MCDONALDS CORP
(580135101)
Funds Reporting Holdings of MCDONALDS CORP according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 91,639 | $19,029,755k | Jun 30, 2019 | Aug 6, 2019 | |
| Alphasimplex Group LLC | 6,949 | $1,443,029k | Jun 30, 2019 | Aug 14, 2019 | |
| Retirement Income Solutions Inc | 3,531 | $733,000k | Jun 30, 2019 | Jul 23, 2019 | |
| Magellan Asset Management Limited | 3,348,623 | $695,375k | Jun 30, 2019 | Aug 13, 2019 | |
| Cantab Capital Partners LLP | 4,170 | $653,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Janus Capital Management LLC | 2,847,371 | $369,037k | Mar 31, 2017 | May 16, 2017 | |
| Melvin Capital Management LP | 1,270,383 | $263,808k | Jun 30, 2019 | Aug 14, 2019 | |
| HS Management Partners LLC | 819,718 | $170,223k | Jun 30, 2019 | Aug 13, 2019 | |
| Focused Investors LLC | 657,200 | $136,474k | Jun 30, 2019 | Jul 16, 2019 | |
| Burgundy Asset Management Ltd | 580,889 | $120,627k | Jun 30, 2019 | Aug 14, 2019 | |
| Interval Partners LP | 382,240 | $79,376k | Jun 30, 2019 | Aug 12, 2019 | |
| Point72 Asset Management LP | 374,176 | $77,701k | Jun 30, 2019 | Aug 14, 2019 | |
| Tocqueville Asset Management LP | 312,416 | $64,876k | Jun 30, 2019 | Jul 31, 2019 | |
| Sawgrass Asset Management LLC | 275,522 | $57,215k | Jun 30, 2019 | Jul 23, 2019 | |
| Marsico Capital Management LLC | 266,932 | $55,431k | Jun 30, 2019 | Aug 14, 2019 | |
| First Manhattan Co | 252,623 | $52,460k | Jun 30, 2019 | Aug 16, 2019 | |
| Guardian Capital LP | 167,512 | $34,786k | Jun 30, 2019 | Aug 14, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 158,556 | $32,926k | Jun 30, 2019 | Aug 13, 2019 | |
| Payden & Rygel | 155,800 | $32,353k | Jun 30, 2019 | Aug 6, 2019 | |
| Gabelli Funds LLC | 142,800 | $29,654k | Jun 30, 2019 | Aug 2, 2019 | |
| Madison Investment Holdings Inc | 132,539 | $27,523k | Jun 30, 2019 | Aug 13, 2019 | |
| Signature Estate & Investment Advisors LLC | 122,204 | $25,377k | Jun 30, 2019 | Aug 1, 2019 | |
| Cambridge Investment Research Advisors Inc | 120,294 | $24,980k | Jun 30, 2019 | Aug 15, 2019 | |
| Acadian Asset Management LLC | 116,419 | $24,178k | Jun 30, 2019 | Aug 8, 2019 | |
| 1919 Investment Counsel LLC | 238,524 | $22,615k | Sep 30, 2014 | Nov 14, 2014 | |
| Polaris Greystone Financial Group LLC | 108,568 | $22,398k | Jun 30, 2019 | Jul 25, 2019 | |
| Taurus Asset Management LLC | 106,132 | $22,039k | Jun 30, 2019 | Aug 14, 2019 | |
| BEL AIR Investment Advisors LLC | 213,099 | $20,502k | Sep 30, 2013 | Nov 12, 2013 | |
| Atalanta Sosnoff Capital LLC | 96,389 | $20,016k | Jun 30, 2019 | Jul 15, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 86,504 | $17,964k | Jun 30, 2019 | Aug 14, 2019 | |
| Badgley Phelps and Bell Inc | 82,260 | $17,082k | Jun 30, 2019 | Jul 30, 2019 | |
| Cookson Peirce & Co Inc | 80,919 | $16,804k | Jun 30, 2019 | Jul 31, 2019 | |
| Wendell David Associates Inc | 79,399 | $16,488k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Investment Advisors LLC | 78,570 | $16,316k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 78,570 | $16,316k | Jun 30, 2019 | Jul 17, 2019 | |
| North Fourth Asset Management LP | 78,317 | $16,263k | Jun 30, 2019 | Aug 9, 2019 | |
| Zweig-Dimenna Associates LLC | 74,716 | $15,516k | Jun 30, 2019 | Jul 10, 2019 | |
| Corda Investment Management LLC | 73,730 | $15,310k | Jun 30, 2019 | Aug 9, 2019 | |
| Pacer Advisors Inc | 73,006 | $15,160k | Jun 30, 2019 | Aug 12, 2019 | |
| Cutler Investment Counsel LLC | 72,094 | $14,971k | Jun 30, 2019 | Aug 5, 2019 | |
| Callahan Advisors LLC | 63,790 | $13,247k | Jun 30, 2019 | Jul 17, 2019 | |
| Nippon Life Global Investors Americas Inc | 59,950 | $12,450k | Jun 30, 2019 | Jul 23, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 57,772 | $11,997k | Jun 30, 2019 | Aug 9, 2019 | |
| Westchester Capital Management Inc | 50,725 | $10,534k | Jun 30, 2019 | Aug 5, 2019 | |
| Westchester Capital Management LLC | 50,725 | $10,534k | Jun 30, 2019 | Aug 5, 2019 | |
| Guardian Capital Advisors LP | 49,129 | $10,455k | Jun 30, 2019 | Aug 14, 2019 | |
| Monarch Capital Management Inc | 49,732 | $10,327k | Jun 30, 2019 | Jul 31, 2019 | |
| Beese Fulmer Investment Management Inc | 49,487 | $10,276k | Jun 30, 2019 | Jul 5, 2019 | |
| Hutner Capital Management Inc | 48,812 | $10,136k | Jun 30, 2019 | Aug 7, 2019 | |
| Decatur Capital Management Inc | 48,789 | $10,132k | Jun 30, 2019 | Jul 24, 2019 | |
| Morgan Dempsey Capital Management LLC | 48,600 | $10,092k | Jun 30, 2019 | Aug 8, 2019 | |
| Pacific Global Investment Management Co | 48,333 | $10,037k | Jun 30, 2019 | Aug 14, 2019 | |
| Calamos Wealth Management LLC | 48,117 | $9,992k | Jun 30, 2019 | Aug 7, 2019 | |
| Daiwa SB Investments USA Ltd | 51,130 | $9,710k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 51,130 | $9,710k | Mar 31, 2019 | Apr 18, 2019 | |
| Sentry Investment Management LLC | 45,558 | $9,461k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 45,558 | $9,461k | Jun 30, 2019 | Aug 12, 2019 | |
| Barometer Capital Management Inc | 45,535 | $9,456k | Jun 30, 2019 | Aug 13, 2019 | |
