LOWES CO
(548661107)
Funds Reporting Holdings of LOWES CO according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 85,920 | $8,670,187k | Jun 30, 2019 | Aug 6, 2019 | |
| Alphasimplex Group LLC | 14,574 | $1,470,662k | Jun 30, 2019 | Aug 14, 2019 | |
| Magellan Asset Management Limited | 10,297,406 | $1,039,111k | Jun 30, 2019 | Aug 13, 2019 | |
| Pershing Square Capital Management LP | 8,900,535 | $898,153k | Jun 30, 2019 | Aug 14, 2019 | |
| Charles Schwab Investment Advisory Inc | 2,774,755 | $280,001k | Jun 30, 2019 | Aug 12, 2019 | |
| Santa Barbara Asset Management LLC | 2,123,150 | $232,421k | Mar 31, 2019 | May 14, 2019 | |
| OZ Management LP | 2,279,100 | $229,984k | Call | Jun 30, 2019 | Aug 16, 2019 |
| Rmsincerbeaux Capital Management LLC | 2,000 | $201,820k | Jun 30, 2019 | Aug 9, 2019 | |
| The London Company of Virginia LLC | 1,885,987 | $190,315k | Jun 30, 2019 | Aug 14, 2019 | |
| Janus Capital Management LLC | 2,267,231 | $186,382k | Mar 31, 2017 | May 16, 2017 | |
| COHO Partners Ltd | 1,758,807 | $177,481k | Jun 30, 2019 | Aug 8, 2019 | |
| Palestra Capital Management LLC | 1,479,145 | $149,261k | Jun 30, 2019 | Aug 14, 2019 | |
| Viking Global Investors LP | 1,381,012 | $139,358k | Jun 30, 2019 | Aug 14, 2019 | |
| Allen Investment Management LLC | 1,359,585 | $137,196k | Jun 30, 2019 | Aug 12, 2019 | |
| Dorsal Capital Management LLC | 1,225,000 | $123,615k | Jun 30, 2019 | Aug 14, 2019 | |
| Point72 Asset Management LP | 1,170,314 | $118,096k | Jun 30, 2019 | Aug 14, 2019 | |
| Madison Investment Holdings Inc | 794,140 | $80,137k | Jun 30, 2019 | Aug 13, 2019 | |
| Glenview Capital Management LLC | 783,991 | $79,113k | Jun 30, 2019 | Aug 14, 2019 | |
| Montag & Caldwell LLC | 685,225 | $69,146k | Jun 30, 2019 | Aug 1, 2019 | |
| Douglas Lane & Associates LLC | 651,513 | $65,744k | Jun 30, 2019 | Jul 8, 2019 | |
| Equity Investment Corporation | 585,059 | $59,038k | Jun 30, 2019 | Aug 5, 2019 | |
| Eventide Asset Management LLC | 581,800 | $58,709k | Jun 30, 2019 | Aug 14, 2019 | |
| Schwartz Investment Counsel Inc | 570,850 | $57,604k | Jun 30, 2019 | Jul 24, 2019 | |
| ECHO Street Capital Management LLC | 439,022 | $44,302k | Jun 30, 2019 | Aug 14, 2019 | |
| Aristotle Capital Management LLC | 376,522 | $37,995k | Jun 30, 2019 | Aug 14, 2019 | |
| Armistice Capital LLC | 343,000 | $34,612k | Jun 30, 2019 | Aug 14, 2019 | |
| Two Creeks Capital Management LP | 325,000 | $32,796k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Edgemoor Investment Advisors Inc | 293,473 | $29,614k | Jun 30, 2019 | Aug 9, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 226,797 | $22,886k | Jun 30, 2019 | Aug 14, 2019 | |
| ALTA Capital Management LLC | 207,442 | $20,932k | Jun 30, 2019 | Jul 26, 2019 | |
| Lionstone Capital Management LLC | 203,400 | $20,525k | Jun 30, 2019 | Aug 7, 2019 | |
| RAUB Brock Capital Management LP | 185,013 | $18,670k | Jun 30, 2019 | Jul 23, 2019 | |
| Front Barnett Associates LLC | 174,685 | $17,627k | Jun 30, 2019 | Aug 6, 2019 | |
| 1919 Investment Counsel LLC | 322,964 | $17,092k | Sep 30, 2014 | Nov 14, 2014 | |
