ENTERPRISE PRODS
(293792107)
Funds Reporting Holdings of ENTERPRISE PRODS according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Tower Bridge Advisors Inc | 239,668 | $6,919,215k | Jun 30, 2019 | Aug 6, 2019 | |
Harvest Fund Advisors LLC | 50,786,364 | $1,466,202k | Jun 30, 2019 | Aug 14, 2019 | |
Tortoise Capital Advisors LLC | 41,620,404 | $1,201,581k | Jun 30, 2019 | Aug 14, 2019 | |
Salient Capital Advisors LLC | 12,729,361 | $370,424k | Mar 31, 2019 | Aug 14, 2019 | |
Chickasaw Capital Management LLC | 11,494,877 | $331,857k | Jun 30, 2019 | Jul 15, 2019 | |
GS Investments Inc | 8,000 | $230,960k | Jun 30, 2019 | Aug 9, 2019 | |
Janus Capital Management LLC | 8,328,237 | $229,933k | Mar 31, 2017 | May 16, 2017 | |
Kayne Anderson Capital Advisors LP | 7,590,810 | $219,135k | Jun 30, 2019 | Jul 29, 2019 | |
Eagle Global Advisors LLC | 6,869,988 | $198,337k | Jun 30, 2019 | Aug 13, 2019 | |
Cushing Asset Management LP | 6,725,034 | $194,152k | Jun 30, 2019 | Aug 14, 2019 | |
Zimmer Partners LP | 4,659,065 | $134,507k | Jun 30, 2019 | Aug 14, 2019 | |
Hamlin Capital Management LLC | 3,316,287 | $95,741k | Jun 30, 2019 | Jul 22, 2019 | |
Cohen & Steers Capital Management Inc | 2,744,101 | $90,363k | Mar 31, 2015 | May 15, 2015 | |
DUFF & Phelps Investment Management Co | 2,911,325 | $84,050k | Jun 30, 2019 | Aug 2, 2019 | |
RR Advisors LLC | 2,738,000 | $79,192k | Jun 30, 2019 | Aug 9, 2019 | |
Tiedemann Advisors LLC | 2,228,954 | $64,351k | Jun 30, 2019 | Aug 13, 2019 | |
BECK MACK & Oliver LLC | 2,128,334 | $61,445k | Jun 30, 2019 | Aug 13, 2019 | |
Renaissance Technologies LLC | 2,003,749 | $57,848k | Jun 30, 2019 | Aug 12, 2019 | |
The Bollard Group LLC | 1,680,565 | $48,518k | Jun 30, 2019 | Aug 13, 2019 | |
Thornburg Investment Management Inc | 1,499,396 | $43,288k | Jun 30, 2019 | Aug 6, 2019 | |
Energy Income Partners LLC | 1,412,227 | $40,771k | Jun 30, 2019 | Aug 14, 2019 | |
Dividend Assets Capital LLC | 1,396,902 | $40,329k | Jun 30, 2019 | Jul 12, 2019 | |
1919 Investment Counsel LLC | 937,562 | $37,784k | Sep 30, 2014 | Nov 14, 2014 | |
Perella Weinberg Partners Capital Management LP | 1,300,203 | $37,537k | Jun 30, 2019 | Jul 22, 2019 | |
River ROAD Asset Management LLC | 1,293,639 | $37,347k | Jun 30, 2019 | Aug 12, 2019 | |
Payden & Rygel | 1,276,600 | $36,855k | Jun 30, 2019 | Aug 6, 2019 | |
NWQ Investment Management Company LLC | 1,246,467 | $35,986k | Jun 30, 2019 | Aug 14, 2019 | |
Third Security LLC | 1,135,734 | $32,789k | Jun 30, 2019 | Aug 9, 2019 | |
Wexford Capital LP | 1,064,095 | $30,720k | Jun 30, 2019 | Aug 14, 2019 | |
Charles Schwab Investment Advisory Inc | 1,054,638 | $30,447k | Jun 30, 2019 | Aug 12, 2019 | |
PENN Davis Mcfarland Inc | 1,025,141 | $29,596k | Jun 30, 2019 | Jul 16, 2019 | |
Avalon Advisors LLC | 1,006,405 | $29,055k | Jun 30, 2019 | Aug 14, 2019 | |
