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JPMORGAN CHASE & CO
(46625H100)

Funds Reporting Holdings of JPMORGAN CHASE & CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 96,004 $10,733,247k Jun 30, 2019 Aug 6, 2019
Rmsincerbeaux Capital Management LLC 38,814 $4,339,405k Jun 30, 2019 Aug 9, 2019
Dodge & COX 24,985,619 $2,793,392k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 19,149 $1,829,000k Sep 30, 2017 Nov 14, 2017
Mader & Shannon Wealth Management Inc 13,944 $1,558,939k Jun 30, 2019 Aug 13, 2019
GS Investments Inc 13,485 $1,507,623k Jun 30, 2019 Aug 9, 2019
Laffer Investments Inc 6,953 $777,345k Jun 30, 2019 Aug 15, 2019
Sanders Capital LLC 4,393,517 $548,947k Jun 30, 2019 Jul 23, 2019
Greenhaven Associates Inc 4,903,076 $548,164k Jun 30, 2019 Aug 7, 2019
Thornburg Investment Management Inc 4,382,079 $489,916k Jun 30, 2019 Aug 6, 2019
Brandywine Global Investment Management LLC 4,273,306 $477,756k Jun 30, 2019 Aug 14, 2019
Retirement Income Solutions Inc 4,245 $475,000k Jun 30, 2019 Jul 23, 2019
Mawer Investment Management Ltd 4,223,119 $472,017k Jun 30, 2019 Aug 6, 2019
Aristotle Capital Management LLC 3,005,853 $336,054k Jun 30, 2019 Aug 14, 2019
Charles Schwab Investment Advisory Inc 2,744,618 $306,848k Jun 30, 2019 Aug 12, 2019
Diamond Hill Capital Management Inc 2,547,734 $284,837k Jun 30, 2019 Aug 1, 2019
Pzena Investment Management LLC 2,460,634 $275,099k Jun 30, 2019 Aug 2, 2019
Acadian Asset Management LLC 2,076,323 $232,129k Jun 30, 2019 Aug 8, 2019
Brave Warrior Advisors LLC 2,038,845 $227,943k Jun 30, 2019 Aug 14, 2019
MOON Capital Management LLC 2,000 $223,600k Jun 30, 2019 Jul 11, 2019
Santa Barbara Asset Management LLC 2,112,810 $213,880k Mar 31, 2019 May 14, 2019
RE Advisers Corporation 1,849,400 $206,763k Jun 30, 2019 Aug 12, 2019
Schafer Cullen Capital Management Inc 1,735,929 $200,153k Jun 30, 2019 Jul 30, 2019
Janus Capital Management LLC 2,101,747 $184,601k Mar 31, 2017 May 16, 2017
Westend Advisors LLC 1,637 $183,016k Jun 30, 2019 Jul 23, 2019
Waverton Investment Management Limited 1,054,874 $117,935k Jun 30, 2019 Jul 17, 2019
OZ Management LP 967,193 $108,132k Jun 30, 2019 Aug 16, 2019
Argent Capital Management LLC 959,991 $107,327k Jun 30, 2019 Aug 15, 2019
Focused Investors LLC 936,600 $104,712k Jun 30, 2019 Jul 16, 2019
Douglas Lane & Associates LLC 870,107 $97,278k Jun 30, 2019 Jul 8, 2019
Smead Capital Management Inc 830,623 $92,864k Jun 30, 2019 Jul 26, 2019
Cornerstone Investment Partners LLC 824,540 $92,184k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 824,540 $92,184k Jun 30, 2019 Jul 19, 2019
Capital Guardian Trust Company 765,727 $85,340k Jun 30, 2019 Aug 14, 2019
NWQ Investment Management Company LLC 732,283 $81,869k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 709,417 $79,313k Jun 30, 2019 Aug 2, 2019
Miller Value Partners LLC 706,025 $78,934k Jun 30, 2019 Aug 14, 2019
Becker Capital Management Inc 674,835 $75,447k Jun 30, 2019 Aug 8, 2019
Cullen Capital Management LLC 660,630 $73,858k Jun 30, 2019 Jul 30, 2019
1919 Investment Counsel LLC 1,015,197 $61,156k Sep 30, 2014 Nov 14, 2014
Locust WOOD Capital Advisers LLC 529,127 $59,156k Jun 30, 2019 Jul 24, 2019
SNOW Capital Management LP 523,092 $58,482k Jun 30, 2019 Aug 13, 2019
TODD Asset Management LLC 514,393 $57,509k Jun 30, 2019 Aug 6, 2019
Atalanta Sosnoff Capital LLC 482,568 $53,951k Jun 30, 2019 Jul 15, 2019
Madison Investment Holdings Inc 468,928 $52,426k Jun 30, 2019 Aug 13, 2019
Staley Capital Advisers Inc 467,026 $52,214k Jun 30, 2019 Aug 9, 2019
RNC Capital Management LLC 440,530 $49,251k Jun 30, 2019 Jul 25, 2019
Tocqueville Asset Management LP 438,419 $49,015k Jun 30, 2019 Jul 31, 2019
Seizert Capital Partners LLC 438,129 $48,983k Jun 30, 2019 Aug 6, 2019
Hosking Partners LLP 399,427 $44,656k Jun 30, 2019 Aug 13, 2019
Dupont Capital Management Corp 394,773 $44,136k Jun 30, 2019 Jul 30, 2019
Payden & Rygel 391,917 $43,816k Jun 30, 2019 Aug 6, 2019
First Manhattan Co 381,427 $42,643k Jun 30, 2019 Aug 16, 2019
Waters Parkerson & Co LLC 375,274 $41,956k Jun 30, 2019 Aug 6, 2019
Nippon Life Global Investors Americas Inc 354,420 $39,624k Jun 30, 2019 Jul 23, 2019
Cambridge Investment Research Advisors Inc 335,891 $37,553k Jun 30, 2019 Aug 15, 2019
River ROAD Asset Management LLC 312,097 $34,892k Jun 30, 2019 Aug 12, 2019
Pacer Advisors Inc 311,702 $34,848k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 298,200 $33,339k Jun 30, 2019 Jul 29, 2019
ZWJ Investment Counsel Inc 285,435 $31,912k Jun 30, 2019 Jul 24, 2019
Davidson Investment Advisors Inc 281,449 $31,466k Jun 30, 2019 Aug 13, 2019
Cornerstone Advisors Inc 282,000 $28,547k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 282,000 $28,547k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 282,000 $28,547k Mar 31, 2019 May 13, 2019
Mairs and Power Inc 247,263 $27,644k Jun 30, 2019 Aug 14, 2019
North American Management Corp 246,710 $27,582k Jun 30, 2019 Jul 30, 2019
Gillespie Robinson & Grimm Inc 245,621 $27,460k Jun 30, 2019 Jul 22, 2019
Bowen Hanes & Co Inc 245,239 $27,418k Jun 30, 2019 Aug 13, 2019
Weitz Investment Management Inc 243,500 $27,223k Jun 30, 2019 Aug 8, 2019
Schwerin Boyle Capital Management Inc 241,755 $27,028k Jun 30, 2019 Aug 13, 2019
Chesley TAFT & Associates LLC 240,612 $26,900k Jun 30, 2019 Jul 10, 2019
Badgley Phelps and Bell Inc 240,172 $26,851k Jun 30, 2019 Jul 30, 2019
and Wealth Partners LLC 238,707 $26,687k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 238,707 $26,687k Jun 30, 2019 Aug 6, 2019
Cooke & Bieler LP 237,700 $26,575k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 236,938 $26,490k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 236,938 $26,490k Jun 30, 2019 Aug 12, 2019
Abner Herrman & Brock LLC 235,716 $26,353k Jun 30, 2019 Jul 19, 2019
Cohen & Steers Capital Management Inc 434,594 $26,328k Mar 31, 2015 May 15, 2015
Interocean Capital LLC 234,205 $26,184k Jun 30, 2019 Aug 13, 2019
Morningstar Investment Services LLC 233,389 $26,093k Jun 30, 2019 Aug 13, 2019
Taurus Asset Management LLC 232,720 $26,018k Jun 30, 2019 Aug 14, 2019
Spears Abacus Advisors LLC 230,931 $25,818k Jun 30, 2019 Aug 9, 2019
Front Barnett Associates LLC 221,812 $24,799k Jun 30, 2019 Aug 6, 2019
Willis Investment Counsel Inc 218,249 $24,400k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 198,767 $22,222k Jun 30, 2019 Aug 8, 2019
BEL AIR Investment Advisors LLC 425,566 $21,998k Sep 30, 2013 Nov 12, 2013
