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GENERAL ELECTRIC CO
(369604103)

Funds Reporting Holdings of GENERAL ELECTRIC CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 267,309 $2,806,745k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 93,846 $985,383k Jun 30, 2019 Aug 14, 2019
Pzena Investment Management LLC 59,557,042 $625,349k Jun 30, 2019 Aug 2, 2019
Renaissance Technologies LLC 53,270,354 $559,339k Jun 30, 2019 Aug 12, 2019
Janus Capital Management LLC 5,835,604 $173,901k Mar 31, 2017 May 16, 2017
Slate PATH Capital LP 10,350,000 $108,675k Jun 30, 2019 Aug 14, 2019
Platinum Investment Management Limited 10,213,829 $107,245k Jun 30, 2019 Aug 14, 2019
Rmsincerbeaux Capital Management LLC 10,183 $106,922k Jun 30, 2019 Aug 9, 2019
Kiltearn Partners LLP 10,096,722 $106,016k Jun 30, 2019 Jul 30, 2019
Quattro Advisors LLC 10,300 $103,515k Jun 30, 2019 Jul 26, 2019
Quattro Financial Advisors LLC 10,300 $103,515k Jun 30, 2019 Jul 26, 2019
Letko Brosseau & Associates Inc 9,132,506 $95,891k Jun 30, 2019 Aug 1, 2019
Causeway Capital Management LLC 6,980,327 $73,293k Jun 30, 2019 Aug 14, 2019
VGI Partners PTY Limited 6,746,015 $70,833k Jun 30, 2019 Aug 14, 2019
Mackenzie Financial Corporation 6,523,416 $68,496k Jun 30, 2019 Aug 23, 2019
Lansdowne Partners UK LLP 6,367,880 $66,863k Jun 30, 2019 Aug 13, 2019
Clarkston Capital Partners LLC 5,075,502 $53,293k Jun 30, 2019 Jul 24, 2019
Alkeon Capital Management LLC 3,823,700 $40,149k Call Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 1,275,314 $32,674k Sep 30, 2014 Nov 14, 2014
Golub Group LLC 2,563,539 $26,917k Jun 30, 2019 Aug 13, 2019
Wexford Capital LP 1,955,580 $20,534k Jun 30, 2019 Aug 14, 2019
BEL AIR Investment Advisors LLC 818,678 $19,558k Sep 30, 2013 Nov 12, 2013
MKP Capital Management LLC 1,827,800 $19,192k Put Jun 30, 2019 Aug 14, 2019
Steadfast Capital Management LP 1,696,152 $17,810k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 1,437,868 $15,098k Jun 30, 2019 Jul 31, 2019
Cambridge Investment Research Advisors Inc 1,259,169 $13,221k Jun 30, 2019 Aug 15, 2019
Kopernik Global Investors LLC 1,254,783 $13,175k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 469,034 $11,829k Sep 30, 2015 Nov 16, 2015
Schwerin Boyle Capital Management Inc 1,090,246 $11,448k Jun 30, 2019 Aug 13, 2019
Thompson Investment Management Inc 996,794 $10,466k Jun 30, 2019 Aug 7, 2019
KMS Financial Services Inc 402,954 $10,324k Sep 30, 2014 Nov 17, 2014
GFS Advisors LLC 901,350 $9,464k Jun 30, 2019 Aug 1, 2019
J Goldman & Co LP 900,000 $9,450k Call Jun 30, 2019 Aug 14, 2019
Eubel Brady & Suttman Asset Management Inc 887,313 $9,317k Jun 30, 2019 Aug 12, 2019
van Hulzen Asset Management LLC 869,058 $9,125k Jun 30, 2019 Aug 8, 2019
Lodge Hill Capital LLC 858,630 $9,016k Jun 30, 2019 Aug 13, 2019
Allen Investment Management LLC 832,696 $8,743k Jun 30, 2019 Aug 12, 2019
Pacer Advisors Inc 829,718 $8,712k Jun 30, 2019 Aug 12, 2019
Cohen & Steers Capital Management Inc 340,830 $8,456k Mar 31, 2015 May 15, 2015
Torray LLC 762,101 $8,002k Jun 30, 2019 Aug 8, 2019
Dodge & COX 737,554 $7,744k Jun 30, 2019 Aug 13, 2019
Gabelli Funds LLC 737,100 $7,740k Jun 30, 2019 Aug 2, 2019
Interval Partners LP 664,200 $6,974k Jun 30, 2019 Aug 12, 2019
Element Capital Management LLC 608,296 $6,387k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 582,690 $6,118k Jun 30, 2019 Aug 16, 2019
Howland Capital Management LLC 568,696 $5,971k Jun 30, 2019 Jul 17, 2019
Marathon Trading Investment Management LLC 554,685 $5,824k Jun 30, 2019 Aug 14, 2019
Sentry Management Inc 539,949 $5,669k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 539,949 $5,669k Jun 30, 2019 Aug 12, 2019
PRIO Wealth Limited Partnership 509,113 $5,345k Jun 30, 2019 Jul 18, 2019
RPG Investment Advisory LLC 474,015 $4,997k Jun 30, 2019 Jul 10, 2019
Prelude Capital Management LLC 475,000 $4,988k Put Jun 30, 2019 Aug 14, 2019
Scopus Asset Management LP 475,000 $4,988k Jun 30, 2019 Aug 14, 2019
JD Capital Management LLC 470,600 $4,941k Jun 30, 2019 Aug 9, 2019
Highland Capital Management LLC 467,537 $4,909k Jun 30, 2019 Jul 29, 2019