| Tocqueville Asset Management LP | 162,704 | $16,418k | Jun 30, 2019 | Jul 31, 2019 | |
| First Manhattan Co | 161,581 | $16,305k | Jun 30, 2019 | Aug 16, 2019 | |
| The Burney Company | 154,702 | $15,611k | Jun 30, 2019 | Aug 12, 2019 | |
| Adams Diversified Equity Fund Inc | 152,800 | $15,419k | Jun 30, 2019 | Jul 29, 2019 | |
| TODD Asset Management LLC | 137,559 | $13,881k | Jun 30, 2019 | Aug 6, 2019 | |
| ALL Terrain Financial Advisors LLC | 133,396 | $13,461k | Jun 30, 2019 | Aug 14, 2019 | |
| Gabelli Funds LLC | 127,100 | $12,826k | Jun 30, 2019 | Aug 2, 2019 | |
| Archon Partners LLC | 125,000 | $12,614k | Jun 30, 2019 | Aug 14, 2019 | |
| Chilton Capital Management LLC | 124,312 | $12,544k | Jun 30, 2019 | Aug 13, 2019 | |
| BTR Capital Management Inc | 117,244 | $11,831k | Jun 30, 2019 | Jul 18, 2019 | |
| Cambridge Investment Research Advisors Inc | 111,773 | $11,279k | Jun 30, 2019 | Aug 15, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 108,943 | $10,993k | Jun 30, 2019 | Aug 9, 2019 | |
| Mcrae Capital Management Inc | 103,880 | $10,483k | Jun 30, 2019 | Jul 29, 2019 | |
| Haverford Financial Services Inc | 95,945 | $9,682k | Jun 30, 2019 | Aug 13, 2019 | |
| Marco Investment Management LLC | 95,271 | $9,614k | Jun 30, 2019 | Aug 6, 2019 | |
| Callahan Advisors LLC | 93,109 | $9,396k | Jun 30, 2019 | Jul 17, 2019 | |
| Prospector Partners LLC | 85,100 | $8,587k | Jun 30, 2019 | Aug 14, 2019 | |
| RWC Asset Management LLP | 81,000 | $8,174k | Jun 30, 2019 | Aug 13, 2019 | |
| Sustainable Growth Advisers LP | 79,428 | $8,015k | Jun 30, 2019 | Aug 12, 2019 | |
| Dillon & Associates Inc | 78,026 | $7,881k | Jun 30, 2019 | Jul 22, 2019 | |
| Pacer Advisors Inc | 76,046 | $7,674k | Jun 30, 2019 | Aug 12, 2019 | |
| Waters Parkerson & Co LLC | 75,214 | $7,590k | Jun 30, 2019 | Aug 6, 2019 | |
| LOWE Brockenbrough & Company Inc | 72,959 | $7,362k | Jun 30, 2019 | Aug 12, 2019 | |
| Greatmark Investment Partners Inc | 67,647 | $6,826k | Jun 30, 2019 | Aug 5, 2019 | |
| Fagan Associates Inc | 67,100 | $6,771k | Jun 30, 2019 | Jul 12, 2019 | |
| Altrinsic Global Advisors LLC | 64,674 | $6,526k | Jun 30, 2019 | Aug 14, 2019 | |
| Hosking Partners LLP | 64,464 | $6,505k | Jun 30, 2019 | Aug 13, 2019 | |
| Osborne Partners Capital Management LLC | 63,844 | $6,443k | Jun 30, 2019 | Jul 18, 2019 | |
| LEE Financial Group Hawaii Inc | 63,553 | $6,413k | Jun 30, 2019 | Jul 30, 2019 | |
| Cobiz Wealth LLC | 62,989 | $6,356k | Jun 30, 2019 | Jul 8, 2019 | |
| RPG Investment Advisory LLC | 61,998 | $6,278k | Jun 30, 2019 | Jul 10, 2019 | |
| Newfocus Financial Group LLC | 61,503 | $6,206k | Jun 30, 2019 | Jul 23, 2019 | |
| SFE Investment Counsel Inc | 59,343 | $5,988k | Jun 30, 2019 | Jul 26, 2019 | |
| Apriem Advisors | 58,819 | $5,935k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisors Inc | 54,000 | $5,911k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 54,000 | $5,911k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 54,000 | $5,911k | Mar 31, 2019 | May 13, 2019 | |
| Smith Salley & Associates LLC | 55,334 | $5,584k | Jun 30, 2019 | Jul 12, 2019 | |
