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COMCAST CORP
(20030N101)

Funds Reporting Holdings of COMCAST CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 797,694 $33,726,502k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 165,504 $6,997,509k Jun 30, 2019 Aug 6, 2019
Dodge & COX 95,716,441 $4,046,891k Jun 30, 2019 Aug 13, 2019
Mader & Shannon Wealth Management Inc 86,860 $3,672,440k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 45,189 $1,739,000k Sep 30, 2017 Nov 14, 2017
First Eagle Investment Management LLC 34,454,278 $1,456,727k Jun 30, 2019 Aug 13, 2019
Janus Capital Management LLC 25,834,314 $971,116k Mar 31, 2017 May 16, 2017
Retirement Income Solutions Inc 19,044 $805,000k Jun 30, 2019 Jul 23, 2019
Brown Brothers Harriman & Co 18,761,969 $793,256k Jun 30, 2019 Aug 14, 2019
First Pacific Advisors LP 11,579,072 $489,563k Jun 30, 2019 Aug 14, 2019
Rmsincerbeaux Capital Management LLC 10,998 $464,995k Jun 30, 2019 Aug 9, 2019
Investec Asset Management Limited 10,785,821 $456,025k Jun 30, 2019 Jul 30, 2019
Mackenzie Investments Corporation 9,450,044 $399,548k Jun 30, 2019 Aug 23, 2019
Mackenzie Financial Corporation 9,450,044 $399,548k Jun 30, 2019 Aug 23, 2019
Veritas Asset Management LLP 9,342,273 $394,991k Jun 30, 2019 Aug 8, 2019
Mawer Investment Management Ltd 6,689,732 $282,812k Jun 30, 2019 Aug 6, 2019
Diamond Hill Capital Management Inc 6,285,891 $265,767k Jun 30, 2019 Aug 1, 2019
Gardner Russo & Gardner LLC 6,054,812 $255,997k Jun 30, 2019 Aug 13, 2019
Bluespruce Investments LP 5,853,788 $247,498k Jun 30, 2019 Aug 14, 2019
Lakewood Capital Management LP 5,756,498 $243,385k Jun 30, 2019 Aug 14, 2019
Renaissance Technologies LLC 4,902,776 $207,289k Jun 30, 2019 Aug 12, 2019
Santa Barbara Asset Management LLC 5,052,007 $201,979k Mar 31, 2019 May 14, 2019
Palestra Capital Management LLC 4,486,285 $189,680k Jun 30, 2019 Aug 14, 2019
HS Management Partners LLC 4,433,831 $187,462k Jun 30, 2019 Aug 13, 2019
Allen Investment Management LLC 4,395,147 $185,827k Jun 30, 2019 Aug 12, 2019
Brandywine Global Investment Management LLC 3,891,913 $164,551k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 3,300,041 $139,525k Jun 30, 2019 Aug 16, 2019
Scharf Investments LLC 3,050,864 $128,990k Jun 30, 2019 Aug 13, 2019
Letko Brosseau & Associates Inc 2,860,201 $120,929k Jun 30, 2019 Aug 1, 2019
River ROAD Asset Management LLC 2,843,034 $120,203k Jun 30, 2019 Aug 12, 2019
Suvretta Capital Management LLC 2,071,172 $87,569k Jun 30, 2019 Aug 14, 2019
Managed Account Advisors LLC 1,431,854 $86,112k Jun 30, 2015 Aug 14, 2015
Thornburg Investment Management Inc 1,966,065 $83,125k Jun 30, 2019 Aug 6, 2019
Yacktman Asset Management LP 1,852,500 $78,324k Jun 30, 2019 Aug 2, 2019
Clark Capital Management Group Inc 1,729,440 $73,121k Jun 30, 2019 Jul 12, 2019
Smead Capital Management Inc 1,585,729 $67,045k Jun 30, 2019 Jul 26, 2019
Junto Capital Management LP 1,580,635 $66,829k Jun 30, 2019 Aug 14, 2019
Vontobel Asset Management Inc 1,566,626 $66,235k Jun 30, 2019 Aug 14, 2019
Locust WOOD Capital Advisers LLC 1,457,751 $61,634k Jun 30, 2019 Jul 24, 2019
CAT Rock Capital Management LP 1,432,373 $60,561k Jun 30, 2019 Aug 14, 2019
Capital Guardian Trust Company 1,383,319 $58,458k Jun 30, 2019 Aug 14, 2019
Foresters Investment Management Company Inc 1,366,950 $57,795k Jun 30, 2019 Aug 12, 2019
Morningstar Investment Services LLC 1,348,849 $57,030k Jun 30, 2019 Aug 13, 2019
Sawgrass Asset Management LLC 1,318,384 $55,741k Jun 30, 2019 Jul 23, 2019
Personal Capital Advisors Corporation 1,315,513 $55,620k Jun 30, 2019 Aug 14, 2019
New Mountain Vantage Advisers LLC 1,306,436 $55,236k Jun 30, 2019 Aug 14, 2019
KG Funds Management LLC 1,291,236 $54,593k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 1,264,300 $53,455k Jun 30, 2019 Aug 2, 2019
Williams Jones & Associates LLC 1,255,595 $53,087k Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 1,206,594 $51,015k Jun 30, 2019 Aug 14, 2019
SRS Investment Management LLC 1,153,131 $48,754k Jun 30, 2019 Aug 14, 2019
Altrinsic Global Advisors LLC 1,128,705 $47,722k Jun 30, 2019 Aug 14, 2019
Artisan Partners Limited Partnership 1,015,200 $42,923k Call Jun 30, 2019 Aug 9, 2019
Panagora Asset Management Inc 986,321 $41,702k Jun 30, 2019 Aug 9, 2019
Weitz Investment Management Inc 937,450 $39,635k Jun 30, 2019 Aug 8, 2019
Birch Hill Investment Advisors LLC 907,413 $38,365k Jun 30, 2019 Jul 22, 2019
Global Thematic Partners LLC 885,564 $37,441k Jun 30, 2019 Jul 23, 2019
Madison Investment Holdings Inc 830,590 $35,117k Jun 30, 2019 Aug 13, 2019
ODEY Asset Management LLP 753,623 $31,863k Jun 30, 2019 Aug 14, 2019
