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DISNEY WALT CO
(254687106)

Funds Reporting Holdings of DISNEY WALT CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Shapiro Capital Management LLC 864,951 $120,781,793k Jun 30, 2019 Aug 14, 2019
Westend Advisors LLC 243,254 $33,967,988k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 66,630 $9,304,213k Jun 30, 2019 Aug 6, 2019
GS Investments Inc 32,890 $4,592,760k Jun 30, 2019 Aug 9, 2019
Cantab Capital Partners LLP 11,183 $1,102,000k Sep 30, 2017 Nov 14, 2017
Retirement Income Solutions Inc 4,843 $676,000k Jun 30, 2019 Jul 23, 2019
Yacktman Asset Management LP 4,385,227 $612,353k Jun 30, 2019 Aug 2, 2019
Diamond Hill Capital Management Inc 2,881,065 $402,312k Jun 30, 2019 Aug 1, 2019
Vontobel Asset Management Inc 2,047,562 $295,030k Jun 30, 2019 Aug 14, 2019
Glenview Capital Management LLC 1,882,898 $262,928k Jun 30, 2019 Aug 14, 2019
Mairs and Power Inc 1,792,042 $250,241k Jun 30, 2019 Aug 14, 2019
HS Management Partners LLC 1,722,206 $240,489k Jun 30, 2019 Aug 13, 2019
Harding Loevner LP 1,476,132 $206,127k Jun 30, 2019 Aug 14, 2019
Palestra Capital Management LLC 1,207,525 $168,619k Jun 30, 2019 Aug 14, 2019
SRS Investment Management LLC 1,178,386 $164,550k Jun 30, 2019 Aug 14, 2019
Acadian Asset Management LLC 1,137,524 $158,844k Jun 30, 2019 Aug 8, 2019
Marsico Capital Management LLC 1,133,518 $158,284k Jun 30, 2019 Aug 14, 2019
Suvretta Capital Management LLC 1,124,790 $157,066k Jun 30, 2019 Aug 14, 2019
Westfield Capital Management Company LP 913,570 $127,571k Jun 30, 2019 Aug 13, 2019
Santa Barbara Asset Management LLC 1,134,544 $125,968k Mar 31, 2019 May 14, 2019
Contour Asset Management LLC 846,040 $118,141k Jun 30, 2019 Aug 14, 2019
Cacti Asset Management LLC 811,068 $112,982k Jun 30, 2019 Jul 1, 2019
Gabelli Funds LLC 785,599 $109,701k Jun 30, 2019 Aug 2, 2019
Arrowgrass Capital Partners LLP 9,500 $93,642k Call Sep 30, 2017 Nov 14, 2017
Smead Capital Management Inc 658,199 $91,911k Jun 30, 2019 Jul 26, 2019
Saratoga Research & Investment Management 657,238 $91,777k Jun 30, 2019 Jul 24, 2019
Tocqueville Asset Management LP 630,587 $88,055k Jun 30, 2019 Jul 31, 2019
Hermes Investment Management Limited 751,022 $78,715k Jun 30, 2018 Jul 24, 2018
Sawgrass Asset Management LLC 537,429 $75,047k Jun 30, 2019 Jul 23, 2019
KG Funds Management LLC 529,086 $73,882k Jun 30, 2019 Aug 14, 2019
Kovitz Investment Group Partners LLC 493,966 $68,977k Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 472,553 $65,987k Jun 30, 2019 Jul 26, 2019
Light Street Capital Management LLC 466,060 $65,081k Jun 30, 2019 Aug 14, 2019
AMI Asset Management Corp 454,252 $63,432k Jun 30, 2019 Aug 5, 2019
Crawford Lake Capital Management LLC 447,176 $62,444k Jun 30, 2019 Aug 14, 2019
Personal Capital Advisors Corporation 439,472 $61,368k Jun 30, 2019 Aug 14, 2019
Manikay Partners LLC 425,000 $59,347k Jun 30, 2019 Aug 14, 2019
Global Thematic Partners LLC 414,270 $57,848k Jun 30, 2019 Jul 23, 2019
Hitchwood Capital Management LP 400,000 $55,856k Jun 30, 2019 Aug 14, 2019
Partner Fund Management LP 398,702 $55,675k Jun 30, 2019 Aug 14, 2019
SNOW Capital Management LP 374,733 $52,328k Jun 30, 2019 Aug 13, 2019
Lomas Capital Management LLC 365,410 $51,026k Jun 30, 2019 Aug 14, 2019
Crawford Investment Counsel Inc 364,743 $50,933k Jun 30, 2019 Aug 12, 2019
Chiron Investment Management LLC 363,754 $50,795k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 347,250 $48,490k Jun 30, 2019 Aug 5, 2019
Cambridge Investment Research Advisors Inc 343,819 $48,011k Jun 30, 2019 Aug 15, 2019
Bowen Hanes & Co Inc 337,216 $47,089k Jun 30, 2019 Aug 13, 2019
AO Asset Management LP 335,300 $46,821k Jun 30, 2019 Aug 13, 2019
Columbus Circle Investors 325,436 $45,444k Jun 30, 2019 Aug 2, 2019
Davidson Kempner Capital Management LP 325,000 $45,383k Jun 30, 2019 Aug 14, 2019
Taurus Asset Management LLC 309,227 $43,180k Jun 30, 2019 Aug 14, 2019
Klingenstein Fields & Co LLC 308,329 $43,055k Jun 30, 2019 Aug 12, 2019
Golub Group LLC 307,156 $42,891k Jun 30, 2019 Aug 13, 2019
Black-And-White Capital LP 300,000 $41,892k Put Jun 30, 2019 Aug 14, 2019
Nokota Management LP 300,000 $41,892k Call Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 299,672 $41,846k Jun 30, 2019 Jul 18, 2019
Newbrook Capital Advisors LP 294,306 $41,097k Jun 30, 2019 Aug 14, 2019
Sather Financial Group Inc 275,366 $38,452k Jun 30, 2019 Jul 23, 2019
Atalanta Sosnoff Capital LLC 275,354 $38,450k Jun 30, 2019 Jul 15, 2019
Sprucegrove Investment Management Ltd 265,800 $37,116k Jun 30, 2019 Aug 12, 2019
Argent Capital Management LLC 265,531 $37,079k Jun 30, 2019 Aug 15, 2019
J Goldman & Co LP 256,603 $35,832k Jun 30, 2019 Aug 14, 2019
Columbus Hill Capital Management LP 254,500 $35,538k Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 336,593 $35,305k Mar 31, 2015 May 15, 2015
Pacer Advisors Inc 252,281 $35,229k Jun 30, 2019 Aug 12, 2019
Compass Capital Management Inc 250,592 $34,993k Jun 30, 2019 Jul 31, 2019
Destination Wealth Management 245,570 $34,291k Jun 30, 2019 Jul 19, 2019
Darrell & King LLC 244,062 $34,081k Jun 30, 2019 Aug 15, 2019
Provident Investment Management Inc 237,450 $33,158k Jun 30, 2019 Aug 8, 2019
Corvex Management LP 236,502 $33,025k Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 234,300 $32,718k Put Jun 30, 2019 Aug 14, 2019
Stack Financial Management Inc 227,635 $31,787k Jun 30, 2019 Jul 30, 2019
Avalon Advisors LLC 216,356 $30,212k Jun 30, 2019 Aug 14, 2019
Howard Capital Management Inc 207,590 $28,988k Jun 30, 2019 Jul 24, 2019
Ulysses Management LLC 205,000 $28,626k Jun 30, 2019 Aug 14, 2019
Cavalry Management Group LLC 204,383 $28,563k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 203,292 $28,388k Jun 30, 2019 Aug 13, 2019
Cornerstone Capital Corp 198,252 $27,684k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 198,252 $27,684k Jun 30, 2019 Aug 14, 2019
EP Wealth Advisors LLC 194,182 $27,116k Jun 30, 2019 Aug 27, 2019
Hosking Partners LLP 187,865 $26,233k Jun 30, 2019 Aug 13, 2019
Samlyn Capital LLC 184,825 $25,809k Jun 30, 2019 Aug 14, 2019
Signature Estate & Investment Advisors LLC 184,292 $25,735k Jun 30, 2019 Aug 1, 2019
BEL AIR Investment Advisors LLC 387,816 $25,010k Sep 30, 2013 Nov 12, 2013
Dudley & Shanley Inc 174,750 $24,402k Jun 30, 2019 Jul 10, 2019
Dupont Capital Management Corp 165,757 $23,146k Jun 30, 2019 Jul 30, 2019
Corda Investment Management LLC 164,682 $22,996k Jun 30, 2019 Aug 9, 2019
Sustainable Growth Advisers LP 158,169 $22,087k Jun 30, 2019 Aug 12, 2019
DSAM Partners London Ltd 157,139 $21,943k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 154,414 $21,562k Jun 30, 2019 Jul 23, 2019
Polaris Greystone Financial Group LLC 150,040 $21,253k Jun 30, 2019 Jul 25, 2019