Oxbow Advisors LLC | 875,313 | $25,270k | Jun 30, 2019 | Aug 7, 2019 | |
Heronetta Management LP | 860,080 | $24,831k | Jun 30, 2019 | Aug 13, 2019 | |
Talara Capital Management LLC | 885,035 | $24,489k | Sep 30, 2018 | Nov 13, 2018 | |
Precept Management LLC | 737,600 | $21,295k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management Inc | 687,686 | $19,853k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management LLC | 687,686 | $19,853k | Jun 30, 2019 | Aug 14, 2019 | |
Tortoise Index Solutions LLC | 645,193 | $18,627k | Jun 30, 2019 | Aug 14, 2019 | |
Infrastructure Capital Advisors LLC | 612,600 | $17,686k | Call | Jun 30, 2019 | Aug 13, 2019 |
Grand JEAN Capital Management Inc | 536,954 | $15,502k | Jun 30, 2019 | Aug 13, 2019 | |
Sanders Morris Harris LLC | 534,683 | $15,436k | Jun 30, 2019 | Jul 10, 2019 | |
CPWM LLC | 449,197 | $12,968k | Jun 30, 2019 | Aug 2, 2019 | |
Morningstar Investment Services LLC | 433,863 | $12,526k | Jun 30, 2019 | Aug 13, 2019 | |
Samson Capital Management LLC | 433,674 | $12,520k | Jun 30, 2019 | Aug 14, 2019 | |
BP Capital Fund Advisors LLC | 420,010 | $12,126k | Jun 30, 2019 | Aug 14, 2019 | |
Walnut Private Equity Partners LLC | 398,052 | $11,422k | Jun 30, 2019 | Jul 8, 2019 | |
Bowen Hanes & Co Inc | 394,026 | $11,376k | Jun 30, 2019 | Aug 13, 2019 | |
Marco Investment Management LLC | 374,919 | $10,824k | Jun 30, 2019 | Aug 6, 2019 | |
Account Management LLC | 374,585 | $10,814k | Jun 30, 2019 | Aug 8, 2019 | |
Cohen Capital Management Inc | 372,177 | $10,745k | Jun 30, 2019 | Aug 7, 2019 | |
10-15 Associates Inc | 370,797 | $10,705k | Jun 30, 2019 | Aug 12, 2019 | |
JRM Investment Counsel LLC | 357,723 | $10,327k | Jun 30, 2019 | Aug 6, 2019 | |
Edgemoor Investment Advisors Inc | 334,068 | $9,645k | Jun 30, 2019 | Aug 9, 2019 | |
Gagnon Securities LLC | 334,034 | $9,644k | Jun 30, 2019 | Aug 12, 2019 | |
Hoylecohen LLC | 324,579 | $9,371k | Jun 30, 2019 | Aug 9, 2019 | |
HITE Hedge Asset Management LLC | 290,151 | $8,377k | Jun 30, 2019 | Aug 13, 2019 | |
Cambridge Investment Research Advisors Inc | 265,444 | $7,663k | Jun 30, 2019 | Aug 15, 2019 | |
ARS Investment Partners LLC | 238,231 | $6,878k | Jun 30, 2019 | Aug 12, 2019 | |
Hollow Brook Wealth Management LLC | 236,892 | $6,839k | Jun 30, 2019 | Aug 13, 2019 | |
Hardman Johnston Global Advisors LLC | 222,026 | $6,410k | Jun 30, 2019 | Aug 5, 2019 | |
Rothschild Capital Partners LLC | 220,166 | $6,356k | Jun 30, 2019 | Jul 17, 2019 | |
Chilton Capital Management LLC | 216,224 | $6,242k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Investment Advisors LLC | 214,129 | $6,182k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 214,129 | $6,182k | Jun 30, 2019 | Jul 17, 2019 | |
Huntington Steele LLC | 217,300 | $5,320k | Mar 31, 2018 | Apr 18, 2018 | |
KMS Financial Services Inc | 127,961 | $5,157k | Sep 30, 2014 | Nov 17, 2014 | |