| HUGH Johnson Advisors LLC | 54,832 | $5,533k | Jun 30, 2019 | Aug 6, 2019 | |
| Altavista Wealth Management Inc | 53,188 | $5,367k | Jun 30, 2019 | Aug 13, 2019 | |
| Olstein Capital Management LP | 51,000 | $5,146k | Jun 30, 2019 | Jul 31, 2019 | |
| Shellback Capital LP | 50,000 | $5,046k | Jun 30, 2019 | Aug 14, 2019 | |
| Salem Capital Management Inc | 49,125 | $4,957k | Jun 30, 2019 | Jul 9, 2019 | |
| Capital Investment Counsel Inc | 48,156 | $4,859k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 48,156 | $4,859k | Jun 30, 2019 | Jul 26, 2019 | |
| OFI Advisors LLC | 67,137 | $4,627k | Sep 30, 2015 | Nov 16, 2015 | |
| Allied Investment Advisors LLC | 45,111 | $4,552k | Jun 30, 2019 | Jul 17, 2019 | |
| JGP Wealth Management LLC | 43,146 | $4,354k | Jun 30, 2019 | Jul 15, 2019 | |
| Dumont & Blake Investment Advisors LLC | 43,123 | $4,352k | Jun 30, 2019 | Aug 1, 2019 | |
| Sigma Investment Counselors Inc | 42,627 | $4,301k | Jun 30, 2019 | Jul 23, 2019 | |
| RNC Capital Management LLC | 41,407 | $4,178k | Jun 30, 2019 | Jul 25, 2019 | |
| Mendel Money Management Inc | 40,502 | $4,087k | Jun 30, 2019 | Aug 8, 2019 | |
| Triangle Securities Wealth Management | 39,029 | $4,085k | Jun 30, 2019 | Jul 10, 2019 | |
| Valicenti Advisory Services Inc | 40,164 | $4,053k | Jun 30, 2019 | Jul 17, 2019 | |
| Baugh & Associates LLC | 39,142 | $3,950k | Jun 30, 2019 | Jul 23, 2019 | |
| Gratus Capital LLC | 38,364 | $3,871k | Jun 30, 2019 | Aug 7, 2019 | |
| Stoneridge Investment Partners LLC | 38,246 | $3,859k | Jun 30, 2019 | Jul 29, 2019 | |
| DF DENT and Company Inc | 37,773 | $3,812k | Jun 30, 2019 | Aug 15, 2019 | |
| Richard Bernstein Advisors LLC | 36,987 | $3,732k | Jun 30, 2019 | Aug 9, 2019 | |
| Bronfman EL Rothschild LP | 36,726 | $3,706k | Jun 30, 2019 | Aug 12, 2019 | |
| QS Investors LLC | 36,657 | $3,700k | Jun 30, 2019 | Aug 14, 2019 | |
| Auxier Asset Management LLC | 36,270 | $3,660k | Jun 30, 2019 | Aug 15, 2019 | |
| Hammer Asset Management LLC | 35,784 | $3,611k | Jun 30, 2019 | Aug 6, 2019 | |
| Condor Capital Management | 35,361 | $3,568k | Jun 30, 2019 | Aug 5, 2019 | |
| Centenus Global Management LP | 35,000 | $3,532k | Jun 30, 2019 | Aug 14, 2019 | |
| Armor Investment Advisors LLC | 30,914 | $3,120k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 30,914 | $3,120k | Jun 30, 2019 | Aug 13, 2019 | |
| Spark Investment Management LLC | 30,600 | $3,087k | Jun 30, 2019 | Aug 12, 2019 | |
| Wells Trecaso Financial Group LLC | 30,475 | $3,075k | Jun 30, 2019 | Jul 22, 2019 | |
| Lincoln Capital Corporation | 28,924 | $2,919k | Jun 30, 2019 | Jul 12, 2019 | |
| Lincoln Capital LLC | 28,924 | $2,919k | Jun 30, 2019 | Jul 12, 2019 | |
| Chatham Capital Group Inc | 28,854 | $2,912k | Jun 30, 2019 | Jul 24, 2019 | |
| Northpointe Capital LLC | 27,672 | $2,792k | Jun 30, 2019 | Jul 26, 2019 | |
| Omnistar Financial Group Inc | 27,459 | $2,771k | Jun 30, 2019 | Jul 30, 2019 | |
| Pacific Global Investment Management Co | 27,359 | $2,761k | Jun 30, 2019 | Aug 14, 2019 | |