Ashfield Capital Partners LLC 150,156 $20,968k Jun 30, 2019 Jul 29, 2019
Guardian Point Capital LP 150,000 $20,946k Jun 30, 2019 Aug 14, 2019
Gabalex Capital Management LLC 150,000 $20,946k Jun 30, 2019 Aug 1, 2019
Howland Capital Management LLC 147,016 $20,529k Jun 30, 2019 Jul 17, 2019
Zweig-Dimenna Associates LLC 145,606 $20,332k Jun 30, 2019 Jul 10, 2019
Friess Associates LLC 140,715 $19,649k Jun 30, 2019 Aug 14, 2019
Morningstar Investment Services LLC 139,069 $19,420k Jun 30, 2019 Aug 13, 2019
Badgley Phelps and Bell Inc 137,271 $19,169k Jun 30, 2019 Jul 30, 2019
Sentry Investment Management LLC 135,307 $18,894k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 135,307 $18,894k Jun 30, 2019 Aug 12, 2019
BTR Capital Management Inc 130,749 $18,258k Jun 30, 2019 Jul 18, 2019
Levin Capital Strategies LP 129,278 $18,052k Jun 30, 2019 Aug 13, 2019
Maplelane Capital LLC 128,710 $17,973k Jun 30, 2019 Aug 14, 2019
Barometer Capital Management Inc 125,099 $17,361k Jun 30, 2019 Aug 13, 2019
Wafra Inc 124,123 $17,333k Jun 30, 2019 Aug 14, 2019
Grandfield & DODD LLC 123,714 $17,275k Jun 30, 2019 Jul 29, 2019
Quest Investment Management LLC 121,905 $17,023k Jun 30, 2019 Aug 13, 2019
Private Wealth Partners LLC 119,501 $16,687k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 119,501 $16,687k Jun 30, 2019 Aug 6, 2019
Chilton Capital Management LLC 118,673 $16,572k Jun 30, 2019 Aug 13, 2019
The Burney Company 118,459 $16,542k Jun 30, 2019 Aug 12, 2019
Madison Investment Holdings Inc 115,151 $16,080k Jun 30, 2019 Aug 13, 2019
Round Hill Asset Management Inc 114,943 $16,054k Jun 30, 2019 Aug 13, 2019
Deroy & Devereaux Private Investment Counsel Inc 112,971 $15,775k Jun 30, 2019 Jul 22, 2019
Cramer Rosenthal Mcglynn LLC 111,520 $15,573k Jun 30, 2019 Aug 13, 2019
Oribel Capital Management LP 109,100 $15,235k Jun 30, 2019 Aug 14, 2019
Callahan Advisors LLC 107,509 $15,013k Jun 30, 2019 Jul 17, 2019
KLCM Advisors Inc 107,326 $14,987k Jun 30, 2019 Aug 15, 2019
Dowling & Yahnke LLC 106,497 $14,871k Jun 30, 2019 Jul 22, 2019
Janney Capital Management LLC 105,534 $14,737k Jun 30, 2019 Jul 29, 2019
North American Management Corp 104,980 $14,659k Jun 30, 2019 Jul 30, 2019
Archon Partners LLC 101,500 $14,173k Jun 30, 2019 Aug 14, 2019
CCM Investment Advisers LLC 100,787 $14,073k Jun 30, 2019 Aug 5, 2019
Alpha Cubed Investments LLC 100,217 $13,994k Jun 30, 2019 Jul 19, 2019
Baltimore-Washington Financial Advisors Inc 99,852 $13,943k Jun 30, 2019 Jul 25, 2019
Gilder Gagnon HOWE & Co LLC 98,490 $13,753k Jun 30, 2019 Aug 13, 2019
Martin Investment Management LLC 98,052 $13,692k Jun 30, 2019 Aug 7, 2019
Becker Capital Management Inc 97,321 $13,590k Jun 30, 2019 Aug 8, 2019
Cutler Investment Counsel LLC 97,253 $13,580k Jun 30, 2019 Aug 5, 2019
Bowie Capital Management LLC 96,000 $13,405k Jun 30, 2019 Aug 9, 2019
Boston Common Asset Management LLC 95,877 $13,388k Jun 30, 2019 Jul 26, 2019
Kingdon Capital Management LLC 95,823 $13,381k Jun 30, 2019 Aug 14, 2019
Peak Asset Management LLC 95,368 $13,317k Jun 30, 2019 Aug 15, 2019
TT International 95,139 $13,285k Jun 30, 2019 Aug 12, 2019
Founders Capital Management LLC 95,091 $13,279k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 95,091 $13,279k Jun 30, 2019 Jul 11, 2019
Investec Asset Management Limited 93,685 $13,082k Jun 30, 2019 Jul 30, 2019
Churchill Management Corp 92,818 $12,961k Jun 30, 2019 Jul 10, 2019
Woodstock Corporation 92,655 $12,938k Jun 30, 2019 Jul 3, 2019
Waters Parkerson & Co LLC 92,311 $12,890k Jun 30, 2019 Aug 6, 2019
YHB Investment Advisors Inc 92,089 $12,859k Jun 30, 2019 Jul 15, 2019
Edgemoor Investment Advisors Inc 89,892 $12,553k Jun 30, 2019 Aug 9, 2019
Carret Asset Management LLC 88,206 $12,317k Jun 30, 2019 Aug 12, 2019
Decatur Capital Management Inc 88,002 $12,289k Jun 30, 2019 Jul 24, 2019
CIM LLC 87,784 $12,258k Jun 30, 2019 Jul 22, 2019
1919 Investment Counsel LLC 135,100 $12,028k Sep 30, 2014 Nov 14, 2014
Bragg Financial Advisors Inc 85,912 $11,997k Jun 30, 2019 Aug 14, 2019
Tufton Capital Management LLC 85,814 $11,983k Jun 30, 2019 Jul 26, 2019
Tokio Marine Asset Management USA Ltd 80,423 $11,230k Jun 30, 2019 Jul 25, 2019
Pacific Heights Asset Management LLC 80,000 $11,171k Jun 30, 2019 Jul 23, 2019
MYDA Advisors LLC 80,000 $11,171k Jun 30, 2019 Aug 13, 2019
Gratus Capital LLC 79,733 $11,134k Jun 30, 2019 Aug 7, 2019
Eagle Ridge Investment Management LLC 79,296 $11,073k Jun 30, 2019 Aug 1, 2019
Haverford Financial Services Inc 77,175 $10,777k Jun 30, 2019 Aug 13, 2019
Rockshelter Capital Management LLC 76,902 $10,739k Jun 30, 2019 Aug 14, 2019
Carnick & Kubik Group LLC 75,528 $10,546k Jun 30, 2019 Jul 30, 2019
Strategy Asset Managers LLC 75,248 $10,508k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 75,238 $10,506k Jun 30, 2019 Jul 25, 2019
Grassi Investment Management LLC 75,047 $10,480k Jun 30, 2019 Jul 10, 2019
Osborne Partners Capital Management LLC 74,976 $10,470k Jun 30, 2019 Jul 18, 2019
Westchester Capital Management LLC 74,381 $10,387k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 74,381 $10,387k Jun 30, 2019 Aug 5, 2019
Pacific Global Investment Management Co 73,100 $10,208k Jun 30, 2019 Aug 14, 2019
Riverpark Capital Management LLC 73,075 $10,204k Jun 30, 2019 Aug 13, 2019
Greenwood Gearhart Inc 72,751 $10,159k Jun 30, 2019 Aug 7, 2019
Mastrapasqua Asset Management Inc 70,033 $9,779k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 68,800 $9,607k Jun 30, 2019 Jul 29, 2019
United Asset Strategies Inc 68,222 $9,526k Jun 30, 2019 Jul 31, 2019
Wendell David Associates Inc 68,102 $9,510k Jun 30, 2019 Jul 16, 2019
Winslow Asset Management Inc 67,829 $9,472k Jun 30, 2019 Jul 29, 2019
Miracle MILE Advisors LLC 67,786 $9,466k Jun 30, 2019 Aug 7, 2019
Steel Canyon Capital LLC 67,440 $9,417k Call Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 67,423 $9,415k Jun 30, 2019 Aug 8, 2019
Taylor Wealth Management Partners LLC 66,765 $9,323k Jun 30, 2019 Jul 17, 2019
Bluemar Capital Management LLC 66,729 $9,318k Jun 30, 2019 Aug 14, 2019
Dillon & Associates Inc 66,450 $9,303k Jun 30, 2019 Jul 22, 2019
Fulcrum Capital LLC 66,174 $9,241k Jun 30, 2019 Jul 29, 2019
Financial Advantage Inc 65,964 $9,211k Jun 30, 2019 Jul 23, 2019
West Coast Financial LLC 65,408 $9,134k Jun 30, 2019 Jul 16, 2019
Nippon Life Global Investors Americas Inc 65,120 $9,094k Jun 30, 2019 Jul 23, 2019
HUGH Johnson Advisors LLC 64,990 $9,075k Jun 30, 2019 Aug 6, 2019
Thompson Investment Management Inc 64,964 $9,072k Jun 30, 2019 Aug 7, 2019
The Leuthold Group LLC 63,760 $8,903k Jun 30, 2019 Aug 14, 2019
Frontier Wealth Management LLC 63,562 $8,876k Jun 30, 2019 Aug 16, 2019
Folger Nolan Fleming Douglas Capital Management Inc 63,562 $8,876k Jun 30, 2019 Aug 9, 2019
Matthew GOFF Investment Advisor LLC 63,536 $8,872k Jun 30, 2019 Aug 5, 2019