First Manhattan Co | 173,844 | $5,018k | Jun 30, 2019 | Aug 16, 2019 | |
Bridgecreek Investment Management LLC | 173,795 | $5,017k | Jun 30, 2019 | Aug 14, 2019 | |
North American Management Corp | 173,456 | $5,008k | Jun 30, 2019 | Jul 30, 2019 | |
Gagnon Advisors LLC | 171,051 | $4,938k | Jun 30, 2019 | Aug 12, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 167,662 | $4,840k | Jun 30, 2019 | Aug 13, 2019 | |
Segment Wealth Management LLC | 154,676 | $4,465k | Jun 30, 2019 | Jul 29, 2019 | |
Gilman Hill Asset Management LLC | 147,670 | $4,263k | Jun 30, 2019 | Jul 17, 2019 | |
BEL AIR Investment Advisors LLC | 68,828 | $4,201k | Sep 30, 2013 | Nov 12, 2013 | |
Brasada Capital Management LP | 138,182 | $4,060k | Jun 30, 2019 | Aug 7, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 139,243 | $4,020k | Jun 30, 2019 | Jul 22, 2019 | |
Tufton Capital Management LLC | 138,636 | $4,002k | Jun 30, 2019 | Jul 26, 2019 | |
Bourgeon Capital Management LLC | 130,405 | $3,765k | Jun 30, 2019 | Jul 18, 2019 | |
Green Square Capital LLC | 122,614 | $3,540k | Jun 30, 2019 | Aug 14, 2019 | |
Beach Investment Management LLC | 121,680 | $3,513k | Jun 30, 2019 | Jul 17, 2019 | |
Loudon Investment Management LLC | 121,623 | $3,511k | Jun 30, 2019 | Aug 13, 2019 | |
Cypress Wealth Services LLC | 120,333 | $3,474k | Jun 30, 2019 | Jul 24, 2019 | |
Advisors Capital Management LLC | 110,793 | $3,199k | Jun 30, 2019 | Aug 15, 2019 | |
Chatham Capital Group Inc | 108,832 | $3,142k | Jun 30, 2019 | Jul 24, 2019 | |
Baldwin Investment Management LLC | 103,641 | $2,992k | Jun 30, 2019 | Aug 6, 2019 | |
MHI Funds LLC | 96,261 | $2,779k | Jun 30, 2019 | Jul 17, 2019 | |
Hutner Capital Management Inc | 95,944 | $2,770k | Jun 30, 2019 | Aug 7, 2019 | |
Ancora Family Wealth Advisors LLC | 98,816 | $2,730k | Sep 30, 2016 | Nov 4, 2016 | |
Lehman Financial Resources Inc | 90,540 | $2,601k | Sep 30, 2018 | Nov 14, 2018 | |
Woodmont Investment Counsel LLC | 88,285 | $2,549k | Jun 30, 2019 | Aug 14, 2019 | |
ELCO Management Company LLC | 87,700 | $2,532k | Jun 30, 2019 | Aug 1, 2019 | |
Acadian Asset Management LLC | 87,618 | $2,529k | Jun 30, 2019 | Aug 8, 2019 | |
Evanson Asset Management LLC | 85,682 | $2,474k | Jun 30, 2019 | Jul 11, 2019 | |
E & G Advisors LP | 79,095 | $2,283k | Jun 30, 2019 | Jul 12, 2019 | |
Venturi Wealth Management LLC | 77,946 | $2,250k | Jun 30, 2019 | Aug 7, 2019 | |
Plancorp LLC | 75,451 | $2,178k | Jun 30, 2019 | Aug 13, 2019 | |
Prelude Capital Management LLC | 73,400 | $2,119k | Call | Jun 30, 2019 | Aug 14, 2019 |
Murphy Capital Management Inc | 68,994 | $1,991k | Jun 30, 2019 | Jul 22, 2019 | |
Blankinship & Foster LLC | 68,621 | $1,981k | Jun 30, 2019 | Jul 30, 2019 | |
Albert D Mason Inc | 67,861 | $1,959k | Jun 30, 2019 | Jul 30, 2019 | |
Zevin Asset Management LLC | 67,468 | $1,948k | Jun 30, 2019 | Aug 6, 2019 | |
Cowen Prime Services LLC | 67,080 | $1,937k | Jun 30, 2019 | Jul 31, 2019 | |
