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INTL BUSINESS MCHN
(459200101)

Funds Reporting Holdings of INTL BUSINESS MCHN according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Irish Life Investment Managers Limited 637,826 $121,792,875k Jun 30, 2013 Aug 13, 2013
Tower Bridge Advisors Inc 70,015 $9,655,004k Jun 30, 2019 Aug 6, 2019
Rmsincerbeaux Capital Management LLC 31,407 $4,331,025k Jun 30, 2019 Aug 9, 2019
Cantab Capital Partners LLP 17,846 $2,589,000k Sep 30, 2017 Nov 14, 2017
Charles Schwab Investment Advisory Inc 2,795,133 $385,449k Jun 30, 2019 Aug 12, 2019
MOON Capital Management LLC 2,535 $349,577k Jun 30, 2019 Jul 11, 2019
Retirement Income Solutions Inc 2,185 $301,000k Jun 30, 2019 Jul 23, 2019
Brandywine Global Investment Management LLC 876,501 $120,870k Jun 30, 2019 Aug 14, 2019
Letko Brosseau & Associates Inc 786,877 $108,510k Jun 30, 2019 Aug 1, 2019
Saratoga Research & Investment Management 461,048 $63,579k Jun 30, 2019 Jul 24, 2019
Poplar Forest Capital LLC 455,664 $62,836k Jun 30, 2019 Aug 2, 2019
First Manhattan Co 339,304 $46,790k Jun 30, 2019 Aug 16, 2019
Douglas Lane & Associates LLC 322,311 $44,447k Jun 30, 2019 Jul 8, 2019
RWWM Inc 318,880 $44,017k Jun 30, 2019 Aug 9, 2019
Clarkston Capital Partners LLC 251,567 $34,691k Jun 30, 2019 Jul 24, 2019
Dearborn Partners LLC 233,268 $32,168k Jun 30, 2019 Jul 29, 2019
Minneapolis Portfolio Management Group LLC 209,283 $28,860k Jun 30, 2019 Aug 2, 2019
1919 Investment Counsel LLC 142,189 $26,992k Sep 30, 2014 Nov 14, 2014
Cambridge Investment Research Advisors Inc 169,636 $23,393k Jun 30, 2019 Aug 15, 2019
Tocqueville Asset Management LP 166,655 $22,982k Jun 30, 2019 Jul 31, 2019
Azimuth Capital Management LLC 160,089 $22,076k Jun 30, 2019 Aug 13, 2019
American Investment Services Inc 154,035 $21,241k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 152,507 $21,031k Jun 30, 2019 Aug 12, 2019
KLCM Advisors Inc 127,256 $17,549k Jun 30, 2019 Aug 15, 2019
Flippin Bruce & Porter Inc 127,171 $17,537k Jun 30, 2019 Aug 6, 2019
Torray LLC 122,533 $16,897k Jun 30, 2019 Aug 8, 2019
Bruce & Co Inc 116,050 $16,003k Jun 30, 2019 Aug 14, 2019
The Burney Company 98,985 $13,650k Jun 30, 2019 Aug 12, 2019
Hennessy Advisors Inc 98,481 $13,581k Jun 30, 2019 Jul 11, 2019
Impax Asset Management Ltd 97,000 $13,551k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 97,000 $13,551k Jun 30, 2018 Aug 14, 2018
Grassi Investment Management LLC 86,545 $11,935k Jun 30, 2019 Jul 10, 2019
Arnhold LLC 79,193 $10,921k Jun 30, 2019 Aug 8, 2019
Baker Avenue Asset Management LP 74,951 $10,335k Jun 30, 2019 Aug 14, 2019
Dodge & COX 72,631 $10,016k Jun 30, 2019 Aug 13, 2019
Strategic Global Advisors LLC 72,503 $9,998k Jun 30, 2019 Aug 13, 2019
Goelzer Investment Management Inc 71,252 $9,826k Jun 30, 2019 Jul 29, 2019
RPG Investment Advisory LLC 70,716 $9,791k Jun 30, 2019 Jul 10, 2019
Wealthtrust Axiom LLC 70,580 $9,732k Jun 30, 2019 Aug 7, 2019
van Hulzen Asset Management LLC 67,791 $9,348k Jun 30, 2019 Aug 8, 2019
Greenwood Gearhart Inc 61,408 $8,468k Jun 30, 2019 Aug 7, 2019
SKBA Capital Management LLC 60,620 $8,359k Jun 30, 2019 Aug 12, 2019
Decatur Capital Management Inc 58,835 $8,113k Jun 30, 2019 Jul 24, 2019
Kovitz Investment Group Partners LLC 58,394 $8,053k Jun 30, 2019 Aug 14, 2019
Beddow Capital Management Inc 57,668 $7,952k Jun 30, 2019 Aug 9, 2019
Bridgewater Associates LP 55,591 $7,666k Jun 30, 2019 Aug 13, 2019
Sentry Investment Management LLC 55,096 $7,598k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 55,096 $7,598k Jun 30, 2019 Aug 12, 2019
Amplify Investments LLC 49,504 $7,595k Mar 31, 2018 May 14, 2018
Steigerwald Gordon & KOCH Inc 54,404 $7,502k Jun 30, 2019 Jul 15, 2019
OFI Advisors LLC 50,339 $7,298k Sep 30, 2015 Nov 16, 2015
QS Investors LLC 51,791 $7,142k Jun 30, 2019 Aug 14, 2019
Tufton Capital Management LLC 51,430 $7,092k Jun 30, 2019 Jul 26, 2019
Mcrae Capital Management Inc 51,213 $7,062k Jun 30, 2019 Jul 29, 2019
Waters Parkerson & Co LLC 51,117 $7,049k Jun 30, 2019 Aug 6, 2019
FORT PITT Capital Group LLC 50,383 $6,948k Jun 30, 2019 Aug 9, 2019
Panagora Asset Management Inc 49,554 $6,833k Jun 30, 2019 Aug 9, 2019
Barry Investment Advisors LLC 49,371 $6,808k Jun 30, 2019 Jul 26, 2019
Cohen Capital Management Inc 49,341 $6,804k Jun 30, 2019 Aug 7, 2019
Olstein Capital Management LP 48,000 $6,619k Jun 30, 2019 Jul 31, 2019
