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PayPal Holdings Inc
(70450Y103)

Funds Reporting Holdings of PayPal Holdings Inc according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 293,667 $33,613,124k Jun 30, 2019 Jul 23, 2019
Rmsincerbeaux Capital Management LLC 56,000 $6,409,760k Jun 30, 2019 Aug 9, 2019
GS Investments Inc 24,750 $2,832,885k Jun 30, 2019 Aug 9, 2019
Edgewood Management LLC 16,863,040 $1,930,144k Jun 30, 2019 Aug 12, 2019
Tower Bridge Advisors Inc 15,850 $1,814,191k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 11,336 $1,297,519k Jun 30, 2019 Aug 14, 2019
Polen Capital Management LLC 7,173,147 $821,038k Jun 30, 2019 Aug 12, 2019
Harding Loevner LP 6,430,583 $736,044k Jun 30, 2019 Aug 14, 2019
Jackson Square Partners LLC 5,143,093 $588,678k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 4,993,195 $571,521k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 4,005,174 $458,432k Jun 30, 2019 Jul 30, 2019
DSM Capital Partners LLC 3,544,118 $405,660k Jun 30, 2019 Aug 14, 2019
Third Point LLC 3,500,000 $400,610k Jun 30, 2019 Aug 13, 2019
Brown Brothers Harriman & Co 2,339,551 $267,785k Jun 30, 2019 Aug 14, 2019
Whale Rock Capital Management LLC 1,629,645 $186,529k Jun 30, 2019 Aug 14, 2019
Marsico Capital Management LLC 1,579,266 $180,763k Jun 30, 2019 Aug 14, 2019
Provident Trust Company 1,507,278 $172,523k Jun 30, 2019 Aug 1, 2019
Hosking Partners LLP 1,129,244 $129,253k Jun 30, 2019 Aug 13, 2019
Nikko Asset Management Americas Inc 1,093,002 $125,105k Jun 30, 2019 Jul 29, 2019
SCGE Management LP 998,000 $114,231k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 888,973 $101,751k Jun 30, 2019 Aug 16, 2019
Eminence Capital LP 869,432 $99,515k Jun 30, 2019 Aug 14, 2019
ECHO Street Capital Management LLC 694,115 $79,448k Jun 30, 2019 Aug 14, 2019
Nitorum Capital LP 672,441 $76,968k Jun 30, 2019 Aug 14, 2019
Douglas Lane & Associates LLC 614,632 $70,351k Jun 30, 2019 Jul 8, 2019
Gabelli Funds LLC 604,989 $69,247k Jun 30, 2019 Aug 2, 2019
Marathon Asset Management LLP 566,588 $64,850k Jun 30, 2019 Jul 15, 2019
Castle HOOK Partners LP 540,665 $61,885k Jun 30, 2019 Aug 14, 2019
Motley FOOL Wealth Management LLC 535,085 $61,246k Jun 30, 2019 Aug 14, 2019
Melvin Capital Management LP 525,000 $60,092k Jun 30, 2019 Aug 14, 2019
Partner Fund Management LP 522,446 $59,799k Jun 30, 2019 Aug 14, 2019
AMI Asset Management Corp 515,006 $58,948k Jun 30, 2019 Aug 5, 2019
Tocqueville Asset Management LP 505,311 $57,838k Jun 30, 2019 Jul 31, 2019
Coatue Management LLC 448,173 $51,298k Jun 30, 2019 Aug 14, 2019
Aravt Global LLC 430,000 $49,218k Jun 30, 2019 Aug 14, 2019
Junto Capital Management LP 408,027 $46,703k Jun 30, 2019 Aug 14, 2019
Black-And-White Capital LP 400,000 $45,784k Put Jun 30, 2019 Aug 14, 2019
Columbus Circle Investors 375,175 $42,943k Jun 30, 2019 Aug 2, 2019
Goodnow Investment Group LLC 373,774 $42,782k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 339,295 $38,836k Jun 30, 2019 Aug 13, 2019