Hardman Johnston Global Advisors LLC 742,532 $31,394k Jun 30, 2019 Aug 5, 2019
Provident Investment Management Inc 735,936 $31,115k Jun 30, 2019 Aug 8, 2019
Pacer Advisors Inc 713,600 $30,171k Jun 30, 2019 Aug 12, 2019
Bridgewater Associates LP 699,707 $29,584k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 693,758 $29,332k Jun 30, 2019 Jul 15, 2019
Adams Diversified Equity Fund Inc 668,200 $28,251k Jun 30, 2019 Jul 29, 2019
Spears Abacus Advisors LLC 659,883 $27,900k Jun 30, 2019 Aug 9, 2019
Renaissance Investment Group LLC 646,747 $27,344k Jun 30, 2019 Aug 13, 2019
The Renaissance Group LLC 646,747 $27,344k Jun 30, 2019 Aug 13, 2019
Avalon Advisors LLC 639,583 $27,042k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 629,113 $26,599k Jun 30, 2019 Jul 30, 2019
Atalanta Sosnoff Capital LLC 625,880 $26,462k Jun 30, 2019 Jul 15, 2019
Klingenstein Fields & Co LLC 609,552 $25,772k Jun 30, 2019 Aug 12, 2019
Brandes Investment Partners LP 595,353 $25,172k Jun 30, 2019 Aug 13, 2019
KKR Credit Advisors US LLC 542,000 $24,452k Sep 30, 2013 Nov 14, 2013
Signature Estate & Investment Advisors LLC 548,695 $23,199k Jun 30, 2019 Aug 1, 2019
Nippon Life Global Investors Americas Inc 545,300 $23,055k Jun 30, 2019 Jul 23, 2019
Argent Capital Management LLC 543,811 $22,992k Jun 30, 2019 Aug 15, 2019
Anchor Capital Advisors LLC 508,733 $21,509k Jun 30, 2019 Aug 1, 2019
Guardian Point Capital LP 500,000 $21,140k Jun 30, 2019 Aug 14, 2019
Zuckerman Investment Group LLC 493,393 $20,861k Jun 30, 2019 Aug 14, 2019
Tweedy Browne Company LLC 462,813 $19,568k Jun 30, 2019 Aug 5, 2019
Crow Point Partners LLC 450,200 $19,034k Jun 30, 2019 Aug 14, 2019
Davidson Investment Advisors Inc 439,311 $18,574k Jun 30, 2019 Aug 13, 2019
Cornerstone Advisors LLC 438,000 $17,511k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 438,000 $17,511k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 438,000 $17,511k Mar 31, 2019 May 13, 2019
Origin Asset Management LLP 402,919 $17,035k Jun 30, 2019 Aug 9, 2019
Stack Financial Management Inc 386,193 $16,328k Jun 30, 2019 Jul 30, 2019
Friess Associates LLC 384,693 $16,265k Jun 30, 2019 Aug 14, 2019
Palladium Partners LLC 381,657 $16,136k Jun 30, 2019 Aug 7, 2019
NWI Management LP 369,200 $15,610k Jun 30, 2019 Aug 14, 2019
Grand JEAN Capital Management Inc 364,151 $15,396k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 363,135 $15,353k Jun 30, 2019 Aug 13, 2019
Corvex Management LP 360,613 $15,247k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 359,101 $15,183k Jun 30, 2019 Jul 29, 2019
Azimuth Capital Management LLC 354,782 $15,000k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 350,867 $14,834k Jun 30, 2019 Aug 8, 2019
Honeycomb Asset Management LP 350,000 $14,798k Jun 30, 2019 Aug 14, 2019
Markston International LLC 336,602 $14,232k Jun 30, 2019 Aug 6, 2019
Round Hill Asset Management Inc 328,145 $13,874k Jun 30, 2019 Aug 13, 2019
Freshford Capital Management LLC 324,739 $13,730k Jun 30, 2019 Aug 14, 2019
SKBA Capital Management LLC 321,540 $13,595k Jun 30, 2019 Aug 12, 2019
Douglas Lane & Associates LLC 318,153 $13,452k Jun 30, 2019 Jul 8, 2019
Beese Fulmer Investment Management Inc 309,353 $13,079k Jun 30, 2019 Jul 5, 2019
Chilton Capital Management LLC 302,051 $12,771k Jun 30, 2019 Aug 13, 2019
Winslow Asset Management Inc 296,568 $12,539k Jun 30, 2019 Jul 29, 2019
Archon Partners LLC 296,000 $12,515k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 290,940 $12,301k Jun 30, 2019 Jul 23, 2019
Greystone Managed Investments Inc 284,739 $12,039k Jun 30, 2019 Jul 23, 2019
Cambridge Investment Research Advisors Inc 282,583 $11,948k Jun 30, 2019 Aug 15, 2019
Sentry Management Inc 277,863 $11,748k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 277,863 $11,748k Jun 30, 2019 Aug 12, 2019
Crawford Investment Counsel Inc 270,303 $11,428k Jun 30, 2019 Aug 12, 2019
Buckhead Capital Management LLC 260,732 $11,024k Jun 30, 2019 Aug 1, 2019
QS Investors LLC 258,388 $10,925k Jun 30, 2019 Aug 14, 2019
Hilton Capital Management LLC 257,899 $10,904k Jun 30, 2019 Aug 14, 2019
Twin Capital Management Inc 254,925 $10,778k Jun 30, 2019 Aug 1, 2019
Asturias Capital LLC 251,664 $10,640k Jun 30, 2019 Aug 14, 2019
CCM Investment Advisers LLC 248,950 $10,525k Jun 30, 2019 Aug 5, 2019
Dowling & Yahnke LLC 246,923 $10,440k Jun 30, 2019 Jul 22, 2019
PDT Partners LLC 233,800 $9,885k Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 229,200 $9,691k Jun 30, 2019 Aug 7, 2019
Granite Investment Advisors LLC 224,903 $9,509k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 224,903 $9,509k Jun 30, 2019 Jul 23, 2019