| Dupont Capital Management Corp | 44,900 | $9,324k | Jun 30, 2019 | Jul 30, 2019 | |
| YHB Investment Advisors Inc | 42,434 | $8,812k | Jun 30, 2019 | Jul 15, 2019 | |
| GS Investments Inc | 40 | $8,306k | Jun 30, 2019 | Aug 9, 2019 | |
| Investec Asset Management Limited | 39,091 | $8,118k | Jun 30, 2019 | Jul 30, 2019 | |
| Bruderman Asset Management LLC | 37,842 | $7,858k | Jun 30, 2019 | Aug 12, 2019 | |
| Vestor Capital LLC | 37,302 | $7,746k | Jun 30, 2019 | Aug 6, 2019 | |
| North American Management Corp | 37,094 | $7,703k | Jun 30, 2019 | Jul 30, 2019 | |
| Rainey & Randall Investment Management Inc | 35,001 | $7,268k | Jun 30, 2019 | Jul 18, 2019 | |
| Apertura Capital LLC | 35,000 | $7,268k | Jun 30, 2019 | Aug 12, 2019 | |
| Mastrapasqua Asset Management Inc | 34,611 | $7,187k | Jun 30, 2019 | Aug 12, 2019 | |
| Chatham Capital Group Inc | 34,475 | $7,159k | Jun 30, 2019 | Jul 24, 2019 | |
| Marble Harbor Investment Counsel LLC | 33,893 | $7,038k | Jun 30, 2019 | Aug 7, 2019 | |
| Segment Wealth Management LLC | 33,408 | $6,937k | Jun 30, 2019 | Jul 29, 2019 | |
| New England Asset Management Inc | 33,250 | $6,905k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisors Inc | 34,700 | $6,590k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 34,700 | $6,590k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 34,700 | $6,590k | Mar 31, 2019 | May 13, 2019 | |
| Taylor Wealth Management Partners LLC | 31,692 | $6,581k | Jun 30, 2019 | Jul 17, 2019 | |
| QS Investors LLC | 30,892 | $6,416k | Jun 30, 2019 | Aug 14, 2019 | |
| Appleton Partners Inc | 30,818 | $6,400k | Jun 30, 2019 | Jul 25, 2019 | |
| KMS Financial Services Inc | 66,757 | $6,329k | Sep 30, 2014 | Nov 17, 2014 | |
| Main Street Research LLC | 30,319 | $6,296k | Jun 30, 2019 | Aug 8, 2019 | |
| Centenus Global Management LP | 30,000 | $6,230k | Jun 30, 2019 | Aug 14, 2019 | |
| Altavista Wealth Management Inc | 29,201 | $6,064k | Jun 30, 2019 | Aug 13, 2019 | |
| Crestwood Advisors Group LLC | 27,988 | $5,812k | Jun 30, 2019 | Aug 14, 2019 | |
| Campbell Newman Asset Management Inc | 27,699 | $5,752k | Jun 30, 2019 | Jul 24, 2019 | |
| Benedict Financial Advisors Inc | 27,395 | $5,689k | Jun 30, 2019 | Aug 1, 2019 | |
| Centre Asset Management LLC | 26,040 | $5,407k | Jun 30, 2019 | Jul 15, 2019 | |
| Brookmont Capital Management LLC | 25,552 | $5,306k | Jun 30, 2019 | Jul 18, 2019 | |
| Dividend Assets Capital LLC | 25,378 | $5,270k | Jun 30, 2019 | Jul 12, 2019 | |
| Boston Research and Management Inc | 25,197 | $5,232k | Jun 30, 2019 | Aug 7, 2019 | |
| Olstein Capital Management LP | 25,000 | $5,192k | Jun 30, 2019 | Jul 31, 2019 | |
| Merriman Wealth Management LLC | 2,512 | $5,182k | Jun 30, 2019 | Jul 31, 2019 | |
| RPG Investment Advisory LLC | 24,106 | $4,997k | Jun 30, 2019 | Jul 10, 2019 | |
| Cambria Investment Management LP | 23,496 | $4,879k | Jun 30, 2019 | Aug 12, 2019 | |
| Whitnell & Co | 23,460 | $4,872k | Jun 30, 2019 | Jul 16, 2019 | |
| Newfocus Financial Group LLC | 23,323 | $4,843k | Jun 30, 2019 | Jul 23, 2019 | |
| Morgens Waterfall Vintiadis & Company Inc | 22,875 | $4,750k | Jun 30, 2019 | Aug 14, 2019 | |
| Exchange Capital Management Inc | 22,612 | $4,696k | Jun 30, 2019 | Jul 22, 2019 | |
| Dorchester Wealth Management Company | 22,602 | $4,694k | Jun 30, 2019 | Jul 19, 2019 | |
| Spearhead Capital Advisors LLC | 22,557 | $4,684k | Jun 30, 2019 | Jul 17, 2019 | |
| Overbrook Management Corporation | 22,448 | $4,662k | Jun 30, 2019 | Aug 13, 2019 | |
| Argus Investors' Counsel Inc | 22,302 | $4,631k | Jun 30, 2019 | Jul 10, 2019 | |
| NBW Capital LLC | 22,142 | $4,598k | Jun 30, 2019 | Aug 5, 2019 | |
| Private Wealth Advisors Inc | 21,652 | $4,496k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 21,652 | $4,496k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 21,652 | $4,496k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 21,652 | $4,496k | Jun 30, 2019 | Aug 7, 2019 | |
| Legacy Capital Partners Inc | 21,628 | $4,491k | Jun 30, 2019 | Jul 16, 2019 | |
| California Capital Advisors Inc | 21,322 | $4,428k | Jun 30, 2019 | Jul 15, 2019 | |
| Oak Asset Management LLC | 20,594 | $4,428k | Jun 30, 2019 | Jul 25, 2019 | |
| Private Wealth Partners LLC | 21,320 | $4,427k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 21,320 | $4,427k | Jun 30, 2019 | Aug 6, 2019 | |
| Independence Advisors LLC | 21,311 | $4,425k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 21,311 | $4,425k | Jun 30, 2019 | Aug 12, 2019 | |
| Dillon & Associates Inc | 21,143 | $4,398k | Jun 30, 2019 | Jul 22, 2019 | |
| Searle & Co | 20,550 | $4,267k | Jun 30, 2019 | Jul 17, 2019 | |
| LOWE Brockenbrough & Company Inc | 20,255 | $4,206k | Jun 30, 2019 | Aug 12, 2019 | |
| Independent Investors Inc | 20,242 | $4,203k | Jun 30, 2019 | Jul 18, 2019 | |
| Woodstock Corporation | 19,814 | $4,115k | Jun 30, 2019 | Jul 3, 2019 | |
| American Money Management LLC | 19,667 | $4,084k | Jun 30, 2019 | Aug 12, 2019 | |
| Hall Capital Management Company Inc | 19,458 | $4,041k | Jun 30, 2019 | Aug 14, 2019 | |