Seabridge Investment Advisors LLC | 65,122 | $1,880k | Jun 30, 2019 | Jul 18, 2019 | |
Abbrea Capital LLC | 64,775 | $1,870k | Jun 30, 2019 | Jul 31, 2019 | |
Hendley & Co Inc | 63,061 | $1,821k | Jun 30, 2019 | Aug 8, 2019 | |
Torray LLC | 61,114 | $1,764k | Jun 30, 2019 | Aug 8, 2019 | |
Butensky & Cohen Financial Security Inc | 59,120 | $1,707k | Jun 30, 2019 | Jul 12, 2019 | |
Joel Isaacson & Co LLC | 57,184 | $1,651k | Jun 30, 2019 | Jul 11, 2019 | |
Doliver Capital Advisors LP | 56,267 | $1,624k | Jun 30, 2019 | Jul 25, 2019 | |
Strategic Advisors LLC | 53,983 | $1,558k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 53,983 | $1,558k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 53,983 | $1,558k | Jun 30, 2019 | Jul 22, 2019 | |
Quadrant Private Wealth Management LLC | 52,615 | $1,519k | Jun 30, 2019 | Aug 13, 2019 | |
Carnick & Kubik Group LLC | 50,892 | $1,469k | Jun 30, 2019 | Jul 30, 2019 | |
Camelot Portfolios LLC | 44,809 | $1,294k | Jun 30, 2019 | Jul 19, 2019 | |
NTV Asset Management LLC | 44,426 | $1,283k | Jun 30, 2019 | Jul 29, 2019 | |
Grassi Investment Management LLC | 43,300 | $1,250k | Jun 30, 2019 | Jul 10, 2019 | |
Douglass Winthrop Advisors LLC | 43,240 | $1,248k | Jun 30, 2019 | Jul 10, 2019 | |
F3Logic LLC | 43,155 | $1,246k | Jun 30, 2019 | Aug 2, 2019 | |
DF DENT and Company Inc | 42,911 | $1,239k | Jun 30, 2019 | Aug 15, 2019 | |
Hourglass Capital LLC | 42,720 | $1,233k | Jun 30, 2019 | Aug 12, 2019 | |
AULL & Monroe Investment Management Corp | 40,456 | $1,168k | Jun 30, 2019 | Jul 29, 2019 | |
Midas Management Corporation | 40,000 | $1,155k | Jun 30, 2019 | Jul 9, 2019 | |
The Fiduciary Group LLC | 39,897 | $1,152k | Jun 30, 2019 | Aug 14, 2019 | |
Corda Investment Management LLC | 38,698 | $1,117k | Jun 30, 2019 | Aug 9, 2019 | |
Crescent Grove Advisors LLC | 38,002 | $1,097k | Jun 30, 2019 | Aug 6, 2019 | |
Stokes Capital Advisors LLC | 37,429 | $1,081k | Jun 30, 2019 | Jul 15, 2019 | |
Eagle Ridge Investment Management LLC | 37,397 | $1,080k | Jun 30, 2019 | Aug 1, 2019 | |
Family Management Corporation | 37,010 | $1,068k | Jun 30, 2019 | Aug 14, 2019 | |
Private Harbour Investment Management & Counsel LLC | 36,919 | $1,066k | Jun 30, 2019 | Aug 6, 2019 | |
Augustine Asset Management Inc | 36,707 | $1,060k | Jun 30, 2019 | Aug 5, 2019 | |
Intersect Capital LLC | 35,844 | $1,035k | Jun 30, 2019 | Aug 9, 2019 | |
IHT Wealth Management LLC | 34,871 | $1,006k | Jun 30, 2019 | Aug 12, 2019 | |
LGL Partners LLC | 34,373 | $992k | Jun 30, 2019 | Aug 14, 2019 | |
Crawford Investment Counsel Inc | 33,914 | $979k | Jun 30, 2019 | Aug 12, 2019 | |
Seizert Capital Partners LLC | 33,821 | $976k | Jun 30, 2019 | Aug 6, 2019 | |
Seven Post Investment Office LP | 33,140 | $957k | Jun 30, 2019 | Aug 12, 2019 | |
Hunter Associates Investment Management LLC | 32,990 | $952k | Jun 30, 2019 | Aug 8, 2019 | |