Grassi Investment Management LLC 446,000 $4,683k Jun 30, 2019 Jul 10, 2019
Bruce & Co Inc 425,000 $4,462k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 404,562 $4,248k Jun 30, 2019 Jul 29, 2019
Burgundy Asset Management Ltd 400,000 $4,200k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 390,957 $4,105k Jun 30, 2019 Aug 13, 2019
S & Co Inc 371,705 $3,903k Jun 30, 2019 Jul 23, 2019
COVE Street Capital LLC 369,500 $3,880k Jun 30, 2019 Aug 13, 2019
10-15 Associates Inc 357,047 $3,749k Jun 30, 2019 Aug 12, 2019
CWH Capital Management Inc 353,593 $3,713k Jun 30, 2019 Aug 14, 2019
Arlington Partners LLC 353,294 $3,710k Jun 30, 2019 Jul 10, 2019
Parthenon LLC 339,741 $3,567k Jun 30, 2019 Jul 29, 2019
Marble Harbor Investment Counsel LLC 331,526 $3,481k Jun 30, 2019 Aug 7, 2019
SAND Hill Global Advisors LLC 326,233 $3,425k Jun 30, 2019 Aug 13, 2019
Linden Advisors LP 301,395 $3,165k Jun 30, 2019 Aug 14, 2019
SOL Capital Management Co 300,201 $3,152k Jun 30, 2019 Jul 17, 2019
Taconic Capital Advisors LP 300,000 $3,150k Call Jun 30, 2019 Aug 14, 2019
Matthew GOFF Investment Advisor LLC 287,585 $3,020k Jun 30, 2019 Aug 5, 2019
Asset Management Advisors Inc 275,542 $2,893k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors LLC 275,542 $2,893k Jun 30, 2019 Jul 26, 2019
Cohen Klingenstein LLC 270,881 $2,844k Jun 30, 2019 Jul 15, 2019
Elgethun Capital Management 269,717 $2,832k Jun 30, 2019 Aug 8, 2019
Personal Resources Investment and Strategic Management Inc 259,660 $2,726k Jun 30, 2019 Aug 6, 2019
Bragg Financial Advisors Inc 258,185 $2,711k Jun 30, 2019 Aug 14, 2019
Redwood Capital Management LLC 253,000 $2,657k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 248,359 $2,608k Jun 30, 2019 Jul 15, 2019
Adams Diversified Equity Fund Inc 246,500 $2,588k Jun 30, 2019 Jul 29, 2019
TDAM USA Inc 244,429 $2,567k Jun 30, 2019 Aug 1, 2019
Winslow Asset Management Inc 234,720 $2,465k Jun 30, 2019 Jul 29, 2019
Folger Nolan Fleming Douglas Capital Management Inc 224,336 $2,356k Jun 30, 2019 Aug 9, 2019
Brigade Capital Management LP 220,000 $2,310k Put Jun 30, 2019 Aug 14, 2019
Westchester Capital Management LLC 218,648 $2,296k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 218,648 $2,296k Jun 30, 2019 Aug 5, 2019
Panagora Asset Management Inc 210,247 $2,208k Jun 30, 2019 Aug 9, 2019
Oarsman Capital Inc 193,645 $2,033k Jun 30, 2019 Aug 13, 2019
Rodgers Brothers Inc 193,017 $2,027k Jun 30, 2019 Aug 14, 2019
Spark Investment Management LLC 181,700 $1,907k Jun 30, 2019 Aug 12, 2019
Lehman Financial Resources Inc 168,849 $1,906k Sep 30, 2018 Nov 14, 2018
First Wilshire Securities Management Inc 177,001 $1,859k Jun 30, 2019 Aug 14, 2019
Guardian Investment Management LLC 167,020 $1,754k Jun 30, 2019 Aug 16, 2019
Monarch Capital Management Inc 165,752 $1,740k Jun 30, 2019 Jul 31, 2019
Osborne Partners Capital Management LLC 161,254 $1,693k Jun 30, 2019 Jul 18, 2019
Dupont Capital Management Corp 156,396 $1,642k Jun 30, 2019 Jul 30, 2019
Dowling & Yahnke LLC 151,292 $1,589k Jun 30, 2019 Jul 22, 2019
Ashfield Capital Partners LLC 150,240 $1,578k Jun 30, 2019 Jul 29, 2019
Birch Hill Investment Advisors LLC 149,728 $1,572k Jun 30, 2019 Jul 22, 2019
Wellington Shields Capital Management LLC 148,108 $1,555k Jun 30, 2019 Aug 8, 2019
Cacti Asset Management LLC 149,000 $1,550k Jun 30, 2019 Jul 1, 2019
Keating Investment Counselors Inc 146,814 $1,542k Jun 30, 2019 Aug 1, 2019
Harvey Investment Company LLC 144,759 $1,520k Jun 30, 2019 Jul 16, 2019
GAME Creek Capital LP 142,500 $1,496k Jun 30, 2019 Aug 5, 2019
Baugh & Associates LLC 139,503 $1,465k Jun 30, 2019 Jul 23, 2019
QS Investors LLC 139,136 $1,461k Jun 30, 2019 Aug 14, 2019
Stewart & Patten Co LLC 133,805 $1,405k Jun 30, 2019 Jul 17, 2019
BOYS Arnold & Company Inc 128,166 $1,346k Jun 30, 2019 Aug 1, 2019
Marshwinds Advisory Company 176,981 $1,340k Dec 31, 2018 Jan 7, 2019
Woodstock Corporation 127,534 $1,339k Jun 30, 2019 Jul 3, 2019
Flippin Bruce & Porter Inc 125,936 $1,322k Jun 30, 2019 Aug 6, 2019
Meridian Investment Counsel Inc 125,783 $1,321k Jun 30, 2019 Aug 13, 2019