TDAM USA Inc 47,252 $6,516k Jun 30, 2019 Aug 1, 2019
Hourglass Capital LLC 46,740 $6,445k Jun 30, 2019 Aug 12, 2019
Clifford Capital Partners LLC 45,185 $6,231k Jun 30, 2019 Aug 14, 2019
Clearbridge Investments LLC 54,082 $6,148k Dec 31, 2018 Feb 14, 2019
Lourd Capital LLC 44,329 $6,113k Jun 30, 2019 Jul 11, 2019
Dividend Assets Capital LLC 44,277 $6,106k Jun 30, 2019 Jul 12, 2019
Gilman Hill Asset Management LLC 43,637 $6,018k Jun 30, 2019 Jul 17, 2019
Viking Fund Management LLC 41,000 $5,654k Jun 30, 2019 Jul 16, 2019
Schaller Investment Group Inc 40,372 $5,567k Jun 30, 2019 Aug 9, 2019
Mairs and Power Inc 39,335 $5,424k Jun 30, 2019 Aug 14, 2019
Northstar Investment Advisors LLC 39,281 $5,417k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 39,281 $5,417k Jun 30, 2019 Jul 17, 2019
Capwealth Advisors LLC 39,281 $5,417k Jun 30, 2019 Aug 13, 2019
Chesley TAFT & Associates LLC 38,204 $5,268k Jun 30, 2019 Jul 10, 2019
Cohen Klingenstein LLC 37,725 $5,202k Jun 30, 2019 Jul 15, 2019
Rodgers Brothers Inc 36,858 $5,083k Jun 30, 2019 Aug 14, 2019
ARS Investment Partners LLC 34,652 $4,779k Jun 30, 2019 Aug 12, 2019
Dorchester Wealth Management Company 34,227 $4,720k Jun 30, 2019 Jul 19, 2019
Carret Asset Management LLC 32,450 $4,475k Jun 30, 2019 Aug 12, 2019
Gabelli Funds LLC 31,625 $4,361k Jun 30, 2019 Aug 2, 2019
Wellington Shields & Co LLC 31,619 $4,360k Jun 30, 2019 Aug 8, 2019
Garland Capital Management Inc 31,171 $4,298k Jun 30, 2019 Jul 24, 2019
Keystone Financial Planning Inc 31,131 $4,293k Jun 30, 2019 Aug 5, 2019
Meritage Portfolio Management Inc 30,147 $4,157k Jun 30, 2019 Jul 30, 2019
Tradition Capital Management LLC 28,684 $4,047k Mar 31, 2019 May 7, 2019
Lombard Odier Asset Management USA Corp 29,000 $3,999k Call Jun 30, 2019 Aug 14, 2019
Monte Financial Group LLC 28,849 $3,978k Jun 30, 2019 Aug 7, 2019
Montag A & Associates Inc 28,486 $3,928k Jun 30, 2019 Aug 6, 2019
Woodley Farra Manion Portfolio Management Inc 28,424 $3,920k Jun 30, 2019 Aug 12, 2019
Wells Trecaso Financial Group LLC 28,343 $3,909k Jun 30, 2019 Jul 22, 2019
Parthenon LLC 28,019 $3,864k Jun 30, 2019 Jul 29, 2019
Allied Investment Advisors LLC 27,897 $3,847k Jun 30, 2019 Jul 17, 2019
Mengis Capital Management Inc 27,731 $3,824k Jun 30, 2019 Jul 18, 2019
van Strum & Towne Inc 27,328 $3,769k Jun 30, 2019 Aug 12, 2019
Portland Global Advisors LLC 27,255 $3,758k Jun 30, 2019 Jul 26, 2019
Bruderman Asset Management LLC 26,320 $3,629k Jun 30, 2019 Aug 12, 2019
Family Management Corporation 26,309 $3,628k Jun 30, 2019 Aug 14, 2019
Murphy Capital Management Inc 26,294 $3,626k Jun 30, 2019 Jul 22, 2019
Argyle Capital Management Inc 26,125 $3,603k Jun 30, 2019 Jul 25, 2019
Harwood Advisory Group LLC 25,944 $3,578k Jun 30, 2019 Aug 7, 2019
The Investment House LLC 25,727 $3,548k Jun 30, 2019 Aug 5, 2019
New England Asset Management Inc 25,480 $3,514k Jun 30, 2019 Aug 14, 2019
Searle & Co 24,922 $3,437k Jun 30, 2019 Jul 17, 2019
Wealth Enhancement Advisory Services LLC 22,604 $3,410k Jun 30, 2019 Aug 2, 2019
Bronfman EL Rothschild LP 24,707 $3,407k Jun 30, 2019 Aug 12, 2019
Stoneridge Investment Partners LLC 23,238 $3,205k Jun 30, 2019 Jul 29, 2019
Grace Capital 22,643 $3,122k Jun 30, 2019 Aug 14, 2019
Folger Nolan Fleming Douglas Capital Management Inc 22,132 $3,052k Jun 30, 2019 Aug 9, 2019
Cubic Asset Management LLC 21,433 $2,956k Jun 30, 2019 Jul 29, 2019
United Asset Strategies Inc 20,782 $2,866k Jun 30, 2019 Jul 31, 2019
Brown Advisory Securities LLC 20,331 $2,804k Jun 30, 2019 Aug 12, 2019
LOWE Brockenbrough & Company Inc 20,085 $2,770k Jun 30, 2019 Aug 12, 2019
Everence Capital Management Inc 20,022 $2,761k Jun 30, 2019 Aug 2, 2019
Merriman Wealth Management LLC 1,950 $2,728k Jun 30, 2019 Jul 31, 2019
Dumont & Blake Investment Advisors LLC 19,573 $2,699k Jun 30, 2019 Aug 1, 2019
Dupont Capital Management Corp 19,337 $2,667k Jun 30, 2019 Jul 30, 2019
Crawford Investment Counsel Inc 19,024 $2,623k Jun 30, 2019 Aug 12, 2019
Beese Fulmer Investment Management Inc 18,865 $2,601k Jun 30, 2019 Jul 5, 2019
Fagan Associates Inc 18,845 $2,599k Jun 30, 2019 Jul 12, 2019
Hunter Associates Investment Management LLC 18,701 $2,579k Jun 30, 2019 Aug 8, 2019
Buckhead Capital Management LLC 18,655 $2,573k Jun 30, 2019 Aug 1, 2019
Financial Sense Advisors Inc 18,603 $2,565k Jun 30, 2019 Aug 2, 2019
Argus Investors' Counsel Inc 18,395 $2,537k Jun 30, 2019 Jul 10, 2019