| Investment Counsel Inc | 18,207 | $3,891k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 18,207 | $3,891k | Jun 30, 2019 | Jul 29, 2019 | |
| Hoylecohen LLC | 18,508 | $3,843k | Jun 30, 2019 | Aug 9, 2019 | |
| Gratus Capital LLC | 18,312 | $3,803k | Jun 30, 2019 | Aug 7, 2019 | |
| Stokes Capital Advisors LLC | 18,305 | $3,801k | Jun 30, 2019 | Jul 15, 2019 | |
| Stillwater Investment Management LLC | 18,112 | $3,761k | Jun 30, 2019 | Jul 3, 2019 | |
| Marvin & Palmer Associates | 17,870 | $3,711k | Jun 30, 2019 | Aug 19, 2019 | |
| Cheviot Value Management LLC | 17,793 | $3,695k | Jun 30, 2019 | Aug 14, 2019 | |
| Howard Capital Management Inc | 17,400 | $3,613k | Jun 30, 2019 | Jul 24, 2019 | |
| Benson Investment Management Company Inc | 17,395 | $3,612k | Jun 30, 2019 | Jul 11, 2019 | |
| LVW Advisors LLC | 17,015 | $3,533k | Jun 30, 2019 | Aug 14, 2019 | |
| Carret Asset Management LLC | 16,706 | $3,469k | Jun 30, 2019 | Aug 12, 2019 | |
| RKL Wealth Management LLC | 16,242 | $3,369k | Jun 30, 2019 | Aug 2, 2019 | |
| Greatmark Investment Partners Inc | 15,762 | $3,273k | Jun 30, 2019 | Aug 5, 2019 | |
| The Investment House LLC | 15,483 | $3,215k | Jun 30, 2019 | Aug 5, 2019 | |
| Birinyi Associates Inc | 15,022 | $3,119k | Jun 30, 2019 | Aug 5, 2019 | |
| Dodge & COX | 15,013 | $3,118k | Jun 30, 2019 | Aug 13, 2019 | |
| Marietta Wealth Management LLC | 14,971 | $3,109k | Jun 30, 2019 | Aug 14, 2019 | |
| Mairs and Power Inc | 14,806 | $3,075k | Jun 30, 2019 | Aug 14, 2019 | |
| Parthenon LLC | 14,795 | $3,072k | Jun 30, 2019 | Jul 29, 2019 | |
| Nicholas Hoffman & Company LLC | 14,782 | $3,070k | Jun 30, 2019 | Aug 12, 2019 | |
| Lejeune Puetz Investment Counsel | 14,376 | $2,985k | Jun 30, 2019 | Jul 29, 2019 | |
| F3Logic LLC | 14,133 | $2,919k | Jun 30, 2019 | Aug 2, 2019 | |
| DAVY Asset Management Limited | 14,043 | $2,916k | Jun 30, 2019 | Jul 19, 2019 | |
| Spark Investment Management LLC | 14,000 | $2,907k | Jun 30, 2019 | Aug 12, 2019 | |
| Marco Investment Management LLC | 13,909 | $2,888k | Jun 30, 2019 | Aug 6, 2019 | |
| Greenwood Gearhart Inc | 13,531 | $2,810k | Jun 30, 2019 | Aug 7, 2019 | |
| Lombard Odier Transatlantic Limited | 24,200 | $2,792k | Sep 30, 2016 | Nov 14, 2016 | |
| Northwest Investment Counselors LLC | 13,432 | $2,789k | Jun 30, 2019 | Jul 25, 2019 | |
| Auxier Asset Management LLC | 13,305 | $2,763k | Jun 30, 2019 | Aug 15, 2019 | |
| Provident Investment Management Inc | 13,000 | $2,700k | Jun 30, 2019 | Aug 8, 2019 | |
| Intersect Capital LLC | 12,786 | $2,655k | Jun 30, 2019 | Aug 9, 2019 | |
| Altman Advisors Inc | 12,722 | $2,642k | Jun 30, 2019 | Jul 12, 2019 | |
| Omnistar Financial Group Inc | 12,524 | $2,601k | Jun 30, 2019 | Jul 30, 2019 | |
| Abbot Financial Management Inc | 12,483 | $2,592k | Jun 30, 2019 | Aug 8, 2019 | |
| ALTA Capital Management LLC | 12,429 | $2,581k | Jun 30, 2019 | Jul 26, 2019 | |
| Northpointe Capital LLC | 12,264 | $2,547k | Jun 30, 2019 | Jul 26, 2019 | |
| Asset Advisors Investment Management LLC | 12,063 | $2,505k | Jun 30, 2019 | Jul 25, 2019 | |
| Ipswich Investment Management Company Inc | 11,893 | $2,470k | Jun 30, 2019 | Jul 11, 2019 | |
| Golub Group LLC | 11,841 | $2,459k | Jun 30, 2019 | Aug 13, 2019 | |
| FFCM LLC | 11,772 | $2,445k | Jun 30, 2019 | Jul 30, 2019 | |
| Keystone Financial Planning Inc | 11,594 | $2,408k | Jun 30, 2019 | Aug 5, 2019 | |
| Wealth Enhancement Advisory Services LLC | 11,184 | $2,404k | Jun 30, 2019 | Aug 2, 2019 | |
| Liberty Capital Management Inc | 11,472 | $2,382k | Jun 30, 2019 | Jul 15, 2019 | |
| Westover Capital Advisors LLC | 11,347 | $2,356k | Jun 30, 2019 | Aug 13, 2019 | |
| Oliver Luxxe Assets LLC | 10,972 | $2,328k | Jun 30, 2019 | Jul 10, 2019 | |
| Burleson & Company LLC | 10,968 | $2,317k | Jun 30, 2019 | Aug 5, 2019 | |
| Wealth Alliance Advisory Group LLC | 10,810 | $2,316k | Jun 30, 2019 | Jul 17, 2019 | |
| Hamel Associates Inc | 11,036 | $2,292k | Jun 30, 2019 | Aug 5, 2019 | |
| O'Brien Wealth Partners LLC | 10,617 | $2,243k | Jun 30, 2019 | Jul 8, 2019 | |
| OFI Advisors LLC | 22,585 | $2,225k | Sep 30, 2015 | Nov 16, 2015 | |
| CWA Asset Management Group LLC | 10,570 | $2,195k | Jun 30, 2019 | Aug 13, 2019 | |
| SVA Plumb Wealth Management LLC | 10,528 | $2,186k | Jun 30, 2019 | Aug 13, 2019 | |
| Sicart Associates LLC | 10,352 | $2,150k | Jun 30, 2019 | Jul 23, 2019 | |
| Abbrea Capital LLC | 10,341 | $2,147k | Jun 30, 2019 | Jul 31, 2019 | |
| Torch Wealth Management LLC | 10,305 | $2,140k | Jun 30, 2019 | Aug 2, 2019 | |
| Pratt Collard Advisory Partners LLC | 10,205 | $2,119k | Jun 30, 2019 | Jul 16, 2019 | |
| S & Co Inc | 9,882 | $2,052k | Jun 30, 2019 | Jul 23, 2019 | |
| Mckinley Carter Wealth Services Inc | 9,869 | $2,049k | Jun 30, 2019 | Aug 2, 2019 | |
| The Financial Consulate Inc | 9,804 | $2,036k | Jun 30, 2019 | Jul 24, 2019 | |
| American National Registered Investment Advisor Inc | 9,778 | $2,030k | Jun 30, 2019 | Aug 5, 2019 | |
| SOL Capital Management Co | 9,773 | $2,029k | Jun 30, 2019 | Jul 17, 2019 | |
| Portland Global Advisors LLC | 9,604 | $1,994k | Jun 30, 2019 | Jul 26, 2019 | |
