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INVESCO QQQ TR UNIT SER 1
(46090E103)

Funds Reporting Holdings of INVESCO QQQ TR UNIT SER 1 according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Quattro Financial Advisors LLC 39,396 $7,574,275k Jun 30, 2019 Jul 26, 2019
Quattro Advisors LLC 39,396 $7,574,275k Jun 30, 2019 Jul 26, 2019
Appaloosa LP 8,261,400 $1,542,734k Call Jun 30, 2019 Aug 14, 2019
Hitchwood Capital Management LP 3,590,000 $670,397k Put Jun 30, 2019 Aug 14, 2019
Elliott Management Corporation 3,000,000 $560,220k Call Jun 30, 2019 Aug 14, 2019
Encompass Capital Advisors LLC 2,950,000 $550,883k Put Jun 30, 2019 Aug 14, 2019
Valiant Capital Management LP 1,750,000 $326,795k Put Jun 30, 2019 Aug 9, 2019
Charles Schwab Investment Advisory Inc 1,532,770 $286,230k Jun 30, 2019 Aug 12, 2019
Suvretta Capital Management LLC 1,500,000 $280,110k Put Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 1,208,839 $225,739k Jun 30, 2019 Aug 14, 2019
Pointstate Capital LP 1,084,000 $202,426k Put Jun 30, 2019 Aug 14, 2019
Castle HOOK Partners LP 1,000,000 $186,740k Put Jun 30, 2019 Aug 14, 2019
Churchill Management Corp 861,463 $160,870k Jun 30, 2019 Jul 10, 2019
Riverfront Investment Group LLC 660,226 $123,290k Jun 30, 2019 Jul 24, 2019
Cambridge Investment Research Advisors Inc 602,914 $112,588k Jun 30, 2019 Aug 15, 2019
Black-And-White Capital LP 600,000 $112,044k Put Jun 30, 2019 Aug 14, 2019
Serengeti Asset Management LP 530,000 $95,220k Put Mar 31, 2019 Aug 7, 2019
Interval Partners LP 497,700 $92,940k Put Jun 30, 2019 Aug 12, 2019
Leonetti & Associates LLC 494,525 $76,285k Dec 31, 2018 Feb 19, 2019
Archon Capital Management LLC 396,700 $74,080k Put Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 372,376 $69,537k Jun 30, 2019 Jul 15, 2019
Bouchey Financial Group Ltd 354,266 $66,156k Jun 30, 2019 Jul 11, 2019
Manor ROAD Capital Partners LLC 350,000 $65,359k Put Jun 30, 2019 Aug 14, 2019
Precept Management LLC 350,000 $65,359k Put Jun 30, 2019 Aug 14, 2019
Maplelane Capital LLC 337,200 $62,968k Put Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 310,342 $57,954k Jun 30, 2019 Aug 21, 2019
Honeycomb Asset Management LP 300,000 $56,022k Put Jun 30, 2019 Aug 14, 2019
Foundations Investment Advisors LLC 276,508 $52,935k Jun 30, 2019 Jul 8, 2019
Bingham Osborn & Scarborough LLC 264,719 $49,434k Jun 30, 2019 Aug 2, 2019
Kingdon Capital Management LLC 260,000 $48,552k Put Jun 30, 2019 Aug 14, 2019
Crawford Lake Capital Management LLC 250,000 $46,685k Put Jun 30, 2019 Aug 14, 2019
Shannon River Fund Management LLC 238,200 $44,481k Put Jun 30, 2019 Aug 14, 2019
Locust WOOD Capital Advisers LLC 236,500 $44,164k Put Jun 30, 2019 Jul 24, 2019
Merriman Wealth Management LLC 21,470 $40,634k Jun 30, 2019 Jul 31, 2019
Point72 Asset Management LP 200,000 $37,348k Put Jun 30, 2019 Aug 14, 2019
Parker Investment Management LLC 196,207 $36,640k Jun 30, 2019 Aug 15, 2019