Capwealth Advisors LLC 63,349 $8,846k Jun 30, 2019 Aug 13, 2019
Ramsay Stattman VELA & Price Inc 62,884 $8,781k Jun 30, 2019 Aug 9, 2019
RPG Investment Advisory LLC 61,844 $8,668k Jun 30, 2019 Jul 10, 2019
Clarkston Capital Partners LLC 61,887 $8,642k Jun 30, 2019 Jul 24, 2019
Mccollum Christoferson Group LLC 61,004 $8,519k Jun 30, 2019 Jul 11, 2019
Buckhead Capital Management LLC 60,552 $8,455k Jun 30, 2019 Aug 1, 2019
Leonard Green & Partners LP 60,000 $8,378k Jun 30, 2019 Aug 14, 2019
Artisan Partners Limited Partnership 59,603 $8,323k Jun 30, 2019 Aug 9, 2019
Wespac Advisors Socal LLC 59,522 $8,311k Jun 30, 2019 Jul 30, 2019
QS Investors LLC 59,041 $8,245k Jun 30, 2019 Aug 14, 2019
Circle ROAD Advisors LP 58,234 $8,132k Jun 30, 2019 Aug 7, 2019
Addenda Capital Inc 57,816 $8,073k Jun 30, 2019 Jul 12, 2019
Cobiz Wealth LLC 57,755 $8,065k Jun 30, 2019 Jul 8, 2019
Otter Creek Advisors LLC 57,745 $8,064k Jun 30, 2019 Aug 14, 2019
Punch & Associates Investment Management Inc 57,095 $7,973k Jun 30, 2019 Aug 14, 2019
BOYS Arnold & Company Inc 56,880 $7,943k Jun 30, 2019 Aug 1, 2019
Eagle Global Advisors LLC 56,112 $7,835k Jun 30, 2019 Aug 13, 2019
YCG LLC 54,754 $7,678k Jun 30, 2019 Jul 23, 2019
Karpas Strategies LLC 54,693 $7,637k Jun 30, 2019 Jul 25, 2019
Brightworth LLC 54,540 $7,616k Jun 30, 2019 Jul 31, 2019
Exchange Capital Management Inc 54,262 $7,577k Jun 30, 2019 Jul 22, 2019
Prime Capital Investment Advisors LLC 54,214 $7,570k Jun 30, 2019 Aug 6, 2019
TDAM USA Inc 54,201 $7,569k Jun 30, 2019 Aug 1, 2019
BLB & B Advisors LLC 53,966 $7,536k Jun 30, 2019 Jul 29, 2019
Perella Weinberg Partners Capital Management LP 53,672 $7,495k Jun 30, 2019 Jul 22, 2019
Cadinha & Co LLC 53,560 $7,479k Jun 30, 2019 Aug 9, 2019
Nelson Roberts Investment Advisors LLC 53,547 $7,477k Jun 30, 2019 Jul 25, 2019
GHP Investment Advisors Inc 52,885 $7,385k Jun 30, 2019 Aug 2, 2019
SAND Hill Global Advisors LLC 52,819 $7,376k Jun 30, 2019 Aug 13, 2019
Vision Capital Management Inc 51,209 $7,151k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 51,209 $7,151k Jun 30, 2019 Jul 29, 2019
Independent Investors Inc 50,582 $7,063k Jun 30, 2019 Jul 18, 2019
Baker Avenue Asset Management LP 50,295 $7,023k Jun 30, 2019 Aug 14, 2019
Shellback Capital LP 50,000 $6,982k Jun 30, 2019 Aug 14, 2019
Menlo Advisors LLC 49,915 $6,970k Jun 30, 2019 Jul 17, 2019
Violich Capital Management 49,442 $6,904k Jun 30, 2019 Jul 22, 2019
Meritage Portfolio Management Inc 48,875 $6,825k Jun 30, 2019 Jul 30, 2019
Cubic Asset Management LLC 48,815 $6,817k Jun 30, 2019 Jul 29, 2019
Barry Investment Advisors LLC 48,388 $6,757k Jun 30, 2019 Jul 26, 2019
Beaconlight Capital LLC 47,500 $6,633k Jun 30, 2019 Aug 14, 2019
van Strum & Towne Inc 47,497 $6,632k Jun 30, 2019 Aug 12, 2019
Marco Investment Management LLC 46,153 $6,445k Jun 30, 2019 Aug 6, 2019
Marvin & Palmer Associates 45,627 $6,371k Jun 30, 2019 Aug 19, 2019
Appleton Partners Inc 45,126 $6,301k Jun 30, 2019 Jul 25, 2019
RKL Wealth Management LLC 44,357 $6,191k Jun 30, 2019 Aug 2, 2019
Hendershot Investments Inc 44,013 $6,146k Jun 30, 2019 Jul 31, 2019
Stokes & Hubbell Capital Management LLC 55,230 $6,132k Mar 31, 2019 Apr 24, 2019
Merriman Wealth Management LLC 4,328 $6,130k Jun 30, 2019 Jul 31, 2019
Marble Harbor Investment Counsel LLC 43,806 $6,117k Jun 30, 2019 Aug 7, 2019
Olstein Capital Management LP 43,600 $6,088k Jun 30, 2019 Jul 31, 2019
Keeler Thomas Management LLC 43,375 $6,056k Jun 30, 2019 Jul 31, 2019
KJ Harrison & Partners USA Inc 43,127 $6,022k Jun 30, 2019 Aug 5, 2019
Front Barnett Associates LLC 42,334 $5,912k Jun 30, 2019 Aug 6, 2019
BKD Wealth Advisors LLC 42,191 $5,892k Jun 30, 2019 Jul 10, 2019
BECK Capital Management LLC 41,327 $5,771k Jun 30, 2019 Aug 14, 2019
USA Financial Portformulas Corporation 51,817 $5,753k Jun 30, 2019 Aug 12, 2019
Yakira Capital Management Inc 40,900 $5,711k Jun 30, 2019 Aug 9, 2019
Strategic Financial Services Inc 40,776 $5,694k Jun 30, 2019 Aug 13, 2019
Telos Capital Management Inc 40,641 $5,675k Jun 30, 2019 Jul 19, 2019
Lyell Wealth Management LP 40,555 $5,663k Jun 30, 2019 Aug 1, 2019
Westover Capital Advisors LLC 40,320 $5,630k Jun 30, 2019 Aug 13, 2019
Peconic Partners LLC 40,000 $5,586k Jun 30, 2019 Aug 14, 2019
Smith Salley & Associates LLC 39,679 $5,541k Jun 30, 2019 Jul 12, 2019
Beacon Investment Advisory Services Inc 39,447 $5,508k Jun 30, 2019 Aug 7, 2019
Abbrea Capital LLC 38,743 $5,410k Jun 30, 2019 Jul 31, 2019
Benson Investment Management Company Inc 37,695 $5,264k Jun 30, 2019 Jul 11, 2019
Hoylecohen LLC 37,589 $5,249k Jun 30, 2019 Aug 9, 2019
The WEIL Company 37,352 $5,216k Jun 30, 2019 Aug 12, 2019
Steadfast Capital Management LP 37,000 $5,167k Jun 30, 2019 Aug 14, 2019
Richard Bernstein Advisors LLC 36,924 $5,156k Jun 30, 2019 Aug 9, 2019
SVA Plumb Wealth Management LLC 36,511 $5,098k Jun 30, 2019 Aug 13, 2019
Altavista Wealth Management Inc 36,495 $5,096k Jun 30, 2019 Aug 13, 2019
RAAB & Moskowitz Asset Management LLC 36,471 $5,092k Jun 30, 2019 Aug 9, 2019
Diligent Investors LLC 36,318 $5,071k Jun 30, 2019 Aug 1, 2019
California Capital Advisors Inc 36,306 $5,070k Jun 30, 2019 Jul 15, 2019
Bronfman EL Rothschild LP 36,123 $5,044k Jun 30, 2019 Aug 12, 2019
American Money Management LLC 35,954 $5,021k Jun 30, 2019 Aug 12, 2019
Jolley Asset Management LLC 35,787 $4,997k Jun 30, 2019 Jul 22, 2019
Marietta Wealth Management LLC 35,743 $4,991k Jun 30, 2019 Aug 14, 2019
Elgethun Capital Management 35,733 $4,990k Jun 30, 2019 Aug 8, 2019
Keating Investment Counselors Inc 35,696 $4,985k Jun 30, 2019 Aug 1, 2019
Princeton Capital Management LLC 35,665 $4,980k Jun 30, 2019 Aug 12, 2019
Whitnell & Co 35,184 $4,913k Jun 30, 2019 Jul 16, 2019
10-15 Associates Inc 35,120 $4,904k Jun 30, 2019 Aug 12, 2019
LOWE Brockenbrough & Company Inc 34,545 $4,824k Jun 30, 2019 Aug 12, 2019
Wallington Asset Management LLC 34,045 $4,754k Jun 30, 2019 Aug 13, 2019
Kempner Capital Management Inc 33,620 $4,695k Jun 30, 2019 Jul 8, 2019
Contravisory Investment Management Inc 33,536 $4,683k Jun 30, 2019 Jul 9, 2019
Boyar Asset Management Inc 33,401 $4,664k Jun 30, 2019 Aug 6, 2019
Capital Investment Counsel Inc 33,163 $4,631k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 33,163 $4,631k Jun 30, 2019 Jul 26, 2019
Aldebaran Financial Inc 32,881 $4,591k Jun 30, 2019 Aug 14, 2019
Advisors Capital Management LLC 32,817 $4,583k Jun 30, 2019 Aug 15, 2019
South Texas Money Management Ltd 32,537 $4,543k Jun 30, 2019 Jul 2, 2019
JGP Wealth Management LLC 32,041 $4,474k Jun 30, 2019 Jul 15, 2019
Hartline Investment Corp 31,991 $4,467k Jun 30, 2019 Aug 8, 2019
Motley FOOL Asset Management LLC 31,656 $4,420k Jun 30, 2019 Aug 14, 2019
Brown Advisory Securities LLC 31,551 $4,413k Jun 30, 2019 Aug 12, 2019
