DuPont de Nemours Inc
(26614N102)
Funds Reporting Holdings of DuPont de Nemours Inc according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 43,572 | $3,270,975k | Jun 30, 2019 | Aug 6, 2019 | |
| Alphasimplex Group LLC | 11,223 | $842,511k | Jun 30, 2019 | Aug 14, 2019 | |
| Maverick Capital Ltd | 4,311,324 | $323,651k | Jun 30, 2019 | Aug 14, 2019 | |
| Dupont Capital Management Corp | 1,545,643 | $116,031k | Jun 30, 2019 | Jul 30, 2019 | |
| Schafer Cullen Capital Management Inc | 1,245,007 | $89,043k | Jun 30, 2019 | Jul 30, 2019 | |
| RE Advisers Corporation | 947,099 | $71,099k | Jun 30, 2019 | Aug 12, 2019 | |
| Renaissance Technologies LLC | 777,763 | $58,387k | Jun 30, 2019 | Aug 12, 2019 | |
| Artisan Partners Limited Partnership | 719,637 | $54,023k | Jun 30, 2019 | Aug 9, 2019 | |
| YORK Capital Management Global Advisors LLC | 701,868 | $52,689k | Jun 30, 2019 | Aug 14, 2019 | |
| NWQ Investment Management Company LLC | 694,763 | $52,156k | Jun 30, 2019 | Aug 14, 2019 | |
| Empyrean Capital Partners LP | 583,332 | $43,791k | Jun 30, 2019 | Aug 14, 2019 | |
| Levin Capital Strategies LP | 544,885 | $40,905k | Jun 30, 2019 | Aug 13, 2019 | |
| Confluence Investment Management LLC | 519,531 | $39,001k | Jun 30, 2019 | Jul 24, 2019 | |
| SYM Financial Corporation | 448,622 | $33,678k | Jun 30, 2019 | Jul 29, 2019 | |
| Cullen Capital Management LLC | 422,698 | $31,732k | Jun 30, 2019 | Jul 30, 2019 | |
| Brandywine Global Investment Management LLC | 408,231 | $30,646k | Jun 30, 2019 | Aug 14, 2019 | |
| Staley Capital Advisers Inc | 377,749 | $28,358k | Jun 30, 2019 | Aug 9, 2019 | |
| Aristotle Capital Management LLC | 361,326 | $27,125k | Jun 30, 2019 | Aug 14, 2019 | |
| Tocqueville Asset Management LP | 348,563 | $26,167k | Jun 30, 2019 | Jul 31, 2019 | |
| Wolverine Asset Management LLC | 310,000 | $23,271k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Permian Investment Partners LP | 296,990 | $22,295k | Jun 30, 2019 | Aug 14, 2019 | |
| Oakview Capital Management LP | 220,239 | $16,533k | Jun 30, 2019 | Aug 13, 2019 | |
| Payden & Rygel | 205,965 | $15,462k | Jun 30, 2019 | Aug 6, 2019 | |
| Gabelli Funds LLC | 199,802 | $14,999k | Jun 30, 2019 | Aug 2, 2019 | |
| Foresters Investment Management Company Inc | 196,982 | $14,787k | Jun 30, 2019 | Aug 12, 2019 | |
| Advisors Capital Management LLC | 189,415 | $14,219k | Jun 30, 2019 | Aug 15, 2019 | |
| Anchor Capital Advisors LLC | 152,539 | $11,451k | Jun 30, 2019 | Aug 1, 2019 | |
| Interocean Capital LLC | 149,356 | $11,212k | Jun 30, 2019 | Aug 13, 2019 | |
| First Manhattan Co | 113,174 | $8,495k | Jun 30, 2019 | Aug 16, 2019 | |
| Hosking Partners LLP | 104,182 | $7,821k | Jun 30, 2019 | Aug 13, 2019 | |
| Torray LLC | 102,152 | $7,669k | Jun 30, 2019 | Aug 8, 2019 | |
| Sessa Capital IM LP | 99,000 | $7,432k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Cypress Capital Management LLC | 95,332 | $7,157k | Jun 30, 2019 | Aug 5, 2019 | |