Churchill Management Corp 212,956 $9,004k Jun 30, 2019 Jul 10, 2019
Provise Management Group LLC 204,857 $8,661k Jun 30, 2019 Aug 9, 2019
Beacon Investment Advisory Services Inc 203,930 $8,622k Jun 30, 2019 Aug 7, 2019
LOWE Brockenbrough & Company Inc 201,695 $8,528k Jun 30, 2019 Aug 12, 2019
Cookson Peirce & Co Inc 201,105 $8,503k Jun 30, 2019 Jul 31, 2019
Ulysses Management LLC 200,000 $8,456k Call Jun 30, 2019 Aug 14, 2019
Gyroscope Capital Management Group LLC 189,783 $8,214k Jun 30, 2019 Jul 11, 2019
Cypress Capital Management LLC 190,873 $8,070k Jun 30, 2019 Aug 5, 2019
Tocqueville Asset Management LP 188,071 $7,952k Jun 30, 2019 Jul 31, 2019
Woodstock Corporation 187,423 $7,924k Jun 30, 2019 Jul 3, 2019
Timessquare Capital Management LLC 180,080 $7,614k Jun 30, 2019 Aug 2, 2019
Motley FOOL Wealth Management LLC 178,875 $7,563k Jun 30, 2019 Aug 14, 2019
Bowling Portfolio Management LLC 173,883 $7,352k Jun 30, 2019 Jul 25, 2019
Goodnow Investment Group LLC 170,320 $7,201k Jun 30, 2019 Aug 14, 2019
GAME Creek Capital LP 170,000 $7,188k Jun 30, 2019 Aug 5, 2019
Mastrapasqua Asset Management Inc 168,494 $7,124k Jun 30, 2019 Aug 12, 2019
CWH Capital Management Inc 167,920 $7,100k Jun 30, 2019 Aug 14, 2019
LEE Danner & BASS Inc 158,909 $6,719k Jun 30, 2019 Jul 30, 2019
Arbor Wealth Management LLC 157,114 $6,643k Jun 30, 2019 Jul 16, 2019
Grassi Investment Management LLC 155,600 $6,579k Jun 30, 2019 Jul 10, 2019
Bragg Financial Advisors Inc 154,855 $6,547k Jun 30, 2019 Aug 14, 2019
The Leuthold Group LLC 149,539 $6,323k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 147,674 $6,244k Jun 30, 2019 Aug 7, 2019
Olstein Capital Management LP 143,900 $6,084k Jun 30, 2019 Jul 31, 2019
Harbor Island Capital LLC 143,400 $6,063k Jun 30, 2019 Jul 25, 2019
Sequoia Financial Advisors LLC 142,260 $6,015k Jun 30, 2019 Jul 31, 2019
Zweig-Dimenna Associates LLC 138,743 $5,866k Jun 30, 2019 Jul 10, 2019
DF DENT and Company Inc 137,768 $5,825k Jun 30, 2019 Aug 15, 2019
Guardian Investment Management LLC 132,972 $5,622k Jun 30, 2019 Aug 16, 2019
WEIK Capital Management Inc 132,898 $5,619k Jun 30, 2019 Aug 9, 2019
PRIO Wealth Limited Partnership 132,860 $5,617k Jun 30, 2019 Jul 18, 2019
Wespac Advisors Socal LLC 132,734 $5,612k Jun 30, 2019 Jul 30, 2019
Guinness Atkinson Asset Management Inc 132,370 $5,597k Jun 30, 2019 Jul 26, 2019
Affinity Investment Advisors LLC 130,609 $5,522k Jun 30, 2019 Aug 8, 2019
Oxbow Advisors LLC 130,481 $5,517k Jun 30, 2019 Aug 7, 2019
Rockshelter Capital Management LLC 130,210 $5,505k Jun 30, 2019 Aug 14, 2019
Abner Herrman & Brock LLC 127,350 $5,384k Jun 30, 2019 Jul 19, 2019
FFCM LLC 124,765 $5,275k Jun 30, 2019 Jul 30, 2019
Carderock Capital Management Inc 124,316 $5,256k Jun 30, 2019 Jul 15, 2019
Horizon Investment Services LLC 124,136 $5,248k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 124,136 $5,248k Jun 30, 2019 Aug 13, 2019
Exchange Capital Management Inc 123,849 $5,236k Jun 30, 2019 Jul 22, 2019
Carnick & Kubik Group LLC 121,665 $5,144k Jun 30, 2019 Jul 30, 2019
Dorchester Wealth Management Company 121,295 $5,128k Jun 30, 2019 Jul 19, 2019
Northpointe Capital LLC 120,229 $5,083k Jun 30, 2019 Jul 26, 2019
Carret Asset Management LLC 116,980 $4,946k Jun 30, 2019 Aug 12, 2019
EFG Asset Management Americas Corp 116,151 $4,921k Jun 30, 2019 Jul 9, 2019
Needham Investment Management LLC 115,000 $4,862k Jun 30, 2019 Aug 14, 2019
Karpas Strategies LLC 114,472 $4,840k Jun 30, 2019 Jul 25, 2019
Schafer Cullen Capital Management Inc 106,145 $4,738k Jun 30, 2019 Jul 30, 2019
The Central Trust Bank 111,459 $4,711k Jun 30, 2019 Jul 16, 2019
Colrain Capital LLC 109,165 $4,615k Jun 30, 2019 Aug 6, 2019
Auxier Asset Management LLC 106,106 $4,486k Jun 30, 2019 Aug 15, 2019
Colonial Trust Advisors Inc 105,461 $4,459k Jun 30, 2019 Aug 21, 2019
Boston Research and Management Inc 105,150 $4,445k Jun 30, 2019 Aug 7, 2019
Contravisory Investment Management Inc 102,746 $4,344k Jun 30, 2019 Jul 9, 2019
Boyar Asset Management Inc 101,814 $4,305k Jun 30, 2019 Aug 6, 2019
Richard Bernstein Advisors LLC 100,633 $4,254k Jun 30, 2019 Aug 9, 2019
Hussman Strategic Advisors Inc 100,000 $4,228k Jun 30, 2019 Jul 31, 2019
CAMG Solamere Management LLC 99,729 $4,218k Jun 30, 2019 Aug 13, 2019
Meritage Portfolio Management Inc 99,033 $4,187k Jun 30, 2019 Jul 30, 2019
JGP Wealth Management LLC 98,942 $4,183k Jun 30, 2019 Jul 15, 2019
Marvin & Palmer Associates 98,673 $4,172k Jun 30, 2019 Aug 19, 2019
Foothills Asset Management Ltd 97,280 $4,113k Jun 30, 2019 Jul 17, 2019
ARP Americas LP 97,100 $4,105k Jun 30, 2019 Jul 29, 2019
