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DUKE ENERGY CORP
(26441C204)

Funds Reporting Holdings of DUKE ENERGY CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 387,240 $34,170,057k Jun 30, 2019 Jul 23, 2019
Renaissance Technologies LLC 8,419,329 $742,922k Jun 30, 2019 Aug 12, 2019
Alphasimplex Group LLC 6,233 $550,000k Jun 30, 2019 Aug 14, 2019
Tower Bridge Advisors Inc 3,972 $350,489k Jun 30, 2019 Aug 6, 2019
Cohen & Steers Capital Management Inc 1,640,066 $125,924k Mar 31, 2015 May 15, 2015
Personal Capital Advisors Corporation 471,762 $41,628k Jun 30, 2019 Aug 14, 2019
Morningstar Investment Services LLC 435,464 $38,425k Jun 30, 2019 Aug 13, 2019
Point72 Asset Management LP 408,639 $36,058k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 374,000 $33,002k Jun 30, 2019 Aug 2, 2019
Bruce & Co Inc 323,000 $28,501k Jun 30, 2019 Aug 14, 2019
Zimmer Partners LP 297,599 $26,260k Jun 30, 2019 Aug 14, 2019
ECHO Street Capital Management LLC 294,685 $26,003k Jun 30, 2019 Aug 14, 2019
Hennessy Advisors Inc 270,787 $23,894k Jun 30, 2019 Jul 11, 2019
Magellan Asset Management Limited 269,372 $23,769k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 268,105 $23,657k Jun 30, 2019 Aug 8, 2019
Avalon Advisors LLC 267,815 $23,632k Jun 30, 2019 Aug 14, 2019
LNZ Capital LP 259,803 $22,925k Jun 30, 2019 Aug 14, 2019
DUFF & Phelps Investment Management Co 258,370 $22,799k Jun 30, 2019 Aug 2, 2019
Blackstart Capital LP 241,814 $21,338k Jun 30, 2019 Aug 14, 2019
Willis Investment Counsel Inc 237,571 $20,963k Jun 30, 2019 Aug 14, 2019
QS Investors LLC 236,153 $20,839k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 218,002 $19,237k Jun 30, 2019 Aug 13, 2019
Guardian Capital LP 203,531 $17,960k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 196,181 $17,311k Jun 30, 2019 Jul 29, 2019
Schafer Cullen Capital Management Inc 193,424 $17,157k Jun 30, 2019 Jul 30, 2019
Payden & Rygel 178,000 $15,707k Jun 30, 2019 Aug 6, 2019
Bruderman Asset Management LLC 168,676 $14,884k Jun 30, 2019 Aug 12, 2019
TDAM USA Inc 165,689 $14,620k Jun 30, 2019 Aug 1, 2019
BECK MACK & Oliver LLC 165,509 $14,605k Jun 30, 2019 Aug 13, 2019
Cambridge Investment Research Advisors Inc 163,603 $14,436k Jun 30, 2019 Aug 15, 2019
Luminus Management LLC 154,300 $13,615k Jun 30, 2019 Aug 14, 2019
Crawford Investment Counsel Inc 138,223 $12,197k Jun 30, 2019 Aug 12, 2019
Tocqueville Asset Management LP 135,842 $11,987k Jun 30, 2019 Jul 31, 2019
Sadoff Investment Management LLC 131,972 $11,645k Jun 30, 2019 Aug 7, 2019
Symons Capital Management Inc 125,559 $11,079k Jun 30, 2019 Aug 12, 2019
Foresters Investment Management Company Inc 122,332 $10,795k Jun 30, 2019 Aug 12, 2019
Neuberger Berman Breton Hill ULC 121,540 $10,200k Sep 30, 2017 Nov 3, 2017
Cornerstone Capital Inc 113,541 $10,019k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 113,541 $10,019k Jun 30, 2019 Aug 14, 2019
Guardian Capital Advisors LP 105,484 $9,504k Jun 30, 2019 Aug 14, 2019
