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NEXTERA ENERGY INC
(65339F101)

Funds Reporting Holdings of NEXTERA ENERGY INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 9,304 $1,906,017k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 2,972 $608,844k Jun 30, 2019 Aug 14, 2019
Laffer Investments Inc 2,012 $412,178k Jun 30, 2019 Aug 15, 2019
Santa Barbara Asset Management LLC 1,204,808 $232,913k Mar 31, 2019 May 14, 2019
Schafer Cullen Capital Management Inc 973,286 $203,154k Jun 30, 2019 Jul 30, 2019
Gabelli Funds LLC 875,500 $179,355k Jun 30, 2019 Aug 2, 2019
GQG Partners LLC 872,568 $178,604k Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 1,219,593 $126,899k Mar 31, 2015 May 15, 2015
DUFF & Phelps Investment Management Co 591,120 $121,097k Jun 30, 2019 Aug 2, 2019
Cantab Capital Partners LLP 731 $107,000k Sep 30, 2017 Nov 14, 2017
Tocqueville Asset Management LP 395,174 $80,955k Jun 30, 2019 Jul 31, 2019
Cullen Capital Management LLC 385,725 $79,020k Jun 30, 2019 Jul 30, 2019
OZ Management LP 348,822 $71,460k Jun 30, 2019 Aug 16, 2019
Lehman Financial Resources Inc 288,283 $48,316k Sep 30, 2018 Nov 14, 2018
The Bollard Group LLC 197,183 $40,395k Jun 30, 2019 Aug 13, 2019
Cidel Asset Management Inc 160,145 $32,807k Jun 30, 2019 Aug 12, 2019
The Roosevelt Investment Group Inc 136,722 $28,009k Jun 30, 2019 Aug 8, 2019
1919 Investment Counsel LLC 286,868 $26,932k Sep 30, 2014 Nov 14, 2014
Madison Investment Holdings Inc 115,434 $23,648k Jun 30, 2019 Aug 13, 2019
Osterweis Capital Management Inc 111,977 $22,940k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 111,977 $22,940k Jun 30, 2019 Aug 14, 2019
Nippon Life Global Investors Americas Inc 110,280 $22,593k Jun 30, 2019 Jul 23, 2019
Crow Point Partners LLC 105,015 $21,513k Jun 30, 2019 Aug 14, 2019
Cramer Rosenthal Mcglynn LLC 99,744 $20,434k Jun 30, 2019 Aug 13, 2019
Main Street Research LLC 99,529 $20,390k Jun 30, 2019 Aug 8, 2019
Adams Diversified Equity Fund Inc 99,000 $20,281k Jun 30, 2019 Jul 29, 2019
Badgley Phelps and Bell Inc 97,267 $19,926k Jun 30, 2019 Jul 30, 2019
Churchill Management Corp 79,739 $16,335k Jun 30, 2019 Jul 10, 2019
Daiwa SB Investments USA Ltd 81,170 $15,692k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 81,170 $15,692k Mar 31, 2019 Apr 18, 2019
Kayne Anderson Rudnick Investment Management LLC 75,787 $15,526k Jun 30, 2019 Aug 14, 2019
Greystone Managed Investments Inc 72,455 $14,843k Jun 30, 2019 Jul 23, 2019
Acadian Asset Management LLC 71,573 $14,662k Jun 30, 2019 Aug 8, 2019
Cambridge Investment Research Advisors Inc 66,295 $13,581k Jun 30, 2019 Aug 15, 2019
Abner Herrman & Brock LLC 65,201 $13,357k Jun 30, 2019 Jul 19, 2019
Wendell David Associates Inc 55,314 $11,332k Jun 30, 2019 Jul 16, 2019
Hoylecohen LLC 54,818 $11,230k Jun 30, 2019 Aug 9, 2019
Callahan Advisors LLC 53,026 $10,863k Jun 30, 2019 Jul 17, 2019
Ostrum Asset Management US LLC 56,124 $10,850k Mar 31, 2019 May 15, 2019