Atalanta Sosnoff Capital LLC 323,783 $37,060k Jun 30, 2019 Jul 15, 2019
HHR Asset Management LLC 320,119 $36,641k Jun 30, 2019 Aug 14, 2019
Dorsey Asset Management LLC 314,249 $35,969k Jun 30, 2019 Aug 14, 2019
Bloom Tree Partners LLC 306,892 $35,127k Jun 30, 2019 Aug 13, 2019
RWC Asset Management LLP 296,604 $33,950k Jun 30, 2019 Aug 13, 2019
Grandfield & DODD LLC 270,944 $31,012k Jun 30, 2019 Jul 29, 2019
Bowen Hanes & Co Inc 269,005 $30,790k Jun 30, 2019 Aug 13, 2019
Aureus Asset Management LLC 267,508 $30,619k Jun 30, 2019 Aug 14, 2019
Steadfast Capital Management LP 256,312 $29,337k Jun 30, 2019 Aug 14, 2019
Hitchwood Capital Management LP 250,000 $28,615k Jun 30, 2019 Aug 14, 2019
The Ithaka Group LLC 246,194 $28,179k Jun 30, 2019 Aug 12, 2019
Thorntree Capital Partners LP 243,630 $27,886k Jun 30, 2019 Aug 14, 2019
Mawer Investment Management Ltd 242,469 $27,753k Jun 30, 2019 Aug 6, 2019
Smead Capital Management Inc 233,942 $26,777k Jun 30, 2019 Jul 26, 2019
Abner Herrman & Brock LLC 233,465 $26,722k Jun 30, 2019 Jul 19, 2019
Gilder Gagnon HOWE & Co LLC 217,631 $24,910k Jun 30, 2019 Aug 13, 2019
Marathon Partners Equity Management LLC 212,500 $24,323k Jun 30, 2019 Aug 14, 2019
The Investment House LLC 208,995 $23,922k Jun 30, 2019 Aug 5, 2019
Suncoast Equity Management LLC 195,049 $22,325k Jun 30, 2019 Jul 26, 2019
Capital Investment Services of America Inc 192,256 $22,006k Jun 30, 2019 Jul 12, 2019
Pacer Advisors Inc 185,945 $21,283k Jun 30, 2019 Aug 12, 2019
Friess Associates LLC 173,349 $19,842k Jun 30, 2019 Aug 14, 2019
Schwerin Boyle Capital Management Inc 171,234 $19,599k Jun 30, 2019 Aug 13, 2019
Scopus Asset Management LP 170,646 $19,532k Jun 30, 2019 Aug 14, 2019
Badgley Phelps and Bell Inc 166,516 $19,059k Jun 30, 2019 Jul 30, 2019
Lucha Capital Management LP 161,861 $18,527k Jun 30, 2019 Aug 14, 2019
White ELM Capital LLC 160,400 $18,359k Jun 30, 2019 Aug 14, 2019
Crosslink Capital Inc 153,920 $17,618k Jun 30, 2019 Aug 13, 2019
ARK Investment Management LLC 152,299 $17,432k Jun 30, 2019 Jul 30, 2019
Sustainable Growth Advisers LP 146,930 $16,818k Jun 30, 2019 Aug 12, 2019
CIM LLC 134,914 $15,442k Jun 30, 2019 Jul 22, 2019
QS Investors LLC 131,345 $15,034k Jun 30, 2019 Aug 14, 2019
Marble Harbor Investment Counsel LLC 129,862 $14,864k Jun 30, 2019 Aug 7, 2019
Klingenstein Fields & Co LLC 125,999 $14,422k Jun 30, 2019 Aug 12, 2019
Thames Capital Management LLC 125,360 $14,349k Jun 30, 2019 Aug 14, 2019
ARS Investment Partners LLC 124,469 $14,247k Jun 30, 2019 Aug 12, 2019
Taylor Wealth Management Partners LLC 122,742 $14,049k Jun 30, 2019 Jul 17, 2019
Thornburg Investment Management Inc 119,077 $13,630k Jun 30, 2019 Aug 6, 2019
Mcrae Capital Management Inc 118,190 $13,528k Jun 30, 2019 Jul 29, 2019
Cohen Klingenstein LLC 117,417 $13,440k Jun 30, 2019 Jul 15, 2019
South Street Advisors LLC 117,415 $13,439k Jun 30, 2019 Jul 22, 2019