KWMG LLC 18,023 $2,485k Jun 30, 2019 Jul 10, 2019
Boston Family Office LLC 18,003 $2,483k Jun 30, 2019 Jul 30, 2019
Marshwinds Advisory Company 21,792 $2,477k Dec 31, 2018 Jan 7, 2019
Stanley-Laman Group Ltd 17,348 $2,392k Jun 30, 2019 Aug 1, 2019
Ashfield Capital Partners LLC 17,169 $2,368k Jun 30, 2019 Jul 29, 2019
Gratus Capital LLC 17,117 $2,360k Jun 30, 2019 Aug 7, 2019
Cacti Asset Management LLC 17,010 $2,356k Jun 30, 2019 Jul 1, 2019
Patton Albertson Miller Group LLC 17,231 $2,346k Jun 30, 2019 Aug 12, 2019
Payden & Rygel 16,560 $2,284k Jun 30, 2019 Aug 6, 2019
Independent Investors Inc 16,222 $2,237k Jun 30, 2019 Jul 18, 2019
DAVY Asset Management Limited 16,031 $2,211k Jun 30, 2019 Jul 19, 2019
Biltmore Family Office LLC 15,754 $2,172k Jun 30, 2019 Jul 31, 2019
Sippican Capital Advisors LLC 15,586 $2,149k Jun 30, 2019 Jul 17, 2019
Hengehold Capital Management LLC 15,556 $2,145k Jun 30, 2019 Jul 23, 2019
Matthew GOFF Investment Advisor LLC 15,469 $2,133k Jun 30, 2019 Aug 5, 2019
Premier Asset Management LLC 15,365 $2,118k Jun 30, 2019 Aug 7, 2019
Burleson & Company LLC 14,067 $2,115k Jun 30, 2019 Aug 5, 2019
ORCA Investment Management LLC 15,313 $2,112k Jun 30, 2019 Jul 17, 2019
Omnistar Financial Group Inc 15,091 $2,081k Jun 30, 2019 Jul 30, 2019
Arlington Partners LLC 15,085 $2,080k Jun 30, 2019 Jul 10, 2019
Golub Group LLC 14,712 $2,029k Jun 30, 2019 Aug 13, 2019
S & Co Inc 14,644 $2,019k Jun 30, 2019 Jul 23, 2019
BEL AIR Investment Advisors LLC 10,785 $1,997k Sep 30, 2013 Nov 12, 2013
Altium Wealth Management LLC 14,221 $1,961k Jun 30, 2019 Jul 18, 2019
ZWJ Investment Counsel Inc 14,170 $1,954k Jun 30, 2019 Jul 24, 2019
Ipswich Investment Management Company Inc 14,154 $1,952k Jun 30, 2019 Jul 11, 2019
NTV Asset Management LLC 14,130 $1,948k Jun 30, 2019 Jul 29, 2019
AULL & Monroe Investment Management Corp 14,068 $1,940k Jun 30, 2019 Jul 29, 2019
Marathon Capital Management LLC 13,987 $1,928k Jun 30, 2019 Jul 25, 2019
KMS Financial Services Inc 9,821 $1,864k Sep 30, 2014 Nov 17, 2014
Aries Wealth Management LLC 13,169 $1,862k Jun 30, 2019 Jul 15, 2019
Pettee Investors Inc 13,427 $1,852k Jun 30, 2019 Aug 7, 2019
The Rikoon Group LLC 13,252 $1,827k Jun 30, 2019 Aug 6, 2019
Navellier & Associates Inc 13,082 $1,804k Jun 30, 2019 Jul 17, 2019
Stokes Capital Advisors LLC 12,609 $1,739k Jun 30, 2019 Jul 15, 2019
CWA Asset Management Group LLC 12,569 $1,733k Jun 30, 2019 Aug 13, 2019
Cornell Pochily Investment Advisors Inc 12,232 $1,687k Jun 30, 2019 Jul 22, 2019
Drexel Morgan & Co 11,962 $1,650k Jun 30, 2019 Aug 8, 2019
Marco Investment Management LLC 11,961 $1,649k Jun 30, 2019 Aug 6, 2019
Investment Counsel Inc 11,401 $1,636k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 11,401 $1,636k Jun 30, 2019 Jul 29, 2019
Schulhoff & Co Inc 11,664 $1,608k Jun 30, 2019 Aug 7, 2019
ALTA Capital Management LLC 11,614 $1,601k Jun 30, 2019 Jul 26, 2019
Altfest L J & Co Inc 11,599 $1,600k Jun 30, 2019 Jul 15, 2019
West Oak Capital LLC 11,603 $1,600k Jun 30, 2019 Jul 12, 2019
Main Street Research LLC 11,581 $1,597k Jun 30, 2019 Aug 8, 2019
Joel Isaacson & Co LLC 11,567 $1,595k Jun 30, 2019 Jul 11, 2019
Perella Weinberg Partners Capital Management LP 11,279 $1,555k Jun 30, 2019 Jul 22, 2019
Augustine Asset Management Inc 10,838 $1,495k Jun 30, 2019 Aug 5, 2019
DAY & Ennis LLC 10,817 $1,492k Jun 30, 2019 Aug 2, 2019
Wilkins Investment Counsel Inc 10,680 $1,473k Jun 30, 2019 Aug 9, 2019
HIGH Falls Advisors Inc 10,416 $1,436k Jun 30, 2019 Aug 15, 2019
Nicholas Hoffman & Company LLC 10,357 $1,428k Jun 30, 2019 Aug 12, 2019
GFS Advisors LLC 10,350 $1,427k Jun 30, 2019 Aug 1, 2019
Pagnatokarp Partners LLC 10,344 $1,427k Jun 30, 2019 Aug 8, 2019
Chesapeake Asset Management LLC 10,344 $1,426k Jun 30, 2019 Aug 6, 2019
Abner Herrman & Brock LLC 10,250 $1,413k Jun 30, 2019 Jul 19, 2019
Round Hill Asset Management Inc 10,070 $1,389k Jun 30, 2019 Aug 13, 2019
Investment Counselors of Maryland LLC 10,059 $1,387k Jun 30, 2019 Aug 5, 2019
Quest Investment Management LLC 10,000 $1,379k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 9,947 $1,372k Jun 30, 2019 Aug 2, 2019
Green Square Capital LLC 9,933 $1,370k Jun 30, 2019 Aug 14, 2019
Jaffetilchin Investment Partners LLC 9,908 $1,366k Jun 30, 2019 Aug 13, 2019
Interocean Capital LLC 9,777 $1,348k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 9,770 $1,347k Jun 30, 2019 Jul 17, 2019