CWA Asset Management Group LLC | 32,676 | $943k | Jun 30, 2019 | Aug 13, 2019 | |
Keeley-Teton Advisors LLC | 32,596 | $941k | Jun 30, 2019 | Aug 12, 2019 | |
Callahan Advisors LLC | 32,219 | $930k | Jun 30, 2019 | Jul 17, 2019 | |
SFMG LLC | 29,735 | $898k | Jun 30, 2019 | Aug 5, 2019 | |
TDAM USA Inc | 30,200 | $872k | Jun 30, 2019 | Aug 1, 2019 | |
Cypress Capital Management LLC | 30,000 | $866k | Jun 30, 2019 | Aug 5, 2019 | |
Lakeview Capital Partners LLC | 29,618 | $855k | Jun 30, 2019 | Aug 5, 2019 | |
Wealthtrust Axiom LLC | 29,442 | $850k | Jun 30, 2019 | Aug 7, 2019 | |
Searle & Co | 29,040 | $838k | Jun 30, 2019 | Jul 17, 2019 | |
ACG Wealth Inc | 28,784 | $831k | Jun 30, 2019 | Aug 6, 2019 | |
Perkins Investment Management LLC | 30,000 | $828k | Mar 31, 2017 | May 15, 2017 | |
Lucas Capital Management LLC | 28,529 | $824k | Jun 30, 2019 | Jul 29, 2019 | |
PRIO Wealth Limited Partnership | 27,534 | $794k | Jun 30, 2019 | Jul 18, 2019 | |
Brown Advisory Securities LLC | 25,874 | $749k | Jun 30, 2019 | Aug 12, 2019 | |
Evermay Wealth Management LLC | 25,725 | $743k | Jun 30, 2019 | Jul 23, 2019 | |
Acorn Wealth Advisors LLC | 26,134 | $741k | Jun 30, 2019 | Aug 14, 2019 | |
Private Wealth Partners LLC | 25,635 | $740k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 25,635 | $740k | Jun 30, 2019 | Aug 6, 2019 | |
New England Private Wealth Advisors LLC | 25,562 | $737k | Jun 30, 2019 | Aug 8, 2019 | |
Lyell Wealth Management LP | 25,104 | $725k | Jun 30, 2019 | Aug 1, 2019 | |
Frontier Wealth Management LLC | 24,604 | $710k | Jun 30, 2019 | Aug 16, 2019 | |
Maryland Capital Management LLC | 23,663 | $683k | Jun 30, 2019 | Aug 13, 2019 | |
Arbor Wealth Management LLC | 23,424 | $676k | Jun 30, 2019 | Jul 16, 2019 | |
Montag A & Associates Inc | 22,905 | $661k | Jun 30, 2019 | Aug 6, 2019 | |
Clinton Group Inc | 22,998 | $661k | Sep 30, 2018 | Oct 10, 2018 | |
Sowell Financial Services LLC | 22,130 | $644k | Mar 31, 2019 | May 15, 2019 | |
Tocqueville Asset Management LP | 21,711 | $627k | Jun 30, 2019 | Jul 31, 2019 | |
LVW Advisors LLC | 21,497 | $621k | Jun 30, 2019 | Aug 14, 2019 | |
Taylor Wealth Management Partners LLC | 21,450 | $619k | Jun 30, 2019 | Jul 17, 2019 | |
Douglas Lane & Associates LLC | 21,455 | $619k | Jun 30, 2019 | Jul 8, 2019 | |
Waters Parkerson & Co LLC | 21,340 | $616k | Jun 30, 2019 | Aug 6, 2019 | |
Northstar Wealth Partners LLC | 20,944 | $605k | Jun 30, 2019 | Aug 15, 2019 | |
Grace Capital | 20,075 | $580k | Jun 30, 2019 | Aug 14, 2019 | |
Arlington Partners LLC | 20,000 | $577k | Jun 30, 2019 | Jul 10, 2019 | |
Spinnaker Investment Group LLC | 19,691 | $568k | Jun 30, 2019 | Jul 11, 2019 | |
Private Vista LLC | 19,407 | $560k | Jun 30, 2019 | Jul 19, 2019 | |
Bingham Osborn & Scarborough LLC | 19,239 | $555k | Jun 30, 2019 | Aug 2, 2019 | |
Rodgers Brothers Inc | 19,151 | $553k | Jun 30, 2019 | Aug 14, 2019 | |