Ghost Tree Capital LLC 200,000 $36,000k Put Jun 30, 2019 Aug 14, 2019
Brigade Capital Management LP 185,000 $34,547k Call Jun 30, 2019 Aug 14, 2019
Forward Management LLC 239,238 $33,425k Jun 30, 2019 Jul 15, 2019
Broadmark Asset Management LLC 158,558 $29,609k Jun 30, 2019 Aug 2, 2019
Intercontinental Wealth Advisors LLC 147,896 $27,618k Jun 30, 2019 Aug 2, 2019
Prelude Capital Management LLC 146,800 $27,413k Put Jun 30, 2019 Aug 14, 2019
Connecticut Wealth Management LLC 134,615 $25,138k Jun 30, 2019 Jul 29, 2019
Graticule Asia Macro Advisors LLC 132,500 $24,743k Call Jun 30, 2019 Aug 14, 2019
Personal Resources Investment and Strategic Management Inc 131,614 $24,578k Jun 30, 2019 Aug 6, 2019
Sowell Financial Services LLC 130,322 $23,414k Mar 31, 2019 May 15, 2019
Venturi Wealth Management LLC 123,039 $22,976k Jun 30, 2019 Aug 7, 2019
QVR LLC 120,500 $22,501k Put Jun 30, 2019 Aug 1, 2019
Pictet North America Advisors SA 111,000 $20,728k Jun 30, 2019 Aug 7, 2019
Baltimore-Washington Financial Advisors Inc 101,786 $19,008k Jun 30, 2019 Jul 25, 2019
Aristeia Capital LLC 100,000 $18,674k Put Jun 30, 2019 Aug 14, 2019
New England Investment & Retirement Group Inc 91,688 $17,122k Jun 30, 2019 Jul 31, 2019
Piershale Financial Group Inc 88,320 $16,493k Jun 30, 2019 Jul 26, 2019
Eagle Global Advisors LLC 85,100 $15,892k Jun 30, 2019 Aug 13, 2019
Lansdowne Partners UK LLP 85,000 $15,873k Put Jun 30, 2019 Aug 13, 2019
Segment Wealth Management LLC 83,120 $15,522k Jun 30, 2019 Jul 29, 2019
Burleson & Company LLC 79,270 $15,073k Jun 30, 2019 Aug 5, 2019
Paragon Wealth Strategies LLC 79,669 $14,877k Jun 30, 2019 Jul 17, 2019
Harfst and Associates Inc 71,335 $13,321k Jun 30, 2019 Aug 14, 2019
Proficio Capital Partners LLC 70,124 $13,095k Jun 30, 2019 Aug 13, 2019
Shepherd Financial Partners LLC 69,453 $12,970k Jun 30, 2019 Aug 5, 2019
NTV Asset Management LLC 68,834 $12,854k Jun 30, 2019 Jul 29, 2019
DSC Advisors LP 67,500 $12,605k Put Jun 30, 2019 Aug 14, 2019
Conservest Capital Advisors Inc 65,194 $12,174k Jun 30, 2019 Jul 10, 2019
Estate Counselors LLC 64,980 $12,134k Jun 30, 2019 Aug 7, 2019
Elite Wealth Management Inc 64,932 $12,125k Jun 30, 2019 Jul 18, 2019
Sequoia Wealth Management LLC 63,095 $12,111k Jun 30, 2019 Aug 6, 2019
Mcmahon Financial Advisors LLC 63,260 $11,813k Jun 30, 2019 Aug 6, 2019
Stony Point Wealth Management Inc 59,990 $11,530k Jun 30, 2019 Jul 23, 2019
First Heartland Consultants Inc 61,499 $11,484k Jun 30, 2019 Aug 12, 2019
SOL Capital Management Co 60,538 $11,305k Jun 30, 2019 Jul 17, 2019
Crestline Management LP 60,500 $11,298k Jun 30, 2019 Aug 13, 2019
Fifth Third Securities Inc 60,063 $11,241k Jun 30, 2019 Jul 30, 2019
Madden Advisory Services Inc 60,005 $11,205k Jun 30, 2019 Jul 22, 2019
Summit Partners Public Asset Management LLC 60,000 $11,204k Call Jun 30, 2019 Aug 14, 2019
Slate PATH Capital LP 56,500 $10,551k Call Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 51,653 $9,646k Jun 30, 2019 Aug 9, 2019