Deroy & Devereaux Private Investment Counsel Inc 190,526 $21,301k Jun 30, 2019 Jul 22, 2019
Chilton Capital Management LLC 189,839 $21,224k Jun 30, 2019 Aug 13, 2019
Guardian Capital LP 184,382 $20,614k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 182,916 $20,450k Jun 30, 2019 Jul 29, 2019
Flippin Bruce & Porter Inc 182,914 $20,450k Jun 30, 2019 Aug 6, 2019
Azimuth Capital Management LLC 178,427 $19,948k Jun 30, 2019 Aug 13, 2019
Carret Asset Management LLC 177,873 $19,886k Jun 30, 2019 Aug 12, 2019
Beacon Investment Advisory Services Inc 177,029 $19,792k Jun 30, 2019 Aug 7, 2019
Courant Investment Management LLC 176,592 $19,743k Jun 30, 2019 Jul 24, 2019
Crawford Lake Capital Management LLC 175,097 $19,576k Jun 30, 2019 Aug 14, 2019
Matthew 25 Management Corp 175,000 $19,565k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 174,528 $19,512k Jun 30, 2019 Aug 12, 2019
Cadinha & Co LLC 173,613 $19,410k Jun 30, 2019 Aug 9, 2019
BTR Capital Management Inc 164,688 $18,412k Jun 30, 2019 Jul 18, 2019
Impax Asset Management LLC 175,818 $18,320k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 175,818 $18,320k Jun 30, 2018 Aug 14, 2018
Appleton Partners Inc 159,611 $17,845k Jun 30, 2019 Jul 25, 2019
QS Investors LLC 159,357 $17,817k Jun 30, 2019 Aug 14, 2019
Quest Investment Management LLC 158,151 $17,681k Jun 30, 2019 Aug 13, 2019
Howard Capital Management Inc 153,829 $17,198k Jun 30, 2019 Jul 24, 2019
Cypress Capital Management LLC 151,986 $16,992k Jun 30, 2019 Aug 5, 2019
Osborne Partners Capital Management LLC 146,841 $16,417k Jun 30, 2019 Jul 18, 2019
Greystone Managed Investments Inc 145,659 $16,285k Jun 30, 2019 Jul 23, 2019
ACR Alpine Capital Research LLC 144,751 $16,183k Jun 30, 2019 Aug 5, 2019
Vestor Capital LLC 140,833 $15,745k Jun 30, 2019 Aug 6, 2019
Grassi Investment Management LLC 135,849 $15,188k Jun 30, 2019 Jul 10, 2019
10-15 Associates Inc 135,704 $15,172k Jun 30, 2019 Aug 12, 2019
Tufton Capital Management LLC 133,451 $14,919k Jun 30, 2019 Jul 26, 2019
Cohen Capital Management Inc 132,475 $14,811k Jun 30, 2019 Aug 7, 2019
Rockshelter Capital Management LLC 131,123 $14,660k Jun 30, 2019 Aug 14, 2019
Callahan Advisors LLC 130,659 $14,608k Jun 30, 2019 Jul 17, 2019
KLCM Advisors Inc 128,968 $14,419k Jun 30, 2019 Aug 15, 2019
Middleton & Company Inc 128,748 $14,394k Jun 30, 2019 Jul 25, 2019
Hennessy Advisors Inc 125,850 $14,070k Jun 30, 2019 Jul 11, 2019
Boston Common Asset Management LLC 116,723 $13,050k Jun 30, 2019 Jul 26, 2019
DSC Advisors LP 116,000 $12,969k Jun 30, 2019 Aug 14, 2019
Premier Asset Management LLC 114,280 $12,776k Jun 30, 2019 Aug 7, 2019
Cohen Klingenstein LLC 114,279 $12,776k Jun 30, 2019 Jul 15, 2019
Pictet North America Advisors SA 113,272 $12,664k Jun 30, 2019 Aug 7, 2019
CCM Investment Advisers LLC 111,667 $12,484k Jun 30, 2019 Aug 5, 2019
Birch Hill Investment Advisors LLC 110,510 $12,355k Jun 30, 2019 Jul 22, 2019
Affinity Investment Advisors LLC 110,120 $12,311k Jun 30, 2019 Aug 8, 2019
Calamos Wealth Management LLC 109,184 $12,207k Jun 30, 2019 Aug 7, 2019
Steigerwald Gordon & KOCH Inc 108,449 $12,125k Jun 30, 2019 Jul 15, 2019
Cobiz Wealth LLC 106,491 $11,906k Jun 30, 2019 Jul 8, 2019
Haverford Financial Services Inc 106,256 $11,879k Jun 30, 2019 Aug 13, 2019
Strategy Asset Managers LLC 105,332 $11,776k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 103,590 $11,581k Jun 30, 2019 Jul 30, 2019
SVA Plumb Wealth Management LLC 103,492 $11,570k Jun 30, 2019 Aug 13, 2019
Torray LLC 103,431 $11,564k Jun 30, 2019 Aug 8, 2019
TDAM USA Inc 103,120 $11,529k Jun 30, 2019 Aug 1, 2019
Rothschild Capital Partners LLC 103,046 $11,521k Jun 30, 2019 Jul 17, 2019
Eagle Ridge Investment Management LLC 102,570 $11,467k Jun 30, 2019 Aug 1, 2019
Murphy Capital Management Inc 102,575 $11,467k Jun 30, 2019 Jul 22, 2019
Regent Investment Management LLC 102,170 $11,423k Jun 30, 2019 Jul 15, 2019
The Bollard Group LLC 102,098 $11,415k Jun 30, 2019 Aug 13, 2019
Guardian Capital Advisors LP 100,999 $11,394k Jun 30, 2019 Aug 14, 2019
Winslow Asset Management Inc 101,479 $11,345k Jun 30, 2019 Jul 29, 2019
Teewinot Capital Advisers LLC 101,207 $11,315k Jun 30, 2019 Aug 15, 2019
DAVY Asset Management Limited 100,984 $11,290k Jun 30, 2019 Jul 19, 2019
Choate Investment Advisors LLC 100,239 $11,207k Jun 30, 2019 Aug 14, 2019
Graham Capital Management LP 100,000 $11,180k Jun 30, 2019 Aug 14, 2019
Dalton Greiner Hartman Maher & Co LLC 99,103 $11,080k Jun 30, 2019 Jul 10, 2019
Redwood Capital Management LLC 99,000 $11,068k Jun 30, 2019 Aug 14, 2019
Overbrook Management Corporation 98,263 $10,986k Jun 30, 2019 Aug 13, 2019
Folger Nolan Fleming Douglas Capital Management Inc 93,862 $10,494k Jun 30, 2019 Aug 9, 2019
Baltimore-Washington Financial Advisors Inc 93,772 $10,484k Jun 30, 2019 Jul 25, 2019
Richard Bernstein Advisors LLC 92,213 $10,309k Jun 30, 2019 Aug 9, 2019
Skylands Capital LLC 91,800 $10,263k Jun 30, 2019 Jul 29, 2019
Northpointe Capital LLC 91,780 $10,261k Jun 30, 2019 Jul 26, 2019
Gratus Capital LLC 91,558 $10,236k Jun 30, 2019 Aug 7, 2019
Aristotle Atlantic Partners LLC 91,270 $10,204k Jun 30, 2019 Aug 13, 2019
Thompson Investment Management Inc 90,820 $10,154k Jun 30, 2019 Aug 7, 2019
Daiwa SB Investments Ltd 99,940 $10,117k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 99,940 $10,117k Mar 31, 2019 Apr 18, 2019
New England Asset Management Inc 89,742 $10,033k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 88,950 $9,945k Jun 30, 2019 Jul 29, 2019
Wealthplan Partners Inc 89,790 $9,818k Jun 30, 2019 Aug 19, 2019
Westchester Capital Management Inc 87,288 $9,759k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 87,288 $9,759k Jun 30, 2019 Aug 5, 2019
Venturi Wealth Management LLC 83,198 $9,302k Jun 30, 2019 Aug 7, 2019
OFI Advisors LLC 151,711 $9,250k Sep 30, 2015 Nov 16, 2015
Strategic Financial Services Inc 81,183 $9,076k Jun 30, 2019 Aug 13, 2019
Hoylecohen LLC 80,839 $9,038k Jun 30, 2019 Aug 9, 2019
Crawford Investment Counsel Inc 79,882 $8,931k Jun 30, 2019 Aug 12, 2019
Apriem Advisors 79,771 $8,918k Jun 30, 2019 Aug 14, 2019
Punch & Associates Investment Management Inc 79,123 $8,846k Jun 30, 2019 Aug 14, 2019
Security Asset Management Inc 76,947 $8,603k Jun 30, 2019 Aug 6, 2019
Stoneridge Investment Partners LLC 75,193 $8,407k Jun 30, 2019 Jul 29, 2019
MSD Partners LP 75,000 $8,385k Jun 30, 2019 Aug 14, 2019
Gilder Gagnon HOWE & Co LLC 74,692 $8,351k Jun 30, 2019 Aug 13, 2019
Peak Asset Management LLC 73,275 $8,192k Jun 30, 2019 Aug 15, 2019