Motley FOOL Asset Management LLC 115,900 $13,266k Jun 30, 2019 Aug 14, 2019
Premier Asset Management LLC 115,508 $13,221k Jun 30, 2019 Aug 7, 2019
Maytech Global Investments LLC 103,174 $11,809k Jun 30, 2019 Aug 12, 2019
Shikiar Asset Management Inc 97,560 $11,167k Jun 30, 2019 Jul 25, 2019
Bluemar Capital Management LLC 96,873 $11,088k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 96,383 $11,032k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 96,383 $11,032k Jun 30, 2019 Aug 14, 2019
Stieven Capital Advisors LP 96,200 $11,011k Jun 30, 2019 Aug 9, 2019
Stevens First Principles Investment Advisors 94,241 $10,787k Jun 30, 2019 Jul 22, 2019
Baltimore-Washington Financial Advisors Inc 91,292 $10,449k Jun 30, 2019 Jul 25, 2019
Riverpark Capital Management LLC 90,335 $10,340k Jun 30, 2019 Aug 13, 2019
Jasper Ridge Partners LP 88,339 $10,111k Jun 30, 2019 Aug 9, 2019
Dillon & Associates Inc 84,874 $9,676k Jun 30, 2019 Jul 22, 2019
Isthmus Partners LLC 82,085 $9,395k Jun 30, 2019 Aug 9, 2019
Zevenbergen Capital Investments LLC 75,900 $8,688k Jun 30, 2019 Aug 13, 2019
Robertson Opportunity Capital LLC 75,800 $8,676k Jun 30, 2019 Aug 14, 2019
Berkshire Capital Holdings Inc 74,830 $8,565k Jun 30, 2019 Aug 13, 2019
Centre Asset Management LLC 74,430 $8,519k Jun 30, 2019 Jul 15, 2019
and Wealth Partners LLC 74,367 $8,512k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 74,367 $8,512k Jun 30, 2019 Aug 6, 2019
Oak Ridge Investments LLC 74,241 $8,498k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 73,095 $8,366k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 73,095 $8,366k Jun 30, 2019 Aug 12, 2019
YHB Investment Advisors Inc 67,289 $7,702k Jun 30, 2019 Jul 15, 2019
Marvin & Palmer Associates 66,758 $7,641k Jun 30, 2019 Aug 19, 2019
Lyell Wealth Management LP 66,566 $7,619k Jun 30, 2019 Aug 1, 2019
Wafra Inc 66,467 $7,608k Jun 30, 2019 Aug 14, 2019
Tiger EYE Capital LLC 65,678 $7,518k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 63,815 $7,304k Jun 30, 2019 Jul 30, 2019
Avalon Global Asset Management LLC 62,400 $7,142k Jun 30, 2019 Aug 14, 2019
Barometer Capital Management Inc 62,212 $7,121k Jun 30, 2019 Aug 13, 2019
Hartline Investment Corp 62,058 $7,103k Jun 30, 2019 Aug 8, 2019
Nippon Life Global Investors Americas Inc 60,370 $6,910k Jun 30, 2019 Jul 23, 2019
Marietta Investment Partners LLC 60,132 $6,883k Jun 30, 2019 Aug 13, 2019
Appleton Partners Inc 59,645 $6,827k Jun 30, 2019 Jul 25, 2019
Night OWL Capital Management LLC 57,779 $6,613k Jun 30, 2019 Aug 14, 2019
Sitrin Capital Management LLC 57,517 $6,583k Jun 30, 2019 Jul 17, 2019
Vision Capital Management Inc 53,585 $6,133k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 53,585 $6,133k Jun 30, 2019 Jul 29, 2019
Northstar Financial Advisors LLC 53,204 $6,090k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 53,204 $6,090k Jun 30, 2019 Jul 17, 2019
Spark Investment Management LLC 50,900 $5,826k Jun 30, 2019 Aug 12, 2019