| Davidson Investment Advisors Inc | 91,981 | $6,905k | Jun 30, 2019 | Aug 13, 2019 | |
| KLCM Advisors Inc | 84,345 | $6,332k | Jun 30, 2019 | Aug 15, 2019 | |
| Schwartz Investment Counsel Inc | 82,279 | $6,177k | Jun 30, 2019 | Jul 24, 2019 | |
| Wilkins Investment Counsel Inc | 82,011 | $6,157k | Jun 30, 2019 | Aug 9, 2019 | |
| Tiedemann Advisors LLC | 81,509 | $6,118k | Jun 30, 2019 | Aug 13, 2019 | |
| Dodge & COX | 81,249 | $6,099k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacer Advisors Inc | 71,452 | $5,364k | Jun 30, 2019 | Aug 12, 2019 | |
| Grassi Investment Management LLC | 69,978 | $5,253k | Jun 30, 2019 | Jul 10, 2019 | |
| Markston International LLC | 69,066 | $5,185k | Jun 30, 2019 | Aug 6, 2019 | |
| SKBA Capital Management LLC | 67,864 | $5,095k | Jun 30, 2019 | Aug 12, 2019 | |
| Azimuth Capital Management LLC | 65,181 | $4,893k | Jun 30, 2019 | Aug 13, 2019 | |
| The Bollard Group LLC | 62,681 | $4,705k | Jun 30, 2019 | Aug 13, 2019 | |
| Investec Asset Management Limited | 61,826 | $4,641k | Jun 30, 2019 | Jul 30, 2019 | |
| Marlowe Partners LP | 60,487 | $4,541k | Jun 30, 2019 | Aug 13, 2019 | |
| Olstein Capital Management LP | 60,000 | $4,504k | Jun 30, 2019 | Jul 31, 2019 | |
| Steigerwald Gordon & KOCH Inc | 59,122 | $4,438k | Jun 30, 2019 | Jul 15, 2019 | |
| Janney Capital Management LLC | 58,892 | $4,421k | Jun 30, 2019 | Jul 29, 2019 | |
| Auxier Asset Management LLC | 58,154 | $4,366k | Jun 30, 2019 | Aug 15, 2019 | |
| Adams Diversified Equity Fund Inc | 57,400 | $4,309k | Jun 30, 2019 | Jul 29, 2019 | |
| Chilton Capital Management LLC | 56,843 | $4,267k | Jun 30, 2019 | Aug 13, 2019 | |
| Goelzer Investment Management Inc | 55,942 | $4,200k | Jun 30, 2019 | Jul 29, 2019 | |
| Osborne Partners Capital Management LLC | 55,895 | $4,196k | Jun 30, 2019 | Jul 18, 2019 | |
| Nippon Life Global Investors Americas Inc | 55,086 | $4,135k | Jun 30, 2019 | Jul 23, 2019 | |
| Haverford Financial Services Inc | 54,451 | $4,088k | Jun 30, 2019 | Aug 13, 2019 | |
| Nikko Asset Management Americas Inc | 53,170 | $3,991k | Jun 30, 2019 | Jul 29, 2019 | |
| Salem Capital Management Inc | 50,543 | $3,794k | Jun 30, 2019 | Jul 9, 2019 | |
| Centenus Global Management LP | 50,000 | $3,754k | Jun 30, 2019 | Aug 14, 2019 | |
| Tufton Capital Management LLC | 49,906 | $3,746k | Jun 30, 2019 | Jul 26, 2019 | |
| Marco Investment Management LLC | 48,444 | $3,637k | Jun 30, 2019 | Aug 6, 2019 | |
| Klingenstein Fields & Co LLC | 47,311 | $3,552k | Jun 30, 2019 | Aug 12, 2019 | |
| Cutler Investment Counsel LLC | 47,322 | $3,552k | Jun 30, 2019 | Aug 5, 2019 | |
| COVE Street Capital LLC | 47,290 | $3,550k | Jun 30, 2019 | Aug 13, 2019 | |
| Carret Asset Management LLC | 47,245 | $3,547k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Investment Management LLC | 46,646 | $3,502k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 46,646 | $3,502k | Jun 30, 2019 | Aug 12, 2019 | |