Everence Capital Management Inc 72,634 $8,120k Jun 30, 2019 Aug 2, 2019
Woodley Farra Manion Portfolio Management Inc 71,204 $7,961k Jun 30, 2019 Aug 12, 2019
Hendley & Co Inc 70,969 $7,934k Jun 30, 2019 Aug 8, 2019
COVE Street Capital LLC 69,434 $7,763k Jun 30, 2019 Aug 13, 2019
SAND Hill Global Advisors LLC 68,857 $7,698k Jun 30, 2019 Aug 13, 2019
Fagan Associates Inc 67,858 $7,587k Jun 30, 2019 Jul 12, 2019
Tradition Capital Management LLC 73,044 $7,394k Mar 31, 2019 May 7, 2019
Capwealth Advisors LLC 65,789 $7,355k Jun 30, 2019 Aug 13, 2019
Boyar Asset Management Inc 65,412 $7,313k Jun 30, 2019 Aug 6, 2019
Bourgeon Capital Management LLC 65,183 $7,287k Jun 30, 2019 Jul 18, 2019
Pacific Global Investment Management Co 65,105 $7,279k Jun 30, 2019 Aug 14, 2019
Westfield Capital Management Company LP 65,010 $7,268k Jun 30, 2019 Aug 13, 2019
Cornerstone Capital Inc 64,835 $7,249k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 64,835 $7,249k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 64,455 $7,206k Jun 30, 2019 Aug 2, 2019
Crystal Rock Capital Management LLC 63,993 $7,154k Jun 30, 2019 Aug 9, 2019
Fulcrum Capital LLC 63,727 $7,125k Jun 30, 2019 Jul 29, 2019
Buckley Wealth Management LLC 63,695 $7,121k Jun 30, 2019 Jul 19, 2019
The Investment House LLC 62,805 $7,022k Jun 30, 2019 Aug 5, 2019
Beese Fulmer Investment Management Inc 62,322 $6,968k Jun 30, 2019 Jul 5, 2019
Independent Investors Inc 61,651 $6,892k Jun 30, 2019 Jul 18, 2019
Origin Asset Management LLP 60,722 $6,789k Jun 30, 2019 Aug 9, 2019
Sigma Investment Counselors Inc 60,676 $6,784k Jun 30, 2019 Jul 23, 2019
The RICE Partnership LLC 60,399 $6,753k Jun 30, 2019 Jul 25, 2019
Lyell Wealth Management LP 59,884 $6,695k Jun 30, 2019 Aug 1, 2019
Wells Trecaso Financial Group LLC 59,534 $6,655k Jun 30, 2019 Jul 22, 2019
Green Square Capital LLC 59,482 $6,650k Jun 30, 2019 Aug 14, 2019
Providence Wealth Advisors LLC 58,337 $6,636k Jun 30, 2019 Jul 22, 2019
Crossvault Capital Management LLC 58,455 $6,535k Jun 30, 2019 Jul 19, 2019
Merriman Wealth Management LLC 5,737 $6,522k Jun 30, 2019 Jul 31, 2019
Wespac Advisors Socal LLC 57,959 $6,479k Jun 30, 2019 Jul 30, 2019
Schulhoff & Co Inc 57,160 $6,390k Jun 30, 2019 Aug 7, 2019
JGP Wealth Management LLC 56,942 $6,366k Jun 30, 2019 Jul 15, 2019
Garland Capital Management Inc 56,940 $6,366k Jun 30, 2019 Jul 24, 2019
Addenda Capital Inc 56,244 $6,289k Jun 30, 2019 Jul 12, 2019
Ipswich Investment Management Company Inc 55,572 $6,213k Jun 30, 2019 Jul 11, 2019
Mengis Capital Management Inc 54,995 $6,148k Jun 30, 2019 Jul 18, 2019
Foster Dykema Cabot & Co Incorporated 54,739 $6,120k Jun 30, 2019 Aug 6, 2019
Telos Capital Management Inc 54,623 $6,107k Jun 30, 2019 Jul 19, 2019
Segment Wealth Management LLC 53,845 $6,020k Jun 30, 2019 Jul 29, 2019
YCG LLC 52,443 $5,915k Jun 30, 2019 Jul 23, 2019
CWH Capital Management Inc 52,392 $5,857k Jun 30, 2019 Aug 14, 2019
Sandler Capital Management 52,146 $5,830k Jun 30, 2019 Aug 14, 2019
HGI Capital Management LLC 51,043 $5,707k Jun 30, 2019 Jul 26, 2019
Hamel Associates Inc 50,920 $5,693k Jun 30, 2019 Aug 5, 2019
Perkins Investment Management LLC 64,724 $5,685k Mar 31, 2017 May 15, 2017
Valicenti Advisory Services Inc 50,799 $5,679k Jun 30, 2019 Jul 17, 2019
Exchange Capital Management Inc 50,268 $5,620k Jun 30, 2019 Jul 22, 2019
Cambria Investment Management LP 50,200 $5,612k Jun 30, 2019 Aug 12, 2019
ARGA Investment Management LP 49,942 $5,584k Jun 30, 2019 Jul 31, 2019
Woodstock Corporation 49,025 $5,481k Jun 30, 2019 Jul 3, 2019
Strategic Investment Advisors Inc 48,093 $5,376k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 48,093 $5,376k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 48,093 $5,376k Jun 30, 2019 Jul 22, 2019
Wellington Shields & Co LLC 47,852 $5,350k Jun 30, 2019 Aug 8, 2019
HCR Wealth Advisors 47,792 $5,343k Jun 30, 2019 Jul 25, 2019
Parthenon LLC 47,734 $5,337k Jun 30, 2019 Jul 29, 2019
Lincoln Capital LLC 46,874 $5,241k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 46,874 $5,241k Jun 30, 2019 Jul 12, 2019
Allied Investment Advisors LLC 46,834 $5,236k Jun 30, 2019 Jul 17, 2019
Spectrum Group Management LLC 46,794 $5,232k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 46,794 $5,232k Jun 30, 2019 Aug 2, 2019
Brookmont Capital Management LLC 45,933 $5,135k Jun 30, 2019 Jul 18, 2019
American Money Management LLC 45,465 $5,083k Jun 30, 2019 Aug 12, 2019
Shepherd Financial Partners LLC 45,343 $5,069k Jun 30, 2019 Aug 5, 2019
Bronfman EL Rothschild LP 45,172 $5,050k Jun 30, 2019 Aug 12, 2019
Westover Capital Advisors LLC 45,040 $5,035k Jun 30, 2019 Aug 13, 2019
Maltese Capital Management LLC 45,000 $5,031k Jun 30, 2019 Aug 14, 2019
Selway Asset Management Inc 44,979 $5,029k Jun 30, 2019 Jul 30, 2019
Altavista Wealth Management Inc 44,873 $5,017k Jun 30, 2019 Aug 13, 2019
Argyle Capital Management Inc 44,845 $5,014k Jun 30, 2019 Jul 25, 2019
Port Capital LLC 44,534 $4,979k Jun 30, 2019 Aug 14, 2019
Signature Estate & Investment Advisors LLC 44,246 $4,947k Jun 30, 2019 Aug 1, 2019
Elgethun Capital Management 44,183 $4,940k Jun 30, 2019 Aug 8, 2019
Cardan Capital Partners LLC 44,190 $4,940k Jun 30, 2019 Jul 16, 2019
Buckhead Capital Management LLC 44,039 $4,924k Jun 30, 2019 Aug 1, 2019
CAMG Solamere Management LLC 43,711 $4,887k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 43,553 $4,869k Jun 30, 2019 Jul 12, 2019
Brave Asset Management Inc 43,540 $4,868k Jun 30, 2019 Aug 5, 2019
Intersect Capital LLC 43,407 $4,853k Jun 30, 2019 Aug 9, 2019
Terril Brothers Inc 43,002 $4,808k Jun 30, 2019 Aug 5, 2019
Jolley Asset Management LLC 42,111 $4,708k Jun 30, 2019 Jul 22, 2019
Rossmore Private Capital LLC 41,514 $4,641k Jun 30, 2019 Aug 5, 2019
Granite Investment Advisors LLC 41,368 $4,625k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 41,368 $4,625k Jun 30, 2019 Jul 23, 2019
EFG Asset Management Americas Corp 40,575 $4,588k Jun 30, 2019 Jul 9, 2019
Hedeker Wealth LLC 40,905 $4,573k Jun 30, 2019 Jul 26, 2019
ALTA Capital Management LLC 40,793 $4,560k Jun 30, 2019 Jul 26, 2019
Augustine Asset Management Inc 40,067 $4,479k Jun 30, 2019 Aug 5, 2019
QVT Financial LP 39,530 $4,419k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 39,299 $4,394k Jun 30, 2019 Jul 10, 2019
KMS Financial Services Inc 72,700 $4,379k Sep 30, 2014 Nov 17, 2014
Cottage Street Advisors LLC 39,090 $4,370k Jun 30, 2019 Aug 2, 2019
Arjuna Capital LLC 38,797 $4,338k Jun 30, 2019 Aug 21, 2019