DUFF & Phelps Investment Management Co 9,685 $1,336k Jun 30, 2019 Aug 2, 2019
New England Research & Management Inc 9,490 $1,309k Jun 30, 2019 Jul 9, 2019
Sawgrass Asset Management LLC 9,461 $1,305k Jun 30, 2019 Jul 23, 2019
Chelsea Counsel Company 9,271 $1,295k Jun 30, 2018 Oct 3, 2018
Strategic Financial Services Inc 9,382 $1,294k Jun 30, 2019 Aug 13, 2019
Howland Capital Management LLC 9,339 $1,288k Jun 30, 2019 Jul 17, 2019
Modera Wealth Management LLC 9,274 $1,279k Jun 30, 2019 Aug 7, 2019
Howard Capital Management Inc 9,178 $1,266k Jun 30, 2019 Jul 24, 2019
Wendell David Associates Inc 9,157 $1,263k Jun 30, 2019 Jul 16, 2019
Prelude Capital Management LLC 9,100 $1,255k Call Jun 30, 2019 Aug 14, 2019
Blackhawk Capital Partners LLC 9,021 $1,244k Jun 30, 2019 Aug 13, 2019
Providence Wealth Advisors LLC 8,754 $1,224k Jun 30, 2019 Jul 22, 2019
Fenimore Asset Management Inc 8,747 $1,206k Jun 30, 2019 Jul 16, 2019
Foster Dykema Cabot & Co Incorporated 8,741 $1,205k Jun 30, 2019 Aug 6, 2019
Osborne Partners Capital Management LLC 8,582 $1,183k Jun 30, 2019 Jul 18, 2019
Capital Counsel LLC 8,553 $1,179k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 8,553 $1,179k Jun 30, 2019 Jul 26, 2019
EP Wealth Advisors LLC 8,530 $1,176k Jun 30, 2019 Aug 27, 2019
DF DENT and Company Inc 8,400 $1,158k Jun 30, 2019 Aug 15, 2019
Excalibur Management Corp 8,298 $1,144k Jun 30, 2019 Jul 26, 2019
Appleton Partners Inc 8,090 $1,116k Jun 30, 2019 Jul 25, 2019
Marble Harbor Investment Counsel LLC 8,035 $1,108k Jun 30, 2019 Aug 7, 2019
Stearns Financial Services Group Inc 8,008 $1,104k Jun 30, 2019 Aug 14, 2019
The WEIL Company 8,002 $1,103k Jun 30, 2019 Aug 12, 2019
DSC Advisors LP 7,967 $1,099k Jun 30, 2019 Aug 14, 2019
Summit Financial Wealth Advisors LLC 7,926 $1,093k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 7,926 $1,093k Jun 30, 2019 Jul 16, 2019
Choate Investment Advisors LLC 7,817 $1,078k Jun 30, 2019 Aug 14, 2019
Granite Investment Advisors LLC 7,765 $1,071k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 7,765 $1,071k Jun 30, 2019 Jul 23, 2019
FFCM LLC 7,736 $1,067k Jun 30, 2019 Jul 30, 2019
Breiter Capital Management Inc 7,737 $1,067k Jun 30, 2019 Aug 23, 2019
Pratt Collard Advisory Partners LLC 7,502 $1,035k Jun 30, 2019 Jul 16, 2019
Congress Park Capital LLC 6,813 $1,031k Jun 30, 2019 Aug 2, 2019
Woodstock Corporation 7,445 $1,027k Jun 30, 2019 Jul 3, 2019
SOL Capital Management Co 7,391 $1,019k Jun 30, 2019 Jul 17, 2019
The London Company of Virginia LLC 7,269 $1,002k Jun 30, 2019 Aug 14, 2019
Meridian Investment Counsel Inc 7,266 $1,002k Jun 30, 2019 Aug 13, 2019
Connecticut Wealth Management LLC 7,123 $982k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 7,079 $976k Jun 30, 2019 Jul 9, 2019
Birch Hill Investment Advisors LLC 7,022 $968k Jun 30, 2019 Jul 22, 2019
RFG Advisory LLC 6,959 $965k Jun 30, 2019 Aug 23, 2019
Ironwood Investment Management LLC 6,911 $953k Jun 30, 2019 Aug 14, 2019
Oak Asset Management LLC 6,328 $948k Jun 30, 2019 Jul 25, 2019
JAG Capital Management LLC 6,833 $942k Jun 30, 2019 Jul 22, 2019
ELM Advisors LLC 6,827 $941k Jun 30, 2019 Jul 3, 2019
Brave Asset Management Inc 6,796 $937k Jun 30, 2019 Aug 5, 2019
Grandfield & DODD LLC 6,785 $936k Jun 30, 2019 Jul 29, 2019
Stokes & Hubbell Capital Management LLC 6,522 $920k Mar 31, 2019 Apr 24, 2019
Whitnell & Co 6,667 $919k Jun 30, 2019 Jul 16, 2019
180 Wealth Advisors LLC 6,079 $914k Jun 30, 2019 Aug 5, 2019
MRAZ Amerine & Associates Inc 6,481 $894k Jun 30, 2019 Aug 2, 2019
Uncommon Cents Investing LLC 6,470 $892k Jun 30, 2019 Jul 12, 2019
Quantum Capital Management LLC 6,382 $880k Jun 30, 2019 Aug 14, 2019
Curbstone Financial Management Corporation 6,334 $874k Jun 30, 2019 Jul 9, 2019
Founders Financial Securities LLC 6,271 $865k Jun 30, 2019 Jul 22, 2019
Ridgewood Investments LLC 6,184 $853k Jun 30, 2019 Jul 12, 2019
Plancorp LLC 6,173 $851k Jun 30, 2019 Aug 13, 2019
Strategic Financial Group LLC 6,102 $841k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 6,102 $841k Jun 30, 2019 Jul 29, 2019
SWS Partners LLC 5,559 $832k Jun 30, 2019 Aug 13, 2019
Cambridge Advisors Inc 6,005 $828k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 6,005 $828k Jun 30, 2019 Jul 26, 2019
LLBH Private Wealth Management LLC 5,928 $817k Jun 30, 2019 Aug 13, 2019
Summit Asset Management LLC 5,920 $816k Jun 30, 2019 Aug 7, 2019