| Twin Capital Management Inc | 45,935 | $3,448k | Jun 30, 2019 | Aug 1, 2019 | |
| Cruiser Capital Advisors LLC | 41,782 | $3,137k | Jun 30, 2019 | Aug 14, 2019 | |
| Mastrapasqua Asset Management Inc | 37,755 | $2,834k | Jun 30, 2019 | Aug 12, 2019 | |
| Bragg Financial Advisors Inc | 36,900 | $2,770k | Jun 30, 2019 | Aug 14, 2019 | |
| Bourgeon Capital Management LLC | 35,931 | $2,697k | Jun 30, 2019 | Jul 18, 2019 | |
| Greenwood Gearhart Inc | 35,176 | $2,641k | Jun 30, 2019 | Aug 7, 2019 | |
| Argyle Capital Management Inc | 35,138 | $2,638k | Jun 30, 2019 | Jul 25, 2019 | |
| The Swarthmore Group Inc | 34,457 | $2,587k | Jun 30, 2019 | Jul 25, 2019 | |
| LOWE Brockenbrough & Company Inc | 34,182 | $2,566k | Jun 30, 2019 | Aug 12, 2019 | |
| BTR Capital Management Inc | 33,945 | $2,548k | Jun 30, 2019 | Jul 18, 2019 | |
| Gratus Capital LLC | 32,728 | $2,457k | Jun 30, 2019 | Aug 7, 2019 | |
| Hennessy Advisors Inc | 32,316 | $2,426k | Jun 30, 2019 | Jul 11, 2019 | |
| Affinity Investment Advisors LLC | 31,732 | $2,382k | Jun 30, 2019 | Aug 8, 2019 | |
| Cowen Prime Services LLC | 31,670 | $2,377k | Jun 30, 2019 | Jul 31, 2019 | |
| PRIO Wealth Limited Partnership | 30,884 | $2,318k | Jun 30, 2019 | Jul 18, 2019 | |
| RNC Capital Management LLC | 30,322 | $2,276k | Jun 30, 2019 | Jul 25, 2019 | |
| Howland Capital Management LLC | 30,065 | $2,257k | Jun 30, 2019 | Jul 17, 2019 | |
| Rodgers Brothers Inc | 29,659 | $2,227k | Jun 30, 2019 | Aug 14, 2019 | |
| Oak Grove Capital LLC | 29,496 | $2,214k | Jun 30, 2019 | Aug 9, 2019 | |
| ORCA Investment Management LLC | 29,092 | $2,184k | Jun 30, 2019 | Jul 17, 2019 | |
| EP Wealth Advisors LLC | 27,988 | $2,101k | Jun 30, 2019 | Aug 27, 2019 | |
| Eagle Global Advisors LLC | 27,918 | $2,096k | Jun 30, 2019 | Aug 13, 2019 | |
| Abner Herrman & Brock LLC | 27,846 | $2,090k | Jun 30, 2019 | Jul 19, 2019 | |
| Murphy Capital Management Inc | 27,155 | $2,038k | Jun 30, 2019 | Jul 22, 2019 | |
| Arbor Wealth Management LLC | 26,040 | $1,955k | Jun 30, 2019 | Jul 16, 2019 | |
| Smith Salley & Associates LLC | 25,657 | $1,926k | Jun 30, 2019 | Jul 12, 2019 | |
| BLB & B Advisors LLC | 25,374 | $1,905k | Jun 30, 2019 | Jul 29, 2019 | |
| Biegel & Waller LLC | 25,303 | $1,899k | Jun 30, 2019 | Jul 23, 2019 | |
| Loudon Investment Management LLC | 23,738 | $1,782k | Jun 30, 2019 | Aug 13, 2019 | |
| Palouse Capital Management Inc | 22,836 | $1,714k | Jun 30, 2019 | Aug 6, 2019 | |
| Colrain Capital LLC | 22,553 | $1,693k | Jun 30, 2019 | Aug 6, 2019 | |
| Kempner Capital Management Inc | 22,266 | $1,672k | Jun 30, 2019 | Jul 8, 2019 | |
| Gideon Capital Advisors Inc | 22,042 | $1,655k | Jun 30, 2019 | Aug 14, 2019 | |
| Panagora Asset Management Inc | 21,492 | $1,613k | Jun 30, 2019 | Aug 9, 2019 | |
| Pacific Global Investment Management Co | 21,213 | $1,592k | Jun 30, 2019 | Aug 14, 2019 | |
| QS Investors LLC | 20,827 | $1,564k | Jun 30, 2019 | Aug 14, 2019 | |