Centenus Global Management LP 105,000 $9,265k Jun 30, 2019 Aug 14, 2019
CWA Asset Management Group LLC 103,281 $9,113k Jun 30, 2019 Aug 13, 2019
Panagora Asset Management Inc 98,000 $8,647k Jun 30, 2019 Aug 9, 2019
Hermes Investment Management Limited 98,006 $7,750k Jun 30, 2018 Jul 24, 2018
Gratus Capital LLC 85,824 $7,573k Jun 30, 2019 Aug 7, 2019
Tufton Capital Management LLC 74,740 $6,595k Jun 30, 2019 Jul 26, 2019
Azimuth Capital Management LLC 73,650 $6,499k Jun 30, 2019 Aug 13, 2019
Bridgewater Associates LP 72,481 $6,396k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 69,129 $6,100k Jun 30, 2019 Aug 12, 2019
Highland Capital Management LLC 66,693 $5,885k Jun 30, 2019 Jul 29, 2019
Stralem & Company Incorporated 65,045 $5,740k Jun 30, 2019 Jul 16, 2019
Woodmont Investment Counsel LLC 64,466 $5,688k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 74,640 $5,370k Sep 30, 2015 Nov 16, 2015
Morgan Dempsey Capital Management LLC 60,307 $5,322k Jun 30, 2019 Aug 8, 2019
Steinberg Global Asset Management Ltd 57,466 $5,172k Mar 31, 2019 Apr 24, 2019
Marco Investment Management LLC 58,538 $5,165k Jun 30, 2019 Aug 6, 2019
Northpointe Capital LLC 56,909 $5,022k Jun 30, 2019 Jul 26, 2019
KMS Financial Services Inc 63,095 $4,718k Sep 30, 2014 Nov 17, 2014
AULL & Monroe Investment Management Corp 53,081 $4,684k Jun 30, 2019 Jul 29, 2019
Viking Fund Management LLC 50,000 $4,412k Jun 30, 2019 Jul 16, 2019
1919 Investment Counsel LLC 56,644 $4,236k Sep 30, 2014 Nov 14, 2014
BLB & B Advisors LLC 47,426 $4,185k Jun 30, 2019 Jul 29, 2019
Gilman Hill Asset Management LLC 46,846 $4,134k Jun 30, 2019 Jul 17, 2019
Sentry Investment Management LLC 45,018 $3,972k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 45,018 $3,972k Jun 30, 2019 Aug 12, 2019
Cullen Capital Management LLC 44,110 $3,892k Jun 30, 2019 Jul 30, 2019
New England Asset Management Inc 43,380 $3,828k Jun 30, 2019 Aug 14, 2019
LEE Danner & BASS Inc 42,271 $3,730k Jun 30, 2019 Jul 30, 2019
Calamos Wealth Management LLC 39,859 $3,517k Jun 30, 2019 Aug 7, 2019
Armor Investment Advisors LLC 39,188 $3,458k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 39,188 $3,458k Jun 30, 2019 Aug 13, 2019
Edgestream Partners LP 38,118 $3,364k Jun 30, 2019 Aug 8, 2019
BOYS Arnold & Company Inc 37,087 $3,273k Jun 30, 2019 Aug 1, 2019
Family Legacy Inc 34,423 $3,037k Jun 30, 2019 Jul 25, 2019
Harwood Advisory Group LLC 34,069 $3,006k Jun 30, 2019 Aug 7, 2019
Brandywine Global Investment Management LLC 33,947 $2,996k Jun 30, 2019 Aug 14, 2019
Bragg Financial Advisors Inc 33,909 $2,992k Jun 30, 2019 Aug 14, 2019
Keeler Thomas Management LLC 33,100 $2,920k Jun 30, 2019 Jul 31, 2019
Benedict Financial Advisors Inc 31,422 $2,773k Jun 30, 2019 Aug 1, 2019
SNS Financial Group LLC 29,897 $2,638k Jun 30, 2019 Jul 26, 2019
Nepsis Inc 29,299 $2,586k Jun 30, 2019 Jul 22, 2019
Biltmore Family Office LLC 28,808 $2,542k Jun 30, 2019 Jul 31, 2019