| Stearns Financial Services Group Inc | 27,014 | $2,726k | Jun 30, 2019 | Aug 14, 2019 | |
| Wendell David Associates Inc | 26,446 | $2,669k | Jun 30, 2019 | Jul 16, 2019 | |
| Oak Asset Management LLC | 25,589 | $2,624k | Jun 30, 2019 | Jul 25, 2019 | |
| Addenda Capital Inc | 25,949 | $2,619k | Jun 30, 2019 | Jul 12, 2019 | |
| Middleton & Company Inc | 24,644 | $2,487k | Jun 30, 2019 | Jul 25, 2019 | |
| Tradition Capital Management LLC | 21,068 | $2,306k | Mar 31, 2019 | May 7, 2019 | |
| Dupont Capital Management Corp | 22,100 | $2,230k | Jun 30, 2019 | Jul 30, 2019 | |
| Krueger & Catalano Capital Partners LLC | 21,799 | $2,200k | Jun 30, 2019 | Jul 22, 2019 | |
| Mastrapasqua Asset Management Inc | 21,727 | $2,192k | Jun 30, 2019 | Aug 12, 2019 | |
| Cambridge Advisors Inc | 21,523 | $2,172k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 21,523 | $2,172k | Jun 30, 2019 | Jul 26, 2019 | |
| The Bollard Group LLC | 21,218 | $2,141k | Jun 30, 2019 | Aug 13, 2019 | |
| CWM Advisors LLC | 20,005 | $2,019k | Jun 30, 2019 | Jul 16, 2019 | |
| Family Legacy Inc | 19,254 | $1,943k | Jun 30, 2019 | Jul 25, 2019 | |
| RDL Financial Inc | 18,770 | $1,894k | Jun 30, 2019 | Jul 17, 2019 | |
| Private Harbour Investment Management & Counsel LLC | 18,757 | $1,893k | Jun 30, 2019 | Aug 6, 2019 | |
| Westbourne Investment Advisors Inc | 18,180 | $1,835k | Jun 30, 2019 | Jul 22, 2019 | |
| Investment Counselors of Maryland LLC | 17,593 | $1,775k | Jun 30, 2019 | Aug 5, 2019 | |
| Loudon Investment Management LLC | 17,280 | $1,744k | Jun 30, 2019 | Aug 13, 2019 | |
| YHB Investment Advisors Inc | 16,935 | $1,709k | Jun 30, 2019 | Jul 15, 2019 | |
| Access Financial Services Inc | 16,668 | $1,682k | Jun 30, 2019 | Jul 24, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 14,839 | $1,497k | Jun 30, 2019 | Aug 13, 2019 | |
| Sentry Investment Management LLC | 14,487 | $1,462k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 14,487 | $1,462k | Jun 30, 2019 | Aug 12, 2019 | |
| Wheatland Advisors Inc | 14,124 | $1,425k | Jun 30, 2019 | Aug 7, 2019 | |
| Grace Capital | 14,027 | $1,415k | Jun 30, 2019 | Aug 14, 2019 | |
| Hartline Investment Corp | 14,010 | $1,414k | Jun 30, 2019 | Aug 8, 2019 | |
| Court Place Advisors LLC | 13,948 | $1,407k | Jun 30, 2019 | Jul 30, 2019 | |
| Calamos Wealth Management LLC | 13,851 | $1,398k | Jun 30, 2019 | Aug 7, 2019 | |
| Independent Investors Inc | 13,800 | $1,392k | Jun 30, 2019 | Jul 18, 2019 | |
| Murphy Pohlad Asset Management LLC | 13,671 | $1,379k | Jun 30, 2019 | Aug 6, 2019 | |
| Cornell Pochily Investment Advisors Inc | 13,530 | $1,365k | Jun 30, 2019 | Jul 22, 2019 | |
| Campbell Newman Asset Management Inc | 13,280 | $1,340k | Jun 30, 2019 | Jul 24, 2019 | |
| Violich Capital Management | 13,233 | $1,335k | Jun 30, 2019 | Jul 22, 2019 | |
| Dividend Assets Capital LLC | 13,045 | $1,316k | Jun 30, 2019 | Jul 12, 2019 | |
| Greenwood Gearhart Inc | 12,339 | $1,245k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Enhancement Advisory Services LLC | 11,944 | $1,242k | Jun 30, 2019 | Aug 2, 2019 | |
| Integre Asset Management LLC | 12,223 | $1,233k | Jun 30, 2019 | Aug 14, 2019 | |