Merriman Wealth Management LLC 12,423 $1,321k Jun 30, 2019 Jul 31, 2019
Granite Group Advisors LLC 124,018 $1,302k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 124,018 $1,302k Jun 30, 2019 Jul 23, 2019
Stuyvesant Capital Management Corporation 171,375 $1,297k Dec 31, 2018 Feb 8, 2019
Semper Augustus Investments Group LLC 119,415 $1,254k Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 118,340 $1,243k Jun 30, 2019 Jul 30, 2019
Hoylecohen LLC 118,287 $1,242k Jun 30, 2019 Aug 9, 2019
Douglass Winthrop Advisors LLC 117,620 $1,235k Jun 30, 2019 Jul 10, 2019
Choate Investment Advisors LLC 116,396 $1,222k Jun 30, 2019 Aug 14, 2019
Chickasaw Capital Management LLC 113,701 $1,194k Jun 30, 2019 Jul 15, 2019
Interocean Capital LLC 113,646 $1,193k Jun 30, 2019 Aug 13, 2019
Ipswich Investment Management Company Inc 112,884 $1,185k Jun 30, 2019 Jul 11, 2019
LONG ROAD Investment Counsel LLC 111,909 $1,175k Jun 30, 2019 Aug 9, 2019
Northwest Investment Counselors LLC 109,763 $1,153k Jun 30, 2019 Jul 25, 2019
Partnervest Advisory Services LLC 109,709 $1,152k Jun 30, 2019 Aug 7, 2019
Wealth Enhancement Advisory Services LLC 108,482 $1,126k Jun 30, 2019 Aug 2, 2019
Dorchester Wealth Management Company 107,103 $1,125k Jun 30, 2019 Jul 19, 2019
Formidable Asset Management LLC 147,809 $1,119k Dec 31, 2018 Feb 6, 2019
Taurus Asset Management LLC 105,819 $1,111k Jun 30, 2019 Aug 14, 2019
180 Wealth Advisors LLC 109,872 $1,108k Jun 30, 2019 Aug 5, 2019
LEE Danner & BASS Inc 105,328 $1,106k Jun 30, 2019 Jul 30, 2019
Beese Fulmer Investment Management Inc 103,514 $1,087k Jun 30, 2019 Jul 5, 2019
Bell & Brown Wealth Advisors LLC 102,789 $1,079k Jun 30, 2019 Aug 6, 2019
Brasada Capital Management LP 100,901 $1,071k Jun 30, 2019 Aug 7, 2019
Mairs and Power Inc 101,701 $1,068k Jun 30, 2019 Aug 14, 2019
van Strum & Towne Inc 101,535 $1,066k Jun 30, 2019 Aug 12, 2019
NTV Asset Management LLC 101,256 $1,063k Jun 30, 2019 Jul 29, 2019
Grandfield & DODD LLC 99,975 $1,050k Jun 30, 2019 Jul 29, 2019
Minichmacgregor Wealth Management LLC 98,605 $1,048k Jun 30, 2019 Aug 5, 2019
Hedeker Wealth LLC 99,706 $1,046k Jun 30, 2019 Jul 26, 2019
Wealthtrust Axiom LLC 99,600 $1,045k Jun 30, 2019 Aug 7, 2019
IMS Capital Management Inc 99,322 $1,043k Jun 30, 2019 Aug 14, 2019
Wheatland Advisors Inc 97,900 $1,028k Jun 30, 2019 Aug 7, 2019
Altium Wealth Management LLC 97,360 $1,022k Jun 30, 2019 Jul 18, 2019
Schulhoff & Co Inc 97,168 $1,020k Jun 30, 2019 Aug 7, 2019
Argyle Capital Management Inc 96,712 $1,015k Jun 30, 2019 Jul 25, 2019
Karpas Strategies LLC 95,950 $1,007k Jun 30, 2019 Jul 25, 2019
DUFF & Phelps Investment Management Co 95,278 $1,000k Jun 30, 2019 Aug 2, 2019
White Pine Capital LLC 95,186 $999k Jun 30, 2019 Aug 14, 2019
Douglas Lane & Associates LLC 94,185 $989k Jun 30, 2019 Jul 8, 2019
ZWJ Investment Counsel Inc 93,732 $984k Jun 30, 2019 Jul 24, 2019
Plancorp LLC 93,335 $980k Jun 30, 2019 Aug 13, 2019
Whitebox Advisors LLC 92,644 $973k Jun 30, 2019 Aug 14, 2019
Hunter Associates Investment Management LLC 92,054 $967k Jun 30, 2019 Aug 8, 2019
LOWE Brockenbrough & Company Inc 92,141 $967k Jun 30, 2019 Aug 12, 2019
Ancora Family Wealth Advisors LLC 32,463 $962k Sep 30, 2016 Nov 4, 2016
Good Life Advisors LLC 90,640 $954k Jun 30, 2019 Aug 6, 2019
Janney Capital Management LLC 86,846 $912k Jun 30, 2019 Jul 29, 2019
Wealth Advisors Inc 86,398 $907k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 86,398 $907k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 86,398 $907k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 86,398 $907k Jun 30, 2019 Aug 7, 2019
Meristem Family Wealth LLC 83,645 $878k Jun 30, 2019 Aug 6, 2019
Ironwood Investment Management LLC 83,500 $877k Jun 30, 2019 Aug 14, 2019
Wellington Shields & Co LLC 80,043 $840k Jun 30, 2019 Aug 8, 2019
Acadian Asset Management LLC 79,369 $833k Jun 30, 2019 Aug 8, 2019
Howard Capital Management Inc 78,600 $825k Jun 30, 2019 Jul 24, 2019
Summit X 78,280 $820k Jun 30, 2019 Aug 13, 2019
Arnhold LLC 77,301 $812k Jun 30, 2019 Aug 8, 2019