Tuttle Tactical Management LLC 51,279 $9,576k Jun 30, 2019 Jul 29, 2019
Copperwynd Financial LLC 49,945 $9,327k Jun 30, 2019 Aug 7, 2019
Crestwood Advisors Group LLC 47,308 $8,834k Jun 30, 2019 Aug 14, 2019
Kynikos Associates LP 45,059 $8,414k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 45,046 $8,412k Jun 30, 2019 Aug 8, 2019
Emery & Howard Portfolio Management 42,317 $7,902k Jun 30, 2019 Aug 9, 2019
Alpha Cubed Investments LLC 42,061 $7,854k Jun 30, 2019 Jul 19, 2019
Wellesley Investment Partners LLC 41,277 $7,708k Jun 30, 2019 Aug 5, 2019
Vernier Capital Partners LP 40,500 $7,563k Put Jun 30, 2019 Aug 14, 2019
Pentwater Capital Management LP 40,000 $7,470k Jun 30, 2019 Aug 14, 2019
Atika Capital Management LLC 39,800 $7,432k Put Jun 30, 2019 Aug 12, 2019
Coyle Financial Counsel LLC 38,228 $7,139k Jun 30, 2019 Aug 13, 2019
Pinnacle Family Advisors LLC 37,607 $7,023k Jun 30, 2019 Aug 14, 2019
Founders Financial Securities LLC 36,324 $6,783k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 35,708 $6,668k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 35,708 $6,668k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 35,708 $6,668k Jun 30, 2019 Jul 22, 2019
Mcmillion Capital Management Inc 34,911 $6,519k Jun 30, 2019 Jul 25, 2019
Cypress Wealth Services LLC 34,836 $6,505k Jun 30, 2019 Jul 24, 2019
Telos Capital Management Inc 34,297 $6,405k Jun 30, 2019 Jul 19, 2019
SPC Financial Inc 33,822 $6,316k Jun 30, 2019 Aug 1, 2019
CWH Capital Management Inc 32,840 $6,133k Jun 30, 2019 Aug 14, 2019
Global Trust Asset Management LLC 31,305 $5,846k Jun 30, 2019 Jul 23, 2019
KARP Capital Management Corporation 28,684 $5,356k Jun 30, 2019 Aug 8, 2019
and Wealth Partners LLC 27,152 $5,070k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 27,152 $5,070k Jun 30, 2019 Aug 6, 2019
Somerset Group LLC 26,501 $4,949k Jun 30, 2019 Aug 12, 2019
GFS Advisors LLC 26,338 $4,918k Jun 30, 2019 Aug 1, 2019
LGL Partners LLC 26,311 $4,913k Jun 30, 2019 Aug 14, 2019
Dedora Capital Inc 26,137 $4,881k Jun 30, 2019 Aug 8, 2019
Berkeley Capital Partners LLC 24,513 $4,578k Jun 30, 2019 Aug 8, 2019
Allen Investment Management LLC 22,715 $4,242k Jun 30, 2019 Aug 12, 2019
American Investment Services Inc 22,210 $4,147k Jun 30, 2019 Aug 6, 2019
Jaffetilchin Investment Partners LLC 21,988 $4,106k Jun 30, 2019 Aug 13, 2019
MYDA Advisors LLC 20,000 $3,735k Put Jun 30, 2019 Aug 13, 2019
Peninsula Wealth LLC 19,990 $3,730k Jun 30, 2019 Aug 2, 2019
New England Private Wealth Advisors LLC 19,509 $3,641k Jun 30, 2019 Aug 8, 2019
Summit Financial LLC 17,738 $3,312k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 17,738 $3,312k Jun 30, 2019 Jul 3, 2019
Phoenix Investment Adviser LLC 17,645 $3,295k Jun 30, 2019 Aug 12, 2019
Lucas Capital Management LLC 16,454 $3,073k Jun 30, 2019 Jul 29, 2019
North American Management Corp 16,325 $3,049k Jun 30, 2019 Jul 30, 2019