| United Asset Strategies Inc | 9,574 | $1,988k | Jun 30, 2019 | Jul 31, 2019 | |
| Albert D Mason Inc | 9,445 | $1,961k | Jun 30, 2019 | Jul 30, 2019 | |
| Pictet North America Advisors SA | 9,104 | $1,891k | Jun 30, 2019 | Aug 7, 2019 | |
| Klingenstein Fields & Co LLC | 9,060 | $1,881k | Jun 30, 2019 | Aug 12, 2019 | |
| The Rock Creek Group LP | 9,047 | $1,879k | Jun 30, 2019 | Aug 14, 2019 | |
| Cohen Klingenstein LLC | 9,000 | $1,869k | Jun 30, 2019 | Jul 15, 2019 | |
| Schafer Cullen Capital Management Inc | 8,548 | $1,821k | Jun 30, 2019 | Jul 30, 2019 | |
| Drexel Morgan & Co | 8,660 | $1,798k | Jun 30, 2019 | Aug 8, 2019 | |
| Blackhawk Capital Partners LLC | 8,658 | $1,798k | Jun 30, 2019 | Aug 13, 2019 | |
| Biltmore Family Office LLC | 8,618 | $1,790k | Jun 30, 2019 | Jul 31, 2019 | |
| Aldebaran Financial Inc | 8,328 | $1,729k | Jun 30, 2019 | Aug 14, 2019 | |
| Shoker Investment Counsel Inc | 8,274 | $1,718k | Jun 30, 2019 | Aug 9, 2019 | |
| West Branch Capital LLC | 8,260 | $1,715k | Jun 30, 2019 | Aug 5, 2019 | |
| DUFF & Phelps Investment Management Co | 8,255 | $1,714k | Jun 30, 2019 | Aug 2, 2019 | |
| Mitchell Capital Management Co | 8,094 | $1,681k | Jun 30, 2019 | Jul 24, 2019 | |
| ST Johns Investment Management Company LLC | 8,037 | $1,669k | Jun 30, 2019 | Jul 24, 2019 | |
| Ausdal Financial Partners Inc | 7,757 | $1,647k | Jun 30, 2019 | Aug 5, 2019 | |
| Pettee Investors Inc | 7,825 | $1,625k | Jun 30, 2019 | Aug 7, 2019 | |
| Copperwynd Financial LLC | 7,781 | $1,616k | Jun 30, 2019 | Aug 7, 2019 | |
| Hunter Associates Investment Management LLC | 7,755 | $1,610k | Jun 30, 2019 | Aug 8, 2019 | |
| Aries Wealth Management LLC | 7,503 | $1,585k | Jun 30, 2019 | Jul 15, 2019 | |
| Crossvault Capital Management LLC | 7,406 | $1,538k | Jun 30, 2019 | Jul 19, 2019 | |
| Wealthstreet Investment Advisors LLC | 7,408 | $1,538k | Jun 30, 2019 | Jul 16, 2019 | |
| Armor Investment Advisors LLC | 7,334 | $1,523k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 7,334 | $1,523k | Jun 30, 2019 | Aug 13, 2019 | |
| Stewart & Patten Co LLC | 7,201 | $1,495k | Jun 30, 2019 | Jul 17, 2019 | |
| Blue CHIP Wealth Management Inc | 7,189 | $1,493k | Jun 30, 2019 | Aug 13, 2019 | |
| Cornell Pochily Investment Advisors Inc | 7,185 | $1,492k | Jun 30, 2019 | Jul 22, 2019 | |
| Affiance Financial LLC | 7,159 | $1,487k | Jun 30, 2019 | Jul 11, 2019 | |
| HUGH Johnson Advisors LLC | 7,140 | $1,483k | Jun 30, 2019 | Aug 6, 2019 | |
| Boyar Asset Management Inc | 7,036 | $1,461k | Jun 30, 2019 | Aug 6, 2019 | |
| Financial Advisory Service Inc | 7,019 | $1,457k | Jun 30, 2019 | Jul 25, 2019 | |
| Dedora Capital Inc | 6,960 | $1,445k | Jun 30, 2019 | Aug 8, 2019 | |
| The Rikoon Group LLC | 6,867 | $1,426k | Jun 30, 2019 | Aug 6, 2019 | |
| Schulhoff & Co Inc | 6,771 | $1,406k | Jun 30, 2019 | Aug 7, 2019 | |
| The Northstar Group Inc | 6,762 | $1,404k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 6,762 | $1,404k | Jun 30, 2019 | Jul 12, 2019 | |
| JGP Wealth Management LLC | 6,690 | $1,389k | Jun 30, 2019 | Jul 15, 2019 | |
| Blue FIN Capital Inc | 6,656 | $1,382k | Jun 30, 2019 | Jul 22, 2019 | |
| Northstar Asset Management Inc | 6,648 | $1,381k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 6,648 | $1,381k | Jun 30, 2019 | Jul 16, 2019 | |
| Clarkston Capital Partners LLC | 6,643 | $1,379k | Jun 30, 2019 | Jul 24, 2019 | |
| Bell & Brown Wealth Advisors LLC | 6,537 | $1,357k | Jun 30, 2019 | Aug 6, 2019 | |
| Oarsman Capital Inc | 6,477 | $1,345k | Jun 30, 2019 | Aug 13, 2019 | |
| Private Vista LLC | 6,471 | $1,344k | Jun 30, 2019 | Jul 19, 2019 | |
| HCR Wealth Advisors | 6,451 | $1,340k | Jun 30, 2019 | Jul 25, 2019 | |
| DB Root & Company LLC | 6,425 | $1,334k | Jun 30, 2019 | Jul 19, 2019 | |
| Stearns Financial Services Group Inc | 6,390 | $1,327k | Jun 30, 2019 | Aug 14, 2019 | |
| Vontobel Swiss Wealth Advisors AG | 6,350 | $1,319k | Jun 30, 2019 | Aug 12, 2019 | |
| Interocean Capital LLC | 6,346 | $1,318k | Jun 30, 2019 | Aug 13, 2019 | |
| Abner Herrman & Brock LLC | 6,236 | $1,295k | Jun 30, 2019 | Jul 19, 2019 | |
| Strategy Asset Managers LLC | 6,082 | $1,263k | Jun 30, 2019 | Aug 14, 2019 | |
| Violich Capital Management | 6,080 | $1,262k | Jun 30, 2019 | Jul 22, 2019 | |
| BTR Capital Management Inc | 5,996 | $1,245k | Jun 30, 2019 | Jul 18, 2019 | |
| Stokes & Hubbell Capital Management LLC | 6,553 | $1,244k | Mar 31, 2019 | Apr 24, 2019 | |
| Joel Isaacson & Co LLC | 5,948 | $1,235k | Jun 30, 2019 | Jul 11, 2019 | |
| ELCO Management Company LLC | 5,898 | $1,225k | Jun 30, 2019 | Aug 1, 2019 | |
| Granite Group Advisors LLC | 5,861 | $1,217k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 5,861 | $1,217k | Jun 30, 2019 | Jul 23, 2019 | |
| Rossmore Private Capital LLC | 5,850 | $1,215k | Jun 30, 2019 | Aug 5, 2019 | |
| Curbstone Financial Management Corporation | 5,842 | $1,213k | Jun 30, 2019 | Jul 9, 2019 | |
| Court Place Advisors LLC | 5,828 | $1,210k | Jun 30, 2019 | Jul 30, 2019 | |
| Plancorp LLC | 5,732 | $1,190k | Jun 30, 2019 | Aug 13, 2019 | |