Alpha Cubed Investments LLC | 18,769 | $542k | Jun 30, 2019 | Jul 19, 2019 | |
South Street Advisors LLC | 18,538 | $535k | Jun 30, 2019 | Jul 22, 2019 | |
Pagnatokarp Partners LLC | 18,137 | $524k | Jun 30, 2019 | Aug 8, 2019 | |
BTR Capital Management Inc | 18,042 | $521k | Jun 30, 2019 | Jul 18, 2019 | |
Port Capital LLC | 17,450 | $504k | Jun 30, 2019 | Aug 14, 2019 | |
The Roosevelt Investment Group Inc | 17,126 | $494k | Jun 30, 2019 | Aug 8, 2019 | |
Westbourne Investment Advisors Inc | 16,500 | $476k | Jun 30, 2019 | Jul 22, 2019 | |
Ipswich Investment Management Company Inc | 16,362 | $472k | Jun 30, 2019 | Jul 11, 2019 | |
New Vernon Investment Management LLC | 16,271 | $470k | Jun 30, 2019 | Aug 14, 2019 | |
Monetary Management Group Inc | 15,930 | $460k | Jun 30, 2019 | Aug 13, 2019 | |
Moloney Securities Asset Management LLC | 15,853 | $458k | Jun 30, 2019 | Jul 29, 2019 | |
The Leuthold Group LLC | 15,784 | $456k | Jun 30, 2019 | Aug 14, 2019 | |
Stony Point Wealth Management Inc | 14,819 | $447k | Jun 30, 2019 | Jul 23, 2019 | |
Dearborn Partners LLC | 15,425 | $445k | Jun 30, 2019 | Jul 29, 2019 | |
GM Advisory Group Inc | 15,250 | $440k | Jun 30, 2019 | Aug 9, 2019 | |
Whitnell & Co | 14,896 | $430k | Jun 30, 2019 | Jul 16, 2019 | |
Summit X | 14,705 | $427k | Jun 30, 2019 | Aug 13, 2019 | |
Wespac Advisors LLC | 14,568 | $421k | Jun 30, 2019 | Jul 23, 2019 | |
Sippican Capital Advisors LLC | 14,280 | $412k | Jun 30, 2019 | Jul 17, 2019 | |
Perritt Capital Management Inc | 14,000 | $404k | Jun 30, 2019 | Aug 13, 2019 | |
Parsec Financial Management Inc | 13,604 | $393k | Jun 30, 2019 | Jul 23, 2019 | |
Cfo4Life Group LLC | 13,500 | $390k | Jun 30, 2019 | Jul 29, 2019 | |
Wiley Bros-Aintree Capital LLC | 13,391 | $387k | Jun 30, 2019 | Jul 10, 2019 | |
Gentrust LLC | 13,402 | $387k | Jun 30, 2019 | Aug 2, 2019 | |
Benjamin F Edwards & Company Incorporated | 13,213 | $381k | Jun 30, 2019 | Aug 8, 2019 | |
Good Life Advisors LLC | 13,126 | $378k | Jun 30, 2019 | Aug 6, 2019 | |
FORT PITT Capital Group LLC | 13,034 | $376k | Jun 30, 2019 | Aug 9, 2019 | |
NBW Capital LLC | 12,938 | $374k | Jun 30, 2019 | Aug 5, 2019 | |
Apriem Advisors | 12,583 | $363k | Jun 30, 2019 | Aug 14, 2019 | |
Newport Wealth Strategies Inc | 12,053 | $363k | Jun 30, 2019 | Jul 22, 2019 | |
Howland Capital Management LLC | 12,300 | $355k | Jun 30, 2019 | Jul 17, 2019 | |
American National Registered Investment Advisor Inc | 12,156 | $351k | Jun 30, 2019 | Aug 5, 2019 | |
Conservest Capital Advisors Inc | 12,106 | $350k | Jun 30, 2019 | Jul 10, 2019 | |
Toroso Investments LLC | 12,052 | $347k | Jun 30, 2019 | Aug 15, 2019 | |
Somerset Group LLC | 12,000 | $346k | Jun 30, 2019 | Aug 12, 2019 | |
Steinberg Global Asset Management Ltd | 11,684 | $340k | Mar 31, 2019 | Apr 24, 2019 | |
Round Table Services LLC | 11,741 | $339k | Jun 30, 2019 | Jul 17, 2019 | |