Boston Family Office LLC 96,281 $4,071k Jun 30, 2019 Jul 30, 2019
Jolley Asset Management LLC 96,033 $4,060k Jun 30, 2019 Jul 22, 2019
BLB & B Advisors LLC 95,108 $4,021k Jun 30, 2019 Jul 29, 2019
Antipodean Advisors LLC 95,000 $4,017k Jun 30, 2019 Aug 14, 2019
Pratt Collard Advisory Partners LLC 92,621 $3,916k Jun 30, 2019 Jul 16, 2019
Telos Capital Management Inc 92,354 $3,905k Jun 30, 2019 Jul 19, 2019
TDAM USA Inc 91,879 $3,885k Jun 30, 2019 Aug 1, 2019
RNC Capital Management LLC 89,033 $3,764k Jun 30, 2019 Jul 25, 2019
Wellington Shields Capital Management LLC 87,600 $3,704k Jun 30, 2019 Aug 8, 2019
Westover Capital Advisors LLC 86,517 $3,658k Jun 30, 2019 Aug 13, 2019
Benson Investment Management Company Inc 86,135 $3,642k Jun 30, 2019 Jul 11, 2019
Wealth Advisors of Tampa BAY LLC 84,116 $3,556k Jun 30, 2019 Jul 23, 2019
Eulav Asset Management 84,000 $3,552k Jun 30, 2019 Aug 5, 2019
Convergence Investment Partners LLC 83,676 $3,538k Jun 30, 2019 Jul 23, 2019
Balter Liquid Alternatives LLC 81,322 $3,438k Jun 30, 2019 Jul 31, 2019
Signature Financial Management Inc 98,854 $3,366k Dec 31, 2018 Feb 13, 2019
Quadrant Capital Management LLC 77,777 $3,288k Jun 30, 2019 Aug 8, 2019
Douglass Winthrop Advisors LLC 76,431 $3,232k Jun 30, 2019 Jul 10, 2019
EP Wealth Advisors LLC 76,235 $3,223k Jun 30, 2019 Aug 27, 2019
Caxton Associates LP 75,388 $3,187k Jun 30, 2019 Aug 14, 2019
Prelude Capital Management LLC 75,000 $3,171k Put Jun 30, 2019 Aug 14, 2019
Baker Ellis Asset Management LLC 74,372 $3,144k Jun 30, 2019 Aug 12, 2019
Wilmington Trust Investment Management LLC 57,416 $3,082k Jun 30, 2014 Aug 13, 2014
Sheffield Asset Management LLC 72,600 $3,070k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 53,589 $3,048k Sep 30, 2015 Nov 16, 2015
Global Financial Private Capital LLC 71,375 $3,018k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 70,167 $2,967k Jun 30, 2019 Aug 2, 2019
Midas Management Corporation 70,000 $2,960k Jun 30, 2019 Jul 9, 2019
Murphy Capital Management Inc 69,859 $2,953k Jun 30, 2019 Jul 22, 2019
Murphy Pohlad Asset Management LLC 69,475 $2,937k Jun 30, 2019 Aug 6, 2019
Argyle Capital Management Inc 68,462 $2,895k Jun 30, 2019 Jul 25, 2019
Princeton Capital Management LLC 68,306 $2,888k Jun 30, 2019 Aug 12, 2019
Doliver Capital Advisors LP 68,064 $2,878k Jun 30, 2019 Jul 25, 2019
Cleararc Capital Inc 67,569 $2,857k Jun 30, 2019 Aug 7, 2019
Sanders Morris Harris LLC 67,068 $2,850k Jun 30, 2019 Jul 10, 2019
and Wealth Partners LLC 67,114 $2,838k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 67,114 $2,838k Jun 30, 2019 Aug 6, 2019
Merriman Wealth Management LLC 6,412 $2,739k Jun 30, 2019 Jul 31, 2019
SOL Capital Management Co 64,158 $2,713k Jun 30, 2019 Jul 17, 2019
Stillwater Investment Management LLC 63,958 $2,704k Jun 30, 2019 Jul 3, 2019
Wrapmanager Inc 63,948 $2,704k Jun 30, 2019 Jul 31, 2019
Meridian Investment Counsel Inc 62,455 $2,641k Jun 30, 2019 Aug 13, 2019
American Financial Advisors LLC 62,299 $2,634k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 62,299 $2,634k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 62,299 $2,634k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 60,866 $2,573k Jun 30, 2019 Aug 13, 2019
North Star Investment Management Corporation 60,027 $2,538k Jun 30, 2019 Jul 15, 2019
Oliver Luxxe Assets LLC 56,843 $2,423k Jun 30, 2019 Jul 10, 2019
Palouse Capital Management Inc 56,450 $2,387k Jun 30, 2019 Aug 6, 2019
E & G Advisors LP 55,974 $2,367k Jun 30, 2019 Jul 12, 2019
Tealwood Asset Management Inc 53,500 $2,262k Jun 30, 2019 Aug 6, 2019
Calamos Wealth Management LLC 52,922 $2,238k Jun 30, 2019 Aug 7, 2019
Regent Investment Management LLC 52,332 $2,213k Jun 30, 2019 Jul 15, 2019
Guardian Capital LP 51,879 $2,193k Jun 30, 2019 Aug 14, 2019
Addenda Capital Inc 51,439 $2,175k Jun 30, 2019 Jul 12, 2019
Salem Capital Management Inc 51,175 $2,164k Jun 30, 2019 Jul 9, 2019
DUFF & Phelps Investment Management Co 49,580 $2,096k Jun 30, 2019 Aug 2, 2019
Capital Insight Partners LLC 49,518 $2,094k Jun 30, 2019 Jul 9, 2019
Seabridge Investment Advisors LLC 47,145 $1,993k Jun 30, 2019 Jul 18, 2019
Advisors Capital Management LLC 46,759 $1,977k Jun 30, 2019 Aug 15, 2019
Monte Financial Group LLC 46,755 $1,977k Jun 30, 2019 Aug 7, 2019
Grace Capital 45,265 $1,914k Jun 30, 2019 Aug 14, 2019
Miles Capital Inc 45,167 $1,910k Jun 30, 2019 Aug 13, 2019
Algert Global LLC 45,059 $1,905k Jun 30, 2019 Aug 14, 2019
Hedeker Wealth LLC 44,371 $1,876k Jun 30, 2019 Jul 26, 2019
Aurora Investment Counsel 42,649 $1,841k Jun 30, 2019 Aug 6, 2019
Chesley TAFT & Associates LLC 43,480 $1,838k Jun 30, 2019 Jul 10, 2019