DF DENT and Company Inc 38,754 $4,333k Jun 30, 2019 Aug 15, 2019
Chatham Capital Group Inc 38,508 $4,305k Jun 30, 2019 Jul 24, 2019
van Strum & Towne Inc 38,457 $4,299k Jun 30, 2019 Aug 12, 2019
Grace Capital 38,037 $4,253k Jun 30, 2019 Aug 14, 2019
Advanced Asset Management Advisors Inc 38,025 $4,251k Jun 30, 2019 Aug 2, 2019
Baker Ellis Asset Management LLC 37,875 $4,234k Jun 30, 2019 Aug 12, 2019
United Asset Strategies Inc 37,840 $4,231k Jun 30, 2019 Jul 31, 2019
SFE Investment Counsel Inc 37,572 $4,201k Jun 30, 2019 Jul 26, 2019
Hall Capital Management Company Inc 37,512 $4,194k Jun 30, 2019 Aug 14, 2019
Spearhead Capital Advisors LLC 37,188 $4,158k Jun 30, 2019 Jul 17, 2019
West Branch Capital LLC 37,098 $4,148k Jun 30, 2019 Aug 5, 2019
Horizon Financial Services LLC 37,087 $4,146k Jun 30, 2019 Aug 13, 2019
Horizon Investment Services LLC 37,087 $4,146k Jun 30, 2019 Aug 13, 2019
New England Private Wealth Advisors LLC 36,919 $4,129k Jun 30, 2019 Aug 8, 2019
Dorchester Wealth Management Company 36,511 $4,082k Jun 30, 2019 Jul 19, 2019
Andesa Financial Management Inc 36,420 $4,078k Jun 30, 2019 Jul 30, 2019
Lejeune Puetz Investment Counsel 36,316 $4,060k Jun 30, 2019 Jul 29, 2019
Abbrea Capital LLC 36,187 $4,046k Jun 30, 2019 Jul 31, 2019
Baring International Investment Ltd 70,110 $4,040k Jun 30, 2014 Jul 21, 2014
LVW Advisors LLC 35,967 $4,021k Jun 30, 2019 Aug 14, 2019
Traynor Capital Management Inc 35,156 $3,996k Jun 30, 2019 Jul 26, 2019
CPWM LLC 35,567 $3,976k Jun 30, 2019 Aug 2, 2019
DUFF & Phelps Investment Management Co 35,565 $3,976k Jun 30, 2019 Aug 2, 2019
Sawgrass Asset Management LLC 35,435 $3,962k Jun 30, 2019 Jul 23, 2019
Baugh & Associates LLC 35,328 $3,950k Jun 30, 2019 Jul 23, 2019
Grand JEAN Capital Management Inc 35,223 $3,938k Jun 30, 2019 Aug 13, 2019
Ulysses Management LLC 35,000 $3,913k Jun 30, 2019 Aug 14, 2019
Viking Fund Management LLC 35,000 $3,913k Jun 30, 2019 Jul 16, 2019
Monetta Financial Services Inc 35,000 $3,913k Jun 30, 2019 Aug 9, 2019
Joel Isaacson & Co LLC 34,995 $3,912k Jun 30, 2019 Jul 11, 2019
KARP Capital Management Corporation 34,627 $3,871k Jun 30, 2019 Aug 8, 2019
Stillwater Investment Management LLC 34,545 $3,862k Jun 30, 2019 Jul 3, 2019
Oarsman Capital Inc 34,172 $3,820k Jun 30, 2019 Aug 13, 2019
Vivaldi Capital Management LLC 34,104 $3,813k Jun 30, 2019 Aug 14, 2019
Woodmont Investment Counsel LLC 33,289 $3,722k Jun 30, 2019 Aug 14, 2019
Marietta Wealth Management LLC 32,965 $3,686k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 32,948 $3,684k Jun 30, 2019 Jul 26, 2019
Grandfield & DODD LLC 32,908 $3,679k Jun 30, 2019 Jul 29, 2019
Mirador Capital Partners LP 32,879 $3,676k Jun 30, 2019 Aug 6, 2019
Howland Capital Management LLC 32,561 $3,640k Jun 30, 2019 Jul 17, 2019
Tiemann Investment Advisors LLC 32,339 $3,616k Jun 30, 2019 Aug 13, 2019
Triangle Securities Wealth Management 31,615 $3,568k Jun 30, 2019 Jul 10, 2019
The Mathes Company Inc 31,658 $3,539k Jun 30, 2019 Jul 29, 2019
Dillon & Associates Inc 31,430 $3,520k Jun 30, 2019 Jul 22, 2019
Benson Investment Management Company Inc 31,235 $3,492k Jun 30, 2019 Jul 11, 2019
Lakeview Capital Partners LLC 31,007 $3,467k Jun 30, 2019 Aug 5, 2019
Birinyi Associates Inc 31,012 $3,467k Jun 30, 2019 Aug 5, 2019
Baldwin Investment Management LLC 30,841 $3,448k Jun 30, 2019 Aug 6, 2019
Argus Investors' Counsel Inc 30,748 $3,438k Jun 30, 2019 Jul 10, 2019
Salem Capital Management Inc 30,089 $3,364k Jun 30, 2019 Jul 9, 2019
First Eagle Investment Management LLC 30,000 $3,354k Jun 30, 2019 Aug 13, 2019
Private Counsel Group Ltd 29,124 $3,353k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 29,124 $3,353k Jun 30, 2019 Jul 29, 2019
Oliver Luxxe Assets LLC 29,502 $3,330k Jun 30, 2019 Jul 10, 2019
Congress Park Capital LLC 28,648 $3,329k Jun 30, 2019 Aug 2, 2019
Investment Counselors of Maryland LLC 29,065 $3,249k Jun 30, 2019 Aug 5, 2019
Family Legacy Inc 28,554 $3,192k Jun 30, 2019 Jul 25, 2019
Torch Wealth Management LLC 28,530 $3,190k Jun 30, 2019 Aug 2, 2019
American National Registered Investment Advisor Inc 28,214 $3,154k Jun 30, 2019 Aug 5, 2019
Newfocus Financial Group LLC 28,144 $3,146k Jun 30, 2019 Jul 23, 2019
Annex Advisory Services LLC 27,273 $3,050k Jun 30, 2019 Jul 18, 2019
Aureus Asset Management LLC 26,934 $3,011k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 26,759 $2,992k Jun 30, 2019 Aug 13, 2019
Stony Point Wealth Management Inc 26,120 $2,978k Jun 30, 2019 Jul 23, 2019
Altman Advisors Inc 26,485 $2,961k Jun 30, 2019 Jul 12, 2019
EOS Management LP 26,000 $2,907k Jun 30, 2019 Aug 6, 2019
Bell & Brown Wealth Advisors LLC 25,822 $2,887k Jun 30, 2019 Aug 6, 2019
Carderock Capital Management Inc 25,742 $2,878k Jun 30, 2019 Jul 15, 2019
Hengehold Capital Management LLC 25,674 $2,870k Jun 30, 2019 Jul 23, 2019
Curbstone Financial Management Corporation 25,664 $2,869k Jun 30, 2019 Jul 9, 2019
Shoker Investment Counsel Inc 25,534 $2,854k Jun 30, 2019 Aug 9, 2019
Johanson Financial Advisors Inc 25,473 $2,838k Jun 30, 2019 Jul 29, 2019
Quadrant Capital Management LLC 24,448 $2,733k Jun 30, 2019 Aug 8, 2019
Nikulski Financial Inc 23,884 $2,723k Jun 30, 2019 Jul 22, 2019
Mitchell Capital Management Co 24,305 $2,717k Jun 30, 2019 Jul 24, 2019
West Oak Capital LLC 24,304 $2,717k Jun 30, 2019 Jul 12, 2019
The WEIL Company 24,125 $2,697k Jun 30, 2019 Aug 12, 2019
COE Capital Management LLC 24,038 $2,687k Jun 30, 2019 Aug 14, 2019
S & Co Inc 23,912 $2,673k Jun 30, 2019 Jul 23, 2019
Hardman Johnston Global Advisors LLC 23,910 $2,673k Jun 30, 2019 Aug 5, 2019
Dumont & Blake Investment Advisors LLC 23,616 $2,640k Jun 30, 2019 Aug 1, 2019
Mitchell Mcleod PUGH & Williams Inc 23,585 $2,637k Jun 30, 2019 Jul 9, 2019
SOL Capital Management Co 23,304 $2,605k Jun 30, 2019 Jul 17, 2019
Monarch Capital Management Inc 23,195 $2,593k Jun 30, 2019 Jul 31, 2019
Capital Planning Advisors LLC 23,103 $2,583k Jun 30, 2019 Aug 9, 2019
GFS Advisors LLC 22,925 $2,563k Jun 30, 2019 Aug 1, 2019
Guardian Investment Management LLC 22,834 $2,553k Jun 30, 2019 Aug 16, 2019
AULL & Monroe Investment Management Corp 22,763 $2,545k Jun 30, 2019 Jul 29, 2019
HIGH Pointe Capital Management LLC 21,930 $2,452k Jun 30, 2019 Aug 12, 2019
New Potomac Partners LLC 21,877 $2,446k Jun 30, 2019 Jul 26, 2019
Arlington Financial Advisors LLC 21,693 $2,425k Jun 30, 2019 Aug 5, 2019
Harvey Investment Company LLC 21,596 $2,414k Jun 30, 2019 Jul 16, 2019
Canal Capital Management LLC 21,521 $2,406k Jun 30, 2019 Jul 31, 2019