BB&T Securities LLC 15,500 $2,894k Call Jun 30, 2019 Aug 7, 2019
Bridgeworth LLC 15,099 $2,820k Jun 30, 2019 Jul 25, 2019
Providence Wealth Advisors LLC 14,921 $2,820k Jun 30, 2019 Jul 22, 2019
Castleark Alternatives LLC 14,950 $2,792k Jun 30, 2019 Aug 13, 2019
Family Legacy Inc 14,951 $2,792k Jun 30, 2019 Jul 25, 2019
Windham Capital Management LLC 14,499 $2,708k Jun 30, 2019 Aug 14, 2019
Barometer Capital Management Inc 14,400 $2,689k Jun 30, 2019 Aug 13, 2019
Overbrook Management Corporation 13,407 $2,504k Jun 30, 2019 Aug 13, 2019
Abbrea Capital LLC 12,930 $2,420k Jun 30, 2019 Jul 31, 2019
The Rikoon Group LLC 11,937 $2,229k Jun 30, 2019 Aug 6, 2019
Premier Asset Management LLC 11,934 $2,228k Jun 30, 2019 Aug 7, 2019
Total Investment Management Inc 11,897 $2,180k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 11,897 $2,180k Jun 30, 2019 Aug 7, 2019
Traynor Capital Management Inc 11,435 $2,164k Jun 30, 2019 Jul 26, 2019
Certified Advisory Corp 11,484 $2,144k Jun 30, 2019 Aug 7, 2019
Baker Ellis Asset Management LLC 11,190 $2,090k Jun 30, 2019 Aug 12, 2019
Benin Management Corp 10,964 $2,047k Jun 30, 2019 Jul 31, 2019
Ashfield Capital Partners LLC 10,902 $2,036k Jun 30, 2019 Jul 29, 2019
Apriem Advisors 10,891 $2,034k Jun 30, 2019 Aug 14, 2019
Mcguire Investment Group LLC 10,884 $2,033k Jun 30, 2019 Jul 25, 2019
Harwood Advisory Group LLC 10,701 $1,998k Jun 30, 2019 Aug 7, 2019
Barber Financial Group 10,358 $1,934k Jun 30, 2019 Aug 9, 2019
Woodmont Investment Counsel LLC 10,187 $1,902k Jun 30, 2019 Aug 14, 2019
HIGH Falls Advisors Inc 10,057 $1,878k Jun 30, 2019 Aug 15, 2019
Capital Planning Advisors LLC 9,604 $1,793k Jun 30, 2019 Aug 9, 2019
Strategic Financial Group LLC 9,458 $1,766k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 9,458 $1,766k Jun 30, 2019 Jul 29, 2019
Financial Sense Advisors Inc 9,200 $1,718k Call Jun 30, 2019 Aug 2, 2019
Trust Asset Management LLC 8,983 $1,677k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 8,983 $1,677k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 8,983 $1,677k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 8,983 $1,677k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 8,983 $1,677k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 8,983 $1,677k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 8,865 $1,655k Jun 30, 2019 Aug 16, 2019
ELM Advisors LLC 8,708 $1,626k Jun 30, 2019 Jul 3, 2019
Interocean Capital LLC 8,474 $1,582k Jun 30, 2019 Aug 13, 2019
Drexel Morgan & Co 8,200 $1,531k Jun 30, 2019 Aug 8, 2019
Joel Isaacson & Co LLC 8,183 $1,528k Jun 30, 2019 Jul 11, 2019
Cardan Capital Partners LLC 8,176 $1,527k Jun 30, 2019 Jul 16, 2019
SFMG LLC 7,691 $1,502k Jun 30, 2019 Aug 5, 2019
Lifeplan Financial Group Inc 7,682 $1,435k Jun 30, 2019 Jul 15, 2019
Good Life Advisors LLC 7,270 $1,358k Jun 30, 2019 Aug 6, 2019
Peak Asset Management LLC 7,214 $1,347k Jun 30, 2019 Aug 15, 2019