| Strategic Financial Group LLC | 5,716 | $1,187k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 5,716 | $1,187k | Jun 30, 2019 | Jul 29, 2019 | |
| Windsor Capital Management LLC | 5,606 | $1,164k | Jun 30, 2019 | Aug 2, 2019 | |
| Valmark Advisers Inc | 5,499 | $1,142k | Jun 30, 2019 | Aug 7, 2019 | |
| HIGH Falls Advisors Inc | 5,473 | $1,136k | Jun 30, 2019 | Aug 15, 2019 | |
| Successful Portfolios LLC | 5,400 | $1,121k | Jun 30, 2019 | Jul 11, 2019 | |
| Miles Capital Inc | 5,381 | $1,117k | Jun 30, 2019 | Aug 13, 2019 | |
| Sandhill Capital Partners LLC | 5,348 | $1,111k | Jun 30, 2019 | Aug 13, 2019 | |
| South Street Advisors LLC | 5,310 | $1,103k | Jun 30, 2019 | Jul 22, 2019 | |
| Mengis Capital Management Inc | 5,310 | $1,102k | Jun 30, 2019 | Jul 18, 2019 | |
| Front Barnett Associates LLC | 5,239 | $1,088k | Jun 30, 2019 | Aug 6, 2019 | |
| ZWJ Investment Counsel Inc | 5,229 | $1,086k | Jun 30, 2019 | Jul 24, 2019 | |
| WEIK Capital Management Inc | 5,120 | $1,063k | Jun 30, 2019 | Aug 9, 2019 | |
| TODD Asset Management LLC | 5,080 | $1,055k | Jun 30, 2019 | Aug 6, 2019 | |
| AULL & Monroe Investment Management Corp | 5,064 | $1,052k | Jun 30, 2019 | Jul 29, 2019 | |
| Diligent Investors LLC | 5,040 | $1,047k | Jun 30, 2019 | Aug 1, 2019 | |
| The Roosevelt Investment Group Inc | 5,038 | $1,046k | Jun 30, 2019 | Aug 8, 2019 | |
| Somerset Group LLC | 5,031 | $1,045k | Jun 30, 2019 | Aug 12, 2019 | |
| Evermay Wealth Management LLC | 4,926 | $1,023k | Jun 30, 2019 | Jul 23, 2019 | |
| Northwest Wealth Management LLC | 4,903 | $1,018k | Jun 30, 2019 | Jul 23, 2019 | |
| Brown Capital Management LLC | 4,860 | $1,009k | Jun 30, 2019 | Aug 13, 2019 | |
| Wellesley Investment Partners LLC | 4,859 | $1,009k | Jun 30, 2019 | Aug 5, 2019 | |
| Eagle Ridge Investment Management LLC | 4,859 | $1,009k | Jun 30, 2019 | Aug 1, 2019 | |
| RNC Capital Management LLC | 4,846 | $1,006k | Jun 30, 2019 | Jul 25, 2019 | |
| The RICE Partnership LLC | 4,844 | $1,006k | Jun 30, 2019 | Jul 25, 2019 | |
| Sadoff Investment Management LLC | 4,826 | $1,002k | Jun 30, 2019 | Aug 7, 2019 | |
| Fagan Associates Inc | 4,827 | $1,002k | Jun 30, 2019 | Jul 12, 2019 | |
| SPC Financial Inc | 4,780 | $993k | Jun 30, 2019 | Aug 1, 2019 | |
| Pagnatokarp Partners LLC | 4,775 | $992k | Jun 30, 2019 | Aug 8, 2019 | |
| Birch Hill Investment Advisors LLC | 4,765 | $989k | Jun 30, 2019 | Jul 22, 2019 | |
| Signature Financial Management Inc | 5,495 | $976k | Dec 31, 2018 | Feb 13, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 4,569 | $949k | Jun 30, 2019 | Aug 6, 2019 | |
| Hartline Investment Corp | 4,561 | $947k | Jun 30, 2019 | Aug 8, 2019 | |
| Stadion Money Management LLC | 4,528 | $940k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthplan Partners Inc | 4,279 | $940k | Jun 30, 2019 | Aug 19, 2019 | |
| Cipher Capital LP | 4,521 | $939k | Jun 30, 2019 | Aug 13, 2019 | |
| Telos Capital Management Inc | 4,427 | $919k | Jun 30, 2019 | Jul 19, 2019 | |
| Prelude Capital Management LLC | 4,400 | $914k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Mitchell Mcleod PUGH & Williams Inc | 4,377 | $909k | Jun 30, 2019 | Jul 9, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 4,357 | $904k | Jun 30, 2019 | Aug 9, 2019 | |
| KLCM Advisors Inc | 4,322 | $898k | Jun 30, 2019 | Aug 15, 2019 | |
| LaSalle Street Capital Management LLC | 4,254 | $883k | Jun 30, 2019 | Aug 8, 2019 | |
| Meritage Portfolio Management Inc | 4,198 | $872k | Jun 30, 2019 | Jul 30, 2019 | |
| Krueger & Catalano Capital Partners LLC | 4,177 | $867k | Jun 30, 2019 | Jul 22, 2019 | |
| Hourglass Capital LLC | 4,100 | $851k | Jun 30, 2019 | Aug 12, 2019 | |
| Clear Perspective Advisors LLC | 4,092 | $850k | Jun 30, 2019 | Aug 12, 2019 | |
| Vivaldi Capital Management LLC | 4,030 | $837k | Jun 30, 2019 | Aug 14, 2019 | |
| Viking Fund Management LLC | 4,000 | $831k | Jun 30, 2019 | Jul 16, 2019 | |
| Buckley Wealth Management LLC | 3,895 | $809k | Jun 30, 2019 | Jul 19, 2019 | |
| Harbour Capital Advisors LLC | 3,874 | $804k | Jun 30, 2019 | Jul 10, 2019 | |
| Accredited Investors Inc | 3,861 | $802k | Jun 30, 2019 | Aug 13, 2019 | |
| Alexandria Capital LLC | 3,752 | $779k | Jun 30, 2019 | Aug 12, 2019 | |
| West Chester Capital Advisors Inc | 3,678 | $764k | Jun 30, 2019 | Jul 30, 2019 | |
| Providence Wealth Advisors LLC | 3,665 | $760k | Jun 30, 2019 | Jul 22, 2019 | |
| Compass Capital Management Inc | 3,656 | $759k | Jun 30, 2019 | Jul 31, 2019 | |
| Transamerica Financial Advisors Inc | 3,592 | $746k | Jun 30, 2019 | Aug 21, 2019 | |
| Zevin Asset Management LLC | 3,593 | $746k | Jun 30, 2019 | Aug 6, 2019 | |
| Probity Advisors Inc | 3,578 | $743k | Jun 30, 2019 | Aug 8, 2019 | |
| ELM Advisors LLC | 3,535 | $734k | Jun 30, 2019 | Jul 3, 2019 | |
| Inspirion Wealth Advisors LLC | 3,507 | $728k | Jun 30, 2019 | Jul 15, 2019 | |
| Dumont & Blake Investment Advisors LLC | 3,480 | $723k | Jun 30, 2019 | Aug 1, 2019 | |
| Cornerstone Advisory LLC | 3,482 | $723k | Jun 30, 2019 | Aug 8, 2019 | |
| Benin Management Corp | 3,477 | $722k | Jun 30, 2019 | Jul 31, 2019 | |
| Triangle Securities Wealth Management | 3,392 | $720k | Jun 30, 2019 | Jul 10, 2019 | |