| Private Wealth Partners LLC | 20,677 | $1,552k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 20,677 | $1,552k | Jun 30, 2019 | Aug 6, 2019 | |
| Bowen Hanes & Co Inc | 20,376 | $1,530k | Jun 30, 2019 | Aug 13, 2019 | |
| Appleton Partners Inc | 19,850 | $1,490k | Jun 30, 2019 | Jul 25, 2019 | |
| Blackhawk Capital Partners LLC | 19,846 | $1,490k | Jun 30, 2019 | Aug 13, 2019 | |
| Capital Guardian Trust Company | 19,807 | $1,464k | Jun 30, 2019 | Aug 14, 2019 | |
| American Money Management LLC | 19,181 | $1,440k | Jun 30, 2019 | Aug 12, 2019 | |
| Frontier Wealth Management LLC | 17,843 | $1,339k | Jun 30, 2019 | Aug 16, 2019 | |
| Stevens First Principles Investment Advisors | 17,724 | $1,331k | Jun 30, 2019 | Jul 22, 2019 | |
| Buckhead Capital Management LLC | 17,185 | $1,290k | Jun 30, 2019 | Aug 1, 2019 | |
| Beese Fulmer Investment Management Inc | 17,152 | $1,288k | Jun 30, 2019 | Jul 5, 2019 | |
| Douglass Winthrop Advisors LLC | 16,869 | $1,266k | Jun 30, 2019 | Jul 10, 2019 | |
| Searle & Co | 16,607 | $1,247k | Jun 30, 2019 | Jul 17, 2019 | |
| Point72 Asset Management LP | 16,540 | $1,242k | Jun 30, 2019 | Aug 14, 2019 | |
| Highland Capital Management LLC | 15,919 | $1,195k | Jun 30, 2019 | Jul 29, 2019 | |
| Cohen Klingenstein LLC | 15,863 | $1,191k | Jun 30, 2019 | Jul 15, 2019 | |
| Brookmont Capital Management LLC | 15,707 | $1,179k | Jun 30, 2019 | Jul 18, 2019 | |
| Gardner Russo & Gardner LLC | 15,306 | $1,149k | Jun 30, 2019 | Aug 13, 2019 | |
| Sanders Morris Harris LLC | 15,088 | $1,136k | Jun 30, 2019 | Jul 10, 2019 | |
| Guardian Capital LP | 14,462 | $1,086k | Jun 30, 2019 | Aug 14, 2019 | |
| Tokio Marine Asset Management USA Ltd | 14,275 | $1,072k | Jun 30, 2019 | Jul 25, 2019 | |
| Wellington Shields & Co LLC | 13,756 | $1,033k | Jun 30, 2019 | Aug 8, 2019 | |
| Triangle Securities Wealth Management | 14,182 | $1,023k | Jun 30, 2019 | Jul 10, 2019 | |
| Boston Family Office LLC | 13,255 | $995k | Jun 30, 2019 | Jul 30, 2019 | |
| Drexel Morgan & Co | 13,190 | $990k | Jun 30, 2019 | Aug 8, 2019 | |
| Brave Asset Management Inc | 13,022 | $978k | Jun 30, 2019 | Aug 5, 2019 | |
| TSP Capital Management Group LLC | 12,957 | $973k | Jun 30, 2019 | Aug 9, 2019 | |
| MRAZ Amerine & Associates Inc | 12,607 | $946k | Jun 30, 2019 | Aug 2, 2019 | |
| WE ARE One Seven LLC | 12,255 | $919k | Jun 30, 2019 | Jul 16, 2019 | |
| Sawgrass Asset Management LLC | 12,174 | $914k | Jun 30, 2019 | Jul 23, 2019 | |
| Wealthtrust Axiom LLC | 12,060 | $905k | Jun 30, 2019 | Aug 7, 2019 | |
| Butensky & Cohen Financial Security Inc | 11,921 | $895k | Jun 30, 2019 | Jul 12, 2019 | |
| Buckley Wealth Management LLC | 11,839 | $889k | Jun 30, 2019 | Jul 19, 2019 | |
| Poehling Capital Management Inc | 11,832 | $888k | Jun 30, 2019 | Aug 9, 2019 | |
| Northstar Wealth Partners LLC | 11,751 | $882k | Jun 30, 2019 | Aug 15, 2019 | |
| Ipswich Investment Management Company Inc | 11,727 | $880k | Jun 30, 2019 | Jul 11, 2019 | |