Landmark Financial Advisors LLC 21,518 $2,405k Jun 30, 2019 Aug 2, 2019
Schaller Investment Group Inc 21,510 $2,405k Jun 30, 2019 Aug 9, 2019
Evermay Wealth Management LLC 21,393 $2,392k Jun 30, 2019 Jul 23, 2019
Harwood Advisory Group LLC 21,375 $2,390k Jun 30, 2019 Aug 7, 2019
Blue FIN Capital Inc 21,355 $2,387k Jun 30, 2019 Jul 22, 2019
Armor Advisors LLC 21,209 $2,371k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 21,209 $2,371k Jun 30, 2019 Aug 13, 2019
Alliance Wealth Management Group LLC 20,904 $2,337k Jun 30, 2019 Aug 12, 2019
Bigsur Wealth Management LLC 20,278 $2,305k Jun 30, 2019 Jul 5, 2019
Mendon Capital Advisors Corp 20,500 $2,292k Put Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 20,296 $2,269k Jun 30, 2019 Jul 30, 2019
Interval Partners LP 20,000 $2,236k Put Jun 30, 2019 Aug 12, 2019
PL Capital Advisors LLC 20,000 $2,236k Jun 30, 2019 Jul 29, 2019
KJ Harrison & Partners USA Inc 19,934 $2,229k Jun 30, 2019 Aug 5, 2019
Strategic Global Advisors LLC 19,772 $2,211k Jun 30, 2019 Aug 13, 2019
Stokes & Hubbell Capital Management LLC 21,725 $2,199k Mar 31, 2019 Apr 24, 2019
Burgundy Asset Management Ltd 19,522 $2,183k Jun 30, 2019 Aug 14, 2019
SPC Financial Inc 19,237 $2,151k Jun 30, 2019 Aug 1, 2019
Chesapeake Asset Management LLC 19,108 $2,136k Jun 30, 2019 Aug 6, 2019
Access Financial Services Inc 19,008 $2,125k Jun 30, 2019 Jul 24, 2019
Washington Capital Management Inc 18,930 $2,116k Jun 30, 2019 Aug 7, 2019
Ashfield Capital Partners LLC 18,766 $2,098k Jun 30, 2019 Jul 29, 2019
WEIK Capital Management Inc 18,435 $2,061k Jun 30, 2019 Aug 9, 2019
MHI Funds LLC 18,350 $2,052k Jun 30, 2019 Jul 17, 2019
Zevenbergen Capital Investments LLC 18,265 $2,042k Jun 30, 2019 Aug 13, 2019
Bingham Osborn & Scarborough LLC 18,088 $2,022k Jun 30, 2019 Aug 2, 2019
HUGH Johnson Advisors LLC 17,910 $2,002k Jun 30, 2019 Aug 6, 2019
Capital Insight Partners LLC 17,877 $1,999k Jun 30, 2019 Jul 9, 2019
Malaga COVE Capital LLC 17,845 $1,995k Jun 30, 2019 Aug 14, 2019
Monte Financial Group LLC 17,789 $1,989k Jun 30, 2019 Aug 7, 2019
RKL Wealth Management LLC 17,734 $1,980k Jun 30, 2019 Aug 2, 2019
Liberty Capital Management Inc 17,360 $1,941k Jun 30, 2019 Jul 15, 2019
Prelude Capital Management LLC 17,100 $1,912k Put Jun 30, 2019 Aug 14, 2019
Poehling Capital Management Inc 17,006 $1,901k Jun 30, 2019 Aug 9, 2019
Tokio Marine Asset Management USA Ltd 16,890 $1,888k Jun 30, 2019 Jul 25, 2019
Gradient Capital Advisors LLC 16,826 $1,881k Jun 30, 2019 Jul 16, 2019
Beach Investment Management LLC 16,820 $1,880k Jun 30, 2019 Jul 17, 2019
Neumann Capital Management LLC 16,810 $1,879k Jun 30, 2019 Jul 25, 2019
BFSG LLC 16,727 $1,870k Jun 30, 2019 Jul 30, 2019
YHB Investment Advisors Inc 16,687 $1,866k Jun 30, 2019 Jul 15, 2019
Dividend Assets Capital LLC 16,580 $1,854k Jun 30, 2019 Jul 12, 2019
RAAB & Moskowitz Asset Management LLC 16,477 $1,842k Jun 30, 2019 Aug 9, 2019
Summit Financial Wealth Advisors LLC 16,452 $1,839k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 16,452 $1,839k Jun 30, 2019 Jul 16, 2019
Mount Yale Investment Advisors LLC 16,878 $1,823k Jun 30, 2019 Aug 13, 2019
Oak Asset Management LLC 15,937 $1,821k Jun 30, 2019 Jul 25, 2019
FORD Financial Group Inc 15,947 $1,782k Jun 30, 2019 Jul 25, 2019
Cornell Pochily Investment Advisors Inc 15,826 $1,769k Jun 30, 2019 Jul 22, 2019
Benin Management Corp 15,367 $1,718k Jun 30, 2019 Jul 31, 2019
Karpas Strategies LLC 15,343 $1,715k Jun 30, 2019 Jul 25, 2019
Condor Capital Management 15,319 $1,713k Jun 30, 2019 Aug 5, 2019
Hartline Investment Corp 15,261 $1,706k Jun 30, 2019 Aug 8, 2019
The O'Dell Group LLC 15,136 $1,692k Jun 30, 2019 Jul 24, 2019
Vontobel Swiss Wealth Advisors AG 15,008 $1,678k Jun 30, 2019 Aug 12, 2019
Cacti Asset Management LLC 15,260 $1,661k Jun 30, 2019 Jul 1, 2019
Confluence Wealth Management LLC 14,791 $1,654k Jun 30, 2019 Aug 9, 2019
FORT PITT Capital Group LLC 14,693 $1,643k Jun 30, 2019 Aug 9, 2019
CWA Asset Management Group LLC 14,558 $1,628k Jun 30, 2019 Aug 13, 2019
Delphi Management Inc 14,529 $1,624k Jun 30, 2019 Aug 20, 2019
GM Advisory Group Inc 14,317 $1,601k Jun 30, 2019 Aug 9, 2019
AFT Forsyth and Company Inc 14,299 $1,599k Jun 30, 2019 Jul 29, 2019
FFCM LLC 14,185 $1,586k Jun 30, 2019 Jul 30, 2019
Cowen Prime Services LLC 14,179 $1,585k Jun 30, 2019 Jul 31, 2019
Northstar Wealth Partners LLC 14,004 $1,566k Jun 30, 2019 Aug 15, 2019
RB Capital Management LLC 13,876 $1,551k Jun 30, 2019 Aug 7, 2019
Pagnatokarp Partners LLC 13,865 $1,550k Jun 30, 2019 Aug 8, 2019
Meristem Family Wealth LLC 13,847 $1,548k Jun 30, 2019 Aug 6, 2019
ST Johns Investment Management Company LLC 13,680 $1,529k Jun 30, 2019 Jul 24, 2019
Phillips Financial Management LLC 13,450 $1,529k Jun 30, 2019 Aug 6, 2019
Sonata Capital Group Inc 13,654 $1,527k Jun 30, 2019 Aug 5, 2019
Wellesley Investment Partners LLC 13,654 $1,526k Jun 30, 2019 Aug 5, 2019
Marietta Investment Partners LLC 13,605 $1,521k Jun 30, 2019 Aug 13, 2019
Signature Financial Management Inc 15,522 $1,518k Dec 31, 2018 Feb 13, 2019
Thomas White International Ltd 13,502 $1,510k Jun 30, 2019 Aug 13, 2019
Obermeyer WOOD Investment Counsel LLLP 13,416 $1,500k Jun 30, 2019 Aug 13, 2019
Windsor Capital Management LLC 13,265 $1,483k Jun 30, 2019 Aug 2, 2019
Northstar Asset Management LLC 13,256 $1,482k Jun 30, 2019 Jul 16, 2019
Ancora Family Wealth Advisors LLC 22,255 $1,482k Sep 30, 2016 Nov 4, 2016
Northstar Asset Management Inc 13,256 $1,482k Jun 30, 2019 Jul 16, 2019
Acorn Wealth Advisors LLC 13,447 $1,478k Jun 30, 2019 Aug 14, 2019
Aries Wealth Management LLC 12,966 $1,472k Jun 30, 2019 Jul 15, 2019
Dedora Capital Inc 12,949 $1,448k Jun 30, 2019 Aug 8, 2019
Biltmore Family Office LLC 12,831 $1,435k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 12,834 $1,435k Jun 30, 2019 Aug 9, 2019
Connecticut Wealth Management LLC 12,812 $1,432k Jun 30, 2019 Jul 29, 2019
Pettee Investors Inc 12,780 $1,429k Jun 30, 2019 Aug 7, 2019
First Pacific Advisors LP 12,750 $1,425k Jun 30, 2019 Aug 14, 2019
Wealth Advisors Inc 12,544 $1,402k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 12,544 $1,402k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 12,544 $1,402k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 12,544 $1,402k Jun 30, 2019 Aug 7, 2019
Clear Perspective Advisors LLC 12,397 $1,386k Jun 30, 2019 Aug 12, 2019
Campbell Newman Asset Management Inc 12,200 $1,364k Jun 30, 2019 Jul 24, 2019
Gardner Russo & Gardner LLC 12,148 $1,358k Jun 30, 2019 Aug 13, 2019
