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DOMINION ENERGY INC
(25746U109)

Funds Reporting Holdings of DOMINION ENERGY INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 10,221 $790,288k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 7,980 $617,014k Jun 30, 2019 Aug 14, 2019
Laffer Investments Inc 5,253 $406,161k Jun 30, 2019 Aug 15, 2019
Zimmer Partners LP 3,364,742 $260,162k Jun 30, 2019 Aug 14, 2019
The London Company of Virginia LLC 2,877,527 $222,490k Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 1,579,403 $111,932k Mar 31, 2015 May 15, 2015
DUFF & Phelps Investment Management Co 1,273,722 $98,484k Jun 30, 2019 Aug 2, 2019
Luminus Management LLC 897,973 $69,431k Jun 30, 2019 Aug 14, 2019
Morningstar Investment Services LLC 748,318 $57,860k Jun 30, 2019 Aug 13, 2019
River ROAD Asset Management LLC 609,059 $47,092k Jun 30, 2019 Aug 12, 2019
Hennessy Advisors Inc 584,877 $45,223k Jun 30, 2019 Jul 11, 2019
OZ Management LP 555,900 $42,982k Call Jun 30, 2019 Aug 16, 2019
Gabelli Funds LLC 523,775 $40,498k Jun 30, 2019 Aug 2, 2019
QS Investors LLC 360,688 $27,889k Jun 30, 2019 Aug 14, 2019
Magellan Asset Management Limited 313,595 $24,247k Jun 30, 2019 Aug 13, 2019
LNZ Capital LP 305,802 $23,645k Jun 30, 2019 Aug 14, 2019
Centenus Global Management LP 265,000 $20,490k Jun 30, 2019 Aug 14, 2019
Crow Point Partners LLC 264,827 $20,476k Jun 30, 2019 Aug 14, 2019
Wafra Inc 255,007 $19,717k Jun 30, 2019 Aug 14, 2019
Financial Engines Advisors LLC 222,641 $17,215k Jun 30, 2019 Aug 9, 2019
Blackstart Capital LP 208,464 $16,118k Jun 30, 2019 Aug 14, 2019
Crawford Investment Counsel Inc 177,231 $13,704k Jun 30, 2019 Aug 12, 2019
Acadian Asset Management LLC 164,951 $12,755k Jun 30, 2019 Aug 8, 2019
SKBA Capital Management LLC 161,400 $12,479k Jun 30, 2019 Aug 12, 2019
Tocqueville Asset Management LP 156,681 $12,115k Jun 30, 2019 Jul 31, 2019
Madison Investment Holdings Inc 156,031 $12,064k Jun 30, 2019 Aug 13, 2019
Cypress Capital Management LLC 155,150 $11,996k Jun 30, 2019 Aug 5, 2019
Cambridge Investment Research Advisors Inc 149,122 $11,530k Jun 30, 2019 Aug 15, 2019
TDAM USA Inc 135,420 $10,471k Jun 30, 2019 Aug 1, 2019
Symons Capital Management Inc 130,607 $10,098k Jun 30, 2019 Aug 12, 2019
Panagora Asset Management Inc 119,811 $9,264k Jun 30, 2019 Aug 9, 2019
Hoylecohen LLC 112,045 $8,663k Jun 30, 2019 Aug 9, 2019
Steigerwald Gordon & KOCH Inc 108,715 $8,406k Jun 30, 2019 Jul 15, 2019
Cutler Investment Counsel LLC 102,048 $7,890k Jun 30, 2019 Aug 5, 2019
Northstar Investment Advisors LLC 99,900 $7,724k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 99,900 $7,724k Jun 30, 2019 Jul 17, 2019
Keystone Financial Planning Inc 87,900 $6,796k Jun 30, 2019 Aug 5, 2019
Stralem & Company Incorporated 81,410 $6,295k Jun 30, 2019 Jul 16, 2019
