug 14, 2019
Confluence Wealth Management LLC 4,037 $206k Jun 30, 2019 Aug 9, 2019
The RICE Partnership LLC 4,026 $205k Jun 30, 2019 Jul 25, 2019
The Family FIRM Inc 3,988 $203k Jun 30, 2019 Aug 6, 2019
LESA Sroufe & Company Inc 3,944 $201k Jun 30, 2019 Jul 29, 2019
Baker Ellis Asset Management LLC 3,700 $188k Jun 30, 2019 Aug 12, 2019
Lenox Wealth Advisors LLC 3,444 $175k Jun 30, 2019 Jul 12, 2019
Tower VIEW Investment Management & Research LLC 3,387 $172k Jun 30, 2019 Jul 17, 2019
America First Investment Advisors LLC 3,200 $163k Jun 30, 2019 Jul 29, 2019
Security Asset Management Inc 3,210 $163k Jun 30, 2019 Aug 6, 2019
Signature Estate & Investment Advisors LLC 2,818 $143k Jun 30, 2019 Aug 1, 2019
Clearbridge Investments LLC 3,030 $143k Dec 31, 2018 Feb 14, 2019
Concorde Asset Management LLC 2,767 $141k Jun 30, 2019 Aug 8, 2019
Summit Financial Group Inc 2,700 $137k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 2,700 $137k Jun 30, 2019 Jul 3, 2019
Transamerica Financial Advisors Inc 2,655 $136k Jun 30, 2019 Aug 21, 2019
Spectrum Management Group Inc 2,350 $120k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 2,350 $120k Jun 30, 2019 Aug 2, 2019
Westchester Capital Management LLC 1,969 $100k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 1,969 $100k Jun 30, 2019 Aug 5, 2019
Focused Wealth Management Inc 1,794 $91k Jun 30, 2019 Jul 19, 2019
Princeton Capital Management LLC 1,749 $89k Jun 30, 2019 Aug 12, 2019
Arbor Wealth Management LLC 1,706 $87k Jun 30, 2019 Jul 16, 2019
Vigilant Capital Management LLC 1,586 $81k Jun 30, 2019 Jul 18, 2019
Grace Capital 1,520 $78k Jun 30, 2019 Aug 14, 2019
Allsquare Wealth Management LLC 1,396 $71k Jun 30, 2019 Aug 13, 2019
Lombard Odier Transatlantic Limited 1,600 $68k Sep 30, 2016 Nov 14, 2016
Vestor Capital LLC 1,172 $60k Jun 30, 2019 Aug 6, 2019
Permit Capital LLC 1,175 $60k Jun 30, 2019 Aug 14, 2019
Markston International LLC 1,158 $59k Jun 30, 2019 Aug 6, 2019
Financial Advantage Inc 1,080 $54k Jun 30, 2019 Jul 23, 2019
Spiderrock Advisors LLC 77,000 $54k Put Jun 30, 2019 Jul 29, 2019
Stewart & Patten Co LLC 1,042 $53k Jun 30, 2019 Jul 17, 2019
Smith Salley & Associates LLC 1,023 $52k Jun 30, 2019 Jul 12, 2019
Cowen Prime Services LLC 1,000 $51k Jun 30, 2019 Jul 31, 2019
Prime Capital Investment Advisors LLC 905 $46k Jun 30, 2019 Aug 6, 2019
Palladium Partners LLC 850 $43k Jun 30, 2019 Aug 7, 2019
Seabridge Investment Advisors LLC 800 $41k Jun 30, 2019 Jul 18, 2019
Shamrock Asset Management LLC 594 $30k Jun 30, 2019 Aug 9, 2019
Cranbrook Wealth Management LLC 599 $30k Jun 30, 2019 Aug 7, 2019
Hallmark Capital Management Inc 550 $28k Jun 30, 2019 Aug 8, 2019
Cedar Wealth Management LLC 515 $26k Jun 30, 2019 Jul 24, 2019
Autus Asset Management LLC 387 $20k Jun 30, 2019 Jul 15, 2019
The Central Trust Bank 400 $20k Jun 30, 2019 Jul 16, 2019
Horan Securities Inc 350 $18k Jun 30, 2019 Jul 24, 2019
Permanens Capital LP 307 $16k Jun 30, 2019 Aug 9, 2019
Hilton Capital Management LLC 280 $14k Jun 30, 2019 Aug 14, 2019
Wells Trecaso Financial Group LLC 283 $14k Jun 30, 2019 Jul 22, 2019
Secrest Blakey & Associates LLC 200 $10k Call Jun 30, 2019 Aug 13, 2019
Avondale Wealth Management LLC 176 $9k Jun 30, 2019 Jul 26, 2019
Newsquare Capital LLC 149 $8k Jun 30, 2019 Aug 20, 2019
Stevens First Principles Investment Advisors 128 $7k Jun 30, 2019 Jul 22, 2019
Beacon Capital Management LLC 2 $0k Jun 30, 2019 Jul 18, 2019
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