Fieldpoint Private Securities LLC 7,197 $1,344k Jun 30, 2019 Aug 14, 2019
Turim 21 Investimentos LTDA 7,109 $1,328k Jun 30, 2019 Aug 13, 2019
Harvest Capital Management Inc 7,116 $1,328k Jun 30, 2019 Aug 7, 2019
California Capital Advisors Inc 7,037 $1,314k Jun 30, 2019 Jul 15, 2019
Northstar Wealth Partners LLC 7,012 $1,310k Jun 30, 2019 Aug 15, 2019
USA Financial Portformulas Corporation 7,169 $1,288k Jun 30, 2019 Aug 12, 2019
ACG Wealth Inc 6,735 $1,258k Jun 30, 2019 Aug 6, 2019
Shepherd Kaplan Krochuk LLC 6,700 $1,251k Put Jun 30, 2019 Aug 12, 2019
David R RAHN & Associates Inc 6,684 $1,248k Jun 30, 2019 Jul 12, 2019
Tocqueville Asset Management LP 6,650 $1,242k Jun 30, 2019 Jul 31, 2019
Pagnatokarp Partners LLC 6,608 $1,237k Jun 30, 2019 Aug 8, 2019
Valmark Advisers Inc 6,599 $1,232k Jun 30, 2019 Aug 7, 2019
Intersect Capital LLC 6,562 $1,225k Jun 30, 2019 Aug 9, 2019
Nikulski Financial Inc 6,352 $1,221k Jun 30, 2019 Jul 22, 2019
Chatham Capital Group Inc 6,471 $1,208k Jun 30, 2019 Jul 24, 2019
WE ARE One Seven LLC 6,454 $1,205k Jun 30, 2019 Jul 16, 2019
Valeo Financial Advisors LLC 6,402 $1,197k Jun 30, 2019 Jul 10, 2019
Johanson Financial Advisors Inc 6,371 $1,194k Jun 30, 2019 Jul 29, 2019
EFG Asset Management Americas Corp 6,350 $1,186k Jun 30, 2019 Jul 9, 2019
Cornell Pochily Investment Advisors Inc 6,269 $1,171k Jun 30, 2019 Jul 22, 2019
Private Vista LLC 6,235 $1,162k Jun 30, 2019 Jul 19, 2019
Aldebaran Financial Inc 6,039 $1,128k Jun 30, 2019 Aug 14, 2019
Howard Capital Management Inc 6,022 $1,125k Jun 30, 2019 Jul 24, 2019
Brickley Wealth Management 6,000 $1,120k Jun 30, 2019 Aug 9, 2019
Clifford SWAN Investment Counsel LLC 5,883 $1,099k Jun 30, 2019 Aug 13, 2019
10-15 Associates Inc 5,837 $1,090k Jun 30, 2019 Aug 12, 2019
Butensky & Cohen Financial Security Inc 5,829 $1,089k Jun 30, 2019 Jul 12, 2019
Alphastar Capital Management LLC 5,787 $1,081k Jun 30, 2019 Aug 14, 2019
Patton Albertson Miller Group LLC 5,593 $1,043k Jun 30, 2019 Aug 12, 2019
Wealth and Pension Services Group Inc 5,517 $1,030k Jun 30, 2019 Aug 15, 2019
DB Root & Company LLC 5,482 $1,023k Jun 30, 2019 Jul 19, 2019
Accredited Investors Inc 5,372 $1,003k Jun 30, 2019 Aug 13, 2019
Lakeview Capital Partners LLC 5,293 $988k Jun 30, 2019 Aug 5, 2019
The Mathes Company Inc 5,290 $988k Jun 30, 2019 Jul 29, 2019
Waters Parkerson & Co LLC 5,282 $986k Jun 30, 2019 Aug 6, 2019
Vista Private Wealth Partners LLC 5,236 $982k Jun 30, 2019 Aug 27, 2019
Rainey & Randall Investment Management Inc 5,239 $978k Jun 30, 2019 Jul 18, 2019
Marco Investment Management LLC 5,210 $973k Jun 30, 2019 Aug 6, 2019
Marathon Trading Investment Management LLC 5,118 $956k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 4,993 $932k Jun 30, 2019 Jul 23, 2019
Ipswich Investment Management Company Inc 4,898 $915k Jun 30, 2019 Jul 11, 2019
Stearns Financial Services Group Inc 4,787 $894k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 4,750 $887k Jun 30, 2019 Aug 5, 2019