Viking Fund Management LLC 79,000 $6,108k Jun 30, 2019 Jul 16, 2019
Pacer Advisors Inc 76,850 $5,942k Jun 30, 2019 Aug 12, 2019
Bruderman Asset Management LLC 75,022 $5,801k Jun 30, 2019 Aug 12, 2019
United Asset Strategies Inc 74,845 $5,787k Jun 30, 2019 Jul 31, 2019
Flippin Bruce & Porter Inc 74,061 $5,726k Jun 30, 2019 Aug 6, 2019
van Hulzen Asset Management LLC 72,175 $5,581k Jun 30, 2019 Aug 8, 2019
Goelzer Investment Management Inc 70,348 $5,439k Jun 30, 2019 Jul 29, 2019
Edgemoor Investment Advisors Inc 69,146 $5,346k Jun 30, 2019 Aug 9, 2019
Edgestream Partners LP 63,814 $4,934k Jun 30, 2019 Aug 8, 2019
Foresters Investment Management Company Inc 60,350 $4,666k Jun 30, 2019 Aug 12, 2019
Jolley Asset Management LLC 60,188 $4,654k Jun 30, 2019 Jul 22, 2019
Steinberg Global Asset Management Ltd 55,939 $4,288k Mar 31, 2019 Apr 24, 2019
Callahan Advisors LLC 54,084 $4,182k Jun 30, 2019 Jul 17, 2019
Folger Nolan Fleming Douglas Capital Management Inc 53,841 $4,163k Jun 30, 2019 Aug 9, 2019
Bragg Financial Advisors Inc 49,628 $3,837k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 48,702 $3,766k Jun 30, 2019 Aug 12, 2019
Element Capital Management LLC 48,479 $3,748k Jun 30, 2019 Aug 14, 2019
Sentry Management Inc 47,966 $3,709k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 47,966 $3,709k Jun 30, 2019 Aug 12, 2019
Wallington Asset Management LLC 46,579 $3,601k Jun 30, 2019 Aug 13, 2019
Stony Point Wealth Management Inc 46,125 $3,569k Jun 30, 2019 Jul 23, 2019
Beacon Investment Advisory Services Inc 45,485 $3,517k Jun 30, 2019 Aug 7, 2019
Cornerstone Investment Advisors LLC 45,000 $3,450k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 45,000 $3,450k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 45,000 $3,450k Mar 31, 2019 May 13, 2019
Venturi Wealth Management LLC 44,140 $3,413k Jun 30, 2019 Aug 7, 2019
Tealwood Asset Management Inc 44,013 $3,403k Jun 30, 2019 Aug 6, 2019
Boston Family Office LLC 43,812 $3,388k Jun 30, 2019 Jul 30, 2019
Brandywine Global Investment Management LLC 41,934 $3,243k Jun 30, 2019 Aug 14, 2019
Monte Financial Group LLC 41,776 $3,230k Jun 30, 2019 Aug 7, 2019
DEAN Investment Associates LLC 41,334 $3,196k Jun 30, 2019 Aug 14, 2019
Exchange Capital Management Inc 40,583 $3,138k Jun 30, 2019 Jul 22, 2019
New England Asset Management Inc 39,490 $3,053k Jun 30, 2019 Aug 14, 2019
Stevens First Principles Investment Advisors 37,167 $2,874k Jun 30, 2019 Jul 22, 2019
Tokio Marine Asset Management USA Ltd 36,426 $2,816k Jun 30, 2019 Jul 25, 2019
Butensky & Cohen Financial Security Inc 34,951 $2,702k Jun 30, 2019 Jul 12, 2019
Canal Capital Management LLC 33,199 $2,567k Jun 30, 2019 Jul 31, 2019
Chickasaw Capital Management LLC 33,094 $2,559k Jun 30, 2019 Jul 15, 2019
Cornell Pochily Investment Advisors Inc 32,457 $2,510k Jun 30, 2019 Jul 22, 2019