| DF DENT and Company Inc | 3,435 | $713k | Jun 30, 2019 | Aug 15, 2019 | |
| Karpas Strategies LLC | 3,425 | $711k | Jun 30, 2019 | Jul 25, 2019 | |
| Northrock Partners LLC | 3,408 | $707k | Jun 30, 2019 | Aug 12, 2019 | |
| Meristem Family Wealth LLC | 3,373 | $700k | Jun 30, 2019 | Aug 6, 2019 | |
| New England Research & Management Inc | 3,367 | $699k | Jun 30, 2019 | Jul 9, 2019 | |
| Douglas Lane & Associates LLC | 3,361 | $698k | Jun 30, 2019 | Jul 8, 2019 | |
| CPWM LLC | 3,357 | $697k | Jun 30, 2019 | Aug 2, 2019 | |
| Bigsur Wealth Management LLC | 3,376 | $696k | Jun 30, 2019 | Jul 5, 2019 | |
| American Investment Services Inc | 3,336 | $693k | Jun 30, 2019 | Aug 6, 2019 | |
| Measured Wealth Private Client Group LLC | 3,310 | $687k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Planning Advisors LLC | 3,292 | $684k | Jun 30, 2019 | Aug 9, 2019 | |
| Bristlecone Advisors LLC | 3,273 | $680k | Jun 30, 2019 | Jul 19, 2019 | |
| Capital Investment Counsel Inc | 3,259 | $677k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 3,259 | $677k | Jun 30, 2019 | Jul 26, 2019 | |
| LESA Sroufe & Company Inc | 3,229 | $671k | Jun 30, 2019 | Jul 29, 2019 | |
| Capwealth Advisors LLC | 3,230 | $671k | Jun 30, 2019 | Aug 13, 2019 | |
| Fernwood Investment Management LLC | 3,182 | $661k | Jun 30, 2019 | Aug 1, 2019 | |
| GHP Investment Advisors Inc | 3,150 | $654k | Jun 30, 2019 | Aug 2, 2019 | |
| Berkeley Capital Partners LLC | 3,102 | $644k | Jun 30, 2019 | Aug 8, 2019 | |
| Venturi Wealth Management LLC | 3,088 | $641k | Jun 30, 2019 | Aug 7, 2019 | |
| Hendershot Investments Inc | 2,992 | $621k | Jun 30, 2019 | Jul 31, 2019 | |
| Gardner Russo & Gardner LLC | 2,970 | $617k | Jun 30, 2019 | Aug 13, 2019 | |
| Summit Financial Wealth Advisors LLC | 2,957 | $614k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 2,957 | $614k | Jun 30, 2019 | Jul 16, 2019 | |
| Spectrum Management Group Inc | 2,953 | $613k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 2,953 | $613k | Jun 30, 2019 | Aug 2, 2019 | |
| Epstein and White Financial LLC | 3,093 | $613k | Jun 30, 2019 | Jul 19, 2019 | |
| Cahill Financial Advisors Inc | 2,901 | $603k | Jun 30, 2019 | Aug 14, 2019 | |
| Grandfield & DODD LLC | 2,887 | $600k | Jun 30, 2019 | Jul 29, 2019 | |
| Congress Park Capital LLC | 2,742 | $591k | Jun 30, 2019 | Aug 2, 2019 | |
| Port Capital LLC | 2,848 | $591k | Jun 30, 2019 | Aug 14, 2019 | |
| Waters Parkerson & Co LLC | 2,840 | $590k | Jun 30, 2019 | Aug 6, 2019 | |
| Summit Financial Group Inc | 2,823 | $586k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 2,823 | $586k | Jun 30, 2019 | Jul 3, 2019 | |
| Bingham Osborn & Scarborough LLC | 2,794 | $580k | Jun 30, 2019 | Aug 2, 2019 | |
| Montag & Caldwell LLC | 2,764 | $574k | Jun 30, 2019 | Aug 1, 2019 | |
| Elgethun Capital Management | 2,755 | $572k | Jun 30, 2019 | Aug 8, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 2,740 | $569k | Jun 30, 2019 | Jul 15, 2019 | |
| The Jentner Corporation | 2,699 | $561k | Jun 30, 2019 | Jul 16, 2019 | |
| Andesa Financial Management Inc | 2,619 | $545k | Jun 30, 2019 | Jul 30, 2019 | |
| van Strum & Towne Inc | 2,600 | $540k | Jun 30, 2019 | Aug 12, 2019 | |
| Castle Rock Wealth Management LLC | 2,566 | $534k | Jun 30, 2019 | Aug 8, 2019 | |
| RB Capital Management LLC | 2,529 | $525k | Jun 30, 2019 | Aug 7, 2019 | |
| Howland Capital Management LLC | 2,496 | $518k | Jun 30, 2019 | Jul 17, 2019 | |
| Crabel Capital Management LLC | 2,482 | $515k | Jun 30, 2019 | Aug 13, 2019 | |
| Weybosset Research & Management LLC | 2,422 | $503k | Jun 30, 2019 | Jul 22, 2019 | |
| Ballast Inc | 2,390 | $496k | Jun 30, 2019 | Jul 26, 2019 | |
| Ascension Asset Management LLC | 2,375 | $493k | Jun 30, 2019 | Jul 23, 2019 | |
| Gilman Hill Asset Management LLC | 2,344 | $487k | Jun 30, 2019 | Jul 17, 2019 | |
| Ancora Family Wealth Advisors LLC | 4,170 | $481k | Sep 30, 2016 | Nov 4, 2016 | |
| Diamond Hill Capital Management Inc | 2,310 | $480k | Jun 30, 2019 | Aug 1, 2019 | |
| Family Management Corporation | 2,309 | $479k | Jun 30, 2019 | Aug 14, 2019 | |
| Wallace Capital Management Inc | 2,305 | $479k | Jun 30, 2019 | Aug 12, 2019 | |
| FORT PITT Capital Group LLC | 2,306 | $479k | Jun 30, 2019 | Aug 9, 2019 | |
| UNIO Capital LLC | 2,232 | $471k | Jun 30, 2019 | Aug 14, 2019 | |
| Sonata Capital Group Inc | 2,265 | $470k | Jun 30, 2019 | Aug 5, 2019 | |
| Stone RUN Capital LLC | 2,250 | $467k | Jun 30, 2019 | Aug 14, 2019 | |
| Gillespie Robinson & Grimm Inc | 2,225 | $462k | Jun 30, 2019 | Jul 22, 2019 | |
| MANA Advisors LLC | 2,221 | $461k | Jun 30, 2019 | Aug 14, 2019 | |
| S R Schill & Associates Inc | 2,209 | $459k | Jun 30, 2019 | Aug 19, 2019 | |
| Allen Investment Management LLC | 2,201 | $457k | Jun 30, 2019 | Aug 12, 2019 | |
| STA Wealth Management LLC | 2,198 | $456k | Jun 30, 2019 | Aug 14, 2019 | |
| Chesapeake Asset Management LLC | 2,188 | $454k | Jun 30, 2019 | Aug 6, 2019 | |
| Bowen Hanes & Co Inc | 2,178 | $452k | Jun 30, 2019 | Aug 13, 2019 | |
| Altfest L J & Co Inc | 2,177 | $452k | Jun 30, 2019 | Jul 15, 2019 | |