Spears Abacus Advisors LLC 77,183 $810k Jun 30, 2019 Aug 9, 2019
Twin Focus Capital Partners LLC 76,135 $799k Jun 30, 2019 Aug 14, 2019
Strategic Financial Services Inc 75,554 $793k Jun 30, 2019 Aug 13, 2019
Capital Investment Counsel Inc 75,051 $788k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 75,051 $788k Jun 30, 2019 Jul 26, 2019
Appleton Partners Inc 74,759 $785k Jun 30, 2019 Jul 25, 2019
Westover Capital Advisors LLC 73,849 $775k Jun 30, 2019 Aug 13, 2019
Carret Asset Management LLC 73,829 $775k Jun 30, 2019 Aug 12, 2019
Independent Investors Inc 73,801 $774k Jun 30, 2019 Jul 18, 2019
AULL & Monroe Investment Management Corp 73,442 $771k Jun 30, 2019 Jul 29, 2019
Gideon Capital Advisors Inc 73,158 $768k Jun 30, 2019 Aug 14, 2019
Stelac Advisory Services LLC 73,000 $767k Jun 30, 2019 Jul 29, 2019
Avalon Advisors LLC 71,338 $749k Jun 30, 2019 Aug 14, 2019
BECK MACK & Oliver LLC 70,189 $737k Jun 30, 2019 Aug 13, 2019
Lourd Capital LLC 70,000 $735k Jun 30, 2019 Jul 11, 2019
Front Barnett Associates LLC 69,284 $727k Jun 30, 2019 Aug 6, 2019
American National Registered Investment Advisor Inc 68,557 $720k Jun 30, 2019 Aug 5, 2019
EP Wealth Advisors LLC 68,551 $720k Jun 30, 2019 Aug 27, 2019
Cypress Capital Management LLC 67,298 $707k Jun 30, 2019 Aug 5, 2019
Palouse Capital Management Inc 67,060 $704k Jun 30, 2019 Aug 6, 2019
Boston Family Office LLC 66,903 $702k Jun 30, 2019 Jul 30, 2019
Hamel Associates Inc 66,234 $695k Jun 30, 2019 Aug 5, 2019
Oak Grove Capital LLC 65,000 $683k Jun 30, 2019 Aug 9, 2019
Shepherd Financial Partners LLC 64,999 $682k Jun 30, 2019 Aug 5, 2019
Carleon Capital Partners LLC 61,862 $651k Jun 30, 2019 Aug 13, 2019
Overbrook Management Corporation 61,762 $649k Jun 30, 2019 Aug 13, 2019
Benin Management Corp 60,112 $631k Jun 30, 2019 Jul 31, 2019
The Mathes Company Inc 58,200 $611k Jun 30, 2019 Jul 29, 2019
Bowen Hanes & Co Inc 57,442 $603k Jun 30, 2019 Aug 13, 2019
Diligent Investors LLC 57,155 $600k Jun 30, 2019 Aug 1, 2019
Torch Wealth Management LLC 57,055 $599k Jun 30, 2019 Aug 2, 2019
Calton & Associates Inc 56,079 $589k Jun 30, 2019 Jul 9, 2019
Aries Wealth Management LLC 55,870 $587k Jun 30, 2019 Jul 15, 2019
Crawford Investment Counsel Inc 55,476 $583k Jun 30, 2019 Aug 12, 2019
Northstar Wealth Partners LLC 55,503 $583k Jun 30, 2019 Aug 15, 2019
GHP Investment Advisors Inc 54,933 $577k Jun 30, 2019 Aug 2, 2019
Brown Advisory Securities LLC 54,673 $574k Jun 30, 2019 Aug 12, 2019
Altavista Wealth Management Inc 52,681 $553k Jun 30, 2019 Aug 13, 2019
DF DENT and Company Inc 52,229 $548k Jun 30, 2019 Aug 15, 2019
North American Management Corp 52,202 $548k Jun 30, 2019 Jul 30, 2019
Portland Global Advisors LLC 52,057 $547k Jun 30, 2019 Jul 26, 2019
Chesley TAFT & Associates LLC 51,955 $546k Jun 30, 2019 Jul 10, 2019
Fairpointe Capital LLC 50,500 $530k Jun 30, 2019 Aug 14, 2019
Bigsur Wealth Management LLC 49,650 $528k Jun 30, 2019 Jul 5, 2019
Evermay Wealth Management LLC 50,060 $526k Jun 30, 2019 Jul 23, 2019
EOS Management LP 50,000 $525k Jun 30, 2019 Aug 6, 2019
Ulysses Management LLC 50,000 $525k Call Jun 30, 2019 Aug 14, 2019
Cohen Capital Management Inc 49,055 $515k Jun 30, 2019 Aug 7, 2019
Fundx Investment Group LLC 48,666 $511k Jun 30, 2019 Aug 5, 2019
RAAB & Moskowitz Asset Management LLC 48,651 $510k Jun 30, 2019 Aug 9, 2019
Accredited Investors Inc 47,583 $500k Jun 30, 2019 Aug 13, 2019
Quest Investment Management LLC 47,400 $498k Jun 30, 2019 Aug 13, 2019
Buckhead Capital Management LLC 47,375 $497k Jun 30, 2019 Aug 1, 2019
Staley Capital Advisers Inc 45,811 $481k Jun 30, 2019 Aug 9, 2019
Signet Financial Management LLC 45,723 $481k Jun 30, 2019 Aug 13, 2019
Joel Isaacson & Co LLC 45,719 $480k Jun 30, 2019 Jul 11, 2019
Greatmark Investment Partners Inc 45,517 $478k Jun 30, 2019 Aug 5, 2019
Cipher Capital LP 45,399 $477k Jun 30, 2019 Aug 13, 2019
The Northstar Group Inc 44,026 $462k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 44,026 $462k Jun 30, 2019 Jul 12, 2019
SFMG LLC 49,595 $459k Jun 30, 2019 Aug 5, 2019
Goelzer Investment Management Inc 43,152 $453k Jun 30, 2019 Jul 29, 2019