| Schulhoff & Co Inc | 11,676 | $876k | Jun 30, 2019 | Aug 7, 2019 | |
| Probity Advisors Inc | 11,473 | $861k | Jun 30, 2019 | Aug 8, 2019 | |
| Arnhold LLC | 11,367 | $853k | Jun 30, 2019 | Aug 8, 2019 | |
| Abbrea Capital LLC | 11,005 | $826k | Jun 30, 2019 | Jul 31, 2019 | |
| Wellington Shields Capital Management LLC | 10,963 | $823k | Jun 30, 2019 | Aug 8, 2019 | |
| Regent Investment Management LLC | 10,934 | $821k | Jun 30, 2019 | Jul 15, 2019 | |
| The Investment House LLC | 10,910 | $819k | Jun 30, 2019 | Aug 5, 2019 | |
| Grandfield & DODD LLC | 10,874 | $816k | Jun 30, 2019 | Jul 29, 2019 | |
| JGP Wealth Management LLC | 10,830 | $813k | Jun 30, 2019 | Jul 15, 2019 | |
| Brown Advisory Securities LLC | 10,365 | $774k | Jun 30, 2019 | Aug 12, 2019 | |
| Nicholas Hoffman & Company LLC | 10,189 | $765k | Jun 30, 2019 | Aug 12, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 10,056 | $755k | Jun 30, 2019 | Jul 15, 2019 | |
| HIGH Pointe Capital Management LLC | 9,967 | $748k | Jun 30, 2019 | Aug 12, 2019 | |
| Intersect Capital LLC | 9,962 | $748k | Jun 30, 2019 | Aug 9, 2019 | |
| Independent Investors Inc | 9,858 | $740k | Jun 30, 2019 | Jul 18, 2019 | |
| United Asset Strategies Inc | 16,183 | $727k | Jun 30, 2019 | Jul 31, 2019 | |
| AULL & Monroe Investment Management Corp | 9,567 | $718k | Jun 30, 2019 | Jul 29, 2019 | |
| Sicart Associates LLC | 9,570 | $718k | Jun 30, 2019 | Jul 23, 2019 | |
| Family Legacy Inc | 9,541 | $716k | Jun 30, 2019 | Jul 25, 2019 | |
| Diligent Investors LLC | 9,282 | $697k | Jun 30, 2019 | Aug 1, 2019 | |
| Signet Financial Management LLC | 9,387 | $687k | Jun 30, 2019 | Aug 13, 2019 | |
| BOYS Arnold & Company Inc | 17,258 | $663k | Jun 30, 2019 | Aug 1, 2019 | |
| Aries Wealth Management LLC | 8,868 | $654k | Jun 30, 2019 | Jul 15, 2019 | |
| Cadinha & Co LLC | 8,698 | $653k | Jun 30, 2019 | Aug 9, 2019 | |
| SVA Plumb Wealth Management LLC | 8,634 | $648k | Jun 30, 2019 | Aug 13, 2019 | |
| Providence Wealth Advisors LLC | 8,434 | $636k | Jun 30, 2019 | Jul 22, 2019 | |
| Yorktown Management and Research Co Inc | 8,333 | $626k | Jun 30, 2019 | Aug 2, 2019 | |
| RKL Wealth Management LLC | 8,179 | $622k | Jun 30, 2019 | Aug 2, 2019 | |
| Investment Counsel Inc | 8,541 | $618k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 8,541 | $618k | Jun 30, 2019 | Jul 29, 2019 | |
| DUFF & Phelps Investment Management Co | 8,221 | $617k | Jun 30, 2019 | Aug 2, 2019 | |
| Terril Brothers Inc | 8,191 | $615k | Jun 30, 2019 | Aug 5, 2019 | |
| Carnick & Kubik Group LLC | 7,958 | $597k | Jun 30, 2019 | Jul 30, 2019 | |
| Canal Capital Management LLC | 7,744 | $581k | Jun 30, 2019 | Jul 31, 2019 | |
| Marietta Investment Partners LLC | 7,658 | $575k | Jun 30, 2019 | Aug 13, 2019 | |
| Shamrock Asset Management LLC | 7,628 | $573k | Jun 30, 2019 | Aug 9, 2019 | |
| Chesley TAFT & Associates LLC | 7,541 | $566k | Jun 30, 2019 | Jul 10, 2019 | |