Murphy Middleton Hinkle & Parker Inc 28,643 $2,527k Jun 30, 2019 Jul 15, 2019
Dupont Capital Management Corp 28,204 $2,489k Jun 30, 2019 Jul 30, 2019
Strategy Asset Managers LLC 27,933 $2,465k Jun 30, 2019 Aug 14, 2019
Murphy Capital Management Inc 27,909 $2,462k Jun 30, 2019 Jul 22, 2019
Ipswich Investment Management Company Inc 27,532 $2,429k Jun 30, 2019 Jul 11, 2019
TSP Capital Management Group LLC 25,926 $2,288k Jun 30, 2019 Aug 9, 2019
Private Harbour Investment Management & Counsel LLC 25,098 $2,215k Jun 30, 2019 Aug 6, 2019
Montag A & Associates Inc 22,991 $2,029k Jun 30, 2019 Aug 6, 2019
Triangle Securities Wealth Management 22,330 $2,002k Jun 30, 2019 Jul 10, 2019
Miracle MILE Advisors LLC 22,663 $2,000k Jun 30, 2019 Aug 7, 2019
Strategic Investment Advisors Inc 22,417 $1,978k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 22,417 $1,978k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 22,417 $1,978k Jun 30, 2019 Jul 22, 2019
SWS Partners LLC 21,822 $1,959k Jun 30, 2019 Aug 13, 2019
The London Company of Virginia LLC 21,969 $1,939k Jun 30, 2019 Aug 14, 2019
Butensky & Cohen Financial Security Inc 21,659 $1,911k Jun 30, 2019 Jul 12, 2019
Parsec Financial Management Inc 21,037 $1,856k Jun 30, 2019 Jul 23, 2019
Torch Wealth Management LLC 20,970 $1,850k Jun 30, 2019 Aug 2, 2019
Shepherd Financial Partners LLC 20,938 $1,848k Jun 30, 2019 Aug 5, 2019
and Wealth Partners LLC 19,550 $1,725k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 19,550 $1,725k Jun 30, 2019 Aug 6, 2019
Richard Bernstein Advisors LLC 19,353 $1,707k Jun 30, 2019 Aug 9, 2019
Stanley-Laman Group Ltd 19,223 $1,696k Jun 30, 2019 Aug 1, 2019
Nicholas Hoffman & Company LLC 19,185 $1,693k Jun 30, 2019 Aug 12, 2019
Athena Capital Advisors LLC 18,952 $1,672k Jun 30, 2019 Aug 9, 2019
Successful Portfolios LLC 17,991 $1,588k Jun 30, 2019 Jul 11, 2019
ARS Investment Partners LLC 17,898 $1,579k Jun 30, 2019 Aug 12, 2019
Guardian Investment Management LLC 17,582 $1,551k Jun 30, 2019 Aug 16, 2019
Hall Capital Management Company Inc 17,153 $1,514k Jun 30, 2019 Aug 14, 2019
Patton Albertson Miller Group LLC 16,806 $1,508k Jun 30, 2019 Aug 12, 2019
Northstar Wealth Partners LLC 16,926 $1,494k Jun 30, 2019 Aug 15, 2019
Good Life Advisors LLC 16,693 $1,473k Jun 30, 2019 Aug 6, 2019
Altavista Wealth Management Inc 16,651 $1,469k Jun 30, 2019 Aug 13, 2019
Shoker Investment Counsel Inc 16,644 $1,468k Jun 30, 2019 Aug 9, 2019
Copperwynd Financial LLC 16,485 $1,455k Jun 30, 2019 Aug 7, 2019
Moloney Securities Asset Management LLC 16,431 $1,450k Jun 30, 2019 Jul 29, 2019
Wrapmanager Inc 16,389 $1,446k Jun 30, 2019 Jul 31, 2019
Folger Nolan Fleming Douglas Capital Management Inc 16,247 $1,434k Jun 30, 2019 Aug 9, 2019
NTV Asset Management LLC 15,975 $1,410k Jun 30, 2019 Jul 29, 2019
Lakeview Capital Partners LLC 15,624 $1,379k Jun 30, 2019 Aug 5, 2019
Green Square Capital LLC 15,532 $1,371k Jun 30, 2019 Aug 14, 2019