Argus Investors' Counsel Inc 31,471 $4,395k Jun 30, 2019 Jul 10, 2019
Fagan Associates Inc 31,247 $4,363k Jun 30, 2019 Jul 12, 2019
Centre Asset Management LLC 31,130 $4,347k Jun 30, 2019 Jul 15, 2019
Congress Park Capital LLC 29,782 $4,308k Jun 30, 2019 Aug 2, 2019
OFI Advisors LLC 41,856 $4,278k Sep 30, 2015 Nov 16, 2015
Boston Research and Management Inc 30,595 $4,272k Jun 30, 2019 Aug 7, 2019
Family Management Corporation 30,463 $4,254k Jun 30, 2019 Aug 14, 2019
Alexandria Capital LLC 30,010 $4,191k Jun 30, 2019 Aug 12, 2019
Hussman Strategic Advisors Inc 30,000 $4,189k Jun 30, 2019 Jul 31, 2019
SNS Financial Group LLC 29,959 $4,184k Jun 30, 2019 Jul 26, 2019
Torch Wealth Management LLC 29,778 $4,158k Jun 30, 2019 Aug 2, 2019
RNC Capital Management LLC 29,547 $4,126k Jun 30, 2019 Jul 25, 2019
Liberty Capital Management Inc 29,386 $4,103k Jun 30, 2019 Jul 15, 2019
HCR Wealth Advisors 29,224 $4,080k Jun 30, 2019 Jul 25, 2019
Bell & Brown Wealth Advisors LLC 29,217 $4,080k Jun 30, 2019 Aug 6, 2019
Mengis Capital Management Inc 29,192 $4,076k Jun 30, 2019 Jul 18, 2019
Financial & Investment Management Group Ltd 36,580 $4,011k Dec 31, 2018 Jan 30, 2019
Financial Management Inc 36,580 $4,011k Dec 31, 2018 Jan 30, 2019
Private Management Group Inc 36,580 $4,011k Dec 31, 2018 Jan 30, 2019
Investment Management Corporation 36,580 $4,011k Dec 31, 2018 Jan 30, 2019
Covey Capital Advisors LLC 28,090 $3,922k Jun 30, 2019 Aug 8, 2019
Selway Asset Management Inc 27,891 $3,895k Jun 30, 2019 Jul 30, 2019
WEIK Capital Management Inc 27,825 $3,885k Jun 30, 2019 Aug 9, 2019
Goelzer Investment Management Inc 27,562 $3,849k Jun 30, 2019 Jul 29, 2019
Wealth Advisors Inc 27,554 $3,848k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 27,554 $3,848k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 27,554 $3,848k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 27,554 $3,848k Jun 30, 2019 Aug 7, 2019
Middleton & Company Inc 27,531 $3,844k Jun 30, 2019 Jul 25, 2019
Pettee Investors Inc 27,408 $3,827k Jun 30, 2019 Aug 7, 2019
The Northstar Group Inc 27,319 $3,815k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 27,319 $3,815k Jun 30, 2019 Jul 12, 2019
Boston Family Office LLC 27,025 $3,774k Jun 30, 2019 Jul 30, 2019
Mount Yale Investment Advisors LLC 27,867 $3,758k Jun 30, 2019 Aug 13, 2019
Curbstone Financial Management Corporation 26,879 $3,753k Jun 30, 2019 Jul 9, 2019
Brave Asset Management Inc 26,510 $3,702k Jun 30, 2019 Aug 5, 2019
Private Counsel Group Ltd 25,076 $3,618k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 25,076 $3,618k Jun 30, 2019 Jul 29, 2019
Triangle Securities Wealth Management 25,323 $3,571k Jun 30, 2019 Jul 10, 2019
CWA Asset Management Group LLC 25,495 $3,560k Jun 30, 2019 Aug 13, 2019
van Hulzen Asset Management LLC 25,494 $3,560k Jun 30, 2019 Aug 8, 2019
LEE Financial Group Hawaii Inc 25,213 $3,521k Jun 30, 2019 Jul 30, 2019
IHT Wealth Management LLC 25,047 $3,498k Jun 30, 2019 Aug 12, 2019
Nicholas Investment Partners LP 25,034 $3,496k Jun 30, 2019 Aug 9, 2019
Boardman BAY Capital Management LLC 25,000 $3,491k Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 24,992 $3,490k Jun 30, 2019 Aug 14, 2019
Boothe Investment Group Inc 24,854 $3,471k Jun 30, 2019 Jul 2, 2019
Granite Group Advisors LLC 24,738 $3,454k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 24,738 $3,454k Jun 30, 2019 Jul 23, 2019
Rodgers Brothers Inc 24,647 $3,442k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 24,125 $3,369k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 24,125 $3,369k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 24,125 $3,369k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 24,125 $3,369k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 24,125 $3,369k Jun 30, 2019 Aug 14, 2019
Northwest Investment Counselors LLC 24,127 $3,369k Jun 30, 2019 Jul 25, 2019
Financial Asset Management Corp 24,125 $3,369k Jun 30, 2019 Aug 14, 2019
Steinberg Global Asset Management Ltd 30,270 $3,361k Mar 31, 2019 Apr 24, 2019
Monetary Management Group Inc 24,020 $3,354k Jun 30, 2019 Aug 13, 2019
Monetta Financial Services Inc 24,000 $3,351k Jun 30, 2019 Aug 9, 2019
Riverpark Advisors LLC 23,910 $3,339k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 23,739 $3,315k Jun 30, 2019 Jul 22, 2019
Aspiriant LLC 23,624 $3,304k Jun 30, 2019 Aug 6, 2019
The Bollard Group LLC 23,644 $3,302k Jun 30, 2019 Aug 13, 2019
Hennessy Advisors Inc 23,400 $3,268k Jun 30, 2019 Jul 11, 2019
Condor Capital Management 23,136 $3,231k Jun 30, 2019 Aug 5, 2019
Arlington Financial Advisors LLC 23,109 $3,227k Jun 30, 2019 Aug 5, 2019
Good Life Advisors LLC 22,197 $3,102k Jun 30, 2019 Aug 6, 2019
Murphy Pohlad Asset Management LLC 22,025 $3,075k Jun 30, 2019 Aug 6, 2019
New England Research & Management Inc 21,980 $3,069k Jun 30, 2019 Jul 9, 2019
Patton Albertson Miller Group LLC 22,036 $3,052k Jun 30, 2019 Aug 12, 2019
Harwood Advisory Group LLC 21,791 $3,043k Jun 30, 2019 Aug 7, 2019
Tiedemann Advisors LLC 21,519 $3,006k Jun 30, 2019 Aug 13, 2019
Semper Augustus Investments Group LLC 21,505 $3,003k Jun 30, 2019 Aug 13, 2019
Atika Capital Management LLC 21,332 $2,978k Jun 30, 2019 Aug 12, 2019
Brasada Capital Management LP 20,865 $2,956k Jun 30, 2019 Aug 7, 2019
Jasper Ridge Partners LP 21,099 $2,946k Jun 30, 2019 Aug 9, 2019
Hunter Associates Investment Management LLC 21,035 $2,937k Jun 30, 2019 Aug 8, 2019
LaSalle Street Capital Management LLC 21,004 $2,933k Jun 30, 2019 Aug 8, 2019
Pratt Collard Advisory Partners LLC 20,906 $2,919k Jun 30, 2019 Jul 16, 2019
Malaga COVE Capital LLC 20,849 $2,911k Jun 30, 2019 Aug 14, 2019
Bennicas & Associates Inc 20,675 $2,887k Jun 30, 2019 Jul 12, 2019
Summit Financial LLC 20,595 $2,876k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 20,595 $2,876k Jun 30, 2019 Jul 3, 2019
Staley Capital Advisers Inc 20,356 $2,843k Jun 30, 2019 Aug 9, 2019
Joel Isaacson & Co LLC 20,257 $2,829k Jun 30, 2019 Jul 11, 2019
KARP Capital Management Corporation 20,244 $2,827k Jun 30, 2019 Aug 8, 2019
Arlington Partners LLC 19,900 $2,779k Jun 30, 2019 Jul 10, 2019
Searle & Co 19,841 $2,771k Jun 30, 2019 Jul 17, 2019
FFCM LLC 19,713 $2,753k Jun 30, 2019 Jul 30, 2019
Mirador Capital Partners LP 19,475 $2,720k Jun 30, 2019 Aug 6, 2019
Benin Management Corp 19,399 $2,709k Jun 30, 2019 Jul 31, 2019
The Rikoon Group LLC 19,401 $2,709k Jun 30, 2019 Aug 6, 2019
Bigsur Wealth Management LLC 18,800 $2,663k Jun 30, 2019 Jul 5, 2019
DUFF & Phelps Investment Management Co 19,063 $2,662k Jun 30, 2019 Aug 2, 2019
Cypress Wealth Services LLC 18,988 $2,651k Jun 30, 2019 Jul 24, 2019
Bedel Financial Consulting Inc 18,489 $2,582k Jun 30, 2019 Aug 1, 2019
Chesapeake Asset Management LLC 18,481 $2,581k Jun 30, 2019 Aug 6, 2019