| Teza Capital Management LLC | 7,517 | $564k | Jun 30, 2019 | Aug 8, 2019 | |
| CWA Asset Management Group LLC | 7,436 | $558k | Jun 30, 2019 | Aug 13, 2019 | |
| Court Place Advisors LLC | 7,339 | $551k | Jun 30, 2019 | Jul 30, 2019 | |
| Ashfield Capital Partners LLC | 7,191 | $540k | Jun 30, 2019 | Jul 29, 2019 | |
| Marble Harbor Investment Counsel LLC | 7,109 | $534k | Jun 30, 2019 | Aug 7, 2019 | |
| Acadian Asset Management LLC | 7,064 | $530k | Jun 30, 2019 | Aug 8, 2019 | |
| Chickasaw Capital Management LLC | 6,767 | $508k | Jun 30, 2019 | Jul 15, 2019 | |
| Guardian Capital Advisors LP | 6,140 | $455k | Jun 30, 2019 | Aug 14, 2019 | |
| Eagle Ridge Investment Management LLC | 6,027 | $452k | Jun 30, 2019 | Aug 1, 2019 | |
| YHB Investment Advisors Inc | 5,789 | $435k | Jun 30, 2019 | Jul 15, 2019 | |
| Campbell Newman Asset Management Inc | 5,750 | $432k | Jun 30, 2019 | Jul 24, 2019 | |
| Baker Ellis Asset Management LLC | 5,704 | $428k | Jun 30, 2019 | Aug 12, 2019 | |
| Oxbow Advisors LLC | 5,689 | $427k | Jun 30, 2019 | Aug 7, 2019 | |
| Douglas Lane & Associates LLC | 5,679 | $426k | Jun 30, 2019 | Jul 8, 2019 | |
| The Rikoon Group LLC | 5,562 | $418k | Jun 30, 2019 | Aug 6, 2019 | |
| Crawford Investment Counsel Inc | 5,526 | $415k | Jun 30, 2019 | Aug 12, 2019 | |
| EOS Management LP | 5,484 | $412k | Jun 30, 2019 | Aug 6, 2019 | |
| North American Management Corp | 5,399 | $405k | Jun 30, 2019 | Jul 30, 2019 | |
| Altavista Wealth Management Inc | 5,067 | $380k | Jun 30, 2019 | Aug 13, 2019 | |
| Fernwood Investment Management LLC | 5,016 | $377k | Jun 30, 2019 | Aug 1, 2019 | |
| Mcrae Capital Management Inc | 4,982 | $374k | Jun 30, 2019 | Jul 29, 2019 | |
| Mission Wealth Management LP | 4,955 | $372k | Jun 30, 2019 | Aug 9, 2019 | |
| Alpha Cubed Investments LLC | 4,901 | $368k | Jun 30, 2019 | Jul 19, 2019 | |
| Rossmore Private Capital LLC | 4,882 | $366k | Jun 30, 2019 | Aug 5, 2019 | |
| Port Capital LLC | 4,693 | $352k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Capital Advisers Inc | 4,666 | $350k | Jun 30, 2019 | Jul 30, 2019 | |
| American National Registered Investment Advisor Inc | 4,662 | $350k | Jun 30, 2019 | Aug 5, 2019 | |
| 180 Wealth Advisors LLC | 4,856 | $348k | Jun 30, 2019 | Aug 5, 2019 | |
| Apriem Advisors | 4,519 | $339k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust & Investment Advisors Inc | 4,454 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Advisors LLC | 4,454 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| Advisors Financial Inc | 4,454 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| The Financial Advisors LLC | 4,454 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors Inc | 4,454 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors LLC | 4,454 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| Oarsman Capital Inc | 4,436 | $333k | Jun 30, 2019 | Aug 13, 2019 | |
| Beacon Investment Advisory Services Inc | 4,347 | $326k | Jun 30, 2019 | Aug 7, 2019 | |