Aspiriant LLC 5,833 $807k Jun 30, 2019 Aug 6, 2019
Good Life Advisors LLC 5,811 $805k Jun 30, 2019 Aug 6, 2019
Barrett Asset Management LLC 5,730 $790k Jun 30, 2019 Aug 5, 2019
Meristem Family Wealth LLC 5,687 $784k Jun 30, 2019 Aug 6, 2019
Beech Hill Advisors Inc 5,650 $779k Jun 30, 2019 Jul 15, 2019
Private Vista LLC 5,631 $777k Jun 30, 2019 Jul 19, 2019
Wheatland Advisors Inc 5,590 $771k Jun 30, 2019 Aug 7, 2019
Asset Management Group Investment Corp 5,591 $771k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 5,591 $771k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 5,591 $771k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 5,591 $771k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 5,591 $771k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 5,591 $771k Jun 30, 2019 Aug 14, 2019
Marietta Investment Partners LLC 5,586 $770k Jun 30, 2019 Aug 13, 2019
Rossmore Private Capital LLC 5,550 $765k Jun 30, 2019 Aug 5, 2019
Loudon Investment Management LLC 5,512 $760k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 5,500 $758k Jun 30, 2019 Jul 12, 2019
HCR Wealth Advisors 5,492 $757k Jun 30, 2019 Jul 25, 2019
ALL Terrain Financial Advisors LLC 5,482 $756k Jun 30, 2019 Aug 14, 2019
Quadrant Private Wealth Management LLC 5,485 $756k Jun 30, 2019 Aug 13, 2019
West Branch Capital LLC 5,441 $750k Jun 30, 2019 Aug 5, 2019
Edgestream Partners LP 5,382 $742k Jun 30, 2019 Aug 8, 2019
Parsec Financial Management Inc 5,338 $736k Jun 30, 2019 Jul 23, 2019
Cidel Asset Management Inc 5,310 $732k Jun 30, 2019 Aug 12, 2019
Gargoyle Investment Advisor LLC 5,280 $728k Jun 30, 2019 Aug 13, 2019
Alpha Cubed Investments LLC 5,232 $721k Jun 30, 2019 Jul 19, 2019
Tiemann Investment Advisors LLC 5,176 $714k Jun 30, 2019 Aug 13, 2019
Northcoast Asset Management LLC 5,151 $711k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 5,139 $709k Jun 30, 2019 Jul 15, 2019
Evermay Wealth Management LLC 5,140 $709k Jun 30, 2019 Jul 23, 2019
Cornerstone Advisory LLC 5,134 $708k Jun 30, 2019 Aug 8, 2019
Oliver Luxxe Assets LLC 4,988 $701k Jun 30, 2019 Jul 10, 2019
Steinberg Global Asset Management Ltd 4,963 $700k Mar 31, 2019 Apr 24, 2019
Port Capital LLC 5,066 $699k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 5,041 $695k Jun 30, 2019 Jul 15, 2019
Alpine Woods Capital Investors LLC 5,009 $691k Jun 30, 2019 Aug 5, 2019
Bienville Capital Management LLC 5,000 $690k Jun 30, 2019 Aug 14, 2019
Bowen Hanes & Co Inc 4,980 $687k Jun 30, 2019 Aug 13, 2019
Alexandria Capital LLC 4,971 $686k Jun 30, 2019 Aug 12, 2019
Signature Financial Management Inc 5,994 $681k Dec 31, 2018 Feb 13, 2019
SPC Financial Inc 4,897 $675k Jun 30, 2019 Aug 1, 2019
Berkeley Capital Partners LLC 4,831 $666k Jun 30, 2019 Aug 8, 2019
American National Registered Investment Advisor Inc 4,821 $665k Jun 30, 2019 Aug 5, 2019
Abbrea Capital LLC 4,791 $661k Jun 30, 2019 Jul 31, 2019
Zevin Asset Management LLC 4,781 $659k Jun 30, 2019 Aug 6, 2019
BKD Wealth Advisors LLC 4,754 $656k Jun 30, 2019 Jul 10, 2019
SMH Capital Advisors LLC 4,760 $656k Jun 30, 2019 Aug 5, 2019
Harvey Investment Company LLC 4,747 $655k Jun 30, 2019 Jul 16, 2019
Court Place Advisors LLC 4,722 $651k Jun 30, 2019 Jul 30, 2019
10-15 Associates Inc 4,719 $651k Jun 30, 2019 Aug 12, 2019
Cowen Prime Services LLC 4,712 $650k Jun 30, 2019 Jul 31, 2019
Highvista Strategies LLC 4,700 $648k Jun 30, 2019 Aug 14, 2019
Affiance Financial LLC 4,681 $646k Jun 30, 2019 Jul 11, 2019
Mastrapasqua Asset Management Inc 4,632 $639k Jun 30, 2019 Aug 12, 2019
Jackson Grant Investment Advisers Inc 4,611 $636k Jun 30, 2019 Aug 13, 2019
Oarsman Capital Inc 4,610 $636k Jun 30, 2019 Aug 13, 2019
Benin Management Corp 4,557 $629k Jun 30, 2019 Jul 31, 2019
Cornerstone Investment Partners LLC 4,530 $625k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 4,530 $625k Jun 30, 2019 Jul 19, 2019
Maryland Capital Management LLC 4,527 $624k Jun 30, 2019 Aug 13, 2019
Lakeview Capital Partners LLC 4,516 $623k Jun 30, 2019 Aug 5, 2019
Boston Research and Management Inc 4,483 $618k Jun 30, 2019 Aug 7, 2019
Accredited Investors Inc 4,363 $602k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 4,330 $597k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 4,330 $597k Jun 30, 2019 Aug 13, 2019
Cahill Financial Advisors Inc 4,300 $593k Jun 30, 2019 Aug 14, 2019
Valmark Advisers Inc 4,257 $587k Jun 30, 2019 Aug 7, 2019