Hallmark Capital Management Inc 31,605 $2,444k Jun 30, 2019 Aug 8, 2019
Keeler Thomas Management LLC 31,350 $2,423k Jun 30, 2019 Jul 31, 2019
LOWE Brockenbrough & Company Inc 31,192 $2,412k Jun 30, 2019 Aug 12, 2019
Stoneridge Investment Partners LLC 30,990 $2,396k Jun 30, 2019 Jul 29, 2019
Murphy Capital Management Inc 29,511 $2,281k Jun 30, 2019 Jul 22, 2019
KMS Financial Services Inc 32,844 $2,269k Sep 30, 2014 Nov 17, 2014
LEE Danner & BASS Inc 29,193 $2,257k Jun 30, 2019 Jul 30, 2019
Oliver Luxxe Assets LLC 28,285 $2,211k Jun 30, 2019 Jul 10, 2019
Violich Capital Management 28,450 $2,200k Jun 30, 2019 Jul 22, 2019
ICON Advisers Inc 28,100 $2,173k Jun 30, 2019 Aug 2, 2019
Aldebaran Financial Inc 27,452 $2,123k Jun 30, 2019 Aug 14, 2019
Wealthstreet Investment Advisors LLC 26,398 $2,041k Jun 30, 2019 Jul 16, 2019
Arbor Wealth Management LLC 25,457 $1,968k Jun 30, 2019 Jul 16, 2019
Crossvault Capital Management LLC 24,983 $1,932k Jun 30, 2019 Jul 19, 2019
Benedict Financial Advisors Inc 24,962 $1,930k Jun 30, 2019 Aug 1, 2019
Motley FOOL Wealth Management LLC 24,750 $1,914k Jun 30, 2019 Aug 14, 2019
Armor Investment Advisors LLC 23,628 $1,827k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 23,628 $1,827k Jun 30, 2019 Aug 13, 2019
Aurora Investment Counsel 24,539 $1,823k Jun 30, 2019 Aug 6, 2019
Hall Capital Management Company Inc 23,426 $1,811k Jun 30, 2019 Aug 14, 2019
Global Endowment Management LP 23,200 $1,794k Jun 30, 2019 Aug 12, 2019
ELCO Management Company LLC 21,021 $1,625k Jun 30, 2019 Aug 1, 2019
Birch Hill Investment Advisors LLC 20,493 $1,585k Jun 30, 2019 Jul 22, 2019
Perella Weinberg Partners Capital Management LP 20,374 $1,575k Jun 30, 2019 Jul 22, 2019
Wrapmanager Inc 20,209 $1,563k Jun 30, 2019 Jul 31, 2019
Dupont Capital Management Corp 20,121 $1,556k Jun 30, 2019 Jul 30, 2019
Waters Parkerson & Co LLC 20,108 $1,555k Jun 30, 2019 Aug 6, 2019
BECK MACK & Oliver LLC 20,031 $1,549k Jun 30, 2019 Aug 13, 2019
Marietta Investment Partners LLC 18,884 $1,460k Jun 30, 2019 Aug 13, 2019
Woodstock Corporation 18,772 $1,451k Jun 30, 2019 Jul 3, 2019
Triangle Securities Wealth Management 17,675 $1,381k Jun 30, 2019 Jul 10, 2019
Yorktown Management and Research Co Inc 17,800 $1,376k Jun 30, 2019 Aug 2, 2019
Marco Investment Management LLC 16,445 $1,272k Jun 30, 2019 Aug 6, 2019
JGP Wealth Management LLC 15,997 $1,237k Jun 30, 2019 Jul 15, 2019
DB Root & Company LLC 15,765 $1,218k Jun 30, 2019 Jul 19, 2019
Brown Advisory Securities LLC 15,682 $1,212k Jun 30, 2019 Aug 12, 2019
Janus Capital Management LLC 15,405 $1,195k Mar 31, 2017 May 16, 2017
Azimuth Capital Management LLC 15,437 $1,194k Jun 30, 2019 Aug 13, 2019
Chesley TAFT & Associates LLC 15,118 $1,169k Jun 30, 2019 Jul 10, 2019
BLB & B Advisors LLC 14,356 $1,110k Jun 30, 2019 Jul 29, 2019