| Princeton Capital Management LLC | 4,282 | $321k | Jun 30, 2019 | Aug 12, 2019 | |
| Burleson & Company LLC | 4,427 | $317k | Jun 30, 2019 | Aug 5, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 4,215 | $316k | Jun 30, 2019 | Jul 9, 2019 | |
| ZWJ Investment Counsel Inc | 4,169 | $313k | Jun 30, 2019 | Jul 24, 2019 | |
| GM Advisory Group Inc | 4,167 | $313k | Jun 30, 2019 | Aug 9, 2019 | |
| Moloney Securities Asset Management LLC | 4,150 | $312k | Jun 30, 2019 | Jul 29, 2019 | |
| Dowling & Yahnke LLC | 4,113 | $309k | Jun 30, 2019 | Jul 22, 2019 | |
| Good Life Advisors LLC | 4,018 | $303k | Jun 30, 2019 | Aug 6, 2019 | |
| PURE Financial Advisors Inc | 3,989 | $299k | Jun 30, 2019 | Jul 11, 2019 | |
| Keeley-Teton Advisors LLC | 3,913 | $294k | Jun 30, 2019 | Aug 12, 2019 | |
| Benedict Financial Advisors Inc | 3,822 | $287k | Jun 30, 2019 | Aug 1, 2019 | |
| Calamos Wealth Management LLC | 3,778 | $284k | Jun 30, 2019 | Aug 7, 2019 | |
| Darrell & King LLC | 3,775 | $283k | Jun 30, 2019 | Aug 15, 2019 | |
| Pagnatokarp Partners LLC | 3,769 | $283k | Jun 30, 2019 | Aug 8, 2019 | |
| Avalon Advisors LLC | 3,745 | $281k | Jun 30, 2019 | Aug 14, 2019 | |
| Altium Wealth Management LLC | 3,731 | $280k | Jun 30, 2019 | Jul 18, 2019 | |
| Jolley Asset Management LLC | 3,668 | $275k | Jun 30, 2019 | Jul 22, 2019 | |
| LBMC Investment Advisors LLC | 3,653 | $274k | Jun 30, 2019 | Jul 18, 2019 | |
| Dearborn Partners LLC | 3,632 | $273k | Jun 30, 2019 | Jul 29, 2019 | |
| Cornell Pochily Investment Advisors Inc | 3,606 | $271k | Jun 30, 2019 | Jul 22, 2019 | |
| Calton & Associates Inc | 3,578 | $269k | Jun 30, 2019 | Jul 9, 2019 | |
| WEIK Capital Management Inc | 3,547 | $266k | Jun 30, 2019 | Aug 9, 2019 | |
| Meritage Portfolio Management Inc | 3,538 | $266k | Jun 30, 2019 | Jul 30, 2019 | |
| Hourglass Capital LLC | 3,502 | $263k | Jun 30, 2019 | Aug 12, 2019 | |
| Choate Investment Advisors LLC | 3,481 | $261k | Jun 30, 2019 | Aug 14, 2019 | |
| Allen Investment Management LLC | 3,481 | $261k | Jun 30, 2019 | Aug 12, 2019 | |
| Parsec Financial Management Inc | 3,468 | $260k | Jun 30, 2019 | Jul 23, 2019 | |
| Bingham Osborn & Scarborough LLC | 3,393 | $255k | Jun 30, 2019 | Aug 2, 2019 | |
| Lakeview Capital Partners LLC | 3,374 | $253k | Jun 30, 2019 | Aug 5, 2019 | |
| Maryland Capital Management LLC | 3,312 | $249k | Jun 30, 2019 | Aug 13, 2019 | |
| MANA Advisors LLC | 3,300 | $248k | Jun 30, 2019 | Aug 14, 2019 | |
| BECK MACK & Oliver LLC | 3,288 | $247k | Jun 30, 2019 | Aug 13, 2019 | |
| Cedar Wealth Management LLC | 3,233 | $243k | Jun 30, 2019 | Jul 24, 2019 | |
| Clark Capital Management Group Inc | 3,195 | $240k | Jun 30, 2019 | Jul 12, 2019 | |
| Private Harbour Investment Management & Counsel LLC | 3,181 | $239k | Jun 30, 2019 | Aug 6, 2019 | |
| Ballast Inc | 3,080 | $231k | Jun 30, 2019 | Jul 26, 2019 | |
| Patton Albertson Miller Group LLC | 3,319 | $229k | Jun 30, 2019 | Aug 12, 2019 | |