| Cohen Klingenstein LLC | 11,950 | $1,206k | Jun 30, 2019 | Jul 15, 2019 | |
| Vista Investment Management LLC | 11,895 | $1,200k | Jun 30, 2019 | Aug 14, 2019 | |
| Crawford Investment Counsel Inc | 11,855 | $1,196k | Jun 30, 2019 | Aug 12, 2019 | |
| Mckinley Carter Wealth Services Inc | 11,755 | $1,186k | Jun 30, 2019 | Aug 2, 2019 | |
| Baldwin Investment Management LLC | 11,725 | $1,183k | Jun 30, 2019 | Aug 6, 2019 | |
| Quantum Capital Management LLC | 11,655 | $1,176k | Jun 30, 2019 | Aug 14, 2019 | |
| Ionic Capital Management LLC | 11,600 | $1,171k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Founders Capital Management Inc | 10,198 | $1,029k | Jun 30, 2019 | Jul 11, 2019 | |
| Founders Capital Management LLC | 10,198 | $1,029k | Jun 30, 2019 | Jul 11, 2019 | |
| Coatue Management LLC | 10,189 | $1,028k | Jun 30, 2019 | Aug 14, 2019 | |
| Colonial Trust Advisors Inc | 10,143 | $1,024k | Jun 30, 2019 | Aug 21, 2019 | |
| Thomas White International Ltd | 10,109 | $1,020k | Jun 30, 2019 | Aug 13, 2019 | |
| Bernicke Wealth Management Ltd | 10,098 | $1,019k | Jun 30, 2019 | Aug 5, 2019 | |
| Lejeune Puetz Investment Counsel | 9,952 | $1,004k | Jun 30, 2019 | Jul 29, 2019 | |
| American National Registered Investment Advisor Inc | 9,894 | $998k | Jun 30, 2019 | Aug 5, 2019 | |
| Tiemann Investment Advisors LLC | 9,775 | $986k | Jun 30, 2019 | Aug 13, 2019 | |
| Foundations Investment Advisors LLC | 9,381 | $968k | Jun 30, 2019 | Jul 8, 2019 | |
| Carret Asset Management LLC | 9,545 | $963k | Jun 30, 2019 | Aug 12, 2019 | |
| Sovarnum Capital LP | 9,400 | $949k | Jun 30, 2019 | Aug 14, 2019 | |
| Vision Capital Management Inc | 9,153 | $924k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 9,153 | $924k | Jun 30, 2019 | Jul 29, 2019 | |
| Advanced Asset Management Advisors Inc | 9,000 | $908k | Jun 30, 2019 | Aug 2, 2019 | |
| AULL & Monroe Investment Management Corp | 8,892 | $897k | Jun 30, 2019 | Jul 29, 2019 | |
| Exchange Capital Management Inc | 8,822 | $890k | Jun 30, 2019 | Jul 22, 2019 | |
| DUFF & Phelps Investment Management Co | 8,700 | $878k | Jun 30, 2019 | Aug 2, 2019 | |
| E & G Advisors LP | 8,200 | $827k | Jun 30, 2019 | Jul 12, 2019 | |
| Benin Management Corp | 8,180 | $826k | Jun 30, 2019 | Jul 31, 2019 | |
| TDAM USA Inc | 7,829 | $790k | Jun 30, 2019 | Aug 1, 2019 | |
| Capital Planning Advisors LLC | 7,796 | $787k | Jun 30, 2019 | Aug 9, 2019 | |
| S & Co Inc | 7,741 | $781k | Jun 30, 2019 | Jul 23, 2019 | |
| Secrest Blakey & Associates LLC | 7,540 | $761k | Jun 30, 2019 | Aug 13, 2019 | |
| Mairs and Power Inc | 7,369 | $744k | Jun 30, 2019 | Aug 14, 2019 | |
| Clear Perspective Advisors LLC | 7,375 | $744k | Jun 30, 2019 | Aug 12, 2019 | |
| Providence Wealth Advisors LLC | 7,273 | $742k | Jun 30, 2019 | Jul 22, 2019 | |
| Viking Fund Management LLC | 7,200 | $727k | Jun 30, 2019 | Jul 16, 2019 | |
| Legacy Financial Strategies LLC | 6,933 | $727k | Jun 30, 2019 | Jul 15, 2019 | |
| ST Johns Investment Management Company LLC | 7,141 | $721k | Jun 30, 2019 | Jul 24, 2019 | |