Good Life Advisors LLC 14,162 $1,097k Jun 30, 2019 Aug 6, 2019
American Asset Management Inc 14,154 $1,094k Jun 30, 2019 Jul 31, 2019
OFI Advisors LLC 15,246 $1,073k Sep 30, 2015 Nov 16, 2015
Evermay Wealth Management LLC 13,674 $1,057k Jun 30, 2019 Jul 23, 2019
Secrest Blakey & Associates LLC 13,441 $1,039k Jun 30, 2019 Aug 13, 2019
NTV Asset Management LLC 12,984 $1,004k Jun 30, 2019 Jul 29, 2019
Rodgers Brothers Inc 12,731 $984k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 13,058 $970k Sep 30, 2016 Nov 4, 2016
F3Logic LLC 12,456 $964k Jun 30, 2019 Aug 2, 2019
PENN Mutual Asset Management LLC 12,426 $961k Jun 30, 2019 Aug 14, 2019
Summit X 12,421 $943k Jun 30, 2019 Aug 13, 2019
Stadion Money Management LLC 12,042 $931k Jun 30, 2019 Aug 14, 2019
EP Wealth Advisors LLC 11,948 $924k Jun 30, 2019 Aug 27, 2019
Klingenstein Fields & Co LLC 11,340 $877k Jun 30, 2019 Aug 12, 2019
PRIO Wealth Limited Partnership 11,095 $857k Jun 30, 2019 Jul 18, 2019
Premier Asset Management LLC 11,086 $857k Jun 30, 2019 Aug 7, 2019
Osborne Partners Capital Management LLC 10,887 $842k Jun 30, 2019 Jul 18, 2019
Main Street Research LLC 10,874 $841k Jun 30, 2019 Aug 8, 2019
West Branch Capital LLC 10,711 $828k Jun 30, 2019 Aug 5, 2019
Princeton Capital Management LLC 10,625 $822k Jun 30, 2019 Aug 12, 2019
Santori & Peters Inc 9,739 $753k Jun 30, 2019 Jul 30, 2019
Thomas Story and SON LLC 9,583 $741k Jun 30, 2019 Jul 29, 2019
Beech Hill Advisors Inc 9,500 $735k Jun 30, 2019 Jul 15, 2019
FORT PITT Capital Group LLC 9,347 $723k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisory LLC 9,260 $716k Jun 30, 2019 Aug 8, 2019
Blue FIN Capital Inc 9,216 $712k Jun 30, 2019 Jul 22, 2019
Pratt Collard Advisory Partners LLC 9,150 $707k Jun 30, 2019 Jul 16, 2019
SPC Financial Inc 8,908 $689k Jun 30, 2019 Aug 1, 2019
Mccollum Christoferson Group LLC 8,689 $672k Jun 30, 2019 Jul 11, 2019
Parsec Financial Management Inc 8,354 $646k Jun 30, 2019 Jul 23, 2019
S R Schill & Associates Inc 8,322 $643k Jun 30, 2019 Aug 19, 2019
Krueger & Catalano Capital Partners LLC 8,089 $625k Jun 30, 2019 Jul 22, 2019
Private Wealth Partners LLC 7,698 $595k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 7,698 $595k Jun 30, 2019 Aug 6, 2019
Epstein and White Financial LLC 7,624 $580k Jun 30, 2019 Jul 19, 2019
Douglass Winthrop Advisors LLC 7,350 $568k Jun 30, 2019 Jul 10, 2019
Navellier & Associates Inc 7,269 $562k Jun 30, 2019 Jul 17, 2019
Hunter Associates Investment Management LLC 6,992 $541k Jun 30, 2019 Aug 8, 2019
American National Registered Investment Advisor Inc 6,963 $538k Jun 30, 2019 Aug 5, 2019
Kingfisher Capital LLC 6,914 $535k Jun 30, 2019 Aug 14, 2019
Capital Counsel LLC 6,846 $529k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 6,846 $529k Jun 30, 2019 Jul 26, 2019