| Wendell David Associates Inc | 3,043 | $228k | Jun 30, 2019 | Jul 16, 2019 | |
| Alley Company LLC | 3,011 | $226k | Jun 30, 2019 | Jul 30, 2019 | |
| Bristlecone Advisors LLC | 2,994 | $225k | Jun 30, 2019 | Jul 19, 2019 | |
| Adirondack Research & Management Inc | 2,952 | $222k | Jun 30, 2019 | Aug 6, 2019 | |
| Segment Wealth Management LLC | 2,838 | $213k | Jun 30, 2019 | Jul 29, 2019 | |
| New England Private Wealth Advisors LLC | 2,833 | $212k | Jun 30, 2019 | Aug 8, 2019 | |
| Pictet North America Advisors SA | 2,819 | $212k | Jun 30, 2019 | Aug 7, 2019 | |
| First Heartland Consultants Inc | 2,806 | $211k | Jun 30, 2019 | Aug 12, 2019 | |
| Montag A & Associates Inc | 2,781 | $209k | Jun 30, 2019 | Aug 6, 2019 | |
| Vivaldi Capital Management LLC | 2,768 | $208k | Jun 30, 2019 | Aug 14, 2019 | |
| Clear Perspective Advisors LLC | 2,755 | $207k | Jun 30, 2019 | Aug 12, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 2,710 | $203k | Jun 30, 2019 | Aug 13, 2019 | |
| SNS Financial Group LLC | 2,517 | $189k | Jun 30, 2019 | Jul 26, 2019 | |
| The Central Trust Bank | 1,848 | $139k | Jun 30, 2019 | Jul 16, 2019 | |
| Monetary Management Group Inc | 1,548 | $116k | Jun 30, 2019 | Aug 13, 2019 | |
| Spinnaker Investment Group LLC | 1,521 | $114k | Jun 30, 2019 | Jul 11, 2019 | |
| Cipher Capital LP | 1,394 | $105k | Jun 30, 2019 | Aug 13, 2019 | |
| Towerpoint Wealth LLC | 23,530 | $84k | Jun 30, 2019 | Aug 7, 2019 | |
| Litman Gregory Asset Management LLC | 846 | $64k | Jun 30, 2019 | Jul 31, 2019 | |
| Birch Hill Investment Advisors LLC | 533 | $40k | Jun 30, 2019 | Jul 22, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 433 | $33k | Jun 30, 2019 | Aug 14, 2019 | |
| Heritage Investment Group Inc | 342 | $26k | Jun 30, 2019 | Aug 13, 2019 | |
| Heritage Financial LLC | 342 | $26k | Jun 30, 2019 | Aug 13, 2019 | |
| Pettee Investors Inc | 333 | $25k | Jun 30, 2019 | Aug 7, 2019 | |
| HMS Capital Management LLC | 322 | $24k | Jun 30, 2019 | Jul 12, 2019 | |
| Newsquare Capital LLC | 324 | $24k | Jun 30, 2019 | Aug 20, 2019 | |
| Mcmillion Capital Management Inc | 267 | $20k | Jun 30, 2019 | Jul 25, 2019 | |
| Horan Securities Inc | 140 | $11k | Jun 30, 2019 | Jul 24, 2019 | |
| Northstar Asset Management Inc | 105 | $8k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 105 | $8k | Jun 30, 2019 | Jul 16, 2019 | |
| Stewart & Patten Co LLC | 77 | $6k | Jun 30, 2019 | Jul 17, 2019 | |
| Summit Financial Group Inc | 63 | $5k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 63 | $5k | Jun 30, 2019 | Jul 3, 2019 | |
| Spectrum Management Group Inc | 42 | $3k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 42 | $3k | Jun 30, 2019 | Aug 2, 2019 | |
| Transamerica Financial Advisors Inc | 12 | $1k | Jun 30, 2019 | Aug 21, 2019 | |
| Cranbrook Wealth Management LLC | 3 | $0k | Jun 30, 2019 | Aug 7, 2019 | |
| Independent Advisor Alliance LLC | 5,524 | $0k | Jun 30, 2019 | Aug 12, 2019 |