Ashfield Capital Partners LLC 14,939 $1,318k Jun 30, 2019 Jul 29, 2019
ZWJ Investment Counsel Inc 14,912 $1,316k Jun 30, 2019 Jul 24, 2019
Janus Capital Management LLC 15,824 $1,298k Mar 31, 2017 May 16, 2017
Mitchell Capital Management Co 14,692 $1,296k Jun 30, 2019 Jul 24, 2019
American Investment Services Inc 14,343 $1,266k Jun 30, 2019 Aug 6, 2019
Wealthtrust Axiom LLC 14,146 $1,248k Jun 30, 2019 Aug 7, 2019
Tokio Marine Asset Management USA Ltd 14,110 $1,245k Jun 30, 2019 Jul 25, 2019
Rodgers Brothers Inc 13,748 $1,213k Jun 30, 2019 Aug 14, 2019
Aldebaran Financial Inc 13,743 $1,213k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 13,729 $1,211k Jun 30, 2019 Aug 1, 2019
Wright Investors Service Inc 13,664 $1,206k Jun 30, 2019 Aug 1, 2019
Marble Harbor Investment Counsel LLC 12,721 $1,123k Jun 30, 2019 Aug 7, 2019
Cornell Pochily Investment Advisors Inc 12,368 $1,091k Jun 30, 2019 Jul 22, 2019
Cornerstone Advisors Inc 12,000 $1,080k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 12,000 $1,080k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 12,000 $1,080k Mar 31, 2019 May 13, 2019
Interocean Capital LLC 12,217 $1,078k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 12,031 $1,062k Jun 30, 2019 Jul 23, 2019
EP Wealth Advisors LLC 11,715 $1,034k Jun 30, 2019 Aug 27, 2019
Lehman Financial Resources Inc 11,927 $954k Sep 30, 2018 Nov 14, 2018
E & G Advisors LP 10,600 $935k Jun 30, 2019 Jul 12, 2019
Bowen Hanes & Co Inc 10,544 $930k Jun 30, 2019 Aug 13, 2019
DB Root & Company LLC 10,193 $899k Jun 30, 2019 Jul 19, 2019
Carret Asset Management LLC 10,104 $892k Jun 30, 2019 Aug 12, 2019
American National Registered Investment Advisor Inc 10,018 $884k Jun 30, 2019 Aug 5, 2019
Osborne Partners Capital Management LLC 9,822 $867k Jun 30, 2019 Jul 18, 2019
Signet Financial Management LLC 9,969 $866k Jun 30, 2019 Aug 13, 2019
Kingfisher Capital LLC 9,537 $842k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 9,516 $839k Jun 30, 2019 Aug 16, 2019
Epstein and White Financial LLC 9,779 $830k Jun 30, 2019 Jul 19, 2019
Chesley TAFT & Associates LLC 9,391 $829k Jun 30, 2019 Jul 10, 2019
Hussman Strategic Advisors Inc 9,333 $824k Jun 30, 2019 Jul 31, 2019
Capital Investment Counsel Inc 9,323 $823k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 9,323 $823k Jun 30, 2019 Jul 26, 2019
New England Private Wealth Advisors LLC 9,145 $808k Jun 30, 2019 Aug 8, 2019
Buckley Wealth Management LLC 9,021 $796k Jun 30, 2019 Jul 19, 2019
BTR Capital Management Inc 9,023 $796k Jun 30, 2019 Jul 18, 2019
Teza Capital Management LLC 8,600 $759k Jun 30, 2019 Aug 8, 2019
Hamel Associates Inc 8,430 $744k Jun 30, 2019 Aug 5, 2019
S R Schill & Associates Inc 8,167 $721k Jun 30, 2019 Aug 19, 2019
Alpine Woods Capital Investors LLC 8,100 $715k Jun 30, 2019 Aug 5, 2019
Princeton Capital Management LLC 8,038 $709k Jun 30, 2019 Aug 12, 2019
Brown Advisory Securities LLC 8,004 $705k Jun 30, 2019 Aug 12, 2019