Thompson Investment Management Inc | 11,706 | $338k | Jun 30, 2019 | Aug 7, 2019 | |
Miracle MILE Advisors LLC | 11,610 | $335k | Jun 30, 2019 | Aug 7, 2019 | |
Shamrock Asset Management LLC | 11,337 | $327k | Jun 30, 2019 | Aug 9, 2019 | |
Nicholas Hoffman & Company LLC | 11,200 | $323k | Jun 30, 2019 | Aug 12, 2019 | |
Wealth and Pension Services Group Inc | 11,150 | $322k | Jun 30, 2019 | Aug 15, 2019 | |
Granite Group Advisors LLC | 11,150 | $322k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 11,150 | $322k | Jun 30, 2019 | Jul 23, 2019 | |
Bienville Capital Management LLC | 11,135 | $321k | Jun 30, 2019 | Aug 14, 2019 | |
Accredited Investors Inc | 11,014 | $318k | Jun 30, 2019 | Aug 13, 2019 | |
Carret Asset Management LLC | 10,940 | $316k | Jun 30, 2019 | Aug 12, 2019 | |
Allsquare Wealth Management LLC | 10,800 | $312k | Jun 30, 2019 | Aug 13, 2019 | |
JAG Capital Management LLC | 10,686 | $309k | Jun 30, 2019 | Jul 22, 2019 | |
Clear Harbor Asset Management LLC | 10,520 | $304k | Jun 30, 2019 | Jul 22, 2019 | |
Grandfield & DODD LLC | 10,496 | $303k | Jun 30, 2019 | Jul 29, 2019 | |
United Asset Strategies Inc | 10,335 | $298k | Jun 30, 2019 | Jul 31, 2019 | |
Azimuth Capital Management LLC | 10,300 | $297k | Jun 30, 2019 | Aug 13, 2019 | |
Hallmark Capital Management Inc | 10,125 | $292k | Jun 30, 2019 | Aug 8, 2019 | |
Dumont & Blake Investment Advisors LLC | 9,992 | $288k | Jun 30, 2019 | Aug 1, 2019 | |
Patton Albertson Miller Group LLC | 9,925 | $282k | Jun 30, 2019 | Aug 12, 2019 | |
Bristol Advisors LLC | 9,700 | $282k | Mar 31, 2019 | Apr 29, 2019 | |
Westover Capital Advisors LLC | 9,620 | $278k | Jun 30, 2019 | Aug 13, 2019 | |
Blue CHIP Wealth Management Inc | 9,552 | $276k | Jun 30, 2019 | Aug 13, 2019 | |
Cornell Pochily Investment Advisors Inc | 9,397 | $271k | Jun 30, 2019 | Jul 22, 2019 | |
Vishria BIRD Financial Group LLC | 9,290 | $268k | Jun 30, 2019 | Jul 15, 2019 | |
Mairs and Power Inc | 9,200 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
Abbot Financial Management Inc | 9,200 | $266k | Jun 30, 2019 | Aug 8, 2019 | |
Schafer Cullen Capital Management Inc | 8,640 | $264k | Jun 30, 2019 | Jul 30, 2019 | |
Mission Wealth Management LP | 8,893 | $257k | Jun 30, 2019 | Aug 9, 2019 | |
YHB Investment Advisors Inc | 8,607 | $248k | Jun 30, 2019 | Jul 15, 2019 | |
Shikiar Asset Management Inc | 8,500 | $245k | Jun 30, 2019 | Jul 25, 2019 | |
DOCK Street Asset Management Inc | 8,400 | $243k | Jun 30, 2019 | Jul 31, 2019 | |
Golub Group LLC | 8,310 | $240k | Jun 30, 2019 | Aug 13, 2019 | |
Sather Financial Group Inc | 8,312 | $239k | Jun 30, 2019 | Jul 23, 2019 | |
BSW Wealth Partners LLC | 8,243 | $238k | Jun 30, 2019 | Aug 13, 2019 | |
Suncoast Equity Management LLC | 8,150 | $235k | Jun 30, 2019 | Jul 26, 2019 | |
Ares Management LLC | 8,057 | $233k | Jun 30, 2019 | Aug 14, 2019 | |