North American Management Corp 6,818 $527k Jun 30, 2019 Jul 30, 2019
Impax Asset Management Ltd 7,687 $524k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 7,687 $524k Jun 30, 2018 Aug 14, 2018
AULL & Monroe Investment Management Corp 6,409 $496k Jun 30, 2019 Jul 29, 2019
1919 Investment Counsel LLC 7,154 $495k Sep 30, 2014 Nov 14, 2014
Cahill Financial Advisors Inc 6,367 $493k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors Inc 6,325 $489k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 6,325 $489k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 6,325 $489k Jun 30, 2019 Jul 22, 2019
E & G Advisors LP 6,317 $488k Jun 30, 2019 Jul 12, 2019
Lakeview Capital Partners LLC 6,233 $482k Jun 30, 2019 Aug 5, 2019
Curbstone Financial Management Corporation 6,150 $476k Jun 30, 2019 Jul 9, 2019
South Texas Money Management Ltd 6,148 $475k Jun 30, 2019 Jul 2, 2019
Personal Capital Advisors Corporation 6,105 $472k Jun 30, 2019 Aug 14, 2019
Cypress Wealth Services LLC 6,062 $469k Jun 30, 2019 Jul 24, 2019
Renaissance Technologies LLC 5,955 $460k Jun 30, 2019 Aug 12, 2019
Wright Investors Service Inc 5,880 $455k Jun 30, 2019 Aug 1, 2019
Dividend Assets Capital LLC 5,848 $452k Jun 30, 2019 Jul 12, 2019
Stokes & Hubbell Capital Management LLC 5,875 $450k Mar 31, 2019 Apr 24, 2019
Cohen Klingenstein LLC 5,700 $441k Jun 30, 2019 Jul 15, 2019
Dowling & Yahnke LLC 5,684 $439k Jun 30, 2019 Jul 22, 2019
Schaller Investment Group Inc 5,684 $439k Jun 30, 2019 Aug 9, 2019
DEAN Capital Investments Management LLC 5,683 $439k Jun 30, 2019 Aug 12, 2019
Dearborn Partners LLC 5,635 $436k Jun 30, 2019 Jul 29, 2019
Baldwin Investment Management LLC 5,550 $429k Jun 30, 2019 Aug 6, 2019
The Investment House LLC 5,484 $424k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 5,467 $423k Jun 30, 2019 Aug 6, 2019
Clifford SWAN Investment Counsel LLC 5,425 $419k Jun 30, 2019 Aug 13, 2019
Wealth Advisors Inc 5,177 $400k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 5,177 $400k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 5,177 $400k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 5,177 $400k Jun 30, 2019 Aug 7, 2019
Patton Albertson Miller Group LLC 5,325 $399k Jun 30, 2019 Aug 12, 2019
Middleton & Company Inc 5,130 $397k Jun 30, 2019 Jul 25, 2019
CWA Asset Management Group LLC 4,886 $378k Jun 30, 2019 Aug 13, 2019
Ashfield Capital Partners LLC 4,863 $376k Jun 30, 2019 Jul 29, 2019
GM Advisory Group Inc 4,833 $374k Jun 30, 2019 Aug 9, 2019
Camelot Portfolios LLC 4,825 $373k Jun 30, 2019 Jul 19, 2019
Court Place Advisors LLC 4,796 $371k Jun 30, 2019 Jul 30, 2019
Wellington Shields Capital Management LLC 4,800 $371k Jun 30, 2019 Aug 8, 2019
SFE Investment Counsel Inc 4,770 $369k Jun 30, 2019 Jul 26, 2019
ZWJ Investment Counsel Inc 4,764 $368k Jun 30, 2019 Jul 24, 2019