Blue CHIP Wealth Management Inc 4,598 $859k Jun 30, 2019 Aug 13, 2019
Allsquare Wealth Management LLC 4,598 $859k Jun 30, 2019 Aug 13, 2019
Keeley-Teton Advisors LLC 4,474 $835k Jun 30, 2019 Aug 12, 2019
RNC Capital Management LLC 4,425 $826k Jun 30, 2019 Jul 25, 2019
Blue FIN Capital Inc 4,371 $816k Jun 30, 2019 Jul 22, 2019
United Asset Strategies Inc 4,059 $758k Jun 30, 2019 Jul 31, 2019
Diversified Portfolios Inc 3,946 $737k Jun 30, 2019 Aug 13, 2019
Brown Advisory Securities LLC 3,922 $732k Jun 30, 2019 Aug 12, 2019
Hengehold Capital Management LLC 3,844 $718k Jun 30, 2019 Jul 23, 2019
West Coast Financial LLC 3,773 $705k Jun 30, 2019 Jul 16, 2019
Managed Account Services Inc 3,636 $695k Jun 30, 2019 Jul 15, 2019
Nicholas Hoffman & Company LLC 3,675 $686k Jun 30, 2019 Aug 12, 2019
Sonata Capital Group Inc 3,575 $668k Jun 30, 2019 Aug 5, 2019
Cambridge Advisors LLC 3,567 $666k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 3,567 $666k Jun 30, 2019 Jul 26, 2019
RFG Advisory LLC 3,557 $665k Jun 30, 2019 Aug 23, 2019
The Burney Company 3,535 $660k Jun 30, 2019 Aug 12, 2019
Financial Advisory Service Inc 3,457 $646k Jun 30, 2019 Jul 25, 2019
Fundx Investment Group LLC 3,460 $646k Jun 30, 2019 Aug 5, 2019
KOPP Investment Advisors LLC 3,425 $640k Jun 30, 2019 Aug 14, 2019
E & G Advisors LP 3,425 $640k Jun 30, 2019 Jul 12, 2019
RAAB & Moskowitz Asset Management LLC 3,313 $618k Jun 30, 2019 Aug 9, 2019
Parsec Financial Management Inc 3,282 $613k Jun 30, 2019 Jul 23, 2019
Quadrant Private Wealth Management LLC 3,272 $611k Jun 30, 2019 Aug 13, 2019
Highland Private Wealth Management 3,194 $596k Jun 30, 2019 Aug 13, 2019
3D Asset Management Inc 3,170 $592k Jun 30, 2019 Aug 5, 2019
Cougar Global Investments Limited 3,169 $592k Jun 30, 2019 Jul 15, 2019
SAND Hill Global Advisors LLC 3,168 $592k Jun 30, 2019 Aug 13, 2019
Goelzer Investment Management Inc 3,165 $591k Jun 30, 2019 Jul 29, 2019
Round Table Services LLC 3,155 $589k Jun 30, 2019 Jul 17, 2019
KWMG LLC 3,141 $587k Jun 30, 2019 Jul 10, 2019
Osborne Partners Capital Management LLC 3,015 $563k Jun 30, 2019 Jul 18, 2019
Dimension Capital Management LLC 2,986 $558k Jun 30, 2019 Aug 12, 2019
Quest Investment Management LLC 2,985 $557k Jun 30, 2019 Aug 13, 2019
Carlson Capital Management LLC 2,965 $554k Jun 30, 2019 Jul 15, 2019
Toroso Investments LLC 2,935 $548k Jun 30, 2019 Aug 15, 2019
Spears Abacus Advisors LLC 2,910 $543k Jun 30, 2019 Aug 9, 2019
America First Investment Advisors LLC 2,876 $537k Jun 30, 2019 Jul 29, 2019
Murphy Middleton Hinkle & Parker Inc 2,872 $536k Jun 30, 2019 Jul 15, 2019
Epstein and White Financial LLC 2,811 $519k Jun 30, 2019 Jul 19, 2019
Geller Advisors LLC 2,740 $512k Jun 30, 2019 Aug 14, 2019
Summit X 2,727 $510k Jun 30, 2019 Aug 13, 2019
Wealthstar Advisors LLC 2,615 $489k Jun 30, 2019 Aug 7, 2019
Aspiriant LLC 2,485 $465k Jun 30, 2019 Aug 6, 2019