Telos Capital Management Inc 4,243 $585k Jun 30, 2019 Jul 19, 2019
Crossvault Capital Management LLC 4,139 $571k Jun 30, 2019 Jul 19, 2019
Sandhill Capital Partners LLC 4,111 $567k Jun 30, 2019 Aug 13, 2019
Cypress Wealth Services LLC 4,098 $565k Jun 30, 2019 Jul 24, 2019
SAND Hill Global Advisors LLC 4,027 $555k Jun 30, 2019 Aug 13, 2019
Bingham Osborn & Scarborough LLC 3,999 $551k Jun 30, 2019 Aug 2, 2019
Summit Financial LLC 3,960 $546k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 3,960 $546k Jun 30, 2019 Jul 3, 2019
Beacon Investment Advisory Services Inc 3,947 $544k Jun 30, 2019 Aug 7, 2019
Vivaldi Capital Management LLC 3,870 $534k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 3,807 $525k Jun 30, 2019 Aug 9, 2019
BTR Capital Management Inc 3,751 $517k Jun 30, 2019 Jul 18, 2019
Spears Abacus Advisors LLC 3,750 $517k Jun 30, 2019 Aug 9, 2019
Copperwynd Financial LLC 3,748 $517k Jun 30, 2019 Aug 7, 2019
Gyroscope Capital Management Group LLC 3,632 $513k Jun 30, 2019 Jul 11, 2019
Becker Capital Management Inc 3,709 $511k Jun 30, 2019 Aug 8, 2019
Acropolis Investment Management LLC 3,679 $507k Jun 30, 2019 Jul 11, 2019
Mckinley Carter Wealth Services Inc 3,638 $502k Jun 30, 2019 Aug 2, 2019
SFMG LLC 3,300 $500k Jun 30, 2019 Aug 5, 2019
The Roosevelt Investment Group Inc 3,603 $497k Jun 30, 2019 Aug 8, 2019
Northstar Company LLC 3,594 $496k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 3,594 $496k Jun 30, 2019 Jul 12, 2019
Ascension Asset Management LLC 3,600 $496k Jun 30, 2019 Jul 23, 2019
Marathon Trading Investment Management LLC 3,500 $483k Jun 30, 2019 Aug 14, 2019
Partnervest Advisory Services LLC 3,279 $452k Jun 30, 2019 Aug 7, 2019
Altavista Wealth Management Inc 3,255 $449k Jun 30, 2019 Aug 13, 2019
Fairpointe Capital LLC 3,200 $441k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 3,190 $440k Jun 30, 2019 Jul 19, 2019
Hamel Associates Inc 3,170 $437k Jun 30, 2019 Aug 5, 2019
Peak Asset Management LLC 3,152 $435k Jun 30, 2019 Aug 15, 2019
Intersect Capital LLC 3,104 $428k Jun 30, 2019 Aug 9, 2019
Cooper/Haims Advisors LLC 3,088 $426k Jun 30, 2019 Jul 26, 2019
Liberty Capital Management Inc 3,075 $424k Jun 30, 2019 Jul 15, 2019
Bristlecone Advisors LLC 3,053 $421k Jun 30, 2019 Jul 19, 2019
Nottingham Advisors Inc 3,047 $420k Jun 30, 2019 Jul 17, 2019
Chatham Capital Group Inc 3,013 $415k Jun 30, 2019 Jul 24, 2019
White Pine Capital LLC 3,006 $415k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 2,606 $414k Sep 30, 2016 Nov 4, 2016
Crescent Grove Advisors LLC 2,993 $413k Jun 30, 2019 Aug 6, 2019
Harvest Capital Management Inc 3,002 $413k Jun 30, 2019 Aug 7, 2019
Pacific Global Investment Management Co 2,985 $412k Jun 30, 2019 Aug 14, 2019
Carlson Capital Management LLC 2,946 $406k Jun 30, 2019 Jul 15, 2019
Spectrum Group Management LLC 2,900 $400k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 2,900 $400k Jun 30, 2019 Aug 2, 2019
Accuvest Global Advisors 2,895 $399k Jun 30, 2019 Jul 17, 2019
Huber Financial Advisors LLC 2,893 $399k Jun 30, 2019 Aug 5, 2019
Gillespie Robinson & Grimm Inc 2,881 $397k Jun 30, 2019 Jul 22, 2019
Triangle Securities Wealth Management 2,812 $395k Jun 30, 2019 Jul 10, 2019
CPWM LLC 2,832 $391k Jun 30, 2019 Aug 2, 2019
Good Harbor Financial LLC 2,686 $389k Sep 30, 2015 Nov 13, 2015
Karpas Strategies LLC 2,815 $388k Jun 30, 2019 Jul 25, 2019
First Heartland Consultants Inc 2,810 $387k Jun 30, 2019 Aug 12, 2019
Harbor Advisory Corporation 2,790 $385k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 2,790 $385k Jun 30, 2019 Jul 30, 2019
Legacy Capital Partners Inc 2,774 $383k Jun 30, 2019 Jul 16, 2019
Chilton Capital Management LLC 2,774 $383k Jun 30, 2019 Aug 13, 2019
Paulson Wealth Management Inc 2,538 $382k Jun 30, 2019 Jul 30, 2019
Financial Advisory Service Inc 2,753 $380k Jun 30, 2019 Jul 25, 2019
Signet Financial Management LLC 2,471 $374k Jun 30, 2019 Aug 13, 2019
RNC Capital Management LLC 2,704 $373k Jun 30, 2019 Jul 25, 2019
Strategic Investment Advisors Inc 2,697 $371k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 2,697 $371k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 2,697 $371k Jun 30, 2019 Jul 22, 2019
LBMC Investment Advisors LLC 2,680 $370k Jun 30, 2019 Jul 18, 2019
Birinyi Associates Inc 2,662 $367k Jun 30, 2019 Aug 5, 2019
Windsor Capital Management LLC 2,645 $364k Jun 30, 2019 Aug 2, 2019