Mairs and Power Inc 4,632 $358k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 4,605 $356k Jun 30, 2019 Jul 10, 2019
Successful Portfolios LLC 4,591 $355k Jun 30, 2019 Jul 11, 2019
Dimeo Schneider & Associates LLC 4,571 $353k Jun 30, 2019 Aug 13, 2019
Shepherd Financial Partners LLC 4,550 $352k Jun 30, 2019 Aug 5, 2019
Baker Ellis Asset Management LLC 4,545 $351k Jun 30, 2019 Aug 12, 2019
FFCM LLC 4,526 $350k Jun 30, 2019 Jul 30, 2019
Gillespie Robinson & Grimm Inc 4,529 $350k Jun 30, 2019 Jul 22, 2019
Dodge & COX 4,512 $349k Jun 30, 2019 Aug 13, 2019
Oarsman Capital Inc 4,498 $348k Jun 30, 2019 Aug 13, 2019
Sadoff Investment Management LLC 4,459 $345k Jun 30, 2019 Aug 7, 2019
YHB Investment Advisors Inc 4,447 $344k Jun 30, 2019 Jul 15, 2019
Taurus Asset Management LLC 4,356 $337k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 4,186 $323k Jun 30, 2019 Aug 16, 2019
BOYS Arnold & Company Inc 4,094 $317k Jun 30, 2019 Aug 1, 2019
Gilman Hill Asset Management LLC 4,067 $314k Jun 30, 2019 Jul 17, 2019
Signature Financial Management Inc 4,353 $312k Dec 31, 2018 Feb 13, 2019
Probity Advisors Inc 4,019 $311k Jun 30, 2019 Aug 8, 2019
Altavista Wealth Management Inc 3,977 $308k Jun 30, 2019 Aug 13, 2019
Grandfield & DODD LLC 3,931 $304k Jun 30, 2019 Jul 29, 2019
Tortoise Capital Advisors LLC 3,842 $297k Jun 30, 2019 Aug 14, 2019
SNOW Capital Management LP 3,702 $286k Jun 30, 2019 Aug 13, 2019
Partnervest Advisory Services LLC 3,704 $286k Jun 30, 2019 Aug 7, 2019
Biltmore Family Office LLC 3,667 $284k Jun 30, 2019 Jul 31, 2019
Wealthtrust Axiom LLC 3,583 $277k Jun 30, 2019 Aug 7, 2019
Torch Wealth Management LLC 3,549 $274k Jun 30, 2019 Aug 2, 2019
Stone RUN Capital LLC 3,500 $271k Jun 30, 2019 Aug 14, 2019
Confluence Wealth Management LLC 3,414 $264k Jun 30, 2019 Aug 9, 2019
Wheatland Advisors Inc 3,412 $264k Jun 30, 2019 Aug 7, 2019
Sawgrass Asset Management LLC 3,290 $254k Jun 30, 2019 Jul 23, 2019
Bridgeworth LLC 3,251 $252k Jun 30, 2019 Jul 25, 2019
Summit Asset Management LLC 3,247 $251k Jun 30, 2019 Aug 7, 2019
Murphy Middleton Hinkle & Parker Inc 3,233 $250k Jun 30, 2019 Jul 15, 2019
Ifrah Financial Services Inc 3,152 $244k Jun 30, 2019 Aug 6, 2019
Measured Wealth Private Client Group LLC 3,124 $242k Jun 30, 2019 Jul 26, 2019
Moloney Securities Asset Management LLC 3,107 $240k Jun 30, 2019 Jul 29, 2019
Solstein Capital LLC 3,020 $234k Jun 30, 2019 Aug 12, 2019
Centre Asset Management LLC 3,000 $232k Jun 30, 2019 Jul 15, 2019
Howland Capital Management LLC 3,000 $232k Jun 30, 2019 Jul 17, 2019
Gratus Capital LLC 2,933 $227k Jun 30, 2019 Aug 7, 2019
Foundations Investment Advisors LLC 2,857 $223k Jun 30, 2019 Jul 8, 2019
Alpha Cubed Investments LLC 2,882 $223k Jun 30, 2019 Jul 19, 2019
Modera Wealth Management LLC 2,841 $220k Jun 30, 2019 Aug 7, 2019
Lexaurum Advisors LLC 2,831 $219k Jun 30, 2019 Jul 19, 2019