Altium Wealth Management LLC 18,359 $2,564k Jun 30, 2019 Jul 18, 2019
Ancora Family Wealth Advisors LLC 27,030 $2,510k Sep 30, 2016 Nov 4, 2016
Stillwater Investment Management LLC 17,730 $2,476k Jun 30, 2019 Jul 3, 2019
The Investment House LLC 17,299 $2,416k Jun 30, 2019 Aug 5, 2019
Shepherd Financial Partners LLC 17,231 $2,406k Jun 30, 2019 Aug 5, 2019
Oliver Luxxe Assets LLC 16,852 $2,376k Jun 30, 2019 Jul 10, 2019
Court Place Advisors LLC 16,795 $2,345k Jun 30, 2019 Jul 30, 2019
Choate Investment Advisors LLC 16,494 $2,303k Jun 30, 2019 Aug 14, 2019
Auxier Asset Management LLC 16,489 $2,302k Jun 30, 2019 Aug 15, 2019
Biltmore Family Office LLC 16,423 $2,293k Jun 30, 2019 Jul 31, 2019
Harbour Capital Advisors LLC 16,384 $2,288k Jun 30, 2019 Jul 10, 2019
Conservest Capital Advisors Inc 16,379 $2,287k Jun 30, 2019 Jul 10, 2019
Mitchell Capital Management Co 16,356 $2,284k Jun 30, 2019 Jul 24, 2019
Ativo Capital Management LLC 16,194 $2,261k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 16,195 $2,261k Jun 30, 2019 Jul 26, 2019
AULL & Monroe Investment Management Corp 16,180 $2,260k Jun 30, 2019 Jul 29, 2019
F3Logic LLC 16,155 $2,259k Jun 30, 2019 Aug 2, 2019
Altman Advisors Inc 16,111 $2,250k Jun 30, 2019 Jul 12, 2019
Krueger & Catalano Capital Partners LLC 16,020 $2,237k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 16,009 $2,235k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 16,009 $2,235k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 16,009 $2,235k Jun 30, 2019 Jul 22, 2019
SOL Capital Management Co 15,464 $2,159k Jun 30, 2019 Jul 17, 2019
Hamel Associates Inc 15,332 $2,141k Jun 30, 2019 Aug 5, 2019
ST Johns Investment Management Company LLC 15,161 $2,117k Jun 30, 2019 Jul 24, 2019
Birch Hill Investment Advisors LLC 15,130 $2,113k Jun 30, 2019 Jul 22, 2019
Hall Capital Management Company Inc 15,000 $2,095k Jun 30, 2019 Aug 14, 2019
Arjuna Capital LLC 14,976 $2,091k Jun 30, 2019 Aug 21, 2019
Motley FOOL Wealth Management LLC 14,935 $2,086k Jun 30, 2019 Aug 14, 2019
Johanson Financial Advisors Inc 14,893 $2,083k Jun 30, 2019 Jul 29, 2019
BECK MACK & Oliver LLC 14,866 $2,076k Jun 30, 2019 Aug 13, 2019
BTC Capital Management Inc 14,819 $2,070k Jun 30, 2019 Jul 26, 2019
Bigelow Investment Advisors LLC 14,654 $2,046k Jun 30, 2019 Jul 17, 2019
Waverton Investment Management Limited 14,650 $2,046k Jun 30, 2019 Jul 17, 2019
GM Advisory Group Inc 14,628 $2,043k Jun 30, 2019 Aug 9, 2019
Somerset Group LLC 14,525 $2,028k Jun 30, 2019 Aug 12, 2019
HGI Capital Management LLC 14,500 $2,025k Jun 30, 2019 Jul 26, 2019
Murphy Middleton Hinkle & Parker Inc 14,433 $2,015k Jun 30, 2019 Jul 15, 2019
Sovarnum Capital LP 14,023 $1,958k Jun 30, 2019 Aug 14, 2019
MD SASS Investors Services Inc 14,000 $1,955k Jun 30, 2019 Aug 13, 2019
RDL Financial Inc 13,996 $1,954k Jun 30, 2019 Jul 17, 2019
Altfest L J & Co Inc 13,978 $1,952k Jun 30, 2019 Jul 15, 2019
Northpointe Capital LLC 13,487 $1,883k Jun 30, 2019 Jul 26, 2019
Stewart & Patten Co LLC 13,363 $1,866k Jun 30, 2019 Jul 17, 2019
Cypress Capital Management LLC 13,316 $1,859k Jun 30, 2019 Aug 5, 2019
Marshwinds Advisory Company 16,774 $1,839k Dec 31, 2018 Jan 7, 2019
Mckinley Carter Wealth Services Inc 13,152 $1,837k Jun 30, 2019 Aug 2, 2019
Transamerica Financial Advisors Inc 13,030 $1,820k Jun 30, 2019 Aug 21, 2019
Kingfisher Capital LLC 12,464 $1,740k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 12,444 $1,738k Jun 30, 2019 Aug 13, 2019
Tuttle Tactical Management LLC 12,312 $1,719k Jun 30, 2019 Jul 29, 2019
Kiley Juergens Wealth Management LLC 12,151 $1,696k Jun 30, 2019 Jul 11, 2019
Monarch Capital Management Inc 12,101 $1,690k Jun 30, 2019 Jul 31, 2019
Westbourne Investment Advisors Inc 11,865 $1,657k Jun 30, 2019 Jul 22, 2019
New England Asset Management Inc 11,801 $1,648k Jun 30, 2019 Aug 14, 2019
Ausdal Financial Partners Inc 11,138 $1,614k Jun 30, 2019 Aug 5, 2019
Blackhawk Capital Partners LLC 11,415 $1,594k Jun 30, 2019 Aug 13, 2019
BSW Wealth Partners LLC 11,384 $1,590k Jun 30, 2019 Aug 13, 2019
West Branch Capital LLC 11,371 $1,588k Jun 30, 2019 Aug 5, 2019
Marathon Trading Investment Management LLC 11,375 $1,588k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisory LLC 11,370 $1,588k Jun 30, 2019 Aug 8, 2019
Drexel Morgan & Co 11,309 $1,579k Jun 30, 2019 Aug 8, 2019
Brookmont Capital Management LLC 11,290 $1,577k Jun 30, 2019 Jul 18, 2019
Aristotle Atlantic Partners LLC 11,019 $1,539k Jun 30, 2019 Aug 13, 2019
Shamrock Asset Management LLC 10,978 $1,533k Jun 30, 2019 Aug 9, 2019
Delphi Management Inc 10,969 $1,532k Jun 30, 2019 Aug 20, 2019
White Pine Capital LLC 10,936 $1,527k Jun 30, 2019 Aug 14, 2019
Beach Investment Management LLC 10,890 $1,521k Jun 30, 2019 Jul 17, 2019
Lourd Capital LLC 10,709 $1,496k Jun 30, 2019 Jul 11, 2019
LBMC Investment Advisors LLC 10,669 $1,490k Jun 30, 2019 Jul 18, 2019
Oak Asset Management LLC 10,456 $1,473k Jun 30, 2019 Jul 25, 2019
Stanley-Laman Group Ltd 10,468 $1,462k Jun 30, 2019 Aug 1, 2019
Intersect Capital LLC 10,472 $1,462k Jun 30, 2019 Aug 9, 2019
Wellesley Investment Partners LLC 10,381 $1,449k Jun 30, 2019 Aug 5, 2019
Perkins Investment Management LLC 12,675 $1,437k Mar 31, 2017 May 15, 2017
Bramshill Investments LLC 10,096 $1,410k Jun 30, 2019 Aug 14, 2019
Caxton Associates LP 10,000 $1,396k Jun 30, 2019 Aug 14, 2019
Berkeley Capital Partners LLC 9,954 $1,390k Jun 30, 2019 Aug 8, 2019
Meristem Family Wealth LLC 9,849 $1,375k Jun 30, 2019 Aug 6, 2019
Abner Herrman & Brock LLC 9,737 $1,360k Jun 30, 2019 Jul 19, 2019
Spectrum Group Management LLC 9,632 $1,345k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 9,632 $1,345k Jun 30, 2019 Aug 2, 2019
Rossmore Private Capital LLC 9,530 $1,331k Jun 30, 2019 Aug 5, 2019
Camelot Portfolios LLC 9,490 $1,325k Jun 30, 2019 Jul 19, 2019
Bowling Portfolio Management LLC 9,441 $1,318k Jun 30, 2019 Jul 25, 2019
Schulhoff & Co Inc 9,398 $1,312k Jun 30, 2019 Aug 7, 2019
Wescap Management Group Inc 9,379 $1,309k Jun 30, 2019 Aug 6, 2019
Sicart Associates LLC 9,346 $1,305k Jun 30, 2019 Jul 23, 2019
Aureus Asset Management LLC 9,345 $1,305k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 9,273 $1,295k Jun 30, 2019 Aug 13, 2019
Sippican Capital Advisors LLC 9,202 $1,285k Jun 30, 2019 Jul 17, 2019
Summit X 9,138 $1,283k Jun 30, 2019 Aug 13, 2019
Bienville Capital Management LLC 9,176 $1,281k Jun 30, 2019 Aug 14, 2019
Vista Investment Management LLC 9,098 $1,270k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 9,084 $1,269k Jun 30, 2019 Aug 14, 2019
RFG Advisory LLC 9,049 $1,264k Jun 30, 2019 Aug 23, 2019
Cottage Street Advisors LLC 9,044 $1,263k Jun 30, 2019 Aug 2, 2019
Marietta Investment Partners LLC 9,003 $1,257k Jun 30, 2019 Aug 13, 2019