Energy Income Partners LLC 51,837 $10,619k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 45,186 $9,257k Jun 30, 2019 Aug 12, 2019
Brasada Capital Management LP 42,019 $8,771k Jun 30, 2019 Aug 7, 2019
Middleton & Company Inc 42,741 $8,756k Jun 30, 2019 Jul 25, 2019
Edgemoor Investment Advisors Inc 42,598 $8,727k Jun 30, 2019 Aug 9, 2019
Bruderman Asset Management LLC 42,459 $8,698k Jun 30, 2019 Aug 12, 2019
Investec Asset Management Limited 42,320 $8,670k Jun 30, 2019 Jul 30, 2019
Summit Partners Public Asset Management LLC 40,000 $8,194k Jun 30, 2019 Aug 14, 2019
Brightworth LLC 38,739 $7,936k Jun 30, 2019 Jul 31, 2019
Barometer Capital Management Inc 36,785 $7,536k Jun 30, 2019 Aug 13, 2019
Vision Capital Management Inc 35,846 $7,343k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 35,846 $7,343k Jun 30, 2019 Jul 29, 2019
Strategic Financial Services Inc 35,544 $7,282k Jun 30, 2019 Aug 13, 2019
Mccollum Christoferson Group LLC 35,400 $7,252k Jun 30, 2019 Jul 11, 2019
Woodstock Corporation 35,181 $7,207k Jun 30, 2019 Jul 3, 2019
YHB Investment Advisors Inc 32,477 $6,653k Jun 30, 2019 Jul 15, 2019
Calamos Wealth Management LLC 31,764 $6,507k Jun 30, 2019 Aug 7, 2019
Cohen Capital Management Inc 31,358 $6,424k Jun 30, 2019 Aug 7, 2019
Stevens First Principles Investment Advisors 30,405 $6,229k Jun 30, 2019 Jul 22, 2019
Sentry Investment Management LLC 29,294 $6,001k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 29,294 $6,001k Jun 30, 2019 Aug 12, 2019
JGP Wealth Management LLC 26,626 $5,455k Jun 30, 2019 Jul 15, 2019
Alley Company LLC 26,443 $5,417k Jun 30, 2019 Jul 30, 2019
Luminus Management LLC 25,664 $5,258k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisors Inc 27,000 $5,220k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 27,000 $5,220k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 27,000 $5,220k Mar 31, 2019 May 13, 2019
West Coast Financial LLC 25,126 $5,147k Jun 30, 2019 Jul 16, 2019
AULL & Monroe Investment Management Corp 24,391 $4,997k Jun 30, 2019 Jul 29, 2019
QS Investors LLC 24,155 $4,949k Jun 30, 2019 Aug 14, 2019
AXEL Capital Management LLC 24,000 $4,917k Jun 30, 2019 Aug 7, 2019
Cambria Investment Management LP 23,868 $4,890k Jun 30, 2019 Aug 12, 2019
Baugh & Associates LLC 23,186 $4,750k Jun 30, 2019 Jul 23, 2019
Signature Estate & Investment Advisors LLC 22,830 $4,677k Jun 30, 2019 Aug 1, 2019
Brandywine Global Investment Management LLC 22,383 $4,586k Jun 30, 2019 Aug 14, 2019
Spectrum Management Group Inc 22,179 $4,544k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 22,179 $4,544k Jun 30, 2019 Aug 2, 2019
EFG Asset Management Americas Corp 22,149 $4,537k Jun 30, 2019 Jul 9, 2019
Folger Nolan Fleming Douglas Capital Management Inc 22,127 $4,533k Jun 30, 2019 Aug 9, 2019
Contravisory Investment Management Inc 21,713 $4,448k Jun 30, 2019 Jul 9, 2019
Hamilton Point Investment Advisors LLC 19,118 $3,916k Jun 30, 2019 Jul 18, 2019