Douglas Lane & Associates LLC 2,818 $218k Jun 30, 2019 Jul 8, 2019
Aries Wealth Management LLC 2,789 $217k Jun 30, 2019 Jul 15, 2019
Windsor Capital Management LLC 2,799 $216k Jun 30, 2019 Aug 2, 2019
Choate Investment Advisors LLC 2,762 $214k Jun 30, 2019 Aug 14, 2019
Woodley Farra Manion Portfolio Management Inc 2,772 $214k Jun 30, 2019 Aug 12, 2019
Abner Herrman & Brock LLC 2,765 $214k Jun 30, 2019 Jul 19, 2019
HCR Wealth Advisors 2,762 $214k Jun 30, 2019 Jul 25, 2019
Neuberger Berman Breton Hill ULC 2,750 $212k Sep 30, 2017 Nov 3, 2017
Aspiriant LLC 2,726 $211k Jun 30, 2019 Aug 6, 2019
DAY & Ennis LLC 2,730 $211k Jun 30, 2019 Aug 2, 2019
Appleton Partners Inc 2,720 $210k Jun 30, 2019 Jul 25, 2019
Calton & Associates Inc 2,697 $209k Jun 30, 2019 Jul 9, 2019
Marble Harbor Investment Counsel LLC 2,700 $209k Jun 30, 2019 Aug 7, 2019
Regent Investment Management LLC 2,702 $209k Jun 30, 2019 Jul 15, 2019
Stewart & Patten Co LLC 2,698 $209k Jun 30, 2019 Jul 17, 2019
Wellington Shields & Co LLC 2,668 $206k Jun 30, 2019 Aug 8, 2019
Valmark Advisers Inc 2,648 $205k Jun 30, 2019 Aug 7, 2019
The Central Trust Bank 2,331 $180k Jun 30, 2019 Jul 16, 2019
Monetary Management Group Inc 2,300 $178k Jun 30, 2019 Aug 13, 2019
New Potomac Partners LLC 2,100 $162k Jun 30, 2019 Jul 26, 2019
Hendershot Investments Inc 1,838 $142k Jun 30, 2019 Jul 31, 2019
Hussman Strategic Advisors Inc 1,669 $129k Jun 30, 2019 Jul 31, 2019
The Bollard Group LLC 1,653 $128k Jun 30, 2019 Aug 13, 2019
Whitnell & Co 1,533 $119k Jun 30, 2019 Jul 16, 2019
Prime Capital Investment Advisors LLC 1,000 $77k Jun 30, 2019 Aug 6, 2019
Jackson Grant Investment Advisers Inc 936 $72k Jun 30, 2019 Aug 13, 2019
Maryland Capital Management LLC 900 $70k Jun 30, 2019 Aug 13, 2019
Cowen Prime Services LLC 800 $62k Jun 30, 2019 Jul 31, 2019
Seabridge Investment Advisors LLC 600 $46k Jun 30, 2019 Jul 18, 2019
The Pacific Center FOR Financial Services 500 $39k Jun 30, 2019 Aug 15, 2019
Spinnaker Investment Group LLC 450 $34k Jun 30, 2019 Jul 11, 2019
BRAY Capital Advisors LLC 411 $32k Jun 30, 2019 Jul 29, 2019
Interactive Financial Advisors Inc 335 $26k Jun 30, 2019 Jul 17, 2019
ST Johns Investment Management Company LLC 275 $21k Jun 30, 2019 Jul 24, 2019
The Fiduciary Group LLC 260 $20k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 140 $11k Jun 30, 2019 Aug 21, 2019
Kayne Anderson Rudnick Investment Management LLC 90 $7k Jun 30, 2019 Aug 14, 2019
Summit Financial Group Inc 62 $5k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 62 $5k Jun 30, 2019 Jul 3, 2019
Alphaone Investment Services LLC 70 $5k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 7 $1k Jun 30, 2019 Aug 21, 2019
Independent Advisor Alliance LLC 4,187 $0k Jun 30, 2019 Aug 12, 2019

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