Private Harbour Investment Management & Counsel LLC 8,965 $1,252k Jun 30, 2019 Aug 6, 2019
Successful Portfolios LLC 8,906 $1,244k Jun 30, 2019 Jul 11, 2019
Woodmont Investment Counsel LLC 8,831 $1,233k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 13,788 $1,228k Sep 30, 2014 Nov 17, 2014
180 Wealth Advisors LLC 8,630 $1,224k Jun 30, 2019 Aug 5, 2019
Gyroscope Capital Management Group LLC 8,572 $1,221k Jun 30, 2019 Jul 11, 2019
Cidel Asset Management Inc 8,742 $1,221k Jun 30, 2019 Aug 12, 2019
Horizon Investment Services LLC 8,738 $1,220k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 8,738 $1,220k Jun 30, 2019 Aug 13, 2019
LLBH Private Wealth Management LLC 8,732 $1,219k Jun 30, 2019 Aug 13, 2019
Jaffetilchin Investment Partners LLC 8,535 $1,192k Jun 30, 2019 Aug 13, 2019
Campbell Newman Asset Management Inc 8,400 $1,173k Jun 30, 2019 Jul 24, 2019
Geneva Capital Management LLC 13,089 $1,165k Sep 30, 2014 Nov 14, 2014
New England Private Wealth Advisors LLC 8,325 $1,164k Jun 30, 2019 Aug 8, 2019
Acropolis Investment Management LLC 8,326 $1,163k Jun 30, 2019 Jul 11, 2019
Calton & Associates Inc 8,268 $1,155k Jun 30, 2019 Jul 9, 2019
Lucia Wealth Services LLC 8,221 $1,148k Jun 30, 2019 Jul 23, 2019
Wealthtrust Axiom LLC 8,180 $1,142k Jun 30, 2019 Aug 7, 2019
First Pacific Advisors LP 8,092 $1,130k Jun 30, 2019 Aug 14, 2019
Chatham Capital Group Inc 8,084 $1,129k Jun 30, 2019 Jul 24, 2019
Benedict Financial Advisors Inc 8,042 $1,123k Jun 30, 2019 Aug 1, 2019
S R Schill & Associates Inc 7,914 $1,105k Jun 30, 2019 Aug 19, 2019
Clear Perspective Advisors LLC 7,906 $1,104k Jun 30, 2019 Aug 12, 2019
Bernicke Wealth Management Ltd 7,884 $1,101k Jun 30, 2019 Aug 5, 2019
Sanders Morris Harris LLC 7,813 $1,100k Jun 30, 2019 Jul 10, 2019
AFT Forsyth and Company Inc 7,705 $1,076k Jun 30, 2019 Jul 29, 2019
Wilkins Investment Counsel Inc 7,700 $1,075k Jun 30, 2019 Aug 9, 2019
B Riley Wealth Management Inc 7,643 $1,067k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 7,604 $1,062k Jun 30, 2019 Jul 26, 2019
Arnhold LLC 7,464 $1,042k Jun 30, 2019 Aug 8, 2019
Providence Wealth Advisors LLC 7,335 $1,038k Jun 30, 2019 Jul 22, 2019
Dumont & Blake Investment Advisors LLC 7,404 $1,034k Jun 30, 2019 Aug 1, 2019
Acorn Advisory Capital LP 7,300 $1,019k Jun 30, 2019 Aug 13, 2019
Legacy Capital Partners Inc 7,291 $1,018k Jun 30, 2019 Jul 16, 2019
Measured Wealth Private Client Group LLC 7,279 $1,016k Jun 30, 2019 Jul 26, 2019
Quadrant Private Wealth Management LLC 7,242 $1,011k Jun 30, 2019 Aug 13, 2019
Willow Creek Wealth Management Inc 7,145 $998k Jun 30, 2019 Jul 22, 2019
Dorchester Wealth Management Company 7,115 $994k Jun 30, 2019 Jul 19, 2019
BRAY Capital Advisors LLC 7,072 $987k Jun 30, 2019 Jul 29, 2019
Aries Wealth Management LLC 6,921 $986k Jun 30, 2019 Jul 15, 2019
Accuvest Global Advisors 7,005 $978k Jun 30, 2019 Jul 17, 2019
Fernwood Investment Management LLC 6,918 $966k Jun 30, 2019 Aug 1, 2019
Cullen Capital Management LLC 6,900 $964k Jun 30, 2019 Jul 30, 2019
LVW Advisors LLC 6,882 $961k Jun 30, 2019 Aug 14, 2019
Zevenbergen Capital Investments LLC 6,865 $959k Jun 30, 2019 Aug 13, 2019
Wright Investors Service Inc 6,850 $957k Jun 30, 2019 Aug 1, 2019
Southeast Asset Advisors Inc 6,826 $953k Jun 30, 2019 Aug 14, 2019
E & G Advisors LP 6,800 $950k Jun 30, 2019 Jul 12, 2019
Blue FIN Capital Inc 6,789 $948k Jun 30, 2019 Jul 22, 2019
Mission Wealth Management LP 6,778 $946k Jun 30, 2019 Aug 9, 2019
The Mathes Company Inc 6,650 $929k Jun 30, 2019 Jul 29, 2019
Lakeview Capital Partners LLC 6,571 $918k Jun 30, 2019 Aug 5, 2019
Monte Financial Group LLC 6,554 $915k Jun 30, 2019 Aug 7, 2019
Chickasaw Capital Management LLC 6,525 $911k Jun 30, 2019 Jul 15, 2019
Gradient Capital Advisors LLC 6,501 $908k Jun 30, 2019 Jul 16, 2019
Castle Rock Wealth Management LLC 6,418 $903k Jun 30, 2019 Aug 8, 2019
The Roosevelt Investment Group Inc 6,455 $901k Jun 30, 2019 Aug 8, 2019
Clark Capital Management Group Inc 6,419 $896k Jun 30, 2019 Jul 12, 2019
ZWJ Investment Counsel Inc 6,396 $893k Jun 30, 2019 Jul 24, 2019
Parthenon LLC 6,344 $886k Jun 30, 2019 Jul 29, 2019
Canal Capital Management LLC 6,118 $854k Jun 30, 2019 Jul 31, 2019
Ballast Inc 6,115 $853k Jun 30, 2019 Jul 26, 2019
Poehling Capital Management Inc 6,053 $845k Jun 30, 2019 Aug 9, 2019
Dedora Capital Inc 5,996 $837k Jun 30, 2019 Aug 8, 2019
New England Investment & Retirement Group Inc 5,962 $833k Jun 30, 2019 Jul 31, 2019
East Coast Asset Management LLC 5,965 $833k Jun 30, 2019 Aug 14, 2019
Jackson Grant Investment Advisers Inc 5,877 $821k Jun 30, 2019 Aug 13, 2019
Wealthplan Partners Inc 5,976 $819k Jun 30, 2019 Aug 19, 2019
Buckley Wealth Management LLC 5,773 $806k Jun 30, 2019 Jul 19, 2019
Kelman Lazarov Inc 5,699 $796k Jun 30, 2019 Jul 22, 2019
Harvey Investment Company LLC 5,664 $791k Jun 30, 2019 Jul 16, 2019
Anchor Capital Advisors LLC 5,642 $788k Jun 30, 2019 Aug 1, 2019
Chelsea Counsel Company 7,467 $783k Jun 30, 2018 Oct 3, 2018
Guardian Capital Advisors LP 5,445 $778k Jun 30, 2019 Aug 14, 2019
Harvest Capital Management Inc 5,548 $774k Jun 30, 2019 Aug 7, 2019
Signature Financial Management Inc 6,961 $763k Dec 31, 2018 Feb 13, 2019
ODEY Asset Management LLP 5,425 $758k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 5,431 $758k Jun 30, 2019 Aug 2, 2019
Foster Dykema Cabot & Co Incorporated 5,428 $758k Jun 30, 2019 Aug 6, 2019
FORT PITT Capital Group LLC 5,412 $756k Jun 30, 2019 Aug 9, 2019
Zuckerman Investment Group LLC 5,409 $755k Jun 30, 2019 Aug 14, 2019
Birinyi Associates Inc 5,393 $753k Jun 30, 2019 Aug 5, 2019
CAMG Solamere Management LLC 5,363 $748k Jun 30, 2019 Aug 13, 2019
Cookson Peirce & Co Inc 5,341 $746k Jun 30, 2019 Jul 31, 2019
Edgestream Partners LP 5,328 $744k Jun 30, 2019 Aug 8, 2019
Neumann Capital Management LLC 5,314 $742k Jun 30, 2019 Jul 25, 2019
Evermay Wealth Management LLC 5,279 $737k Jun 30, 2019 Jul 23, 2019
MARK Sheptoff Financial Planning LLC 5,221 $729k Jun 30, 2019 Aug 12, 2019
Cornell Pochily Investment Advisors Inc 5,207 $727k Jun 30, 2019 Jul 22, 2019
West Chester Capital Advisors Inc 5,199 $726k Jun 30, 2019 Jul 30, 2019
Windsor Capital Management LLC 5,188 $724k Jun 30, 2019 Aug 2, 2019
Premier Asset Management LLC 5,172 $722k Jun 30, 2019 Aug 7, 2019
DF DENT and Company Inc 5,107 $713k Jun 30, 2019 Aug 15, 2019
Skylands Capital LLC 5,000 $698k Jun 30, 2019 Jul 29, 2019
Plancorp LLC 4,996 $698k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 4,976 $695k Jun 30, 2019 Aug 14, 2019
Bridgeworth LLC 4,970 $694k Jun 30, 2019 Jul 25, 2019
Independence Advisors LLC 4,946 $691k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 4,946 $691k Jun 30, 2019 Aug 12, 2019
West Oak Capital LLC 4,910 $686k Jun 30, 2019 Jul 12, 2019
American Financial Network Advisory Services LLC 4,891 $681k Jun 30, 2019 Aug 9, 2019