Monarch Capital Management Inc 17,957 $3,679k Jun 30, 2019 Jul 31, 2019
The RICE Partnership LLC 17,101 $3,503k Jun 30, 2019 Jul 25, 2019
Dupont Capital Management Corp 16,427 $3,365k Jun 30, 2019 Jul 30, 2019
West Oak Capital LLC 16,398 $3,359k Jun 30, 2019 Jul 12, 2019
HCR Wealth Advisors 16,068 $3,292k Jun 30, 2019 Jul 25, 2019
Somerset Group LLC 16,000 $3,278k Jun 30, 2019 Aug 12, 2019
Violich Capital Management 15,990 $3,276k Jun 30, 2019 Jul 22, 2019
Birch Hill Investment Advisors LLC 15,918 $3,261k Jun 30, 2019 Jul 22, 2019
Abbrea Capital LLC 15,451 $3,165k Jun 30, 2019 Jul 31, 2019
SFE Investment Counsel Inc 15,422 $3,159k Jun 30, 2019 Jul 26, 2019
BFSG LLC 15,211 $3,116k Jun 30, 2019 Jul 30, 2019
ELCO Management Company LLC 14,885 $3,049k Jun 30, 2019 Aug 1, 2019
First Manhattan Co 14,619 $2,994k Jun 30, 2019 Aug 16, 2019
Viking Fund Management LLC 14,500 $2,970k Jun 30, 2019 Jul 16, 2019
Torch Wealth Management LLC 14,166 $2,902k Jun 30, 2019 Aug 2, 2019
Bowen Hanes & Co Inc 12,873 $2,637k Jun 30, 2019 Aug 13, 2019
Eventide Asset Management LLC 12,400 $2,540k Jun 30, 2019 Aug 14, 2019
Altman Advisors Inc 12,115 $2,482k Jun 30, 2019 Jul 12, 2019
Cohen Klingenstein LLC 11,600 $2,376k Jun 30, 2019 Jul 15, 2019
Marietta Wealth Management LLC 11,455 $2,347k Jun 30, 2019 Aug 14, 2019
Tortoise Capital Advisors LLC 10,533 $2,158k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 9,904 $2,028k Jun 30, 2019 Jul 22, 2019
Miles Capital Inc 9,834 $2,015k Jun 30, 2019 Aug 13, 2019
Carderock Capital Management Inc 9,338 $1,913k Jun 30, 2019 Jul 15, 2019
Beach Investment Management LLC 9,140 $1,872k Jun 30, 2019 Jul 17, 2019
Sicart Associates LLC 9,000 $1,844k Jun 30, 2019 Jul 23, 2019
Zimmer Partners LP 8,900 $1,823k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 8,825 $1,808k Jun 30, 2019 Jul 10, 2019
Bristlecone Advisors LLC 8,631 $1,768k Jun 30, 2019 Jul 19, 2019
The Rikoon Group LLC 8,533 $1,748k Jun 30, 2019 Aug 6, 2019
Motley FOOL Asset Management LLC 8,413 $1,723k Jun 30, 2019 Aug 14, 2019
CWM Advisors LLC 8,185 $1,677k Jun 30, 2019 Jul 16, 2019
Triangle Securities Wealth Management 7,799 $1,631k Jun 30, 2019 Jul 10, 2019
Whitnell & Co 7,707 $1,579k Jun 30, 2019 Jul 16, 2019
OFI Advisors LLC 15,777 $1,539k Sep 30, 2015 Nov 16, 2015
Stanley-Laman Group Ltd 7,471 $1,531k Jun 30, 2019 Aug 1, 2019
Confluence Wealth Management LLC 7,277 $1,491k Jun 30, 2019 Aug 9, 2019
Dodge & COX 7,142 $1,463k Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 7,142 $1,463k Jun 30, 2019 Jul 30, 2019
Private Wealth Partners LLC 7,101 $1,455k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 7,101 $1,455k Jun 30, 2019 Aug 6, 2019
Mitchell Capital Management Co 6,964 $1,427k Jun 30, 2019 Jul 24, 2019
Wilkins Investment Counsel Inc 6,920 $1,418k Jun 30, 2019 Aug 9, 2019
Curbstone Financial Management Corporation 6,900 $1,414k Jun 30, 2019 Jul 9, 2019