Colonial Trust Advisors Inc 42,968 $451k Jun 30, 2019 Aug 21, 2019
Fenimore Asset Management Inc 42,526 $447k Jun 30, 2019 Jul 16, 2019
Poehling Capital Management Inc 42,304 $444k Jun 30, 2019 Aug 9, 2019
Ramsay Stattman VELA & Price Inc 42,080 $442k Jun 30, 2019 Aug 9, 2019
Dimension Capital Management LLC 42,048 $442k Jun 30, 2019 Aug 12, 2019
ARK Investment Management LLC 42,044 $441k Jun 30, 2019 Jul 30, 2019
Alpha Cubed Investments LLC 41,888 $440k Jun 30, 2019 Jul 19, 2019
Wendell David Associates Inc 41,354 $434k Jun 30, 2019 Jul 16, 2019
Dumont & Blake Investment Advisors LLC 40,300 $423k Jun 30, 2019 Aug 1, 2019
Fagan Associates Inc 39,957 $420k Jun 30, 2019 Jul 12, 2019
Sicart Associates LLC 39,700 $417k Jun 30, 2019 Jul 23, 2019
Connecticut Wealth Management LLC 39,207 $412k Jun 30, 2019 Jul 29, 2019
KLCM Advisors Inc 39,055 $410k Jun 30, 2019 Aug 15, 2019
Northside Capital Management LLC 38,321 $402k Jun 30, 2019 Jul 16, 2019
Valmark Advisers Inc 38,252 $402k Jun 30, 2019 Aug 7, 2019
ELCO Management Company LLC 38,200 $401k Jun 30, 2019 Aug 1, 2019
BKD Wealth Advisors LLC 38,029 $399k Jun 30, 2019 Jul 10, 2019
Lucas Capital Management LLC 37,625 $395k Jun 30, 2019 Jul 29, 2019
New England Research & Management Inc 37,177 $390k Jun 30, 2019 Jul 9, 2019
Nicholas Hoffman & Company LLC 36,945 $388k Jun 30, 2019 Aug 12, 2019
Wilkins Investment Counsel Inc 36,643 $385k Jun 30, 2019 Aug 9, 2019
The Rikoon Group LLC 36,561 $384k Jun 30, 2019 Aug 6, 2019
Crescent Grove Advisors LLC 36,027 $379k Jun 30, 2019 Aug 6, 2019
Emerald Investment Partners LLC 36,032 $378k Jun 30, 2019 Aug 12, 2019
ALL Terrain Financial Advisors LLC 35,833 $376k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 35,831 $376k Jun 30, 2019 Aug 8, 2019
Searle & Co 35,516 $373k Jun 30, 2019 Jul 17, 2019
Private Asset Management Inc 34,938 $367k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 34,938 $367k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 34,938 $367k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 34,938 $367k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 34,938 $367k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 34,938 $367k Jun 30, 2019 Aug 14, 2019
Altfest L J & Co Inc 34,620 $364k Jun 30, 2019 Jul 15, 2019
Murphy Middleton Hinkle & Parker Inc 34,249 $360k Jun 30, 2019 Jul 15, 2019
PFG Advisors LLC 34,234 $359k Jun 30, 2019 Aug 5, 2019
Biegel & Waller LLC 33,922 $356k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 33,925 $356k Jun 30, 2019 Aug 5, 2019
New England Private Wealth Advisors LLC 33,752 $356k Jun 30, 2019 Aug 8, 2019
River ROAD Asset Management LLC 33,285 $349k Jun 30, 2019 Aug 12, 2019
BSW Wealth Partners LLC 32,750 $344k Jun 30, 2019 Aug 13, 2019
Cedar Wealth Management LLC 32,765 $344k Jun 30, 2019 Jul 24, 2019
Jaffetilchin Investment Partners LLC 32,683 $343k Jun 30, 2019 Aug 13, 2019
Pratt Collard Advisory Partners LLC 32,394 $340k Jun 30, 2019 Jul 16, 2019
Gratus Capital LLC 31,670 $333k Jun 30, 2019 Aug 7, 2019
Aspiriant LLC 31,386 $329k Jun 30, 2019 Aug 6, 2019
Calamos Wealth Management LLC 31,319 $329k Jun 30, 2019 Aug 7, 2019
Gabelli & Company Investment Advisers Inc 31,200 $328k Jun 30, 2019 Aug 2, 2019
Stoneridge Investment Partners LLC 31,133 $327k Jun 30, 2019 Jul 29, 2019
Dedora Capital Inc 30,834 $324k Jun 30, 2019 Aug 8, 2019
Hartline Investment Corp 30,893 $324k Jun 30, 2019 Aug 8, 2019
Wealth Alliance Advisory Group LLC 30,751 $316k Jun 30, 2019 Jul 17, 2019
FFCM LLC 30,098 $316k Jun 30, 2019 Jul 30, 2019
Shikiar Asset Management Inc 30,000 $315k Jun 30, 2019 Jul 25, 2019
Modera Wealth Management LLC 29,755 $312k Jun 30, 2019 Aug 7, 2019
Bienville Capital Management LLC 29,550 $311k Jun 30, 2019 Aug 14, 2019
Investors Research Corporation 29,069 $305k Jun 30, 2019 Jul 8, 2019
HCR Wealth Advisors 29,004 $304k Jun 30, 2019 Jul 25, 2019
Waters Parkerson & Co LLC 28,929 $304k Jun 30, 2019 Aug 6, 2019
Aldebaran Financial Inc 28,468 $299k Jun 30, 2019 Aug 14, 2019
Monte Financial Group LLC 28,371 $298k Jun 30, 2019 Aug 7, 2019
SPC Financial Inc 28,325 $297k Jun 30, 2019 Aug 1, 2019