GSA Capital Partners LLP 2,631 $363k Jun 30, 2019 Aug 6, 2019
Davidson Investment Advisors Inc 2,610 $360k Jun 30, 2019 Aug 13, 2019
Toroso Investments LLC 2,512 $350k Jun 30, 2019 Aug 15, 2019
The Family FIRM Inc 2,529 $349k Jun 30, 2019 Aug 6, 2019
Clear Harbor Asset Management LLC 2,529 $349k Jun 30, 2019 Jul 22, 2019
Cranbrook Wealth Management LLC 2,533 $349k Jun 30, 2019 Aug 7, 2019
Keating Investment Counselors Inc 2,519 $347k Jun 30, 2019 Aug 1, 2019
GM Advisory Group Inc 2,512 $346k Jun 30, 2019 Aug 9, 2019
Secrest Blakey & Associates LLC 2,500 $345k Jun 30, 2019 Aug 13, 2019
Lehman Financial Resources Inc 2,249 $340k Sep 30, 2018 Nov 14, 2018
Condor Capital Management 2,449 $338k Jun 30, 2019 Aug 5, 2019
Hartline Investment Corp 2,432 $335k Jun 30, 2019 Aug 8, 2019
Paragon Wealth Strategies LLC 2,427 $335k Jun 30, 2019 Jul 17, 2019
Valicenti Advisory Services Inc 2,425 $334k Jun 30, 2019 Jul 17, 2019
Aristotle Atlantic Partners LLC 2,400 $331k Jun 30, 2019 Aug 13, 2019
Apriem Advisors 2,350 $324k Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 2,323 $320k Jun 30, 2019 Jul 25, 2019
Armbruster Capital Management Inc 2,324 $320k Jun 30, 2019 Jul 18, 2019
PFG Advisors LLC 2,105 $319k Jun 30, 2019 Aug 5, 2019
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RB Capital Management LLC 2,301 $317k Jun 30, 2019 Aug 7, 2019
Taurus Asset Management LLC 2,296 $317k Jun 30, 2019 Aug 14, 2019
Colrain Capital LLC 2,290 $316k Jun 30, 2019 Aug 6, 2019
Mirador Capital Partners LP 2,271 $313k Jun 30, 2019 Aug 6, 2019
Signature Estate & Investment Advisors LLC 2,258 $311k Jun 30, 2019 Aug 1, 2019
Janney Capital Management LLC 2,246 $310k Jun 30, 2019 Jul 29, 2019
Conestoga Capital Advisors LLC 2,235 $308k Jun 30, 2019 Aug 2, 2019
HUGH Johnson Advisors LLC 2,209 $305k Jun 30, 2019 Aug 6, 2019
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Private Wealth Partners LLC 2,200 $303k Jun 30, 2019 Aug 6, 2019
Venturi Wealth Management LLC 2,195 $303k Jun 30, 2019 Aug 7, 2019
Emerald Investment Partners LLC 2,181 $301k Jun 30, 2019 Aug 12, 2019
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Thomas Story and SON LLC 2,160 $298k Jun 30, 2019 Jul 29, 2019
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Donald L Hagan LLC 2,115 $292k Jun 30, 2019 Jul 18, 2019
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Staley Capital Advisers Inc 2,117 $292k Jun 30, 2019 Aug 9, 2019
Successful Portfolios LLC 2,109 $291k Jun 30, 2019 Jul 11, 2019
Osterweis Capital Management LLC 2,064 $284k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 2,064 $284k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 2,055 $283k Jun 30, 2019 Jul 30, 2019
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Private Wealth Advisors LLC 2,021 $279k Jun 30, 2019 Aug 7, 2019
Independence Advisors LLC 2,022 $279k Jun 30, 2019 Aug 12, 2019
STA Wealth Management LLC 2,025 $279k Jun 30, 2019 Aug 14, 2019
Wealth Advisors Group LLC 2,021 $279k Jun 30, 2019 Aug 7, 2019
New England Private Wealth Advisors LLC 2,024 $279k Jun 30, 2019 Aug 8, 2019
Private Wealth Advisors Inc 2,021 $279k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 2,021 $279k Jun 30, 2019 Aug 7, 2019
Gilbert & COOK Inc 2,024 $279k Jun 30, 2019 Aug 5, 2019
Fundx Investment Group LLC 2,000 $276k Jun 30, 2019 Aug 5, 2019
Westfield Capital Management Company LP 2,000 $276k Jun 30, 2019 Aug 13, 2019
Brown Capital Management LLC 1,978 $273k Jun 30, 2019 Aug 13, 2019
East Coast Asset Management LLC 1,970 $272k Jun 30, 2019 Aug 14, 2019
Barber Financial Group 1,955 $270k Jun 30, 2019 Aug 9, 2019
Asset Advisors Investment Management LLC 1,935 $267k Jun 30, 2019 Jul 25, 2019
Terril Brothers Inc 1,929 $266k Jun 30, 2019 Aug 5, 2019
WEIK Capital Management Inc 1,900 $262k Jun 30, 2019 Aug 9, 2019
Harbour Capital Advisors LLC 1,900 $262k Jun 30, 2019 Jul 10, 2019
Woodmont Investment Counsel LLC 1,882 $260k Jun 30, 2019 Aug 14, 2019
SRB Corporation 1,884 $260k Jun 30, 2019 Aug 14, 2019
O'Brien Wealth Partners LLC 1,823 $258k Jun 30, 2019 Jul 8, 2019
Progressive Investment Management Corporation 1,874 $258k Jun 30, 2019 Aug 12, 2019
The Relaxing Retirement Coach Inc 1,861 $257k Jun 30, 2019 Aug 5, 2019
Westover Capital Advisors LLC 1,825 $252k Jun 30, 2019 Aug 13, 2019
Southeast Asset Advisors Inc 1,822 $251k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 1,819 $251k Jun 30, 2019 Jul 23, 2019