Northstar Investment Advisors LLC 6,650 $1,362k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 6,650 $1,362k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 6,633 $1,359k Jun 30, 2019 Aug 21, 2019
BTR Capital Management Inc 6,630 $1,358k Jun 30, 2019 Jul 18, 2019
The Investment House LLC 6,600 $1,352k Jun 30, 2019 Aug 5, 2019
Bigelow Investment Advisors LLC 6,505 $1,333k Jun 30, 2019 Jul 17, 2019
Horizon Investment Services LLC 6,459 $1,323k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 6,456 $1,323k Jun 30, 2019 Jul 23, 2019
Horizon Financial Services LLC 6,459 $1,323k Jun 30, 2019 Aug 13, 2019
Cutler Investment Counsel LLC 6,300 $1,291k Jun 30, 2019 Aug 5, 2019
Terra NOVA Asset Management LLC 7,360 $1,279k Dec 31, 2018 Feb 15, 2019
Aristotle Atlantic Partners LLC 6,107 $1,251k Jun 30, 2019 Aug 13, 2019
Benedict Financial Advisors Inc 6,043 $1,238k Jun 30, 2019 Aug 1, 2019
Providence Wealth Advisors LLC 6,015 $1,236k Jun 30, 2019 Jul 22, 2019
Telos Capital Management Inc 5,903 $1,209k Jun 30, 2019 Jul 19, 2019
Rodgers Brothers Inc 5,890 $1,207k Jun 30, 2019 Aug 14, 2019
Argent Capital Management LLC 5,755 $1,179k Jun 30, 2019 Aug 15, 2019
Taurus Asset Management LLC 5,678 $1,163k Jun 30, 2019 Aug 14, 2019
Chelsea Counsel Company 6,930 $1,158k Jun 30, 2018 Oct 3, 2018
Altavista Wealth Management Inc 5,627 $1,153k Jun 30, 2019 Aug 13, 2019
Dillon & Associates Inc 5,532 $1,134k Jun 30, 2019 Jul 22, 2019
Hall Capital Management Company Inc 5,303 $1,086k Jun 30, 2019 Aug 14, 2019
E & G Advisors LP 5,300 $1,086k Jun 30, 2019 Jul 12, 2019
Segment Wealth Management LLC 5,145 $1,054k Jun 30, 2019 Jul 29, 2019
Cypress Capital Management LLC 5,056 $1,036k Jun 30, 2019 Aug 5, 2019
Becker Capital Management Inc 5,047 $1,034k Jun 30, 2019 Aug 8, 2019
Secrest Blakey & Associates LLC 5,035 $1,032k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Capital Advisors LP 4,840 $990k Jun 30, 2019 Jul 29, 2019
American National Registered Investment Advisor Inc 4,700 $963k Jun 30, 2019 Aug 5, 2019
Karpas Strategies LLC 4,638 $950k Jun 30, 2019 Jul 25, 2019
HIGH Pointe Capital Management LLC 4,470 $916k Jun 30, 2019 Aug 12, 2019
Harvest Capital Management Inc 4,427 $906k Jun 30, 2019 Aug 7, 2019
10-15 Associates Inc 4,423 $906k Jun 30, 2019 Aug 12, 2019
Hartline Investment Corp 4,352 $892k Jun 30, 2019 Aug 8, 2019
BECK Capital Management LLC 4,317 $884k Jun 30, 2019 Aug 14, 2019
American Asset Management Inc 4,268 $874k Jun 30, 2019 Jul 31, 2019
Isthmus Partners LLC 4,244 $869k Jun 30, 2019 Aug 9, 2019
Carret Asset Management LLC 4,021 $824k Jun 30, 2019 Aug 12, 2019
Baldwin Investment Management LLC 3,974 $814k Jun 30, 2019 Aug 6, 2019
Wellington Shields & Co LLC 3,900 $799k Jun 30, 2019 Aug 8, 2019
Pacific Global Investment Management Co 3,806 $780k Jun 30, 2019 Aug 14, 2019
Tributary Capital Management LLC 3,800 $778k Jun 30, 2019 Jul 11, 2019
LOWE Brockenbrough & Company Inc 3,761 $771k Jun 30, 2019 Aug 12, 2019
S R Schill & Associates Inc 3,625 $743k Jun 30, 2019 Aug 19, 2019