Partners Capital Investment Group LLP 2,475 $462k Jun 30, 2019 Aug 12, 2019
Searle & Co 2,400 $448k Jun 30, 2019 Jul 17, 2019
Cedar Wealth Management LLC 2,350 $439k Jun 30, 2019 Jul 24, 2019
Summit Financial Wealth Advisors LLC 2,307 $431k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,307 $431k Jun 30, 2019 Jul 16, 2019
Wooster Corthell Wealth Management Inc 2,296 $429k Jun 30, 2019 Jul 31, 2019
Shoker Investment Counsel Inc 2,222 $415k Jun 30, 2019 Aug 9, 2019
Modera Wealth Management LLC 2,219 $414k Jun 30, 2019 Aug 7, 2019
Middleton & Company Inc 2,159 $403k Jun 30, 2019 Jul 25, 2019
FORD Financial Group Inc 2,142 $400k Jun 30, 2019 Jul 25, 2019
BSW Wealth Partners LLC 2,131 $398k Jun 30, 2019 Aug 13, 2019
SVA Plumb Wealth Management LLC 2,038 $381k Jun 30, 2019 Aug 13, 2019
Spectrum Group Management LLC 2,023 $378k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 2,023 $378k Jun 30, 2019 Aug 2, 2019
Ramsay Stattman VELA & Price Inc 2,020 $377k Jun 30, 2019 Aug 9, 2019
Cadinha & Co LLC 2,001 $374k Jun 30, 2019 Aug 9, 2019
Bell & Brown Wealth Advisors LLC 1,993 $372k Jun 30, 2019 Aug 6, 2019
Athena Capital Advisors LLC 1,966 $367k Jun 30, 2019 Aug 9, 2019
S R Schill & Associates Inc 1,950 $364k Jun 30, 2019 Aug 19, 2019
Wespac Advisors Socal LLC 1,928 $360k Jun 30, 2019 Jul 30, 2019
Front Barnett Associates LLC 1,895 $354k Jun 30, 2019 Aug 6, 2019
Gentrust LLC 1,869 $350k Jun 30, 2019 Aug 2, 2019
Kingfisher Capital LLC 1,865 $348k Jun 30, 2019 Aug 14, 2019
Diligent Investors LLC 1,846 $345k Jun 30, 2019 Aug 1, 2019
Glacier Peak Capital LLC 1,834 $342k Jun 30, 2019 Aug 12, 2019
Fairview Capital Investment Management LLC 1,811 $338k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 1,765 $330k Jun 30, 2019 Aug 21, 2019
Newfocus Financial Group LLC 1,733 $324k Jun 30, 2019 Jul 23, 2019
RAUB Brock Capital Management LP 1,700 $317k Jun 30, 2019 Jul 23, 2019
Bristlecone Advisors LLC 1,691 $316k Jun 30, 2019 Jul 19, 2019
Nottingham Advisors Inc 1,676 $313k Jun 30, 2019 Jul 17, 2019
Choate Investment Advisors LLC 1,668 $311k Jun 30, 2019 Aug 14, 2019
KJ Harrison & Partners USA Inc 1,634 $305k Jun 30, 2019 Aug 5, 2019
Minichmacgregor Wealth Management LLC 1,600 $302k Jun 30, 2019 Aug 5, 2019
DAY & Ennis LLC 1,617 $302k Jun 30, 2019 Aug 2, 2019
The Genwealth Group Inc 1,583 $300k Jun 30, 2019 Jul 10, 2019
The Northstar Group Inc 1,610 $300k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 1,610 $300k Jun 30, 2019 Jul 12, 2019
Lexaurum Advisors LLC 1,596 $298k Jun 30, 2019 Jul 19, 2019
Oarsman Capital Inc 1,589 $297k Jun 30, 2019 Aug 13, 2019
Lucia Wealth Services LLC 1,541 $288k Jun 30, 2019 Jul 23, 2019
Brasada Capital Management LP 1,498 $287k Jun 30, 2019 Aug 7, 2019
Summit Financial Strategies Inc 1,512 $282k Jun 30, 2019 Aug 8, 2019
Tortoise Investment Management LLC 1,486 $277k Jun 30, 2019 Aug 7, 2019
IMS Capital Management Inc 1,481 $276k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 1,466 $274k Jun 30, 2019 Aug 5, 2019