| DAY & Ennis LLC | 2,148 | $446k | Jun 30, 2019 | Aug 2, 2019 | |
| Bridgeworth LLC | 2,121 | $441k | Jun 30, 2019 | Jul 25, 2019 | |
| Mokosak Advisory Group LLC | 2,114 | $439k | Jun 30, 2019 | Jul 17, 2019 | |
| Planning Directions Inc | 2,095 | $435k | Jun 30, 2019 | Jul 15, 2019 | |
| Ramsay Stattman VELA & Price Inc | 2,068 | $429k | Jun 30, 2019 | Aug 9, 2019 | |
| Keating Investment Counselors Inc | 2,063 | $428k | Jun 30, 2019 | Aug 1, 2019 | |
| Southeast Asset Advisors Inc | 2,049 | $426k | Jun 30, 2019 | Aug 14, 2019 | |
| Paulson Wealth Management Inc | 1,980 | $424k | Jun 30, 2019 | Jul 30, 2019 | |
| Middleton & Company Inc | 2,032 | $422k | Jun 30, 2019 | Jul 25, 2019 | |
| CIM LLC | 2,032 | $422k | Jun 30, 2019 | Jul 22, 2019 | |
| Cadinha & Co LLC | 2,022 | $420k | Jun 30, 2019 | Aug 9, 2019 | |
| Stratford Consulting LLC | 1,999 | $415k | Jun 30, 2019 | Aug 2, 2019 | |
| Strategic Financial Services Inc | 1,981 | $411k | Jun 30, 2019 | Aug 13, 2019 | |
| Gyroscope Capital Management Group LLC | 1,939 | $410k | Jun 30, 2019 | Jul 11, 2019 | |
| Wellington Shields & Co LLC | 1,969 | $409k | Jun 30, 2019 | Aug 8, 2019 | |
| The Fiduciary Group LLC | 1,955 | $406k | Jun 30, 2019 | Aug 14, 2019 | |
| LLBH Private Wealth Management LLC | 1,947 | $404k | Jun 30, 2019 | Aug 13, 2019 | |
| Acropolis Investment Management LLC | 1,929 | $401k | Jun 30, 2019 | Jul 11, 2019 | |
| Horizon Investment Services LLC | 1,910 | $397k | Jun 30, 2019 | Aug 13, 2019 | |
| Annex Advisory Services LLC | 1,910 | $397k | Jun 30, 2019 | Jul 18, 2019 | |
| Horizon Financial Services LLC | 1,910 | $397k | Jun 30, 2019 | Aug 13, 2019 | |
| Skylands Capital LLC | 1,900 | $395k | Jun 30, 2019 | Jul 29, 2019 | |
| Janney Capital Management LLC | 1,893 | $393k | Jun 30, 2019 | Jul 29, 2019 | |
| Mount Yale Investment Advisors LLC | 1,809 | $392k | Jun 30, 2019 | Aug 13, 2019 | |
| Bigelow Investment Advisors LLC | 1,883 | $391k | Jun 30, 2019 | Jul 17, 2019 | |
| Punch & Associates Investment Management Inc | 1,880 | $390k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Advisors LLC | 1,863 | $386k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 1,863 | $386k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 1,863 | $386k | Jun 30, 2019 | Jul 22, 2019 | |
| First Western Capital Management Company | 1,854 | $385k | Jun 30, 2019 | Aug 14, 2019 | |
| Shikiar Asset Management Inc | 1,850 | $384k | Jun 30, 2019 | Jul 25, 2019 | |
| Highland Private Wealth Management | 1,847 | $384k | Jun 30, 2019 | Aug 13, 2019 | |
| Baldwin Investment Management LLC | 1,833 | $381k | Jun 30, 2019 | Aug 6, 2019 | |
| GM Advisory Group Inc | 1,834 | $381k | Jun 30, 2019 | Aug 9, 2019 | |
| West Coast Financial LLC | 1,790 | $372k | Jun 30, 2019 | Jul 16, 2019 | |
| LGL Partners LLC | 1,788 | $371k | Jun 30, 2019 | Aug 14, 2019 | |
| Leonetti & Associates LLC | 2,080 | $369k | Dec 31, 2018 | Feb 19, 2019 | |
| Resource Planning Group Ltd | 1,751 | $364k | Jun 30, 2019 | Jul 18, 2019 | |
| Traynor Capital Management Inc | 1,750 | $361k | Jun 30, 2019 | Jul 26, 2019 | |
| Marathon Capital Management LLC | 1,717 | $356k | Jun 30, 2019 | Jul 25, 2019 | |
| America First Investment Advisors LLC | 1,661 | $345k | Jun 30, 2019 | Jul 29, 2019 | |
| Summit Financial Strategies Inc | 1,663 | $345k | Jun 30, 2019 | Aug 8, 2019 | |
| GSB Wealth Management LLC | 1,636 | $340k | Jun 30, 2019 | Aug 9, 2019 | |
| West Oak Capital LLC | 1,625 | $337k | Jun 30, 2019 | Jul 12, 2019 | |
| Biegel & Waller LLC | 1,611 | $335k | Jun 30, 2019 | Jul 23, 2019 | |
| Poehling Capital Management Inc | 1,601 | $332k | Jun 30, 2019 | Aug 9, 2019 | |
| Spears Abacus Advisors LLC | 1,600 | $332k | Jun 30, 2019 | Aug 9, 2019 | |
| Lourd Capital LLC | 1,593 | $331k | Jun 30, 2019 | Jul 11, 2019 | |
| Summit Asset Management LLC | 1,586 | $329k | Jun 30, 2019 | Aug 7, 2019 | |
| East Coast Asset Management LLC | 1,584 | $329k | Jun 30, 2019 | Aug 14, 2019 | |
| American Asset Management Inc | 1,578 | $328k | Jun 30, 2019 | Jul 31, 2019 | |
| Cfo4Life Group LLC | 1,571 | $326k | Jun 30, 2019 | Jul 29, 2019 | |
| Tradition Capital Management LLC | 1,700 | $322k | Mar 31, 2019 | May 7, 2019 | |
| Capital Insight Partners LLC | 1,550 | $322k | Jun 30, 2019 | Jul 9, 2019 | |
| Johanson Financial Advisors Inc | 1,510 | $314k | Jun 30, 2019 | Jul 29, 2019 | |
| Brightworth LLC | 1,504 | $312k | Jun 30, 2019 | Jul 31, 2019 | |
| BSW Wealth Partners LLC | 1,458 | $303k | Jun 30, 2019 | Aug 13, 2019 | |
| Harwood Advisory Group LLC | 1,459 | $303k | Jun 30, 2019 | Aug 7, 2019 | |
| Carlson Capital Management LLC | 1,459 | $303k | Jun 30, 2019 | Jul 15, 2019 | |
| Suncoast Equity Management LLC | 1,451 | $301k | Jun 30, 2019 | Jul 26, 2019 | |
| SAND Hill Global Advisors LLC | 1,450 | $301k | Jun 30, 2019 | Aug 13, 2019 | |
| Tufton Capital Management LLC | 1,451 | $301k | Jun 30, 2019 | Jul 26, 2019 | |
| Harvest Capital Management Inc | 1,448 | $300k | Jun 30, 2019 | Aug 7, 2019 | |
| PURE Financial Advisors Inc | 1,423 | $295k | Jun 30, 2019 | Jul 11, 2019 | |