Exchange Capital Management Inc 3,621 $742k Jun 30, 2019 Jul 22, 2019
Ipswich Investment Management Company Inc 3,599 $737k Jun 30, 2019 Jul 11, 2019
Boston Research and Management Inc 3,570 $731k Jun 30, 2019 Aug 7, 2019
Symphony Asset Management LLC 3,565 $730k Jun 30, 2019 Aug 14, 2019
Strategy Asset Managers LLC 3,458 $708k Jun 30, 2019 Aug 14, 2019
Crossvault Capital Management LLC 3,434 $704k Jun 30, 2019 Jul 19, 2019
Searle & Co 3,412 $699k Jun 30, 2019 Jul 17, 2019
Mcmillion Capital Management Inc 3,305 $677k Jun 30, 2019 Jul 25, 2019
Meridian Investment Counsel Inc 3,274 $671k Jun 30, 2019 Aug 13, 2019
Successful Portfolios LLC 3,251 $666k Jun 30, 2019 Jul 11, 2019
Stewart & Patten Co LLC 3,124 $640k Jun 30, 2019 Jul 17, 2019
RAAB & Moskowitz Asset Management LLC 3,106 $636k Jun 30, 2019 Aug 9, 2019
Connecticut Wealth Management LLC 3,090 $633k Jun 30, 2019 Jul 29, 2019
Appleton Partners Inc 3,042 $623k Jun 30, 2019 Jul 25, 2019
Buckley Wealth Management LLC 3,020 $619k Jun 30, 2019 Jul 19, 2019
Hunter Associates Investment Management LLC 3,000 $615k Jun 30, 2019 Aug 8, 2019
Mcrae Capital Management Inc 3,000 $615k Jun 30, 2019 Jul 29, 2019
Summit Financial Group Inc 2,866 $587k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 2,866 $587k Jun 30, 2019 Jul 3, 2019
Breiter Capital Management Inc 2,851 $584k Jun 30, 2019 Aug 23, 2019
Grandfield & DODD LLC 2,845 $583k Jun 30, 2019 Jul 29, 2019
Mirador Capital Partners LP 2,836 $581k Jun 30, 2019 Aug 6, 2019
Donald L Hagan LLC 2,775 $568k Jun 30, 2019 Jul 18, 2019
Signet Financial Management LLC 2,661 $557k Jun 30, 2019 Aug 13, 2019
SFMG LLC 2,660 $556k Jun 30, 2019 Aug 5, 2019
Liberty Capital Management Inc 2,708 $555k Jun 30, 2019 Jul 15, 2019
New England Private Wealth Advisors LLC 2,708 $555k Jun 30, 2019 Aug 8, 2019
Benin Management Corp 2,650 $543k Jun 30, 2019 Jul 31, 2019
Summit Asset Management LLC 2,644 $542k Jun 30, 2019 Aug 7, 2019
Gentrust LLC 2,636 $540k Jun 30, 2019 Aug 2, 2019
Schaller Investment Group Inc 2,534 $519k Jun 30, 2019 Aug 9, 2019
Pictet North America Advisors SA 2,525 $517k Jun 30, 2019 Aug 7, 2019
Southeast Asset Advisors Inc 2,500 $512k Jun 30, 2019 Aug 14, 2019
Carlson Capital Management LLC 2,465 $505k Jun 30, 2019 Jul 15, 2019
Berkeley Capital Partners LLC 2,427 $497k Jun 30, 2019 Aug 8, 2019
Dedora Capital Inc 2,409 $493k Jun 30, 2019 Aug 8, 2019
North American Management Corp 2,395 $491k Jun 30, 2019 Jul 30, 2019
Seizert Capital Partners LLC 2,362 $484k Jun 30, 2019 Aug 6, 2019
KMS Financial Services Inc 4,910 $461k Sep 30, 2014 Nov 17, 2014
Tufton Capital Management LLC 2,250 $460k Jun 30, 2019 Jul 26, 2019
Gilman Hill Asset Management LLC 2,238 $458k Jun 30, 2019 Jul 17, 2019
Schulhoff & Co Inc 2,207 $452k Jun 30, 2019 Aug 7, 2019
CWA Asset Management Group LLC 2,199 $450k Jun 30, 2019 Aug 13, 2019
Centre Asset Management LLC 2,190 $449k Jun 30, 2019 Jul 15, 2019