Armor Investment Advisors LLC 28,228 $296k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 28,228 $296k Jun 30, 2019 Aug 13, 2019
Capital Wealth Management LLC 28,077 $295k Jun 30, 2019 Aug 12, 2019
Oak Asset Management LLC 28,628 $292k Jun 30, 2019 Jul 25, 2019
Doliver Capital Advisors LP 27,581 $290k Jun 30, 2019 Jul 25, 2019
Futureadvisor Inc 11,411 $288k Sep 30, 2015 Nov 17, 2015
Cornell Pochily Investment Advisors Inc 27,288 $287k Jun 30, 2019 Jul 22, 2019
Bourne LENT Asset Management Inc 27,337 $287k Jun 30, 2019 Jul 29, 2019
Stone RUN Capital LLC 27,220 $286k Jun 30, 2019 Aug 14, 2019
Quadrant Private Wealth Management LLC 26,858 $282k Jun 30, 2019 Aug 13, 2019
Steinberg Global Asset Management Ltd 27,925 $279k Mar 31, 2019 Apr 24, 2019
Triangle Securities Wealth Management 27,262 $278k Jun 30, 2019 Jul 10, 2019
Sippican Capital Advisors LLC 26,475 $278k Jun 30, 2019 Jul 17, 2019
Convergence Investment Partners LLC 25,791 $271k Jun 30, 2019 Jul 23, 2019
Hengehold Capital Management LLC 25,703 $270k Jun 30, 2019 Jul 23, 2019
Arlington Financial Advisors LLC 25,650 $269k Jun 30, 2019 Aug 5, 2019
Successful Portfolios LLC 25,517 $268k Jun 30, 2019 Jul 11, 2019
Foster Dykema Cabot & Co Incorporated 25,424 $267k Jun 30, 2019 Aug 6, 2019
HM Capital Management LLC 25,057 $263k Jun 30, 2019 Jul 24, 2019
Gillespie Robinson & Grimm Inc 24,736 $260k Jun 30, 2019 Jul 22, 2019
Tokio Marine Asset Management USA Ltd 24,569 $258k Jun 30, 2019 Jul 25, 2019
Bingham Osborn & Scarborough LLC 24,591 $258k Jun 30, 2019 Aug 2, 2019
Barrett Asset Management LLC 24,219 $254k Jun 30, 2019 Aug 5, 2019
Northstar Asset Management LLC 24,076 $253k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 24,076 $253k Jun 30, 2019 Jul 16, 2019
Peak Asset Management LLC 23,855 $250k Jun 30, 2019 Aug 15, 2019
Congress Park Capital LLC 23,818 $250k Jun 30, 2019 Aug 2, 2019
Auxier Asset Management LLC 23,604 $248k Jun 30, 2019 Aug 15, 2019
Ridgewood Investments LLC 23,650 $248k Jun 30, 2019 Jul 12, 2019
Armbruster Capital Management Inc 23,266 $244k Jun 30, 2019 Jul 18, 2019
Selway Asset Management Inc 23,175 $243k Jun 30, 2019 Jul 30, 2019
Baker Avenue Asset Management LP 22,592 $237k Jun 30, 2019 Aug 14, 2019
Murphy Pohlad Asset Management LLC 22,529 $236k Jun 30, 2019 Aug 6, 2019
Summit Asset Management LLC 22,107 $232k Jun 30, 2019 Aug 7, 2019
Traynor Capital Management Inc 21,789 $231k Jun 30, 2019 Jul 26, 2019
Apriem Advisors 22,030 $231k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 21,905 $230k Jun 30, 2019 Jul 23, 2019
ELM Advisors LLC 21,942 $230k Jun 30, 2019 Jul 3, 2019
Twin Capital Management Inc 21,650 $227k Jun 30, 2019 Aug 1, 2019
Valicenti Advisory Services Inc 21,534 $226k Jun 30, 2019 Jul 17, 2019
Dividend Assets Capital LLC 21,347 $224k Jun 30, 2019 Jul 12, 2019
Eagle Global Advisors LLC 20,924 $220k Jun 30, 2019 Aug 13, 2019
Huntington Steele LLC 16,302 $220k Mar 31, 2018 Apr 18, 2018
Chilton Capital Management LLC 20,879 $219k Jun 30, 2019 Aug 13, 2019
RFG Advisory LLC 20,608 $216k Jun 30, 2019 Aug 23, 2019
Clear Harbor Asset Management LLC 20,569 $216k Jun 30, 2019 Jul 22, 2019
Retirement Capital Strategies Inc 20,442 $215k Jun 30, 2019 Aug 2, 2019
Brave Asset Management Inc 20,500 $215k Jun 30, 2019 Aug 5, 2019
Adirondack Research & Management Inc 20,458 $215k Jun 30, 2019 Aug 6, 2019
Exchange Capital Management Inc 20,340 $214k Jun 30, 2019 Jul 22, 2019
DSC Advisors LP 20,345 $214k Jun 30, 2019 Aug 14, 2019
Evanson Asset Management LLC 19,490 $205k Jun 30, 2019 Jul 11, 2019
Patton Albertson Miller Group LLC 22,273 $204k Jun 30, 2019 Aug 12, 2019
Bedel Financial Consulting Inc 19,024 $200k Jun 30, 2019 Aug 1, 2019
The Fiduciary Group LLC 19,009 $200k Jun 30, 2019 Aug 14, 2019
Nottingham Advisors Inc 18,998 $199k Jun 30, 2019 Jul 17, 2019
Gilman Hill Asset Management LLC 18,844 $198k Jun 30, 2019 Jul 17, 2019
Alexandria Capital LLC 18,885 $198k Jun 30, 2019 Aug 12, 2019
Chesapeake Asset Management LLC 18,845 $198k Jun 30, 2019 Aug 6, 2019
Cottage Street Advisors LLC 18,776 $197k Jun 30, 2019 Aug 2, 2019