| ZWJ Investment Counsel Inc | 7,137 | $720k | Jun 30, 2019 | Jul 24, 2019 | |
| Measured Wealth Private Client Group LLC | 6,978 | $704k | Jun 30, 2019 | Jul 26, 2019 | |
| TLWM LLC | 6,784 | $686k | Jun 30, 2019 | Jul 12, 2019 | |
| Gilman Hill Asset Management LLC | 6,774 | $684k | Jun 30, 2019 | Jul 17, 2019 | |
| Alesco Advisors LLC | 6,770 | $683k | Jun 30, 2019 | Aug 14, 2019 | |
| Atalanta Sosnoff Capital LLC | 6,649 | $671k | Jun 30, 2019 | Jul 15, 2019 | |
| Acadian Asset Management LLC | 6,629 | $669k | Jun 30, 2019 | Aug 8, 2019 | |
| Aries Wealth Management LLC | 6,391 | $666k | Jun 30, 2019 | Jul 15, 2019 | |
| Ancora Family Wealth Advisors LLC | 9,124 | $659k | Sep 30, 2016 | Nov 4, 2016 | |
| Woodstock Corporation | 6,368 | $643k | Jun 30, 2019 | Jul 3, 2019 | |
| Buckley Wealth Management LLC | 5,946 | $600k | Jun 30, 2019 | Jul 19, 2019 | |
| Eagle Ridge Investment Management LLC | 5,842 | $590k | Jun 30, 2019 | Aug 1, 2019 | |
| Northstar Wealth Partners LLC | 5,805 | $586k | Jun 30, 2019 | Aug 15, 2019 | |
| Liberty Capital Management Inc | 5,501 | $555k | Jun 30, 2019 | Jul 15, 2019 | |
| SFMG LLC | 5,294 | $548k | Jun 30, 2019 | Aug 5, 2019 | |
| Acorn Wealth Advisors LLC | 5,474 | $534k | Jun 30, 2019 | Aug 14, 2019 | |
| Copperwynd Financial LLC | 5,277 | $533k | Jun 30, 2019 | Aug 7, 2019 | |
| Brookmont Capital Management LLC | 5,269 | $532k | Jun 30, 2019 | Jul 18, 2019 | |
| First Pacific Advisors LP | 5,250 | $530k | Jun 30, 2019 | Aug 14, 2019 | |
| Schulhoff & Co Inc | 5,206 | $525k | Jun 30, 2019 | Aug 7, 2019 | |
| Congress Park Capital LLC | 4,939 | $511k | Jun 30, 2019 | Aug 2, 2019 | |
| Trust & Investment Advisors Inc | 4,955 | $500k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Advisors LLC | 4,955 | $500k | Jun 30, 2019 | Jul 30, 2019 | |
| Advisors Financial Inc | 4,955 | $500k | Jun 30, 2019 | Jul 30, 2019 | |
| The Financial Advisors LLC | 4,955 | $500k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors Inc | 4,955 | $500k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors LLC | 4,955 | $500k | Jun 30, 2019 | Jul 30, 2019 | |
| Venturi Wealth Management LLC | 4,821 | $486k | Jun 30, 2019 | Aug 7, 2019 | |
| Kelman Lazarov Inc | 4,703 | $475k | Jun 30, 2019 | Jul 22, 2019 | |
| Tufton Capital Management LLC | 4,675 | $471k | Jun 30, 2019 | Jul 26, 2019 | |
| Aureus Asset Management LLC | 4,669 | $471k | Jun 30, 2019 | Aug 14, 2019 | |
| Summit Financial Group Inc | 4,557 | $460k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 4,557 | $460k | Jun 30, 2019 | Jul 3, 2019 | |
| Gillespie Robinson & Grimm Inc | 4,507 | $455k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Advisors LLC | 4,505 | $454k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 4,505 | $454k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 4,505 | $454k | Jun 30, 2019 | Jul 22, 2019 | |
| Hourglass Capital LLC | 4,485 | $453k | Jun 30, 2019 | Aug 12, 2019 | |
| Guardian Capital LP | 4,420 | $446k | Jun 30, 2019 | Aug 14, 2019 | |
| Sunbelt Securities Inc | 4,290 | $433k | Jun 30, 2019 | Aug 1, 2019 | |