Quest Investment Management LLC 43,117 $1,823k Jun 30, 2019 Aug 13, 2019
Aureus Asset Management LLC 42,828 $1,811k Jun 30, 2019 Aug 14, 2019
Tuttle Tactical Management LLC 42,550 $1,799k Jun 30, 2019 Jul 29, 2019
The Bollard Group LLC 42,385 $1,792k Jun 30, 2019 Aug 13, 2019
TSP Capital Management Group LLC 39,200 $1,657k Jun 30, 2019 Aug 9, 2019
American National Registered Investment Advisor Inc 39,030 $1,649k Jun 30, 2019 Aug 5, 2019
Unison Advisors LLC 38,204 $1,615k Jun 30, 2019 Jul 11, 2019
Port Capital LLC 38,072 $1,610k Jun 30, 2019 Aug 14, 2019
United Asset Strategies Inc 37,780 $1,597k Jun 30, 2019 Jul 31, 2019
Delphi Management Inc 37,725 $1,595k Jun 30, 2019 Aug 20, 2019
The Roosevelt Investment Group Inc 37,166 $1,571k Jun 30, 2019 Aug 8, 2019
MD SASS Investors Services Inc 37,100 $1,569k Jun 30, 2019 Aug 13, 2019
Stewardship Advisors LLC 36,979 $1,563k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 36,979 $1,563k Jun 30, 2019 Aug 12, 2019
Aspiriant LLC 36,738 $1,553k Jun 30, 2019 Aug 6, 2019
Altium Wealth Management LLC 36,414 $1,540k Jun 30, 2019 Jul 18, 2019
Ferguson Wellman Capital Management Inc 36,401 $1,539k Jun 30, 2019 Jul 16, 2019
Ancora Family Wealth Advisors LLC 22,908 $1,520k Sep 30, 2016 Nov 4, 2016
Abbrea Capital LLC 35,834 $1,515k Jun 30, 2019 Jul 31, 2019
Shikiar Asset Management Inc 34,405 $1,455k Jun 30, 2019 Jul 25, 2019
Howland Capital Management LLC 33,946 $1,435k Jun 30, 2019 Jul 17, 2019
HIGH Pointe Capital Management LLC 33,780 $1,428k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 32,775 $1,386k Jun 30, 2019 Aug 14, 2019
Northcoast Asset Management LLC 32,564 $1,377k Jun 30, 2019 Aug 14, 2019
Curbstone Financial Management Corporation 32,276 $1,365k Jun 30, 2019 Jul 9, 2019
Wellington Shields & Co LLC 32,236 $1,363k Jun 30, 2019 Aug 8, 2019
Oak Asset Management LLC 31,022 $1,360k Jun 30, 2019 Jul 25, 2019
Dumont & Blake Investment Advisors LLC 32,059 $1,355k Jun 30, 2019 Aug 1, 2019
RAAB & Moskowitz Asset Management LLC 31,558 $1,334k Jun 30, 2019 Aug 9, 2019
Brave Warrior Advisors LLC 31,094 $1,315k Jun 30, 2019 Aug 14, 2019
BTC Capital Management Inc 31,082 $1,315k Jun 30, 2019 Jul 26, 2019
Homrich & BERG Inc 31,080 $1,314k Jun 30, 2019 Aug 5, 2019
Wright Investors Service Inc 30,906 $1,307k Jun 30, 2019 Aug 1, 2019
Triangle Securities Wealth Management 30,538 $1,302k Jun 30, 2019 Jul 10, 2019
KCS Wealth Advisory LLC 30,438 $1,287k Jun 30, 2019 Jul 29, 2019
BFSG LLC 30,325 $1,282k Jun 30, 2019 Jul 30, 2019
Arjuna Capital LLC 30,197 $1,277k Jun 30, 2019 Aug 21, 2019
Arnhold LLC 30,000 $1,268k Jun 30, 2019 Aug 8, 2019
BECK MACK & Oliver LLC 29,453 $1,245k Jun 30, 2019 Aug 13, 2019
Choate Investment Advisors LLC 29,164 $1,233k Jun 30, 2019 Aug 14, 2019
Wilkins Investment Counsel Inc 28,812 $1,218k Jun 30, 2019 Aug 9, 2019
Aristotle Atlantic Partners LLC 28,624 $1,210k Jun 30, 2019 Aug 13, 2019
Clearstead Advisors LLC 27,754 $1,173k Jun 30, 2019 Aug 8, 2019
BKD Wealth Advisors LLC 27,623 $1,168k Jun 30, 2019 Jul 10, 2019
Kiley Juergens Wealth Management LLC 27,582 $1,166k Jun 30, 2019 Jul 11, 2019
Monetta Financial Services Inc 27,500 $1,163k Jun 30, 2019 Aug 9, 2019
Stanley-Laman Group Ltd 27,457 $1,161k Jun 30, 2019 Aug 1, 2019
Penobscot Investment Management Company Inc 27,021 $1,142k Jun 30, 2019 Aug 2, 2019
NWAM LLC 26,954 $1,140k Jun 30, 2019 Jul 18, 2019
Private Wealth Advisors LLC 26,745 $1,131k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 26,745 $1,131k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 26,745 $1,131k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 26,745 $1,131k Jun 30, 2019 Aug 7, 2019
Ashfield Capital Partners LLC 26,653 $1,127k Jun 30, 2019 Jul 29, 2019
Biltmore Wealth Management LLC 26,540 $1,122k Jun 30, 2019 Jul 23, 2019
Carleon Capital Partners LLC 26,415 $1,117k Jun 30, 2019 Aug 13, 2019
Albert D Mason Inc 26,347 $1,114k Jun 30, 2019 Jul 30, 2019
Benin Management Corp 26,080 $1,103k Jun 30, 2019 Jul 31, 2019
The Caprock Group Inc 25,684 $1,086k Jun 30, 2019 Jul 23, 2019
Becker Capital Management Inc 25,345 $1,072k Jun 30, 2019 Aug 8, 2019
The Rikoon Group LLC 24,917 $1,053k Jun 30, 2019 Aug 6, 2019
Summit X 24,784 $1,052k Jun 30, 2019 Aug 13, 2019
RFG Advisory LLC 24,637 $1,039k Jun 30, 2019 Aug 23, 2019
Pictet North America Advisors SA 24,440 $1,033k Jun 30, 2019 Aug 7, 2019
Cohen Capital Management Inc 23,622 $999k Jun 30, 2019 Aug 7, 2019
Tributary Capital Management LLC 23,175 $980k Jun 30, 2019 Jul 11, 2019
Teza Capital Management LLC 23,057 $975k Jun 30, 2019 Aug 8, 2019
Biltmore Family Office LLC 22,673 $959k Jun 30, 2019 Jul 31, 2019