Optimum Investment Advisors LLC 18,694 $196k Jun 30, 2019 Jul 29, 2019
Kovitz Investment Group Partners LLC 18,538 $195k Jun 30, 2019 Aug 14, 2019
DAY & Ennis LLC 18,598 $195k Jun 30, 2019 Aug 2, 2019
Lejeune Puetz Investment Counsel 18,515 $194k Jun 30, 2019 Jul 29, 2019
KCS Wealth Advisory LLC 18,479 $194k Jun 30, 2019 Jul 29, 2019
Grand JEAN Capital Management Inc 18,400 $193k Jun 30, 2019 Aug 13, 2019
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United Asset Strategies Inc 18,314 $192k Jun 30, 2019 Jul 31, 2019
PENN Davis Mcfarland Inc 18,254 $192k Jun 30, 2019 Jul 16, 2019
Round Table Services LLC 18,171 $191k Jun 30, 2019 Jul 17, 2019
First Heartland Consultants Inc 18,118 $190k Jun 30, 2019 Aug 12, 2019
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Rossmore Private Capital LLC 17,641 $185k Jun 30, 2019 Aug 5, 2019
Boston Research and Management Inc 17,485 $183k Jun 30, 2019 Aug 7, 2019
Bouchey Financial Group Ltd 17,313 $182k Jun 30, 2019 Jul 11, 2019
Bourgeon Capital Management LLC 17,340 $182k Jun 30, 2019 Jul 18, 2019
Meritage Portfolio Management Inc 17,200 $181k Jun 30, 2019 Jul 30, 2019
Crossvault Capital Management LLC 17,262 $181k Jun 30, 2019 Jul 19, 2019
Pagnatokarp Partners LLC 17,111 $180k Jun 30, 2019 Aug 8, 2019
Parsec Financial Management Inc 17,128 $180k Jun 30, 2019 Jul 23, 2019
Stokes & Hubbell Capital Management LLC 17,796 $178k Mar 31, 2019 Apr 24, 2019
Birinyi Associates Inc 16,985 $178k Jun 30, 2019 Aug 5, 2019
Strategic Financial Group LLC 16,910 $178k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 16,910 $178k Jun 30, 2019 Jul 29, 2019
Bridgeworth LLC 16,819 $177k Jun 30, 2019 Jul 25, 2019
Cornerstone Advisory LLC 16,737 $176k Jun 30, 2019 Aug 8, 2019
Landmark Financial Advisors LLC 16,712 $175k Jun 30, 2019 Aug 2, 2019
Tufton Capital Management LLC 16,689 $175k Jun 30, 2019 Jul 26, 2019
Crow Point Partners LLC 16,500 $173k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 16,455 $173k Jun 30, 2019 Jul 19, 2019
Vivaldi Capital Management LLC 16,193 $170k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 16,050 $169k Jun 30, 2019 Jul 26, 2019
LLBH Private Wealth Management LLC 15,893 $167k Jun 30, 2019 Aug 13, 2019
Fairview Capital Investment Management LLC 15,611 $163k Jun 30, 2019 Aug 14, 2019
Stearns Financial Services Group Inc 15,435 $162k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 15,351 $161k Jun 30, 2019 Aug 13, 2019
Lakeview Capital Partners LLC 15,264 $160k Jun 30, 2019 Aug 5, 2019
The Ithaka Group LLC 15,197 $160k Jun 30, 2019 Aug 12, 2019
Beacon Investment Advisory Services Inc 15,027 $158k Jun 30, 2019 Aug 7, 2019
Intersect Capital LLC 14,921 $157k Jun 30, 2019 Aug 9, 2019
Regent Investment Management LLC 14,886 $156k Jun 30, 2019 Jul 15, 2019
Signature Financial Management Inc 20,225 $156k Dec 31, 2018 Feb 13, 2019
Camelot Portfolios LLC 14,771 $155k Jun 30, 2019 Jul 19, 2019
Hourglass Capital LLC 14,800 $155k Jun 30, 2019 Aug 12, 2019
Baker Ellis Asset Management LLC 14,429 $152k Jun 30, 2019 Aug 12, 2019
Harvest Capital Management Inc 14,495 $152k Jun 30, 2019 Aug 7, 2019
Barber Financial Group 14,361 $151k Jun 30, 2019 Aug 9, 2019
Chatham Capital Group Inc 14,279 $150k Jun 30, 2019 Jul 24, 2019
Barry Investment Advisors LLC 14,144 $149k Jun 30, 2019 Jul 26, 2019
American Investment Services Inc 14,147 $149k Jun 30, 2019 Aug 6, 2019
FORD Financial Group Inc 14,080 $147k Jun 30, 2019 Jul 25, 2019
Inspirion Wealth Advisors LLC 13,698 $144k Jun 30, 2019 Jul 15, 2019
LBMC Investment Advisors LLC 13,728 $144k Jun 30, 2019 Jul 18, 2019
Gagnon Securities LLC 13,746 $144k Jun 30, 2019 Aug 12, 2019
Acorn Wealth Advisors LLC 15,098 $143k Jun 30, 2019 Aug 14, 2019
QCM Cayman Ltd 13,582 $143k Jun 30, 2019 Aug 14, 2019
Cowen Prime Services LLC 13,470 $141k Jun 30, 2019 Jul 31, 2019
Pettee Investors Inc 13,349 $140k Jun 30, 2019 Aug 7, 2019
SYM Financial Corporation 13,271 $139k Jun 30, 2019 Jul 29, 2019
SNOW Capital Management LP 13,100 $138k Jun 30, 2019 Aug 13, 2019
Callahan Advisors LLC 13,045 $137k Jun 30, 2019 Jul 17, 2019