| The Rock Creek Group LP | 4,285 | $432k | Jun 30, 2019 | Aug 14, 2019 | |
| WSFS Capital Management LLC | 4,245 | $428k | Jun 30, 2019 | Aug 14, 2019 | |
| SOL Capital Management Co | 4,200 | $424k | Jun 30, 2019 | Jul 17, 2019 | |
| Howland Capital Management LLC | 4,035 | $407k | Jun 30, 2019 | Jul 17, 2019 | |
| CCM Investment Advisers LLC | 4,040 | $407k | Jun 30, 2019 | Aug 5, 2019 | |
| Dorchester Wealth Management Company | 3,950 | $399k | Jun 30, 2019 | Jul 19, 2019 | |
| Parthenon LLC | 3,925 | $396k | Jun 30, 2019 | Jul 29, 2019 | |
| DAVY Asset Management Limited | 3,799 | $383k | Jun 30, 2019 | Jul 19, 2019 | |
| Signet Financial Management LLC | 3,679 | $381k | Jun 30, 2019 | Aug 13, 2019 | |
| Modera Wealth Management LLC | 3,729 | $376k | Jun 30, 2019 | Aug 7, 2019 | |
| CPWM LLC | 3,730 | $376k | Jun 30, 2019 | Aug 2, 2019 | |
| Paragon Wealth Strategies LLC | 3,664 | $370k | Jun 30, 2019 | Jul 17, 2019 | |
| Abbrea Capital LLC | 3,659 | $369k | Jun 30, 2019 | Jul 31, 2019 | |
| Bourne LENT Asset Management Inc | 3,500 | $353k | Jun 30, 2019 | Jul 29, 2019 | |
| Bell & Brown Wealth Advisors LLC | 3,434 | $347k | Jun 30, 2019 | Aug 6, 2019 | |
| Wiley Bros-Aintree Capital LLC | 3,400 | $343k | Jun 30, 2019 | Jul 10, 2019 | |
| Lakeview Capital Partners LLC | 3,195 | $322k | Jun 30, 2019 | Aug 5, 2019 | |
| The Northstar Group Inc | 3,048 | $308k | Jun 30, 2019 | Jul 12, 2019 | |
| Marble Harbor Investment Counsel LLC | 3,050 | $308k | Jun 30, 2019 | Aug 7, 2019 | |
| Northstar Company LLC | 3,048 | $308k | Jun 30, 2019 | Jul 12, 2019 | |
| Marathon Capital Management LLC | 3,049 | $307k | Jun 30, 2019 | Jul 25, 2019 | |
| Round Table Services LLC | 3,003 | $303k | Jun 30, 2019 | Jul 17, 2019 | |
| Cutler Investment Counsel LLC | 3,000 | $303k | Jun 30, 2019 | Aug 5, 2019 | |
| LONG ROAD Investment Counsel LLC | 3,000 | $303k | Jun 30, 2019 | Aug 9, 2019 | |
| Uncommon Cents Investing LLC | 3,000 | $303k | Jun 30, 2019 | Jul 12, 2019 | |
| BECK Capital Management LLC | 2,935 | $296k | Jun 30, 2019 | Aug 14, 2019 | |
| Brave Asset Management Inc | 2,927 | $295k | Jun 30, 2019 | Aug 5, 2019 | |
| West Coast Financial LLC | 2,900 | $293k | Jun 30, 2019 | Jul 16, 2019 | |
| Staley Capital Advisers Inc | 2,900 | $293k | Jun 30, 2019 | Aug 9, 2019 | |
| Woodmont Investment Counsel LLC | 2,825 | $285k | Jun 30, 2019 | Aug 14, 2019 | |
| Main Street Research LLC | 2,750 | $278k | Jun 30, 2019 | Aug 8, 2019 | |
| Bingham Osborn & Scarborough LLC | 2,705 | $273k | Jun 30, 2019 | Aug 2, 2019 | |
| Bigelow Investment Advisors LLC | 2,710 | $273k | Jun 30, 2019 | Jul 17, 2019 | |
| Harfst and Associates Inc | 2,680 | $270k | Jun 30, 2019 | Aug 14, 2019 | |
| BEL AIR Investment Advisors LLC | 5,621 | $268k | Sep 30, 2013 | Nov 12, 2013 | |
| Badgley Phelps and Bell Inc | 2,577 | $260k | Jun 30, 2019 | Jul 30, 2019 | |
| Harwood Advisory Group LLC | 2,533 | $256k | Jun 30, 2019 | Aug 7, 2019 | |
| Golub Group LLC | 2,500 | $252k | Jun 30, 2019 | Aug 13, 2019 | |
| Jolley Asset Management LLC | 2,476 | $250k | Jun 30, 2019 | Jul 22, 2019 | |
| The Fiduciary Group LLC | 2,476 | $250k | Jun 30, 2019 | Aug 14, 2019 | |