Partnervest Advisory Services LLC | 8,007 | $231k | Jun 30, 2019 | Aug 7, 2019 | |
Gillespie Robinson & Grimm Inc | 7,950 | $230k | Jun 30, 2019 | Jul 22, 2019 | |
Cumberland Advisors Inc | 7,840 | $226k | Jun 30, 2019 | Jul 11, 2019 | |
BOYS Arnold & Company Inc | 7,762 | $224k | Jun 30, 2019 | Aug 1, 2019 | |
van Hulzen Asset Management LLC | 7,722 | $223k | Jun 30, 2019 | Aug 8, 2019 | |
Blue FIN Capital Inc | 7,653 | $220k | Jun 30, 2019 | Jul 22, 2019 | |
Andesa Financial Management Inc | 7,606 | $219k | Jun 30, 2019 | Jul 30, 2019 | |
First Heartland Consultants Inc | 7,531 | $217k | Jun 30, 2019 | Aug 12, 2019 | |
GFS Advisors LLC | 7,500 | $217k | Jun 30, 2019 | Aug 1, 2019 | |
Strategic Financial Group LLC | 7,475 | $216k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 7,475 | $216k | Jun 30, 2019 | Jul 29, 2019 | |
Aries Wealth Management LLC | 7,200 | $212k | Jun 30, 2019 | Jul 15, 2019 | |
Donald L Hagan LLC | 7,325 | $211k | Jun 30, 2019 | Jul 18, 2019 | |
Hamilton Point Investment Advisors LLC | 7,310 | $211k | Jun 30, 2019 | Jul 18, 2019 | |
BKD Wealth Advisors LLC | 7,228 | $209k | Jun 30, 2019 | Jul 10, 2019 | |
Carlson Capital Management LLC | 7,251 | $209k | Jun 30, 2019 | Jul 15, 2019 | |
Summit Financial Wealth Advisors LLC | 7,196 | $208k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 7,196 | $208k | Jun 30, 2019 | Jul 16, 2019 | |
Northwest Wealth Management LLC | 7,073 | $204k | Jun 30, 2019 | Jul 23, 2019 | |
TODD Asset Management LLC | 7,000 | $202k | Jun 30, 2019 | Aug 6, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 6,960 | $201k | Jun 30, 2019 | Jul 15, 2019 | |
Middleton & Company Inc | 5,300 | $153k | Jun 30, 2019 | Jul 25, 2019 | |
Avondale Wealth Management LLC | 5,290 | $153k | Jun 30, 2019 | Jul 26, 2019 | |
Cedar Wealth Management LLC | 1,750 | $51k | Jun 30, 2019 | Jul 24, 2019 | |
QS Investors LLC | 1,635 | $48k | Jun 30, 2019 | Aug 14, 2019 | |
FFCM LLC | 1,628 | $47k | Jun 30, 2019 | Jul 30, 2019 | |
Wakefield Asset Management LLLP | 1,610 | $46k | Jun 30, 2019 | Aug 13, 2019 | |
ST Johns Investment Management Company LLC | 1,289 | $37k | Jun 30, 2019 | Jul 24, 2019 | |
Mcmillion Capital Management Inc | 1,000 | $29k | Jun 30, 2019 | Jul 25, 2019 | |
Newsquare Capital LLC | 938 | $27k | Jun 30, 2019 | Aug 20, 2019 | |
Gratus Capital LLC | 900 | $26k | Call | Jun 30, 2019 | Aug 7, 2019 |
Cranbrook Wealth Management LLC | 532 | $15k | Jun 30, 2019 | Aug 7, 2019 | |
New Potomac Partners LLC | 400 | $12k | Jun 30, 2019 | Jul 26, 2019 | |
RPG Investment Advisory LLC | 350 | $10k | Jun 30, 2019 | Jul 10, 2019 | |
Summit Financial Group Inc | 300 | $9k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 300 | $9k | Jun 30, 2019 | Jul 3, 2019 | |
Spectrum Management Group Inc | 200 | $6k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 200 | $6k | Jun 30, 2019 | Aug 2, 2019 |