Carnick & Kubik Group LLC 7,900 $697k Jun 30, 2019 Jul 30, 2019
Birch Hill Investment Advisors LLC 7,888 $696k Jun 30, 2019 Jul 22, 2019
Boston Research and Management Inc 7,859 $693k Jun 30, 2019 Aug 7, 2019
Segment Wealth Management LLC 7,751 $684k Jun 30, 2019 Jul 29, 2019
Ballast Inc 7,731 $682k Jun 30, 2019 Jul 26, 2019
Waters Parkerson & Co LLC 7,707 $680k Jun 30, 2019 Aug 6, 2019
Summit X 7,673 $679k Jun 30, 2019 Aug 13, 2019
Frontier Wealth Management LLC 7,547 $666k Jun 30, 2019 Aug 16, 2019
LBMC Investment Advisors LLC 7,057 $623k Jun 30, 2019 Jul 18, 2019
Founders Financial Securities LLC 6,903 $609k Jun 30, 2019 Jul 22, 2019
Dearborn Partners LLC 6,822 $602k Jun 30, 2019 Jul 29, 2019
Alpha Cubed Investments LLC 6,728 $594k Jun 30, 2019 Jul 19, 2019
Santori & Peters Inc 6,609 $583k Jun 30, 2019 Jul 30, 2019
DEAN Capital Investments Management LLC 6,458 $570k Jun 30, 2019 Aug 12, 2019
Wellington Shields & Co LLC 6,267 $553k Jun 30, 2019 Aug 8, 2019
Hengehold Capital Management LLC 6,230 $550k Jun 30, 2019 Jul 23, 2019
TLWM LLC 6,147 $541k Jun 30, 2019 Jul 12, 2019
Karpas Strategies LLC 6,068 $535k Jun 30, 2019 Jul 25, 2019
Stoneridge Investment Partners LLC 6,041 $533k Jun 30, 2019 Jul 29, 2019
Emerald Investment Partners LLC 5,912 $522k Jun 30, 2019 Aug 12, 2019
Madison Investment Holdings Inc 5,857 $517k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 5,824 $514k Jun 30, 2019 Aug 14, 2019
Berkeley Capital Partners LLC 5,725 $505k Jun 30, 2019 Aug 8, 2019
Douglass Winthrop Advisors LLC 5,627 $497k Jun 30, 2019 Jul 10, 2019
Stearns Financial Services Group Inc 5,587 $493k Jun 30, 2019 Aug 14, 2019
Alphastar Capital Management LLC 5,546 $489k Jun 30, 2019 Aug 14, 2019
Boothe Investment Group Inc 5,524 $487k Jun 30, 2019 Jul 2, 2019
Prime Capital Investment Advisors LLC 5,449 $481k Jun 30, 2019 Aug 6, 2019
Dodge & COX 5,432 $479k Jun 30, 2019 Aug 13, 2019
Wendell David Associates Inc 5,180 $457k Jun 30, 2019 Jul 16, 2019
Blue FIN Capital Inc 5,172 $456k Jun 30, 2019 Jul 22, 2019
The Rikoon Group LLC 4,835 $427k Jun 30, 2019 Aug 6, 2019
Marietta Investment Partners LLC 4,722 $417k Jun 30, 2019 Aug 13, 2019
Energy Income Partners LLC 4,665 $412k Jun 30, 2019 Aug 14, 2019
Cfo4Life Group LLC 4,656 $411k Jun 30, 2019 Jul 29, 2019
Tiedemann Advisors LLC 4,657 $411k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 4,614 $407k Jun 30, 2019 Jul 23, 2019
First Heartland Consultants Inc 4,588 $405k Jun 30, 2019 Aug 12, 2019
Marietta Wealth Management LLC 4,528 $400k Jun 30, 2019 Aug 14, 2019
Tiemann Investment Advisors LLC 4,501 $397k Jun 30, 2019 Aug 13, 2019
FFCM LLC 4,448 $392k Jun 30, 2019 Jul 30, 2019
Steigerwald Gordon & KOCH Inc 4,398 $388k Jun 30, 2019 Jul 15, 2019
Gyroscope Capital Management Group LLC 4,304 $386k Jun 30, 2019 Jul 11, 2019
RFG Advisory LLC 4,346 $385k Jun 30, 2019 Aug 23, 2019
SPC Financial Inc 4,266 $376k Jun 30, 2019 Aug 1, 2019
Isthmus Partners LLC 4,236 $374k Jun 30, 2019 Aug 9, 2019