Wealthtrust Axiom LLC 22,702 $959k Jun 30, 2019 Aug 7, 2019
Campbell Newman Asset Management Inc 22,200 $939k Jun 30, 2019 Jul 24, 2019
Evermay Wealth Management LLC 21,955 $928k Jun 30, 2019 Jul 23, 2019
Vontobel Swiss Wealth Advisors AG 21,950 $928k Jun 30, 2019 Aug 12, 2019
Dedora Capital Inc 21,872 $925k Jun 30, 2019 Aug 8, 2019
Measured Wealth Private Client Group LLC 21,803 $922k Jun 30, 2019 Jul 26, 2019
East Coast Asset Management LLC 21,726 $919k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 21,675 $916k Jun 30, 2019 Jul 11, 2019
Buckley Wealth Management LLC 21,509 $909k Jun 30, 2019 Jul 19, 2019
Cfo4Life Group LLC 21,497 $909k Jun 30, 2019 Jul 29, 2019
180 Wealth Advisors LLC 21,070 $903k Jun 30, 2019 Aug 5, 2019
Ativo Capital Management LLC 21,025 $889k Jun 30, 2019 Aug 14, 2019
Cidel Asset Management Inc 20,454 $865k Jun 30, 2019 Aug 12, 2019
Clear Perspective Advisors LLC 20,229 $855k Jun 30, 2019 Aug 12, 2019
Savant Capital LLC 20,127 $851k Jun 30, 2019 Aug 6, 2019
WSFS Capital Management LLC 20,054 $848k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 19,459 $823k Jun 30, 2019 Aug 9, 2019
North American Management Corp 19,455 $823k Jun 30, 2019 Jul 30, 2019
Stokes & Hubbell Capital Management LLC 20,560 $822k Mar 31, 2019 Apr 24, 2019
Cubic Asset Management LLC 19,310 $816k Jun 30, 2019 Jul 29, 2019
ICON Advisers Inc 19,250 $814k Jun 30, 2019 Aug 2, 2019
Cullen Capital Management LLC 19,135 $809k Jun 30, 2019 Jul 30, 2019
Tiedemann Advisors LLC 18,862 $796k Jun 30, 2019 Aug 13, 2019
Joel Isaacson & Co LLC 18,820 $796k Jun 30, 2019 Jul 11, 2019
Violich Capital Management 18,784 $794k Jun 30, 2019 Jul 22, 2019
Shepherd Financial Partners LLC 18,424 $779k Jun 30, 2019 Aug 5, 2019
Lucia Wealth Services LLC 17,944 $759k Jun 30, 2019 Jul 23, 2019
MARK Sheptoff Financial Planning LLC 17,900 $757k Jun 30, 2019 Aug 12, 2019
Insight 2811 Inc 17,400 $754k Jun 30, 2019 Jul 9, 2019
Jaffetilchin Investment Partners LLC 17,583 $743k Jun 30, 2019 Aug 13, 2019
Strategic Investment Advisors Inc 17,395 $735k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 17,395 $735k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 17,395 $735k Jun 30, 2019 Jul 22, 2019
Mission Wealth Management LP 17,217 $728k Jun 30, 2019 Aug 9, 2019
Clifford SWAN Investment Counsel LLC 17,202 $727k Jun 30, 2019 Aug 13, 2019
BHK Investment Advisors LLC 17,052 $721k Jun 30, 2019 Aug 2, 2019
ZWJ Investment Counsel Inc 16,810 $711k Jun 30, 2019 Jul 24, 2019
Campbell & Company Investment Adviser LLC 16,350 $691k Jun 30, 2019 Jul 10, 2019
Planning Directions Inc 16,032 $678k Jun 30, 2019 Jul 15, 2019
BOYS Arnold & Company Inc 15,788 $668k Jun 30, 2019 Aug 1, 2019
Appleton Partners Inc 15,524 $656k Jun 30, 2019 Jul 25, 2019
Steinberg Global Asset Management Ltd 15,821 $633k Mar 31, 2019 Apr 24, 2019
Quadrant Private Wealth Management LLC 14,726 $623k Jun 30, 2019 Aug 13, 2019
Aries Wealth Management LLC 14,395 $623k Jun 30, 2019 Jul 15, 2019
Congress Park Capital LLC 13,850 $618k Jun 30, 2019 Aug 2, 2019
Court Place Advisors LLC 13,759 $582k Jun 30, 2019 Jul 30, 2019
Main Street Research LLC 13,585 $574k Jun 30, 2019 Aug 8, 2019
Omnistar Financial Group Inc 13,448 $569k Jun 30, 2019 Jul 30, 2019
Modera Wealth Management LLC 13,263 $561k Jun 30, 2019 Aug 7, 2019
Wheatland Advisors Inc 12,888 $545k Jun 30, 2019 Aug 7, 2019
JAG Capital Management LLC 12,709 $537k Jun 30, 2019 Jul 22, 2019
Tokio Marine Asset Management USA Ltd 12,672 $536k Jun 30, 2019 Jul 25, 2019
Grandfield & DODD LLC 12,558 $531k Jun 30, 2019 Jul 29, 2019
Founders Capital Management Inc 12,545 $530k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 12,545 $530k Jun 30, 2019 Jul 11, 2019
Sigma Investment Counselors Inc 12,367 $523k Jun 30, 2019 Jul 23, 2019
Independence Advisors LLC 11,961 $506k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 11,961 $506k Jun 30, 2019 Aug 12, 2019
ELM Advisors LLC 11,794 $499k Jun 30, 2019 Jul 3, 2019
Gilman Hill Asset Management LLC 11,772 $498k Jun 30, 2019 Jul 17, 2019
BTR Capital Management Inc 11,719 $495k Jun 30, 2019 Jul 18, 2019
Hoylecohen LLC 11,242 $475k Jun 30, 2019 Aug 9, 2019
Mckinley Carter Wealth Services Inc 11,188 $473k Jun 30, 2019 Aug 2, 2019
Crestline Management LP 11,144 $471k Jun 30, 2019 Aug 13, 2019
Zevenbergen Capital Investments LLC 11,020 $466k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 8,508 $458k Sep 30, 2014 Nov 14, 2014
Brown Advisory Securities LLC 10,910 $458k Jun 30, 2019 Aug 12, 2019
Tradition Capital Management LLC 11,410 $456k Mar 31, 2019 May 7, 2019
The Fiduciary Group LLC 10,779 $456k Jun 30, 2019 Aug 14, 2019