| Modera Wealth Management LLC | 1,412 | $293k | Jun 30, 2019 | Aug 7, 2019 | |
| Campbell & Company Investment Adviser LLC | 1,399 | $291k | Jun 30, 2019 | Jul 10, 2019 | |
| Chilton Capital Management LLC | 1,397 | $290k | Jun 30, 2019 | Aug 13, 2019 | |
| Osborne Partners Capital Management LLC | 1,387 | $288k | Jun 30, 2019 | Jul 18, 2019 | |
| Nikulski Financial Inc | 1,344 | $287k | Jun 30, 2019 | Jul 22, 2019 | |
| Excalibur Management Corp | 1,346 | $280k | Jun 30, 2019 | Jul 26, 2019 | |
| Condor Capital Management | 1,343 | $279k | Jun 30, 2019 | Aug 5, 2019 | |
| Signet Financial Management LLC | 1,287 | $277k | Jun 30, 2019 | Aug 13, 2019 | |
| Barber Financial Group | 1,284 | $267k | Jun 30, 2019 | Aug 9, 2019 | |
| Becker Capital Management Inc | 1,265 | $263k | Jun 30, 2019 | Aug 8, 2019 | |
| Conservest Capital Advisors Inc | 1,268 | $263k | Jun 30, 2019 | Jul 10, 2019 | |
| New England Private Wealth Advisors LLC | 1,260 | $262k | Jun 30, 2019 | Aug 8, 2019 | |
| Broadleaf Partners LLC | 1,230 | $255k | Jun 30, 2019 | Jul 19, 2019 | |
| Matthew GOFF Investment Advisor LLC | 1,191 | $247k | Jun 30, 2019 | Aug 5, 2019 | |
| Allied Investment Advisors LLC | 1,181 | $245k | Jun 30, 2019 | Jul 17, 2019 | |
| Argent Capital Management LLC | 1,170 | $243k | Jun 30, 2019 | Aug 15, 2019 | |
| Wealth and Pension Services Group Inc | 1,146 | $238k | Jun 30, 2019 | Aug 15, 2019 | |
| Cambridge Advisors Inc | 1,125 | $234k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 1,125 | $234k | Jun 30, 2019 | Jul 26, 2019 | |
| Thompson Investment Management Inc | 1,120 | $233k | Jun 30, 2019 | Aug 7, 2019 | |
| SFMG LLC | 1,071 | $231k | Jun 30, 2019 | Aug 5, 2019 | |
| Capital Investment Services of America Inc | 1,107 | $230k | Jun 30, 2019 | Jul 12, 2019 | |
| Youngs Advisory Group Inc | 1,099 | $228k | Jun 30, 2019 | Jul 16, 2019 | |
| Elite Wealth Management Inc | 1,100 | $228k | Jun 30, 2019 | Jul 18, 2019 | |
| Connecticut Wealth Management LLC | 1,095 | $227k | Jun 30, 2019 | Jul 29, 2019 | |
| Landmark Financial Advisors LLC | 1,083 | $224k | Jun 30, 2019 | Aug 2, 2019 | |
| Lehman Financial Resources Inc | 1,341 | $224k | Sep 30, 2018 | Nov 14, 2018 | |
| Crescent Grove Advisors LLC | 1,073 | $223k | Jun 30, 2019 | Aug 6, 2019 | |
| Breiter Capital Management Inc | 1,058 | $220k | Jun 30, 2019 | Aug 23, 2019 | |
| Oberweis Asset Management Inc | 1,049 | $218k | Jun 30, 2019 | Aug 14, 2019 | |
| Morningstar Investment Services LLC | 1,051 | $218k | Jun 30, 2019 | Aug 13, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 1,050 | $218k | Jun 30, 2019 | Jul 22, 2019 | |
| Mirador Capital Partners LP | 1,038 | $216k | Jun 30, 2019 | Aug 6, 2019 | |
| Kingfisher Capital LLC | 1,024 | $213k | Jun 30, 2019 | Aug 14, 2019 | |
| Total Investment Management Inc | 991 | $212k | Jun 30, 2019 | Aug 7, 2019 | |
| Smith & Howard Wealth Management LLC | 1,022 | $212k | Jun 30, 2019 | Jul 23, 2019 | |
| Total Management Group Inc | 991 | $212k | Jun 30, 2019 | Aug 7, 2019 | |
| GFS Advisors LLC | 1,020 | $212k | Jun 30, 2019 | Aug 1, 2019 | |
| Secrest Blakey & Associates LLC | 1,014 | $211k | Jun 30, 2019 | Aug 13, 2019 | |
| BECK Capital Management LLC | 1,010 | $210k | Jun 30, 2019 | Aug 14, 2019 | |
| Cobiz Wealth LLC | 1,000 | $208k | Jun 30, 2019 | Jul 8, 2019 | |
| Canal Capital Management LLC | 1,003 | $208k | Jun 30, 2019 | Jul 31, 2019 | |
| Aristotle Atlantic Partners LLC | 1,000 | $208k | Jun 30, 2019 | Aug 13, 2019 | |
| Hendley & Co Inc | 995 | $207k | Jun 30, 2019 | Aug 8, 2019 | |
| Northside Capital Management LLC | 994 | $206k | Jun 30, 2019 | Jul 16, 2019 | |
| Rodgers Brothers Inc | 987 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
| Personal Resources Investment and Strategic Management Inc | 983 | $204k | Jun 30, 2019 | Aug 6, 2019 | |
| Sather Financial Group Inc | 973 | $202k | Jun 30, 2019 | Jul 23, 2019 | |
| Cahaba Wealth Management Inc | 969 | $201k | Jun 30, 2019 | Jul 31, 2019 | |
| Tower VIEW Investment Management & Research LLC | 817 | $170k | Jun 30, 2019 | Jul 17, 2019 | |
| Vigilant Capital Management LLC | 772 | $160k | Jun 30, 2019 | Jul 18, 2019 | |
| Cohen & Steers Capital Management Inc | 1,597 | $156k | Mar 31, 2015 | May 15, 2015 | |
| Arbor Wealth Management LLC | 743 | $154k | Jun 30, 2019 | Jul 16, 2019 | |
| Lucia Wealth Services LLC | 667 | $139k | Jun 30, 2019 | Jul 23, 2019 | |
| Cowen Prime Services LLC | 661 | $137k | Jun 30, 2019 | Jul 31, 2019 | |
| The Bollard Group LLC | 470 | $98k | Jun 30, 2019 | Aug 13, 2019 | |
| Harding Loevner LP | 390 | $81k | Jun 30, 2019 | Aug 14, 2019 | |
| Woodmont Investment Counsel LLC | 300 | $62k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Smith Salley & Associates LLC | 227 | $47k | Jun 30, 2019 | Jul 12, 2019 | |
| Spiderrock Advisors LLC | 3,700 | $10k | Put | Jun 30, 2019 | Jul 29, 2019 |
| Stevens First Principles Investment Advisors | 27 | $6k | Jun 30, 2019 | Jul 22, 2019 | |
| Colonial Trust Advisors Inc | 29 | $6k | Jun 30, 2019 | Aug 21, 2019 | |
| Independent Advisor Alliance LLC | 2,883 | $1k | Jun 30, 2019 | Aug 12, 2019 |