Wheatland Advisors Inc 4,860 $679k Jun 30, 2019 Aug 7, 2019
The Pacific Center FOR Financial Services 4,837 $675k Jun 30, 2019 Aug 15, 2019
Guardian Capital LP 4,829 $674k Jun 30, 2019 Aug 14, 2019
Tiemann Investment Advisors LLC 4,819 $673k Jun 30, 2019 Aug 13, 2019
Beech Hill Advisors Inc 4,799 $670k Jun 30, 2019 Jul 15, 2019
Secrest Blakey & Associates LLC 4,792 $669k Jun 30, 2019 Aug 13, 2019
Apriem Advisors 4,780 $667k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 4,768 $666k Jun 30, 2019 Jul 22, 2019
Valmark Advisers Inc 4,759 $664k Jun 30, 2019 Aug 7, 2019
Oarsman Capital Inc 4,751 $663k Jun 30, 2019 Aug 13, 2019
South Street Advisors LLC 4,710 $658k Jun 30, 2019 Jul 22, 2019
PURE Financial Advisors Inc 4,675 $653k Jun 30, 2019 Jul 11, 2019
Main Street Research LLC 4,573 $639k Jun 30, 2019 Aug 8, 2019
Convergence Investment Partners LLC 4,567 $638k Jun 30, 2019 Jul 23, 2019
Northrock Partners LLC 4,526 $632k Jun 30, 2019 Aug 12, 2019
Lejeune Puetz Investment Counsel 4,486 $626k Jun 30, 2019 Jul 29, 2019
Sterling Global Strategies LLC 5,634 $626k Mar 31, 2019 May 15, 2019
Lyons Wealth Management LLC 4,412 $616k Jun 30, 2019 Aug 13, 2019
Gardner Russo & Gardner LLC 4,383 $612k Jun 30, 2019 Aug 13, 2019
Acorn Wealth Advisors LLC 4,395 $603k Jun 30, 2019 Aug 14, 2019
Seizert Capital Partners LLC 4,294 $600k Jun 30, 2019 Aug 6, 2019
TLWM LLC 4,291 $598k Jun 30, 2019 Jul 12, 2019
LGL Partners LLC 4,270 $596k Jun 30, 2019 Aug 14, 2019
Grace Capital 4,266 $596k Jun 30, 2019 Aug 14, 2019
Larson Financial Group LLC 4,243 $592k Jun 30, 2019 Jul 16, 2019
Barber Financial Group 4,199 $586k Jun 30, 2019 Aug 9, 2019
Gilman Hill Asset Management LLC 4,177 $583k Jun 30, 2019 Jul 17, 2019
Heritage Investment Group Inc 4,123 $576k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 4,123 $576k Jun 30, 2019 Aug 13, 2019
UNIO Capital LLC 4,100 $573k Jun 30, 2019 Aug 14, 2019
Northstar Wealth Partners LLC 4,063 $567k Jun 30, 2019 Aug 15, 2019
Montag & Caldwell LLC 4,050 $566k Jun 30, 2019 Aug 1, 2019
WP Advisors LLC 4,048 $565k Jun 30, 2019 Jul 23, 2019
Copperwynd Financial LLC 4,013 $560k Jun 30, 2019 Aug 7, 2019
Solstein Capital LLC 4,000 $559k Jun 30, 2019 Aug 12, 2019
Viking Fund Management LLC 4,000 $559k Jun 30, 2019 Jul 16, 2019
Probity Advisors Inc 3,975 $555k Jun 30, 2019 Aug 8, 2019
Family Legacy Inc 3,932 $549k Jun 30, 2019 Jul 25, 2019
DAVY Asset Management Limited 3,888 $543k Jun 30, 2019 Jul 19, 2019
The Family FIRM Inc 3,865 $540k Jun 30, 2019 Aug 6, 2019
Doliver Capital Advisors LP 3,858 $539k Jun 30, 2019 Jul 25, 2019
Lehman Financial Resources Inc 4,610 $539k Sep 30, 2018 Nov 14, 2018
Venturi Wealth Management LLC 3,855 $538k Jun 30, 2019 Aug 7, 2019
Sigma Investment Counselors Inc 3,838 $536k Jun 30, 2019 Jul 23, 2019
Keeley-Teton Advisors LLC 3,835 $535k Jun 30, 2019 Aug 12, 2019
Trillium Asset Management LLC 3,826 $534k Jun 30, 2019 Aug 8, 2019
First Heartland Consultants Inc 3,759 $525k Jun 30, 2019 Aug 12, 2019
Biegel & Waller LLC 3,752 $524k Jun 30, 2019 Jul 23, 2019
Youngs Advisory Group Inc 3,730 $521k Jun 30, 2019 Jul 16, 2019
Private Vista LLC 3,695 $516k Jun 30, 2019 Jul 19, 2019
Peninsula Asset Management Inc 3,680 $514k Jun 30, 2019 Aug 15, 2019
Segment Wealth Management LLC 3,676 $513k Jun 30, 2019 Jul 29, 2019
ORCA Investment Management LLC 3,651 $510k Jun 30, 2019 Jul 17, 2019
Quantum Capital Management LLC 3,650 $510k Jun 30, 2019 Aug 14, 2019
Affiance Financial LLC 3,618 $505k Jun 30, 2019 Jul 11, 2019
Mountain Capital Investment Advisors Inc 3,683 $505k Jun 30, 2019 Aug 14, 2019
Evanson Asset Management LLC 3,572 $499k Jun 30, 2019 Jul 11, 2019
Albert D Mason Inc 3,535 $494k Jun 30, 2019 Jul 30, 2019
Huber Financial Advisors LLC 3,520 $492k Jun 30, 2019 Aug 5, 2019
Spears Abacus Advisors LLC 3,499 $489k Jun 30, 2019 Aug 9, 2019
Modera Wealth Management LLC 3,461 $483k Jun 30, 2019 Aug 7, 2019
Highland Private Wealth Management 3,386 $473k Jun 30, 2019 Aug 13, 2019
KCS Wealth Advisory LLC 3,378 $472k Jun 30, 2019 Jul 29, 2019
Steigerwald Gordon & KOCH Inc 3,373 $471k Jun 30, 2019 Jul 15, 2019
BFSG LLC 3,356 $469k Jun 30, 2019 Jul 30, 2019
Wealth Advisors of Tampa BAY LLC 3,322 $464k Jun 30, 2019 Jul 23, 2019
Cipher Capital LP 3,307 $462k Jun 30, 2019 Aug 13, 2019
Hartwell J M Ltd Partnership 3,271 $457k Jun 30, 2019 Jul 31, 2019
Global Endowment Management LP 3,250 $454k Jun 30, 2019 Aug 12, 2019
Alphastar Capital Management LLC 3,242 $453k Jun 30, 2019 Aug 14, 2019
IRON Financial LLC 4,044 $449k Jun 30, 2019 Aug 2, 2019
SPC Financial Inc 3,178 $444k Jun 30, 2019 Aug 1, 2019
Paragon Wealth Strategies LLC 3,161 $441k Jun 30, 2019 Jul 17, 2019
Founders Financial Securities LLC 3,066 $428k Jun 30, 2019 Jul 22, 2019
Mcrae Capital Management Inc 3,045 $425k Jun 30, 2019 Jul 29, 2019
COHO Partners Ltd 3,029 $423k Jun 30, 2019 Aug 8, 2019
Gillespie Robinson & Grimm Inc 3,006 $420k Jun 30, 2019 Jul 22, 2019
Crescent Grove Advisors LLC 3,010 $420k Jun 30, 2019 Aug 6, 2019
WSFS Capital Management LLC 3,003 $419k Jun 30, 2019 Aug 14, 2019
Gabelli & Company Investment Advisers Inc 3,000 $419k Jun 30, 2019 Aug 2, 2019
Confluence Wealth Management LLC 2,994 $418k Jun 30, 2019 Aug 9, 2019
Mcguire Investment Group LLC 2,983 $417k Jun 30, 2019 Jul 25, 2019
Summit Financial Wealth Advisors LLC 2,969 $415k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,969 $415k Jun 30, 2019 Jul 16, 2019
Annex Advisory Services LLC 2,962 $413k Jun 30, 2019 Jul 18, 2019
Cahaba Wealth Management Inc 2,949 $411k Jun 30, 2019 Jul 31, 2019
Strategic International Limited 2,912 $407k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 2,912 $407k Jun 30, 2019 Jul 29, 2019
HM Capital Management LLC 2,877 $402k Jun 30, 2019 Jul 24, 2019
Northwest Wealth Management LLC 2,858 $399k Jun 30, 2019 Jul 23, 2019
Sonata Capital Group Inc 2,857 $399k Jun 30, 2019 Aug 5, 2019
Security Asset Management Inc 2,848 $398k Jun 30, 2019 Aug 6, 2019
Augustine Asset Management Inc 2,788 $389k Jun 30, 2019 Aug 5, 2019
Greatmark Investment Partners Inc 2,751 $384k Jun 30, 2019 Aug 5, 2019
Stony Point Wealth Management Inc 2,688 $383k Jun 30, 2019 Jul 23, 2019
River ROAD Asset Management LLC 2,722 $380k Jun 30, 2019 Aug 12, 2019
Wiley Bros-Aintree Capital LLC 2,712 $379k Jun 30, 2019 Jul 10, 2019
IMS Capital Management Inc 2,689 $376k Jun 30, 2019 Aug 14, 2019
Dividend Assets Capital LLC 2,635 $368k Jun 30, 2019 Jul 12, 2019
Peavine Capital LLC 2,605 $364k Jun 30, 2019 Jul 24, 2019
Edgewood Management LLC 2,600 $363k Jun 30, 2019 Aug 12, 2019
REDW Stanley Financial Advisors LLC 2,602 $363k Jun 30, 2019 Aug 9, 2019
Hanseatic Management Services Inc 2,593 $362k Jun 30, 2019 Jul 19, 2019
Round Table Services LLC 2,561 $358k Jun 30, 2019 Jul 17, 2019