Bridgeworth LLC 4,216 $372k Jun 30, 2019 Jul 25, 2019
Baker Ellis Asset Management LLC 4,201 $371k Jun 30, 2019 Aug 12, 2019
Clark Capital Management Group Inc 4,142 $366k Jun 30, 2019 Jul 12, 2019
RAAB & Moskowitz Asset Management LLC 3,990 $352k Jun 30, 2019 Aug 9, 2019
Oarsman Capital Inc 3,822 $337k Jun 30, 2019 Aug 13, 2019
YHB Investment Advisors Inc 3,791 $335k Jun 30, 2019 Jul 15, 2019
Wiley Bros-Aintree Capital LLC 3,771 $333k Jun 30, 2019 Jul 10, 2019
Dividend Assets Capital LLC 3,720 $328k Jun 30, 2019 Jul 12, 2019
Monetary Management Group Inc 3,683 $325k Jun 30, 2019 Aug 13, 2019
Crabel Capital Management LLC 3,674 $324k Jun 30, 2019 Aug 13, 2019
Mckinley Carter Wealth Services Inc 3,635 $321k Jun 30, 2019 Aug 2, 2019
Cadinha & Co LLC 3,607 $318k Jun 30, 2019 Aug 9, 2019
The Mathes Company Inc 3,600 $318k Jun 30, 2019 Jul 29, 2019
Calton & Associates Inc 3,586 $317k Jun 30, 2019 Jul 9, 2019
Marathon Capital Management LLC 3,579 $315k Jun 30, 2019 Jul 25, 2019
West Chester Capital Advisors Inc 3,430 $303k Jun 30, 2019 Jul 30, 2019
Bigelow Investment Advisors LLC 3,431 $303k Jun 30, 2019 Jul 17, 2019
Aspiriant LLC 3,411 $301k Jun 30, 2019 Aug 6, 2019
SVA Plumb Wealth Management LLC 3,407 $301k Jun 30, 2019 Aug 13, 2019
Cypress Wealth Services LLC 3,399 $300k Jun 30, 2019 Jul 24, 2019
Darrell & King LLC 3,400 $300k Jun 30, 2019 Aug 15, 2019
Greatmark Investment Partners Inc 3,302 $291k Jun 30, 2019 Aug 5, 2019
Mission Wealth Management LP 3,290 $290k Jun 30, 2019 Aug 9, 2019
Centre Asset Management LLC 3,240 $286k Jun 30, 2019 Jul 15, 2019
Asset Advisors Investment Management LLC 3,246 $286k Jun 30, 2019 Jul 25, 2019
Edgemoor Investment Advisors Inc 3,244 $286k Jun 30, 2019 Aug 9, 2019
DAY & Ennis LLC 3,203 $283k Jun 30, 2019 Aug 2, 2019
Apriem Advisors 3,200 $282k Jun 30, 2019 Aug 14, 2019
Meridian Investment Counsel Inc 3,145 $278k Jun 30, 2019 Aug 13, 2019
Hoylecohen LLC 3,133 $276k Jun 30, 2019 Aug 9, 2019
Port Capital LLC 3,111 $275k Jun 30, 2019 Aug 14, 2019
Pratt Collard Advisory Partners LLC 3,066 $271k Jun 30, 2019 Jul 16, 2019
Ancora Family Wealth Advisors LLC 3,294 $264k Sep 30, 2016 Nov 4, 2016
Jaffetilchin Investment Partners LLC 2,958 $261k Jun 30, 2019 Aug 13, 2019
Advisors Capital Management LLC 2,932 $259k Jun 30, 2019 Aug 15, 2019
Mcrae Capital Management Inc 2,864 $253k Jun 30, 2019 Jul 29, 2019
Brightworth LLC 2,868 $253k Jun 30, 2019 Jul 31, 2019
Hourglass Capital LLC 2,856 $252k Jun 30, 2019 Aug 12, 2019
Chelsea Counsel Company 3,181 $252k Jun 30, 2018 Oct 3, 2018
Harvey Investment Company LLC 2,838 $250k Jun 30, 2019 Jul 16, 2019
Towerpoint Wealth LLC 2,870 $249k Jun 30, 2019 Aug 7, 2019
Beese Fulmer Investment Management Inc 2,774 $245k Jun 30, 2019 Jul 5, 2019
Brave Asset Management Inc 2,732 $241k Jun 30, 2019 Aug 5, 2019
Stokes & Hubbell Capital Management LLC 2,626 $236k Mar 31, 2019 Apr 24, 2019
180 Wealth Advisors LLC 2,674 $234k Jun 30, 2019 Aug 5, 2019