Crestwood Advisors Group LLC 10,728 $454k Jun 30, 2019 Aug 14, 2019
SNS Financial Group LLC 10,683 $452k Jun 30, 2019 Jul 26, 2019
Midwest Professional Planners Ltd 10,660 $451k Jun 30, 2019 Aug 12, 2019
10-15 Associates Inc 10,511 $444k Jun 30, 2019 Aug 12, 2019
Congress Asset Management Company LLP 10,190 $431k Jun 30, 2019 Aug 7, 2019
Calton & Associates Inc 14,980 $428k Jun 30, 2019 Jul 9, 2019
Cypress Wealth Services LLC 9,970 $422k Jun 30, 2019 Jul 24, 2019
Trillium Asset Management LLC 9,816 $415k Jun 30, 2019 Aug 8, 2019
RKL Wealth Management LLC 9,786 $413k Jun 30, 2019 Aug 2, 2019
Alphaone Investment Services LLC 9,690 $410k Jun 30, 2019 Aug 13, 2019
Bienville Capital Management LLC 9,687 $410k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 7,590 $408k Sep 30, 2014 Nov 17, 2014
MRAZ Amerine & Associates Inc 9,619 $407k Jun 30, 2019 Aug 2, 2019
The Northstar Group Inc 9,567 $405k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 9,567 $405k Jun 30, 2019 Jul 12, 2019
Wealth Alliance Advisory Group LLC 8,873 $397k Jun 30, 2019 Jul 17, 2019
Blue CHIP Wealth Management Inc 9,288 $393k Jun 30, 2019 Aug 13, 2019
Lourd Capital LLC 9,265 $392k Jun 30, 2019 Jul 11, 2019
Intersect Capital LLC 9,166 $388k Jun 30, 2019 Aug 9, 2019
Founders Financial Securities LLC 9,098 $385k Jun 30, 2019 Jul 22, 2019
Clear Harbor Asset Management LLC 9,078 $384k Jun 30, 2019 Jul 22, 2019
Security Asset Management Inc 9,006 $381k Jun 30, 2019 Aug 6, 2019
SVA Plumb Wealth Management LLC 8,988 $380k Jun 30, 2019 Aug 13, 2019
Bigsur Wealth Management LLC 8,775 $375k Jun 30, 2019 Jul 5, 2019
Marietta Investment Partners LLC 8,830 $373k Jun 30, 2019 Aug 13, 2019
Driehaus Capital Management LLC 8,765 $371k Jun 30, 2019 Aug 14, 2019
Tiemann Investment Advisors LLC 8,775 $371k Jun 30, 2019 Aug 13, 2019
Bruderman Asset Management LLC 8,762 $370k Jun 30, 2019 Aug 12, 2019
RB Capital Management LLC 8,610 $364k Jun 30, 2019 Aug 7, 2019
Diker Management LLC 8,558 $362k Jun 30, 2019 Aug 14, 2019
NTV Asset Management LLC 8,566 $362k Jun 30, 2019 Jul 29, 2019
Conservest Capital Advisors Inc 8,456 $358k Jun 30, 2019 Jul 10, 2019
Strategic Financial Services Inc 8,416 $356k Jun 30, 2019 Aug 13, 2019
Folger Nolan Fleming Douglas Capital Management Inc 8,380 $354k Jun 30, 2019 Aug 9, 2019
Badgley Phelps and Bell Inc 8,318 $352k Jun 30, 2019 Jul 30, 2019
New England Private Wealth Advisors LLC 8,254 $349k Jun 30, 2019 Aug 8, 2019
Good Life Advisors LLC 8,148 $347k Jun 30, 2019 Aug 6, 2019
Frontier Wealth Management LLC 8,176 $346k Jun 30, 2019 Aug 16, 2019
van Strum & Towne Inc 8,108 $343k Jun 30, 2019 Aug 12, 2019
Gilbert & COOK Inc 8,065 $341k Jun 30, 2019 Aug 5, 2019
West Branch Capital LLC 8,000 $338k Jun 30, 2019 Aug 5, 2019
van Hulzen Asset Management LLC 7,932 $335k Jun 30, 2019 Aug 8, 2019
Maryland Capital Management LLC 7,809 $330k Jun 30, 2019 Aug 13, 2019
Inspirion Wealth Advisors LLC 7,724 $327k Jun 30, 2019 Jul 15, 2019
Vivaldi Capital Management LLC 7,722 $326k Jun 30, 2019 Aug 14, 2019
Autus Asset Management LLC 7,700 $326k Jun 30, 2019 Jul 15, 2019
Parthenon LLC 7,640 $323k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 7,618 $322k Jun 30, 2019 Aug 13, 2019
Mairs and Power Inc 7,517 $318k Jun 30, 2019 Aug 14, 2019
Seven Eight Capital LP 7,400 $313k Jun 30, 2019 Aug 12, 2019
Smith Salley & Associates LLC 7,405 $313k Jun 30, 2019 Jul 12, 2019
Mirador Capital Partners LP 7,214 $305k Jun 30, 2019 Aug 6, 2019
Altman Advisors Inc 7,200 $304k Jun 30, 2019 Jul 12, 2019
Nelson Roberts Investment Advisors LLC 7,077 $299k Jun 30, 2019 Jul 25, 2019
Highland Private Wealth Management 7,007 $296k Jun 30, 2019 Aug 13, 2019
Andesa Financial Management Inc 6,967 $293k Jun 30, 2019 Jul 30, 2019
Janney Capital Management LLC 6,903 $292k Jun 30, 2019 Jul 29, 2019
Diversified Portfolios Inc 6,831 $289k Jun 30, 2019 Aug 13, 2019
PFG Advisors LLC 6,481 $289k Jun 30, 2019 Aug 5, 2019
Ifrah Financial Services Inc 6,835 $289k Jun 30, 2019 Aug 6, 2019
Private Vista LLC 6,842 $288k Jun 30, 2019 Jul 19, 2019
Bigelow Investment Advisors LLC 6,719 $284k Jun 30, 2019 Jul 17, 2019
Murphy Middleton Hinkle & Parker Inc 6,693 $283k Jun 30, 2019 Jul 15, 2019
Marathon Capital Management LLC 6,658 $281k Jun 30, 2019 Jul 25, 2019
New England Research & Management Inc 6,646 $281k Jun 30, 2019 Jul 9, 2019
Searle & Co 6,608 $279k Jun 30, 2019 Jul 17, 2019
The Mathes Company Inc 6,600 $279k Jun 30, 2019 Jul 29, 2019
Ridgewood Investments LLC 6,523 $276k Jun 30, 2019 Jul 12, 2019
Northrock Partners LLC 6,513 $275k Jun 30, 2019 Aug 12, 2019
F3Logic LLC 6,494 $275k Jun 30, 2019 Aug 2, 2019