The Fiduciary Group LLC 2,183 $447k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 2,089 $428k Jun 30, 2019 Jul 5, 2019
Sunbelt Securities Inc 2,030 $416k Jun 30, 2019 Aug 1, 2019
Argyle Capital Management Inc 2,033 $416k Jun 30, 2019 Jul 25, 2019
American Investment Services Inc 2,022 $414k Jun 30, 2019 Aug 6, 2019
SVA Plumb Wealth Management LLC 1,973 $404k Jun 30, 2019 Aug 13, 2019
RB Capital Management LLC 1,957 $401k Jun 30, 2019 Aug 7, 2019
F3Logic LLC 1,939 $395k Jun 30, 2019 Aug 2, 2019
Pring/Turner Capital Group Inc 2,200 $382k Dec 31, 2018 Feb 14, 2019
Asset Advisors Investment Management LLC 1,867 $382k Jun 30, 2019 Jul 25, 2019
Crabel Capital Management LLC 1,849 $379k Jun 30, 2019 Aug 13, 2019
Armbruster Capital Management Inc 1,800 $369k Jun 30, 2019 Jul 18, 2019
Interocean Capital LLC 1,792 $367k Jun 30, 2019 Aug 13, 2019
Keating Investment Counselors Inc 1,700 $348k Jun 30, 2019 Aug 1, 2019
Crescent Grove Advisors LLC 1,700 $348k Jun 30, 2019 Aug 6, 2019
First Western Capital Management Company 1,693 $347k Jun 30, 2019 Aug 14, 2019
GM Advisory Group Inc 1,684 $345k Jun 30, 2019 Aug 9, 2019
Stewardship Financial Advisors LLC 1,613 $330k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 1,613 $330k Jun 30, 2019 Aug 12, 2019
Aureus Asset Management LLC 1,604 $329k Jun 30, 2019 Aug 14, 2019
GSB Wealth Management LLC 1,575 $323k Jun 30, 2019 Aug 9, 2019
Plancorp LLC 1,570 $322k Jun 30, 2019 Aug 13, 2019
Cornell Pochily Investment Advisors Inc 1,565 $321k Jun 30, 2019 Jul 22, 2019
Waters Parkerson & Co LLC 1,559 $319k Jun 30, 2019 Aug 6, 2019
Northstar Wealth Partners LLC 1,526 $313k Jun 30, 2019 Aug 15, 2019
Shepherd Financial Partners LLC 1,502 $308k Jun 30, 2019 Aug 5, 2019
ZWJ Investment Counsel Inc 1,497 $307k Jun 30, 2019 Jul 24, 2019
Wealth Advisors of Tampa BAY LLC 1,495 $306k Jun 30, 2019 Jul 23, 2019
Marble Harbor Investment Counsel LLC 1,462 $300k Jun 30, 2019 Aug 7, 2019
Johanson Financial Advisors Inc 1,443 $294k Jun 30, 2019 Jul 29, 2019
MANA Advisors LLC 1,433 $294k Jun 30, 2019 Aug 14, 2019
Kingfisher Capital LLC 1,414 $290k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 1,412 $289k Jun 30, 2019 Aug 6, 2019
New England Research & Management Inc 1,400 $287k Jun 30, 2019 Jul 9, 2019
REDW Stanley Financial Advisors LLC 1,396 $286k Jun 30, 2019 Aug 9, 2019
Advisory Alpha LLC 1,338 $281k Jun 30, 2019 Aug 16, 2019
The London Company of Virginia LLC 1,338 $274k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 1,316 $270k Jun 30, 2019 Aug 2, 2019
Clear Perspective Advisors LLC 1,305 $267k Jun 30, 2019 Aug 12, 2019
Peconic Partners LLC 1,300 $266k Jun 30, 2019 Aug 14, 2019
LBMC Investment Advisors LLC 1,298 $266k Jun 30, 2019 Jul 18, 2019
Ancora Family Wealth Advisors LLC 2,155 $264k Sep 30, 2016 Nov 4, 2016
Valmark Advisers Inc 1,270 $260k Jun 30, 2019 Aug 7, 2019
Janney Capital Management LLC 1,269 $260k Jun 30, 2019 Jul 29, 2019
Cornerstone Capital Inc 1,262 $259k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 1,262 $259k Jun 30, 2019 Aug 14, 2019