Doliver Capital Advisors LP 1,441 $269k Jun 30, 2019 Jul 25, 2019
Evensky & KATZ LLC 1,464 $263k Mar 31, 2019 Aug 6, 2019
Skylands Capital LLC 1,400 $261k Jun 30, 2019 Jul 29, 2019
CPMG Inc 1,400 $261k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 1,358 $254k Jun 30, 2019 Jul 10, 2019
Hourglass Capital LLC 1,353 $253k Jun 30, 2019 Aug 12, 2019
Bigsur Wealth Management LLC 1,335 $253k Jun 30, 2019 Jul 5, 2019
Deltec Asset Management LLC 1,341 $250k Jun 30, 2019 Jul 29, 2019
American Financial Network Advisory Services LLC 1,336 $249k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisory LLC 1,325 $248k Jun 30, 2019 Aug 8, 2019
Meridian Investment Counsel Inc 1,304 $244k Jun 30, 2019 Aug 13, 2019
Blackhawk Capital Partners LLC 1,260 $235k Jun 30, 2019 Aug 13, 2019
Legacy Financial Strategies LLC 1,195 $230k Jun 30, 2019 Jul 15, 2019
Abbot Financial Management Inc 1,212 $226k Jun 30, 2019 Aug 8, 2019
Stokes & Hubbell Capital Management LLC 1,249 $224k Mar 31, 2019 Apr 24, 2019
Canal Capital Management LLC 1,199 $224k Jun 30, 2019 Jul 31, 2019
PURE Financial Advisors Inc 1,180 $220k Jun 30, 2019 Jul 11, 2019
Plancorp LLC 1,177 $220k Jun 30, 2019 Aug 13, 2019
Emerald Investment Partners LLC 1,160 $217k Jun 30, 2019 Aug 12, 2019
Goldstein Munger + Associates 1,160 $217k Jun 30, 2019 Aug 2, 2019
Punch & Associates Investment Management Inc 1,159 $216k Jun 30, 2019 Aug 14, 2019
Meristem Family Wealth LLC 1,127 $210k Jun 30, 2019 Aug 6, 2019
Twin Focus Capital Partners LLC 1,110 $207k Jun 30, 2019 Aug 14, 2019
LLBH Private Wealth Management LLC 1,074 $201k Jun 30, 2019 Aug 13, 2019
Acorn Wealth Advisors LLC 1,067 $201k Jun 30, 2019 Aug 14, 2019
Jackson Grant Investment Advisers Inc 1,054 $197k Jun 30, 2019 Aug 13, 2019
HMS Capital Management LLC 900 $168k Put Jun 30, 2019 Jul 12, 2019
New Potomac Partners LLC 885 $165k Jun 30, 2019 Jul 26, 2019
Driehaus Capital Management LLC 33,000 $154k Put Jun 30, 2019 Aug 14, 2019
Duncker Streett & Co LLC 777 $145k Jun 30, 2019 Jul 24, 2019
West Oak Capital LLC 605 $113k Jun 30, 2019 Jul 12, 2019
Signature Estate & Investment Advisors LLC 605 $113k Jun 30, 2019 Aug 1, 2019
Vestor Capital LLC 484 $90k Jun 30, 2019 Aug 6, 2019
The Fiduciary Group LLC 366 $68k Jun 30, 2019 Aug 14, 2019
ST Johns Investment Management Company LLC 339 $63k Jun 30, 2019 Jul 24, 2019
Thomas J Herzfeld Advisors Inc 270 $50k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 233 $44k Jun 30, 2019 Aug 14, 2019
Larson Financial Group LLC 155 $29k Jun 30, 2019 Jul 16, 2019
Cranbrook Wealth Management LLC 92 $17k Jun 30, 2019 Aug 7, 2019
DT Investment Partners LLC 41 $8k Jun 30, 2019 Jul 30, 2019
Solstein Capital LLC 3,500 $8k Put Jun 30, 2019 Aug 12, 2019
Horan Securities Inc 27 $5k Jun 30, 2019 Jul 24, 2019
Berkshire Capital Holdings Inc 10 $2k Jun 30, 2019 Aug 13, 2019

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