Moloney Securities Asset Management LLC 6,379 $270k Jun 30, 2019 Jul 29, 2019
Keeley-Teton Advisors LLC 6,326 $267k Jun 30, 2019 Aug 12, 2019
Advisory Alpha LLC 6,048 $266k Jun 30, 2019 Aug 16, 2019
Valmark Advisers Inc 6,296 $266k Jun 30, 2019 Aug 7, 2019
Fairview Capital Investment Management LLC 6,302 $266k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 6,280 $266k Jun 30, 2019 Aug 21, 2019
Fagan Associates Inc 6,210 $263k Jun 30, 2019 Jul 12, 2019
DAY & Ennis LLC 6,199 $262k Jun 30, 2019 Aug 2, 2019
Guardian Capital Advisors LP 6,005 $260k Jun 30, 2019 Aug 14, 2019
Global Endowment Management LP 6,030 $255k Jun 30, 2019 Aug 12, 2019
Meristem Family Wealth LLC 6,008 $254k Jun 30, 2019 Aug 6, 2019
Oak Ridge Investments LLC 5,968 $252k Jun 30, 2019 Aug 14, 2019
Partnervest Advisory Services LLC 5,872 $248k Jun 30, 2019 Aug 7, 2019
Harwood Advisory Group LLC 5,786 $245k Jun 30, 2019 Aug 7, 2019
Strategic Global Advisors LLC 5,730 $242k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 5,674 $240k Jun 30, 2019 Aug 13, 2019
Wellesley Investment Partners LLC 5,690 $240k Jun 30, 2019 Aug 5, 2019
Armor Advisors LLC 5,674 $240k Jun 30, 2019 Aug 13, 2019
Rodgers Brothers Inc 5,682 $240k Jun 30, 2019 Aug 14, 2019
Shufro ROSE & Co LLC 5,605 $237k Jun 30, 2019 Jul 24, 2019
The Pacific Center FOR Financial Services 5,549 $235k Jun 30, 2019 Aug 15, 2019
The RICE Partnership LLC 5,543 $234k Jun 30, 2019 Jul 25, 2019
CWA Asset Management Group LLC 5,453 $231k Jun 30, 2019 Aug 13, 2019
Portland Global Advisors LLC 5,464 $231k Jun 30, 2019 Jul 26, 2019
Middleton & Company Inc 5,384 $228k Jun 30, 2019 Jul 25, 2019
Accredited Investors Inc 5,394 $228k Jun 30, 2019 Aug 13, 2019
First Heartland Consultants Inc 5,344 $226k Jun 30, 2019 Aug 12, 2019
Cahill Financial Advisors Inc 5,245 $222k Jun 30, 2019 Aug 14, 2019
Successful Portfolios LLC 5,111 $216k Jun 30, 2019 Jul 11, 2019
Barber Financial Group 5,059 $214k Jun 30, 2019 Aug 9, 2019
Lakeview Capital Partners LLC 4,984 $211k Jun 30, 2019 Aug 5, 2019
Vista Investment Management LLC 4,999 $211k Jun 30, 2019 Aug 14, 2019
Vision Capital Management Inc 4,910 $208k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 4,910 $208k Jun 30, 2019 Jul 29, 2019
Round Table Services LLC 4,875 $206k Jun 30, 2019 Jul 17, 2019
Wiley Bros-Aintree Capital LLC 4,835 $204k Jun 30, 2019 Jul 10, 2019
Focused Wealth Management Inc 4,783 $202k Jun 30, 2019 Jul 19, 2019
Bingham Osborn & Scarborough LLC 4,787 $202k Jun 30, 2019 Aug 2, 2019
Northstar Investment Advisors LLC 4,752 $201k Jun 30, 2019 Jul 17, 2019
Waters Parkerson & Co LLC 4,764 $201k Jun 30, 2019 Aug 6, 2019
Northstar Financial Advisors LLC 4,752 $201k Jun 30, 2019 Jul 17, 2019
Canal Capital Management LLC 4,751 $201k Jun 30, 2019 Jul 31, 2019
Spectrum Group Management LLC 4,663 $197k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 4,663 $197k Jun 30, 2019 Aug 2, 2019
Vigilant Capital Management LLC 4,246 $180k Jun 30, 2019 Jul 18, 2019
Prime Capital Investment Advisors LLC 2,470 $104k Jun 30, 2019 Aug 6, 2019
Pagnatokarp Partners LLC 9,400 $98k Call Jun 30, 2019 Aug 8, 2019
Whitnell & Co 1,921 $81k Jun 30, 2019 Jul 16, 2019
WBI Investments Inc 1,780 $75k Jun 30, 2019 Jul 23, 2019
Financial Advantage Inc 1,752 $74k Jun 30, 2019 Jul 23, 2019
Shamrock Asset Management LLC 1,645 $70k Jun 30, 2019 Aug 9, 2019
American Research & Management Company 1,346 $57k Jun 30, 2019 Jul 18, 2019
Gables Capital Management Inc 1,110 $47k Jun 30, 2019 Jul 31, 2019
Summit Financial LLC 1,014 $43k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 1,014 $43k Jun 30, 2019 Jul 3, 2019
Cranbrook Wealth Management LLC 728 $31k Jun 30, 2019 Aug 7, 2019
Litman Gregory Asset Management LLC 745 $31k Jun 30, 2019 Jul 31, 2019
Hallmark Capital Management Inc 582 $25k Jun 30, 2019 Aug 8, 2019
Avondale Wealth Management LLC 436 $18k Jun 30, 2019 Jul 26, 2019
Kayne Anderson Rudnick Investment Management LLC 376 $16k Jun 30, 2019 Aug 14, 2019
Heritage Financial LLC 292 $12k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 292 $12k Jun 30, 2019 Aug 13, 2019
Tower VIEW Investment Management & Research LLC 218 $9k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 132 $6k Jun 30, 2019 Jul 17, 2019
Mitchell Mcleod PUGH & Williams Inc 150 $6k Jun 30, 2019 Jul 9, 2019
Asset Planning Services Inc 132 $6k Jun 30, 2019 Jul 17, 2019
Spinnaker Investment Group LLC 116 $4k Jun 30, 2019 Jul 11, 2019
Horan Securities Inc 68 $3k Jun 30, 2019 Jul 24, 2019
Stevens First Principles Investment Advisors 38 $2k Jun 30, 2019 Jul 22, 2019

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