Middleton & Company Inc 2,633 $232k Jun 30, 2019 Jul 25, 2019
RB Capital Management LLC 2,621 $231k Jun 30, 2019 Aug 7, 2019
PRIO Wealth Limited Partnership 2,626 $231k Jun 30, 2019 Jul 18, 2019
Capwealth Advisors LLC 2,573 $227k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 2,548 $225k Jun 30, 2019 Jul 8, 2019
Abner Herrman & Brock LLC 2,512 $222k Jun 30, 2019 Jul 19, 2019
Joel Isaacson & Co LLC 2,500 $221k Jun 30, 2019 Jul 11, 2019
Shayne & Co LLC 2,500 $221k Jun 30, 2019 Jul 24, 2019
Salem Capital Management Inc 2,490 $220k Jun 30, 2019 Jul 9, 2019
S & Co Inc 2,438 $215k Jun 30, 2019 Jul 23, 2019
Cubic Asset Management LLC 2,441 $215k Jun 30, 2019 Jul 29, 2019
BKD Wealth Advisors LLC 2,426 $214k Jun 30, 2019 Jul 10, 2019
BFSG LLC 2,387 $211k Jun 30, 2019 Jul 30, 2019
HIGH Falls Advisors Inc 2,317 $204k Jun 30, 2019 Aug 15, 2019
Monte Financial Group LLC 2,296 $203k Jun 30, 2019 Aug 7, 2019
Abbrea Capital LLC 2,306 $203k Jun 30, 2019 Jul 31, 2019
Private Vista LLC 2,282 $202k Jun 30, 2019 Jul 19, 2019
Eagle Ridge Investment Management LLC 2,276 $201k Jun 30, 2019 Aug 1, 2019
CAMG Solamere Management LLC 2,259 $200k Jun 30, 2019 Aug 13, 2019
The Central Trust Bank 1,999 $176k Jun 30, 2019 Jul 16, 2019
Spinnaker Investment Group LLC 1,812 $159k Jun 30, 2019 Jul 11, 2019
Shamrock Asset Management LLC 1,405 $124k Jun 30, 2019 Aug 9, 2019
Arbor Wealth Management LLC 1,367 $121k Jun 30, 2019 Jul 16, 2019
Vestor Capital LLC 1,339 $118k Jun 30, 2019 Aug 6, 2019
New Potomac Partners LLC 1,050 $93k Jun 30, 2019 Jul 26, 2019
Maryland Capital Management LLC 1,041 $92k Jun 30, 2019 Aug 13, 2019
Cranbrook Wealth Management LLC 833 $74k Jun 30, 2019 Aug 7, 2019
Whitnell & Co 749 $66k Jun 30, 2019 Jul 16, 2019
Asset Planning Services Inc 587 $52k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 587 $52k Jun 30, 2019 Jul 17, 2019
Jackson Grant Investment Advisers Inc 450 $40k Jun 30, 2019 Aug 13, 2019
Arlington Partners LLC 332 $29k Jun 30, 2019 Jul 10, 2019
Seabridge Investment Advisors LLC 266 $23k Jun 30, 2019 Jul 18, 2019
Heritage Financial LLC 252 $22k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 252 $22k Jun 30, 2019 Aug 13, 2019
Summit Financial LLC 220 $19k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 220 $19k Jun 30, 2019 Jul 3, 2019
Colonial Trust Advisors Inc 182 $16k Jun 30, 2019 Aug 21, 2019
The Fiduciary Group LLC 137 $12k Jun 30, 2019 Aug 14, 2019
Spectrum Group Management LLC 121 $11k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 121 $11k Jun 30, 2019 Aug 2, 2019
ST Johns Investment Management Company LLC 85 $8k Jun 30, 2019 Jul 24, 2019
Wakefield Asset Management LLLP 45 $4k Jun 30, 2019 Aug 13, 2019
Tortoise Capital Advisors LLC 36 $3k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 19 $2k Jun 30, 2019 Aug 21, 2019
Kayne Anderson Rudnick Investment Management LLC 26 $2k Jun 30, 2019 Aug 14, 2019

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