Oak Ridge Investments LLC 2,532 $354k Jun 30, 2019 Aug 14, 2019
Huntington Steele LLC 3,499 $351k Mar 31, 2018 Apr 18, 2018
Vigilant Capital Management LLC 2,485 $347k Jun 30, 2019 Jul 18, 2019
Obermeyer WOOD Investment Counsel LLLP 2,470 $345k Jun 30, 2019 Aug 13, 2019
Lexaurum Advisors LLC 2,472 $345k Jun 30, 2019 Jul 19, 2019
Alesco Advisors LLC 2,405 $336k Jun 30, 2019 Aug 14, 2019
Nottingham Advisors Inc 2,370 $331k Jun 30, 2019 Jul 17, 2019
Vontobel Swiss Wealth Advisors AG 2,311 $323k Jun 30, 2019 Aug 12, 2019
LESA Sroufe & Company Inc 2,306 $322k Jun 30, 2019 Jul 29, 2019
Riverpoint Wealth Management Holdings LLC 2,267 $317k Jun 30, 2019 Aug 12, 2019
Sunbelt Securities Inc 2,255 $315k Jun 30, 2019 Aug 1, 2019
Valicenti Advisory Services Inc 2,234 $312k Jun 30, 2019 Jul 17, 2019
Signet Financial Management LLC 2,142 $310k Jun 30, 2019 Aug 13, 2019
GFS Advisors LLC 2,207 $308k Jun 30, 2019 Aug 1, 2019
Portland Global Advisors LLC 2,174 $304k Jun 30, 2019 Jul 26, 2019
PFG Advisors LLC 2,079 $301k Jun 30, 2019 Aug 5, 2019
SKBA Capital Management LLC 2,150 $300k Jun 30, 2019 Aug 12, 2019
Meridian Investment Counsel Inc 2,138 $299k Jun 30, 2019 Aug 13, 2019
American Investment Services Inc 2,130 $297k Jun 30, 2019 Aug 6, 2019
The O'Dell Group LLC 2,127 $297k Jun 30, 2019 Jul 24, 2019
DAY & Ennis LLC 2,123 $296k Jun 30, 2019 Aug 2, 2019
Alphaone Investment Services LLC 38,800 $296k Put Jun 30, 2019 Aug 13, 2019
Shikiar Asset Management Inc 2,103 $294k Jun 30, 2019 Jul 25, 2019
Summit Financial Strategies Inc 2,074 $290k Jun 30, 2019 Aug 8, 2019
Planning Directions Inc 2,040 $285k Jun 30, 2019 Jul 15, 2019
Klingman and Associates LLC 2,035 $284k Jun 30, 2019 Jul 24, 2019
Hamilton Point Investment Advisors LLC 1,992 $278k Jun 30, 2019 Jul 18, 2019
Partners Capital Investment Group LLP 1,978 $276k Jun 30, 2019 Aug 12, 2019
Nikulski Financial Inc 1,900 $271k Jun 30, 2019 Jul 22, 2019
Pagnatokarp Partners LLC 1,931 $270k Jun 30, 2019 Aug 8, 2019
Northstar Financial Advisors LLC 1,915 $267k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 1,915 $267k Jun 30, 2019 Jul 17, 2019
Stearns Financial Services Group Inc 1,908 $266k Jun 30, 2019 Aug 14, 2019
Cooper/Haims Advisors LLC 1,899 $265k Jun 30, 2019 Jul 26, 2019
Woodley Farra Manion Portfolio Management Inc 1,885 $263k Jun 30, 2019 Aug 12, 2019
Marathon Capital Management LLC 1,876 $261k Jun 30, 2019 Jul 25, 2019
Diversified Portfolios Inc 1,842 $257k Jun 30, 2019 Aug 13, 2019
Fenimore Asset Management Inc 1,838 $257k Jun 30, 2019 Jul 16, 2019
Stewardship Advisors LLC 1,833 $256k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 1,833 $256k Jun 30, 2019 Aug 12, 2019
FORT Point Capital Partners LLC 1,822 $254k Jun 30, 2019 Aug 9, 2019
Connecticut Wealth Management LLC 1,816 $254k Jun 30, 2019 Jul 29, 2019
Minichmacgregor Wealth Management LLC 1,761 $249k Jun 30, 2019 Aug 5, 2019
Terril Brothers Inc 1,776 $248k Jun 30, 2019 Aug 5, 2019
DEAN Capital Investments Management LLC 1,776 $248k Jun 30, 2019 Aug 12, 2019
Carderock Capital Management Inc 1,771 $247k Jun 30, 2019 Jul 15, 2019
Inspirion Wealth Advisors LLC 1,753 $245k Jun 30, 2019 Jul 15, 2019
FORD Financial Group Inc 1,751 $244k Jun 30, 2019 Jul 25, 2019
Schwerin Boyle Capital Management Inc 1,730 $242k Jun 30, 2019 Aug 13, 2019
KOPP Investment Advisors LLC 1,725 $241k Jun 30, 2019 Aug 14, 2019
Mcadam LLC 1,722 $241k Jun 30, 2019 Jul 30, 2019
Strid Group LLC 1,721 $240k Jun 30, 2019 Aug 2, 2019
Fairview Capital Investment Management LLC 1,717 $239k Jun 30, 2019 Aug 14, 2019
Crossvault Capital Management LLC 1,700 $237k Jun 30, 2019 Jul 19, 2019
Armbruster Capital Management Inc 1,679 $234k Jun 30, 2019 Jul 18, 2019
Osterweis Capital Management LLC 1,661 $232k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 1,661 $232k Jun 30, 2019 Aug 14, 2019
Lenox Wealth Advisors LLC 1,654 $231k Jun 30, 2019 Jul 12, 2019
Parkside Advisors LLC 1,646 $230k Jun 30, 2019 Jul 10, 2019
Schwartz Investment Counsel Inc 1,650 $230k Jun 30, 2019 Jul 24, 2019
SFMG LLC 1,581 $229k Jun 30, 2019 Aug 5, 2019
STA Wealth Management LLC 1,628 $227k Jun 30, 2019 Aug 14, 2019
ALL Terrain Financial Advisors LLC 1,595 $223k Jun 30, 2019 Aug 14, 2019
Lifeplan Financial Group Inc 1,595 $223k Jun 30, 2019 Jul 15, 2019
Newport Wealth Strategies Inc 1,542 $220k Jun 30, 2019 Jul 22, 2019
Cfo4Life Group LLC 1,573 $220k Jun 30, 2019 Jul 29, 2019
Shakespeare Wealth Management Inc 1,501 $210k Jun 30, 2019 Aug 12, 2019
Prelude Capital Management LLC 1,500 $209k Call Jun 30, 2019 Aug 14, 2019
Cardan Capital Partners LLC 1,497 $209k Jun 30, 2019 Jul 16, 2019
Summit Asset Management LLC 1,495 $209k Jun 30, 2019 Aug 7, 2019
Dragon Financial and Investment Group LLC 1,772 $207k Sep 30, 2018 Oct 19, 2018
HIGH Falls Advisors Inc 1,484 $207k Jun 30, 2019 Aug 15, 2019
Sitrin Capital Management LLC 1,467 $205k Jun 30, 2019 Jul 17, 2019
Hallmark Capital Management Inc 1,454 $203k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 1,395 $202k Jun 30, 2019 Jul 17, 2019
Sadoff Investment Management LLC 1,432 $200k Jun 30, 2019 Aug 7, 2019
Midas Management Corporation 1,000 $140k Jun 30, 2019 Jul 9, 2019
Clearbridge Investments LLC 1,274 $140k Dec 31, 2018 Feb 14, 2019
The Central Trust Bank 828 $116k Jun 30, 2019 Jul 16, 2019
Lombard Odier Transatlantic Limited 1,200 $111k Sep 30, 2016 Nov 14, 2016
Sound Income Strategies LLC 693 $97k Jun 30, 2019 Jul 16, 2019
Cranbrook Wealth Management LLC 622 $87k Jun 30, 2019 Aug 7, 2019
Vestor Capital LLC 457 $64k Jun 30, 2019 Aug 6, 2019
Oak Grove Capital LLC 1,500 $52k Call Jun 30, 2019 Aug 9, 2019
Stansberry Asset Management LLC 300 $42k Call Jun 30, 2019 Aug 14, 2019
Wells Trecaso Financial Group LLC 295 $41k Jun 30, 2019 Jul 22, 2019
Beacon Capital Management LLC 154 $22k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 154 $22k Jun 30, 2019 Jul 18, 2019
Avondale Wealth Management LLC 140 $20k Jun 30, 2019 Jul 26, 2019
Partnervest Advisory Services LLC 125 $17k Jun 30, 2019 Aug 7, 2019
Mitchell Mcleod PUGH & Williams Inc 75 $10k Jun 30, 2019 Jul 9, 2019
Toroso Investments LLC 61 $8k Jun 30, 2019 Aug 15, 2019
Asset Planning Services Inc 60 $8k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 60 $8k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 50 $7k Jun 30, 2019 Aug 21, 2019
Litman Gregory Asset Management LLC 25 $3k Jun 30, 2019 Jul 31, 2019
Daiwa SB Investments Ltd 16 $2k Mar 31, 2019 Apr 18, 2019
America First Investment Advisors LLC 10 $1k Jun 30, 2019 Jul 29, 2019
Kayne Anderson Rudnick Investment Management LLC 9 $1k Jun 30, 2019 Aug 14, 2019
Independent Advisor Alliance LLC 5,523 $1k Jun 30, 2019 Aug 12, 2019
RB Capital Management LLC 100 $0k Call Jun 30, 2019 Aug 7, 2019

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