ELCO Management Company LLC 12,117 $1,355k Jun 30, 2019 Aug 1, 2019
Accredited Investors Inc 12,077 $1,350k Jun 30, 2019 Aug 13, 2019
ORCA Investment Management LLC 11,983 $1,340k Jun 30, 2019 Jul 17, 2019
Crescent Grove Advisors LLC 11,958 $1,337k Jun 30, 2019 Aug 6, 2019
Harbor Advisory Corporation 11,856 $1,326k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 11,856 $1,326k Jun 30, 2019 Jul 30, 2019
The Fiduciary Group LLC 11,850 $1,325k Jun 30, 2019 Aug 14, 2019
White Pine Capital LLC 11,705 $1,309k Jun 30, 2019 Aug 14, 2019
Stearns Financial Services Group Inc 11,660 $1,304k Jun 30, 2019 Aug 14, 2019
Gyroscope Capital Management Group LLC 11,389 $1,293k Jun 30, 2019 Jul 11, 2019
Lourd Capital LLC 11,059 $1,236k Jun 30, 2019 Jul 11, 2019
Midwest Professional Planners Ltd 10,952 $1,224k Jun 30, 2019 Aug 12, 2019
Kiley Juergens Wealth Management LLC 10,841 $1,212k Jun 30, 2019 Jul 11, 2019
SFMG LLC 10,380 $1,206k Jun 30, 2019 Aug 5, 2019
Sippican Capital Advisors LLC 10,785 $1,206k Jun 30, 2019 Jul 17, 2019
Deltec Asset Management LLC 10,585 $1,183k Jun 30, 2019 Jul 29, 2019
The Rikoon Group LLC 10,450 $1,168k Jun 30, 2019 Aug 6, 2019
Rodgers Brothers Inc 10,376 $1,160k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisory LLC 10,297 $1,151k Jun 30, 2019 Aug 8, 2019
Westbourne Investment Advisors Inc 10,285 $1,150k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 10,267 $1,148k Jun 30, 2019 Jul 17, 2019
American Asset Management Inc 10,257 $1,147k Jun 30, 2019 Jul 31, 2019
Berkeley Capital Partners LLC 10,123 $1,132k Jun 30, 2019 Aug 8, 2019
Summit Financial Group Inc 10,069 $1,126k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 10,069 $1,126k Jun 30, 2019 Jul 3, 2019
Acropolis Investment Management LLC 10,041 $1,123k Jun 30, 2019 Jul 11, 2019
JAG Capital Management LLC 9,878 $1,104k Jun 30, 2019 Jul 22, 2019
Vista Investment Management LLC 9,814 $1,097k Jun 30, 2019 Aug 14, 2019
Tiger EYE Capital LLC 9,806 $1,096k Jun 30, 2019 Aug 14, 2019
Profit Investment Management LLC 9,794 $1,095k Jun 30, 2019 Jul 16, 2019
Aldebaran Financial Inc 9,750 $1,090k Jun 30, 2019 Aug 14, 2019
S R Schill & Associates Inc 9,656 $1,080k Jun 30, 2019 Aug 19, 2019
HIGH Falls Advisors Inc 9,634 $1,077k Jun 30, 2019 Aug 15, 2019
Bienville Capital Management LLC 9,488 $1,061k Jun 30, 2019 Aug 14, 2019
BSW Wealth Partners LLC 9,451 $1,057k Jun 30, 2019 Aug 13, 2019
Tributary Capital Management LLC 9,425 $1,054k Jun 30, 2019 Jul 11, 2019
Private Vista LLC 9,339 $1,045k Jun 30, 2019 Jul 19, 2019
Kayne Anderson Rudnick Investment Management LLC 9,331 $1,043k Jun 30, 2019 Aug 14, 2019
Terra NOVA Asset Management LLC 10,646 $1,039k Dec 31, 2018 Feb 15, 2019
Measured Wealth Private Client Group LLC 9,372 $1,038k Jun 30, 2019 Jul 26, 2019
Geller Advisors LLC 9,231 $1,032k Jun 30, 2019 Aug 14, 2019
Amplify Investments LLC 9,282 $1,021k Mar 31, 2018 May 14, 2018
Wheatland Advisors Inc 9,083 $1,015k Jun 30, 2019 Aug 7, 2019
Hellman Jordan Management Co Inc 9,056 $1,012k Jun 30, 2019 Aug 19, 2019
Alesco Advisors LLC 8,928 $998k Jun 30, 2019 Aug 14, 2019
Boston Research and Management Inc 8,853 $989k Jun 30, 2019 Aug 7, 2019
Probity Advisors Inc 8,826 $987k Jun 30, 2019 Aug 8, 2019
Searle & Co 8,808 $985k Jun 30, 2019 Jul 17, 2019
Mckinley Carter Wealth Services Inc 8,670 $969k Jun 30, 2019 Aug 2, 2019
Nicholas Hoffman & Company LLC 8,630 $965k Jun 30, 2019 Aug 12, 2019
Cfo4Life Group LLC 8,630 $965k Jun 30, 2019 Jul 29, 2019
Columbus Macro LLC 8,520 $953k Jun 30, 2019 Jul 16, 2019
Whitnell & Co 8,314 $930k Jun 30, 2019 Jul 16, 2019
Dimension Capital Management LLC 8,161 $912k Jun 30, 2019 Aug 12, 2019
Breiter Capital Management Inc 8,134 $909k Jun 30, 2019 Aug 23, 2019
Hollow Brook Wealth Management LLC 8,116 $907k Jun 30, 2019 Aug 13, 2019
Meritage Portfolio Management Inc 8,087 $904k Jun 30, 2019 Jul 30, 2019
Cambridge Advisors LLC 8,037 $899k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 8,037 $899k Jun 30, 2019 Jul 26, 2019
Ironwood Investment Management LLC 8,018 $896k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 7,969 $889k Jun 30, 2019 Aug 2, 2019
Northwest Wealth Management LLC 7,941 $888k Jun 30, 2019 Jul 23, 2019
Hunter Associates Investment Management LLC 7,896 $883k Jun 30, 2019 Aug 8, 2019
Paulson Wealth Management Inc 7,535 $877k Jun 30, 2019 Jul 30, 2019
LLBH Private Wealth Management LLC 7,827 $875k Jun 30, 2019 Aug 13, 2019
Armbruster Capital Management Inc 7,801 $872k Jun 30, 2019 Jul 18, 2019
Sandhill Capital Partners LLC 7,753 $867k Jun 30, 2019 Aug 13, 2019
Colrain Capital LLC 7,700 $861k Jun 30, 2019 Aug 6, 2019
Perritt Capital Management Inc 7,659 $856k Jun 30, 2019 Aug 13, 2019
Mountain Capital Investment Advisors Inc 7,683 $840k Jun 30, 2019 Aug 14, 2019
New England Research & Management Inc 7,458 $834k Jun 30, 2019 Jul 9, 2019
SWS Partners LLC 7,274 $834k Jun 30, 2019 Aug 13, 2019
Riverbridge Partners LLC 7,445 $832k Jun 30, 2019 Jul 10, 2019
Round Table Services LLC 7,403 $828k Jun 30, 2019 Jul 17, 2019
SKBA Capital Management LLC 7,382 $825k Jun 30, 2019 Aug 12, 2019
Drexel Morgan & Co 7,350 $822k Jun 30, 2019 Aug 8, 2019
Cheviot Value Management LLC 7,265 $812k Jun 30, 2019 Aug 14, 2019
LBMC Investment Advisors LLC 7,191 $804k Jun 30, 2019 Jul 18, 2019
Newport Wealth Strategies Inc 6,964 $794k Jun 30, 2019 Jul 22, 2019
TLWM LLC 7,048 $784k Jun 30, 2019 Jul 12, 2019
Affiance Financial LLC 6,979 $780k Jun 30, 2019 Jul 11, 2019
Polaris Greystone Financial Group LLC 6,800 $773k Jun 30, 2019 Jul 25, 2019
Quadrant Private Wealth Management LLC 6,843 $765k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 6,826 $763k Jun 30, 2019 Jul 17, 2019
Mastrapasqua Asset Management Inc 6,803 $761k Jun 30, 2019 Aug 12, 2019
IRON Financial LLC 7,512 $760k Jun 30, 2019 Aug 2, 2019
Midas Management Corporation 6,800 $760k Jun 30, 2019 Jul 9, 2019
Strategic Financial Group LLC 6,800 $760k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 6,800 $760k Jun 30, 2019 Jul 29, 2019
Keating Investment Counselors Inc 6,784 $758k Jun 30, 2019 Aug 1, 2019
Ballast Inc 6,764 $756k Jun 30, 2019 Jul 26, 2019
Pratt Collard Advisory Partners LLC 6,740 $754k Jun 30, 2019 Jul 16, 2019
New England Investment & Retirement Group Inc 6,695 $748k Jun 30, 2019 Jul 31, 2019
REDW Stanley Financial Advisors LLC 6,542 $731k Jun 30, 2019 Aug 9, 2019
Round Hill Asset Management Inc 6,535 $730k Jun 30, 2019 Aug 13, 2019
Northside Capital Management LLC 6,502 $727k Jun 30, 2019 Jul 16, 2019