| Intersect Capital LLC | 2,455 | $248k | Jun 30, 2019 | Aug 9, 2019 | |
| Highland Private Wealth Management | 2,408 | $243k | Jun 30, 2019 | Aug 13, 2019 | |
| Planning Directions Inc | 2,385 | $241k | Jun 30, 2019 | Jul 15, 2019 | |
| Hamel Associates Inc | 2,330 | $235k | Jun 30, 2019 | Aug 5, 2019 | |
| Plancorp LLC | 2,322 | $234k | Jun 30, 2019 | Aug 13, 2019 | |
| Rossmore Private Capital LLC | 2,315 | $234k | Jun 30, 2019 | Aug 5, 2019 | |
| Peninsula Asset Management Inc | 2,300 | $232k | Jun 30, 2019 | Aug 15, 2019 | |
| Azimuth Capital Management LLC | 2,284 | $230k | Jun 30, 2019 | Aug 13, 2019 | |
| The Family FIRM Inc | 2,226 | $225k | Jun 30, 2019 | Aug 6, 2019 | |
| FORT Point Capital Partners LLC | 2,231 | $225k | Jun 30, 2019 | Aug 9, 2019 | |
| Taurus Asset Management LLC | 2,190 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
| Evermay Wealth Management LLC | 2,177 | $220k | Jun 30, 2019 | Jul 23, 2019 | |
| Pratt Collard Advisory Partners LLC | 2,174 | $219k | Jun 30, 2019 | Jul 16, 2019 | |
| Cornerstone Capital Inc | 2,143 | $216k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 2,143 | $216k | Jun 30, 2019 | Aug 14, 2019 | |
| LVW Advisors LLC | 2,134 | $215k | Jun 30, 2019 | Aug 14, 2019 | |
| American Money Management LLC | 2,100 | $212k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornerstone Advisory LLC | 2,098 | $212k | Jun 30, 2019 | Aug 8, 2019 | |
| Janney Capital Management LLC | 2,085 | $210k | Jun 30, 2019 | Jul 29, 2019 | |
| Lourd Capital LLC | 2,044 | $206k | Jun 30, 2019 | Jul 11, 2019 | |
| Cohen Capital Management Inc | 2,000 | $202k | Jun 30, 2019 | Aug 7, 2019 | |
| Capwealth Advisors LLC | 2,000 | $202k | Jun 30, 2019 | Aug 13, 2019 | |
| BHK Investment Advisors LLC | 1,995 | $201k | Jun 30, 2019 | Aug 2, 2019 | |
| Vigilant Capital Management LLC | 1,690 | $171k | Jun 30, 2019 | Jul 18, 2019 | |
| Prelude Capital Management LLC | 1,268 | $128k | Jun 30, 2019 | Aug 14, 2019 | |
| Contravisory Investment Management Inc | 641 | $65k | Jun 30, 2019 | Jul 9, 2019 | |
| Larson Financial Group LLC | 523 | $53k | Jun 30, 2019 | Jul 16, 2019 | |
| Whitnell & Co | 500 | $50k | Jun 30, 2019 | Jul 16, 2019 | |
| Brandywine Global Investment Management LLC | 447 | $46k | Jun 30, 2019 | Aug 14, 2019 | |
| Cowen Prime Services LLC | 340 | $34k | Jun 30, 2019 | Jul 31, 2019 | |
| BRAY Capital Advisors LLC | 202 | $20k | Jun 30, 2019 | Jul 29, 2019 | |
| Pagnatokarp Partners LLC | 2,000 | $20k | Call | Jun 30, 2019 | Aug 8, 2019 |
| Transamerica Financial Advisors Inc | 151 | $16k | Jun 30, 2019 | Aug 21, 2019 | |
| Avondale Wealth Management LLC | 160 | $16k | Jun 30, 2019 | Jul 26, 2019 | |
| Arbor Wealth Management LLC | 123 | $12k | Jun 30, 2019 | Jul 16, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 63 | $6k | Jun 30, 2019 | Jul 9, 2019 | |
| Westchester Capital Management Inc | 52 | $5k | Jun 30, 2019 | Aug 5, 2019 | |
| Westchester Capital Management LLC | 52 | $5k | Jun 30, 2019 | Aug 5, 2019 | |
| Lifeplan Financial Group Inc | 9 | $1k | Jun 30, 2019 | Jul 15, 2019 |