Main Street Research LLC 12,832 $135k Jun 30, 2019 Aug 8, 2019
Shamrock Asset Management LLC 12,784 $134k Jun 30, 2019 Aug 9, 2019
SVA Plumb Wealth Management LLC 12,660 $133k Jun 30, 2019 Aug 13, 2019
Addenda Capital Inc 12,500 $132k Jun 30, 2019 Jul 12, 2019
The O'Dell Group LLC 12,475 $131k Jun 30, 2019 Jul 24, 2019
GSB Wealth Management LLC 12,507 $131k Jun 30, 2019 Aug 9, 2019
Lexaurum Advisors LLC 12,392 $130k Jun 30, 2019 Jul 19, 2019
Wespac Advisors LLC 12,249 $129k Jun 30, 2019 Jul 23, 2019
Towerpoint Wealth LLC 12,280 $128k Jun 30, 2019 Aug 7, 2019
Wiley Bros-Aintree Capital LLC 12,123 $127k Jun 30, 2019 Jul 10, 2019
Telos Capital Management Inc 11,978 $125k Jun 30, 2019 Jul 19, 2019
Montag A & Associates Inc 11,778 $124k Jun 30, 2019 Aug 6, 2019
STA Wealth Management LLC 11,780 $124k Jun 30, 2019 Aug 14, 2019
Capital Insight Partners LLC 11,813 $124k Jun 30, 2019 Jul 9, 2019
Pring/Turner Capital Group Inc 16,250 $123k Dec 31, 2018 Feb 14, 2019
Premier Asset Management LLC 11,777 $123k Jun 30, 2019 Aug 7, 2019
Ballast Inc 11,622 $122k Jun 30, 2019 Jul 26, 2019
Foundations Investment Advisors LLC 11,484 $122k Jun 30, 2019 Jul 8, 2019
Measured Wealth Private Client Group LLC 11,432 $120k Jun 30, 2019 Jul 26, 2019
Private Vista LLC 11,319 $119k Jun 30, 2019 Jul 19, 2019
HIGH Falls Advisors Inc 11,252 $118k Jun 30, 2019 Aug 15, 2019
RNC Capital Management LLC 10,944 $115k Jun 30, 2019 Jul 25, 2019
The Bollard Group LLC 10,659 $112k Jun 30, 2019 Aug 13, 2019
Lincoln Capital Corporation 10,381 $109k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 10,381 $109k Jun 30, 2019 Jul 12, 2019
Cambridge Advisors Inc 10,377 $109k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 10,377 $109k Jun 30, 2019 Jul 26, 2019
Cornerstone Capital Corp 10,190 $107k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 10,190 $107k Jun 30, 2019 Aug 14, 2019
Uncommon Cents Investing LLC 10,098 $106k Jun 30, 2019 Jul 12, 2019
Zuckerman Investment Group LLC 10,000 $105k Jun 30, 2019 Aug 14, 2019
Destination Wealth Management 9,348 $98k Jun 30, 2019 Jul 19, 2019
Princeton Capital Management LLC 9,286 $98k Jun 30, 2019 Aug 12, 2019
Institutional and Family Asset Management LLC 8,548 $90k Jun 30, 2019 Aug 14, 2019
Cramer Rosenthal Mcglynn LLC 8,246 $87k Jun 30, 2019 Aug 13, 2019
New Potomac Partners LLC 6,500 $68k Jun 30, 2019 Jul 26, 2019
Asset Planning Services Ltd 6,412 $67k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 6,412 $67k Jun 30, 2019 Jul 17, 2019
Heritage Financial LLC 5,918 $62k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 5,918 $62k Jun 30, 2019 Aug 13, 2019
Payden & Rygel 3,502 $37k Jun 30, 2019 Aug 6, 2019
Sound Income Strategies LLC 3,370 $35k Jun 30, 2019 Jul 16, 2019
Contravisory Investment Management Inc 3,000 $32k Jun 30, 2019 Jul 9, 2019
Summit Financial Group Inc 2,625 $28k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 2,625 $28k Jun 30, 2019 Jul 3, 2019
Litman Gregory Asset Management LLC 2,523 $26k Jun 30, 2019 Jul 31, 2019
New England Asset Management Inc 2,400 $25k Jun 30, 2019 Aug 14, 2019
CLS Investments LLC 2,334 $25k Jun 30, 2019 Aug 14, 2019
Cranbrook Wealth Management LLC 1,661 $17k Jun 30, 2019 Aug 7, 2019
Spiderrock Advisors LLC 410,000 $12k Put Jun 30, 2019 Jul 29, 2019
Spectrum Management Group Inc 1,155 $12k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 1,155 $12k Jun 30, 2019 Aug 2, 2019
Interactive Financial Advisors Inc 1,000 $11k Jun 30, 2019 Jul 17, 2019
Maryland Capital Management LLC 1,000 $10k Jun 30, 2019 Aug 13, 2019
Tiedemann Advisors LLC 3,000 $9k Call Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 626 $7k Jun 30, 2019 Aug 14, 2019
The Central Trust Bank 269 $3k Jun 30, 2019 Jul 16, 2019
Secrest Blakey & Associates LLC 300 $3k Call Jun 30, 2019 Aug 13, 2019
REDW Stanley Financial Advisors LLC 200 $2k Jun 30, 2019 Aug 9, 2019
Mitchell Mcleod PUGH & Williams Inc 103 $1k Jun 30, 2019 Jul 9, 2019
West Oak Capital LLC 100 $1k Jun 30, 2019 Jul 12, 2019
Independent Advisor Alliance LLC 20,277 $0k Jun 30, 2019 Aug 12, 2019

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