The Family FIRM Inc 6,459 $722k Jun 30, 2019 Aug 6, 2019
Vision Capital Management Corporation 6,394 $715k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 6,394 $715k Jun 30, 2019 Jul 29, 2019
Brightworth LLC 6,385 $714k Jun 30, 2019 Jul 31, 2019
CI Global Investments Inc 6,240 $704k Sep 30, 2018 Nov 9, 2018
Plancorp LLC 6,265 $700k Jun 30, 2019 Aug 13, 2019
Brown Capital Management LLC 6,146 $687k Jun 30, 2019 Aug 13, 2019
Secrest Blakey & Associates LLC 6,007 $672k Jun 30, 2019 Aug 13, 2019
BHK Investment Advisors LLC 5,979 $668k Jun 30, 2019 Aug 2, 2019
Chelsea Counsel Company 6,389 $666k Jun 30, 2018 Oct 3, 2018
Wiley Bros-Aintree Capital LLC 5,910 $661k Jun 30, 2019 Jul 10, 2019
Oak Ridge Investments LLC 5,905 $660k Jun 30, 2019 Aug 14, 2019
Beech Hill Advisors Inc 5,860 $655k Jun 30, 2019 Jul 15, 2019
Twin Focus Capital Partners LLC 5,803 $649k Jun 30, 2019 Aug 14, 2019
Doliver Capital Advisors LP 5,764 $644k Jun 30, 2019 Jul 25, 2019
Portland Global Advisors LLC 5,734 $641k Jun 30, 2019 Jul 26, 2019
IMS Capital Management Inc 5,711 $638k Jun 30, 2019 Aug 14, 2019
Resource Planning Group Ltd 5,645 $631k Jun 30, 2019 Jul 18, 2019
Morris Capital Advisors Inc 5,608 $627k Jun 30, 2019 Jul 15, 2019
Arbor Wealth Management LLC 5,588 $625k Jun 30, 2019 Jul 16, 2019
America First Investment Advisors LLC 5,590 $625k Jun 30, 2019 Jul 29, 2019
Highland Private Wealth Management 5,579 $624k Jun 30, 2019 Aug 13, 2019
KOPP Investment Advisors LLC 5,477 $612k Jun 30, 2019 Aug 14, 2019
Caxton Associates LP 5,469 $611k Jun 30, 2019 Aug 14, 2019
Santori & Peters Inc 5,387 $602k Jun 30, 2019 Jul 30, 2019
Sadoff Investment Management LLC 5,378 $601k Jun 30, 2019 Aug 7, 2019
East Coast Asset Management LLC 5,316 $594k Jun 30, 2019 Aug 14, 2019
Ascension Asset Management LLC 5,254 $587k Jun 30, 2019 Jul 23, 2019
Wilkins Investment Counsel Inc 5,250 $587k Jun 30, 2019 Aug 9, 2019
Meridian Investment Counsel Inc 5,209 $582k Jun 30, 2019 Aug 13, 2019
Stewardship Financial Advisors LLC 5,194 $581k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 5,194 $581k Jun 30, 2019 Aug 12, 2019
The Genwealth Group Inc 5,083 $578k Jun 30, 2019 Jul 10, 2019
Epstein and White Financial LLC 5,218 $575k Jun 30, 2019 Jul 19, 2019
FORT Point Capital Partners LLC 5,140 $575k Jun 30, 2019 Aug 9, 2019
KCS Wealth Advisory LLC 5,115 $572k Jun 30, 2019 Jul 29, 2019
Family Management Corporation 5,063 $566k Jun 30, 2019 Aug 14, 2019
Successful Portfolios LLC 5,039 $563k Jun 30, 2019 Jul 11, 2019
Keeley-Teton Advisors LLC 4,993 $558k Jun 30, 2019 Aug 12, 2019
Financial Advisory Service Inc 4,984 $557k Jun 30, 2019 Jul 25, 2019
STA Wealth Management LLC 4,986 $557k Jun 30, 2019 Aug 14, 2019
Copperwynd Financial LLC 4,952 $554k Jun 30, 2019 Aug 7, 2019
Bouchey Financial Group Ltd 4,875 $545k Jun 30, 2019 Jul 11, 2019
The Financial Consulate Inc 4,838 $541k Jun 30, 2019 Jul 24, 2019
Fundx Investment Group LLC 4,817 $539k Jun 30, 2019 Aug 5, 2019
Oberweis Asset Management Inc 4,813 $538k Jun 30, 2019 Aug 14, 2019
Modera Wealth Management LLC 4,779 $534k Jun 30, 2019 Aug 7, 2019
ELM Advisors LLC 4,710 $527k Jun 30, 2019 Jul 3, 2019
Wendell David Associates Inc 4,683 $524k Jun 30, 2019 Jul 16, 2019
Bruderman Asset Management LLC 4,657 $521k Jun 30, 2019 Aug 12, 2019
Morgens Waterfall Vintiadis & Company Inc 4,575 $511k Jun 30, 2019 Aug 14, 2019
Signet Financial Management LLC 4,394 $511k Jun 30, 2019 Aug 13, 2019
Edgemoor Investment Advisors Inc 4,542 $508k Jun 30, 2019 Aug 9, 2019
Hamilton Point Investment Advisors LLC 4,514 $505k Jun 30, 2019 Jul 18, 2019
Cipher Capital LP 4,480 $501k Jun 30, 2019 Aug 13, 2019
Valmark Advisers Inc 4,441 $497k Jun 30, 2019 Aug 7, 2019
Gilbert & COOK Inc 4,386 $490k Jun 30, 2019 Aug 5, 2019
Forefront Analytics LLC 4,333 $484k Jun 30, 2019 Aug 14, 2019
Ramsay Stattman VELA & Price Inc 4,282 $479k Jun 30, 2019 Aug 9, 2019
New Vernon Investment Management LLC 4,253 $475k Jun 30, 2019 Aug 14, 2019
Quantum Capital Management LLC 4,242 $474k Jun 30, 2019 Aug 14, 2019
Marble Harbor Investment Counsel LLC 4,206 $470k Jun 30, 2019 Aug 7, 2019
Fairview Capital Investment Management LLC 4,183 $467k Jun 30, 2019 Aug 14, 2019
Oak Grove Capital LLC 4,166 $466k Jun 30, 2019 Aug 9, 2019
Sather Financial Group Inc 4,173 $466k Jun 30, 2019 Jul 23, 2019
American Financial Network Advisory Services LLC 4,247 $462k Jun 30, 2019 Aug 9, 2019
Lexaurum Advisors LLC 4,114 $460k Jun 30, 2019 Jul 19, 2019
Edgewood Management LLC 4,104 $459k Jun 30, 2019 Aug 12, 2019
WP Advisors LLC 4,093 $458k Jun 30, 2019 Jul 23, 2019
Allen Investment Management LLC 3,983 $445k Jun 30, 2019 Aug 12, 2019
Gator Capital Management LLC 4,540 $443k Dec 31, 2018 Jan 31, 2019
American Investment Services Inc 3,904 $437k Jun 30, 2019 Aug 6, 2019
DOCK Street Asset Management Inc 3,903 $436k Jun 30, 2019 Jul 31, 2019
Thomas Story and SON LLC 3,882 $434k Jun 30, 2019 Jul 29, 2019
Wealth Alliance Advisory Group LLC 3,776 $430k Jun 30, 2019 Jul 17, 2019
Paragon Wealth Strategies LLC 3,816 $427k Jun 30, 2019 Jul 17, 2019
Hutner Capital Management Inc 3,799 $425k Jun 30, 2019 Aug 7, 2019
Eubel Brady & Suttman Asset Management Inc 3,781 $423k Jun 30, 2019 Aug 12, 2019
Insight 2811 Inc 3,607 $407k Jun 30, 2019 Jul 9, 2019
West Chester Capital Advisors Inc 3,638 $406k Jun 30, 2019 Jul 30, 2019
Asset Advisors Investment Management LLC 3,620 $405k Jun 30, 2019 Jul 25, 2019
ODEY Asset Management LLP 3,600 $402k Jun 30, 2019 Aug 14, 2019
Weybosset Research & Management LLC 3,590 $401k Jun 30, 2019 Jul 22, 2019
The Northstar Group Inc 3,555 $397k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 3,555 $397k Jun 30, 2019 Jul 12, 2019
Legacy Capital Partners Inc 3,505 $392k Jun 30, 2019 Jul 16, 2019
Strategic Capital Advisers Inc 3,507 $392k Jun 30, 2019 Jul 30, 2019
Greenwood Gearhart Inc 3,470 $388k Jun 30, 2019 Aug 7, 2019
Northwest Investment Counselors LLC 3,471 $388k Jun 30, 2019 Jul 25, 2019
FSI Group LLC 3,463 $387k Jun 30, 2019 Jul 25, 2019
DAY & Ennis LLC 3,423 $383k Jun 30, 2019 Aug 2, 2019
Arnhold LLC 3,412 $381k Jun 30, 2019 Aug 8, 2019
Carlson Capital Management LLC 3,405 $381k Jun 30, 2019 Jul 15, 2019
HITE Hedge Asset Management LLC 3,392 $379k Jun 30, 2019 Aug 13, 2019
First Wilshire Securities Management Inc 3,367 $377k Jun 30, 2019 Aug 14, 2019
Cambiar Investors LLC 3,344 $374k Jun 30, 2019 Jul 25, 2019
First Western Capital Management Company 3,291 $368k Jun 30, 2019 Aug 14, 2019
Main Street Research LLC 3,255 $364k Jun 30, 2019 Aug 8, 2019