Salem Capital Management Inc 1,247 $256k Jun 30, 2019 Jul 9, 2019
Osborne Partners Capital Management LLC 1,244 $255k Jun 30, 2019 Jul 18, 2019
Thomas Story and SON LLC 1,200 $246k Jun 30, 2019 Jul 29, 2019
Aries Wealth Management LLC 1,180 $246k Jun 30, 2019 Jul 15, 2019
Bridgeworth LLC 1,193 $244k Jun 30, 2019 Jul 25, 2019
Bourgeon Capital Management LLC 1,180 $242k Jun 30, 2019 Jul 18, 2019
Lejeune Puetz Investment Counsel 1,181 $242k Jun 30, 2019 Jul 29, 2019
LGL Partners LLC 1,150 $236k Jun 30, 2019 Aug 14, 2019
Woodmont Investment Counsel LLC 1,146 $235k Jun 30, 2019 Aug 14, 2019
Granite Group Advisors LLC 1,140 $234k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 1,140 $234k Jun 30, 2019 Jul 23, 2019
STA Wealth Management LLC 1,130 $232k Jun 30, 2019 Aug 14, 2019
Peak Asset Management LLC 1,071 $219k Jun 30, 2019 Aug 15, 2019
Portland Global Advisors LLC 1,063 $218k Jun 30, 2019 Jul 26, 2019
Armor Investment Advisors LLC 1,065 $218k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 1,065 $218k Jun 30, 2019 Aug 13, 2019
Meritage Portfolio Management Inc 1,055 $216k Jun 30, 2019 Jul 30, 2019
Alliance Wealth Management Group LLC 1,044 $214k Jun 30, 2019 Aug 12, 2019
ARS Investment Partners LLC 1,031 $211k Jun 30, 2019 Aug 12, 2019
Financial Advantage Inc 1,032 $211k Jun 30, 2019 Jul 23, 2019
Murphy Middleton Hinkle & Parker Inc 1,016 $208k Jun 30, 2019 Jul 15, 2019
Hussman Strategic Advisors Inc 1,000 $205k Jun 30, 2019 Jul 31, 2019
Golub Group LLC 1,000 $205k Jun 30, 2019 Aug 13, 2019
Lenox Wealth Advisors LLC 1,000 $205k Jun 30, 2019 Jul 12, 2019
Keeler Thomas Management LLC 998 $204k Jun 30, 2019 Jul 31, 2019
Ballast Inc 1,000 $204k Jun 30, 2019 Jul 26, 2019
Crestwood Advisors Group LLC 998 $204k Jun 30, 2019 Aug 14, 2019
Northrock Partners LLC 992 $203k Jun 30, 2019 Aug 12, 2019
Prelude Capital Management LLC 950 $195k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 893 $183k Jun 30, 2019 Aug 13, 2019
FFCM LLC 825 $169k Jun 30, 2019 Jul 30, 2019
Interactive Financial Advisors Inc 662 $136k Jun 30, 2019 Jul 17, 2019
Benson Investment Management Company Inc 346 $71k Jun 30, 2019 Jul 11, 2019
ST Johns Investment Management Company LLC 273 $56k Jun 30, 2019 Jul 24, 2019
Peninsula Asset Management Inc 215 $44k Jun 30, 2019 Aug 15, 2019
Wealthplan Partners Inc 200 $43k Jun 30, 2019 Aug 19, 2019
Arlington Partners LLC 167 $34k Jun 30, 2019 Jul 10, 2019
Horan Securities Inc 125 $26k Jun 30, 2019 Jul 24, 2019
Alphaone Investment Services LLC 113 $23k Jun 30, 2019 Aug 13, 2019
Northstar Asset Management Inc 70 $14k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 70 $14k Jun 30, 2019 Jul 16, 2019
Mitchell Mcleod PUGH & Williams Inc 38 $8k Jun 30, 2019 Jul 9, 2019
Transamerica Financial Advisors Inc 3 $1k Jun 30, 2019 Aug 21, 2019
Independent Advisor Alliance LLC 1,013 $0k Jun 30, 2019 Aug 12, 2019

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