Peninsula Asset Management Inc 1,810 $250k Jun 30, 2019 Aug 15, 2019
First Western Capital Management Company 1,806 $249k Jun 30, 2019 Aug 14, 2019
Acorn Wealth Advisors LLC 1,820 $247k Jun 30, 2019 Aug 14, 2019
Inspirion Wealth Advisors LLC 1,786 $246k Jun 30, 2019 Jul 15, 2019
Wealth Alliance Advisory Group LLC 1,700 $244k Jun 30, 2019 Jul 17, 2019
Arlington Financial Advisors LLC 1,757 $242k Jun 30, 2019 Aug 5, 2019
LGL Partners LLC 1,745 $241k Jun 30, 2019 Aug 14, 2019
Bluesky Wealth Advisors LLC 1,749 $241k Jun 30, 2019 Aug 5, 2019
Mccollum Christoferson Group LLC 1,731 $239k Jun 30, 2019 Jul 11, 2019
Hamilton Point Investment Advisors LLC 1,726 $238k Jun 30, 2019 Jul 18, 2019
Stordahl Capital Management Inc 1,656 $238k Jun 30, 2019 Jul 22, 2019
Aureus Asset Management LLC 1,702 $235k Jun 30, 2019 Aug 14, 2019
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Summit X 1,668 $231k Jun 30, 2019 Aug 13, 2019
West Coast Financial LLC 1,672 $231k Jun 30, 2019 Jul 16, 2019
Total Management Group Inc 1,626 $229k Jun 30, 2019 Aug 7, 2019
Total Investment Management Inc 1,626 $229k Jun 30, 2019 Aug 7, 2019
Traynor Capital Management Inc 1,597 $223k Jun 30, 2019 Jul 26, 2019
Baring International Investment Ltd 1,218 $221k Jun 30, 2014 Jul 21, 2014
Salem Capital Management Inc 1,600 $221k Jun 30, 2019 Jul 9, 2019
Baldwin Investment Management LLC 1,569 $216k Jun 30, 2019 Aug 6, 2019
Middleton & Company Inc 1,554 $214k Jun 30, 2019 Jul 25, 2019
Front Barnett Associates LLC 1,542 $213k Jun 30, 2019 Aug 6, 2019
JGP Wealth Management LLC 1,543 $213k Jun 30, 2019 Jul 15, 2019
IMS Capital Management Inc 1,545 $213k Jun 30, 2019 Aug 14, 2019
Round Table Services LLC 1,530 $211k Jun 30, 2019 Jul 17, 2019
Stillwater Investment Management LLC 1,533 $211k Jun 30, 2019 Jul 3, 2019
RAAB & Moskowitz Asset Management LLC 1,520 $209k Jun 30, 2019 Aug 9, 2019
Deroy & Devereaux Private Investment Counsel Inc 1,506 $208k Jun 30, 2019 Jul 22, 2019
Alliance Wealth Management Group LLC 1,511 $208k Jun 30, 2019 Aug 12, 2019
Mcguire Investment Group LLC 1,501 $207k Jun 30, 2019 Jul 25, 2019
Polaris Greystone Financial Group LLC 1,479 $207k Jun 30, 2019 Jul 25, 2019
Boyar Asset Management Inc 1,492 $206k Jun 30, 2019 Aug 6, 2019
BECK Capital Management LLC 1,487 $205k Jun 30, 2019 Aug 14, 2019
American Asset Management Inc 1,481 $204k Jun 30, 2019 Jul 31, 2019
Mountain Capital Investment Advisors Inc 1,491 $202k Jun 30, 2019 Aug 14, 2019
Doliver Capital Advisors LP 1,456 $201k Jun 30, 2019 Jul 25, 2019
Highland Private Wealth Management 1,447 $200k Jun 30, 2019 Aug 13, 2019
The Bollard Group LLC 1,315 $181k Jun 30, 2019 Aug 13, 2019
The Central Trust Bank 1,281 $177k Jun 30, 2019 Jul 16, 2019
Transamerica Financial Advisors Inc 1,168 $162k Jun 30, 2019 Aug 21, 2019
The Fiduciary Group LLC 1,164 $161k Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 1,135 $157k Jun 30, 2019 Aug 6, 2019
Arbor Wealth Management LLC 1,005 $139k Jun 30, 2019 Jul 16, 2019
Hendershot Investments Inc 964 $133k Jun 30, 2019 Jul 31, 2019
New Potomac Partners LLC 950 $131k Jun 30, 2019 Jul 26, 2019
DT Investment Partners LLC 926 $128k Jun 30, 2019 Jul 30, 2019
Tortoise Index Solutions LLC 885 $122k Jun 30, 2019 Aug 14, 2019
Beacon Capital Management LLC 726 $100k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 726 $100k Jun 30, 2019 Jul 18, 2019
Hallmark Capital Management Inc 601 $83k Jun 30, 2019 Aug 8, 2019
BSW Wealth Partners LLC 537 $74k Jun 30, 2019 Aug 13, 2019
Lombard Odier Transatlantic Limited 400 $64k Sep 30, 2016 Nov 14, 2016
Kayne Anderson Rudnick Investment Management LLC 400 $55k Jun 30, 2019 Aug 14, 2019
BRAY Capital Advisors LLC 333 $46k Jun 30, 2019 Jul 29, 2019
America First Investment Advisors LLC 300 $41k Jun 30, 2019 Jul 29, 2019
Janus Capital Management LLC 121 $21k Mar 31, 2017 May 16, 2017
Skylands Capital LLC 100 $14k Jun 30, 2019 Jul 29, 2019
Cramer Rosenthal Mcglynn LLC 65 $9k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 60 $8k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 60 $8k Mar 31, 2019 Apr 18, 2019
Litman Gregory Asset Management LLC 50 $7k Jun 30, 2019 Jul 31, 2019
Spiderrock Advisors LLC 1,500 $5k Put Jun 30, 2019 Jul 29, 2019
Stewart & Patten Co LLC 35 $5k Jun 30, 2019 Jul 17, 2019
Newfound Research LLC 10 $1k Jun 30, 2019 Aug 13, 2019

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