Marshwinds Advisory Company 3,694 $361k Dec 31, 2018 Jan 7, 2019
Foundations Investment Advisors LLC 3,150 $355k Jun 30, 2019 Jul 8, 2019
Huber Financial Advisors LLC 3,154 $353k Jun 30, 2019 Aug 5, 2019
Summit Financial Strategies Inc 3,131 $350k Jun 30, 2019 Aug 8, 2019
The Jentner Corporation 3,100 $347k Jun 30, 2019 Jul 16, 2019
UNIO Capital LLC 3,050 $346k Jun 30, 2019 Aug 14, 2019
Coyle Financial Counsel LLC 3,000 $335k Jun 30, 2019 Aug 13, 2019
Hourglass Capital LLC 2,979 $333k Jun 30, 2019 Aug 12, 2019
Strid Group LLC 2,974 $332k Jun 30, 2019 Aug 2, 2019
Violich Capital Management 2,965 $331k Jun 30, 2019 Jul 22, 2019
Global Endowment Management LP 2,920 $326k Jun 30, 2019 Aug 12, 2019
Total Management Group Inc 2,939 $325k Jun 30, 2019 Aug 7, 2019
Total Investment Management Inc 2,939 $325k Jun 30, 2019 Aug 7, 2019
Miles Capital Inc 2,897 $324k Jun 30, 2019 Aug 13, 2019
Youngs Advisory Group Inc 2,890 $323k Jun 30, 2019 Jul 16, 2019
Biegel & Waller LLC 2,874 $321k Jun 30, 2019 Jul 23, 2019
Uncommon Cents Investing LLC 2,860 $320k Jun 30, 2019 Jul 12, 2019
Donald L Hagan LLC 2,788 $312k Jun 30, 2019 Jul 18, 2019
Toroso Investments LLC 2,756 $308k Jun 30, 2019 Aug 15, 2019
Financial Asset Management Corp 2,745 $307k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 2,745 $307k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 2,745 $307k Jun 30, 2019 Aug 14, 2019
JMG Financial Group Ltd 2,747 $307k Jun 30, 2019 Aug 2, 2019
Asset Management Group Inc 2,745 $307k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 2,745 $307k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 2,745 $307k Jun 30, 2019 Aug 14, 2019
GAME Creek Capital LP 2,750 $307k Jun 30, 2019 Aug 5, 2019
LGL Partners LLC 2,734 $306k Jun 30, 2019 Aug 14, 2019
Conestoga Capital Advisors LLC 2,741 $306k Jun 30, 2019 Aug 2, 2019
ALL Terrain Financial Advisors LLC 2,740 $306k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 2,739 $306k Jun 30, 2019 Jul 15, 2019
Wealth and Pension Services Group Inc 2,720 $304k Jun 30, 2019 Aug 15, 2019
Highwater Wealth Management LLC 2,688 $301k Jun 30, 2019 Jul 18, 2019
Isthmus Partners LLC 2,668 $298k Jun 30, 2019 Aug 9, 2019
DB Root & Company LLC 2,658 $297k Jun 30, 2019 Jul 19, 2019
Cumberland Advisors Inc 2,650 $296k Jun 30, 2019 Jul 11, 2019
Wallace Capital Management Inc 2,607 $291k Jun 30, 2019 Aug 12, 2019
Klingman and Associates LLC 2,587 $289k Jun 30, 2019 Jul 24, 2019
Southeast Asset Advisors Inc 2,589 $289k Jun 30, 2019 Aug 14, 2019
Zuckerman Investment Group LLC 2,571 $287k Jun 30, 2019 Aug 14, 2019
South Street Advisors LLC 2,462 $275k Jun 30, 2019 Jul 22, 2019
Jackson Grant Investment Advisers Inc 2,445 $273k Jun 30, 2019 Aug 13, 2019
Clarkston Capital Partners LLC 2,445 $273k Jun 30, 2019 Jul 24, 2019
Arlington Partners LLC 2,424 $271k Jun 30, 2019 Jul 10, 2019
PURE Financial Advisors Inc 2,410 $269k Jun 30, 2019 Jul 11, 2019
RAUB Brock Capital Management LP 2,399 $268k Jun 30, 2019 Jul 23, 2019
Barometer Capital Management Inc 2,400 $266k Jun 30, 2019 Aug 13, 2019
Willow Creek Wealth Management Inc 2,377 $266k Jun 30, 2019 Jul 22, 2019
AMI Asset Management Corp 2,348 $263k Jun 30, 2019 Aug 5, 2019
Summit Asset Management LLC 2,328 $260k Jun 30, 2019 Aug 7, 2019
Mendel Money Management Inc 2,225 $249k Jun 30, 2019 Aug 8, 2019
Riverpoint Wealth Management Holdings LLC 2,219 $248k Jun 30, 2019 Aug 12, 2019
Navellier & Associates Inc 2,181 $244k Jun 30, 2019 Jul 17, 2019
Legacy Financial Strategies LLC 2,118 $242k Jun 30, 2019 Jul 15, 2019
Huntington Steele LLC 2,196 $241k Mar 31, 2018 Apr 18, 2018
Mcrae Capital Management Inc 2,100 $235k Jun 30, 2019 Jul 29, 2019
Kelman Lazarov Inc 2,095 $234k Jun 30, 2019 Jul 22, 2019
Albert D Mason Inc 2,082 $233k Jun 30, 2019 Jul 30, 2019
Leonard Rickey Investment Advisors PLLC 2,077 $232k Jun 30, 2019 Jul 10, 2019
Vishria BIRD Financial Group LLC 2,067 $231k Jun 30, 2019 Jul 15, 2019
Brickley Wealth Management 2,059 $230k Jun 30, 2019 Aug 9, 2019
Cutler Investment Counsel LLC 2,051 $229k Jun 30, 2019 Aug 5, 2019
Driehaus Capital Management LLC 2,034 $227k Jun 30, 2019 Aug 14, 2019
Jordan Park Group LLC 2,020 $226k Jun 30, 2019 Jul 22, 2019
Greatmark Investment Partners Inc 2,010 $225k Jun 30, 2019 Aug 5, 2019
Transamerica Financial Advisors Inc 1,986 $222k Jun 30, 2019 Aug 21, 2019
MRAZ Amerine & Associates Inc 1,937 $217k Jun 30, 2019 Aug 2, 2019
Independence Advisors LLC 1,910 $214k Jun 30, 2019 Aug 12, 2019
Minichmacgregor Wealth Management LLC 1,887 $214k Jun 30, 2019 Aug 5, 2019
Independence Financial Advisors LLC 1,910 $214k Jun 30, 2019 Aug 12, 2019
Lehman Financial Resources Inc 1,870 $211k Sep 30, 2018 Nov 14, 2018
Nottingham Advisors Inc 1,879 $210k Jun 30, 2019 Jul 17, 2019
Diversified Portfolios Inc 1,869 $209k Jun 30, 2019 Aug 13, 2019
Cooper/Haims Advisors LLC 1,851 $207k Jun 30, 2019 Jul 26, 2019
Bridgeworth LLC 1,842 $206k Jun 30, 2019 Jul 25, 2019
Golub Group LLC 1,818 $203k Jun 30, 2019 Aug 13, 2019
Castle Rock Wealth Management LLC 1,813 $201k Jun 30, 2019 Aug 8, 2019
Lenox Wealth Advisors LLC 1,676 $187k Jun 30, 2019 Jul 12, 2019
Lombard Odier Transatlantic Limited 2,660 $177k Sep 30, 2016 Nov 14, 2016
Lucia Wealth Services LLC 1,007 $113k Jun 30, 2019 Jul 23, 2019
DT Investment Partners LLC 821 $92k Jun 30, 2019 Jul 30, 2019
Stewart & Patten Co LLC 823 $92k Jun 30, 2019 Jul 17, 2019
Harding Loevner LP 641 $72k Jun 30, 2019 Aug 14, 2019
Northstar Investment Advisors LLC 72,159 $67k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 72,159 $67k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 546 $61k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 546 $61k Jun 30, 2019 Jul 17, 2019
Ranger International Management LP 430 $48k Jun 30, 2019 Aug 14, 2019
Clearbridge Investments LLC 460 $45k Dec 31, 2018 Feb 14, 2019
Maytech Global Investments LLC 375 $42k Jun 30, 2019 Aug 12, 2019
Spiderrock Advisors LLC 19,200 $25k Put Jun 30, 2019 Jul 29, 2019
Avondale Wealth Management LLC 228 $25k Jun 30, 2019 Jul 26, 2019
Stevens First Principles Investment Advisors 127 $14k Jun 30, 2019 Jul 22, 2019
Colonial Trust Advisors Inc 102 $11k Jun 30, 2019 Aug 21, 2019
Financial Advantage Inc 100 $11k Jun 30, 2019 Jul 23, 2019
Tower VIEW Investment Management & Research LLC 101 $11k Jun 30, 2019 Jul 17, 2019
Beacon Capital Management LLC 51 $6k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 51 $6k Jun 30, 2019 Jul 18, 2019

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