Greatmark Investment Partners Inc 50,833 $5,818k Jun 30, 2019 Aug 5, 2019
BECK Capital Management LLC 50,611 $5,793k Jun 30, 2019 Aug 14, 2019
Prana Capital Management LP 50,249 $5,752k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 49,612 $5,679k Jun 30, 2019 Aug 6, 2019
Prospector Partners LLC 49,100 $5,620k Jun 30, 2019 Aug 14, 2019
Guinness Atkinson Asset Management Inc 48,427 $5,543k Jun 30, 2019 Jul 26, 2019
Mccollum Christoferson Group LLC 47,215 $5,404k Jun 30, 2019 Jul 11, 2019
Wedgewood Partners Inc 46,971 $5,376k Jun 30, 2019 Aug 14, 2019
Riverpark Advisors LLC 46,971 $5,376k Jun 30, 2019 Aug 13, 2019
Dodge & COX 45,221 $5,176k Jun 30, 2019 Aug 13, 2019
Progressive Investment Management Corporation 45,098 $5,162k Jun 30, 2019 Aug 12, 2019
Thompson Investment Management Inc 44,884 $5,137k Jun 30, 2019 Aug 7, 2019
Middleton & Company Inc 43,724 $5,005k Jun 30, 2019 Jul 25, 2019
Maltese Capital Management LLC 42,500 $4,865k Jun 30, 2019 Aug 14, 2019
Condor Capital Management 42,213 $4,832k Jun 30, 2019 Aug 5, 2019
Mitchell Capital Management Co 40,330 $4,616k Jun 30, 2019 Jul 24, 2019
Firsthand Capital Management Inc 40,000 $4,578k Jun 30, 2019 Aug 14, 2019
Fulcrum Capital LLC 39,493 $4,520k Jun 30, 2019 Jul 29, 2019
Allen Investment Management LLC 39,454 $4,516k Jun 30, 2019 Aug 12, 2019
Bourgeon Capital Management LLC 38,914 $4,454k Jun 30, 2019 Jul 18, 2019
Broadleaf Partners LLC 36,843 $4,217k Jun 30, 2019 Jul 19, 2019
EFG Asset Management Americas Corp 36,001 $4,121k Jun 30, 2019 Jul 9, 2019
Kayak Investment Partners LLC 34,050 $3,897k Jun 30, 2019 Aug 14, 2019
Provident Investment Management Inc 34,000 $3,892k Jun 30, 2019 Aug 8, 2019
Pacific Global Investment Management Co 33,433 $3,827k Jun 30, 2019 Aug 14, 2019
SAND Hill Global Advisors LLC 31,099 $3,560k Jun 30, 2019 Aug 13, 2019
Covey Capital Advisors LLC 30,750 $3,520k Jun 30, 2019 Aug 8, 2019
ODEY Asset Management LLP 30,000 $3,434k Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 29,488 $3,375k Jun 30, 2019 Aug 6, 2019
New England Asset Management Inc 29,004 $3,320k Jun 30, 2019 Aug 14, 2019
Brasada Capital Management LP 28,091 $3,285k Jun 30, 2019 Aug 7, 2019
Port Capital LLC 28,081 $3,214k Jun 30, 2019 Aug 14, 2019
Telos Capital Management Inc 27,875 $3,191k Jun 30, 2019 Jul 19, 2019
GHP Investment Advisors Inc 27,081 $3,100k Jun 30, 2019 Aug 2, 2019
Pictet North America Advisors SA 27,052 $3,096k Jun 30, 2019 Aug 7, 2019
Otter Creek Advisors LLC 26,983 $3,088k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 26,335 $3,014k Jun 30, 2019 Jul 29, 2019
Pinkerton Retirement Specialists LLC 26,268 $3,007k Jun 30, 2019 Aug 6, 2019
Tower VIEW Investment Management & Research LLC 24,705 $2,828k Jun 30, 2019 Jul 17, 2019
Hennessy Advisors Inc 23,690 $2,712k Jun 30, 2019 Jul 11, 2019
Bell & Brown Wealth Advisors LLC 22,956 $2,628k Jun 30, 2019 Aug 6, 2019
Beech Hill Advisors Inc 22,690 $2,597k Jun 30, 2019 Jul 15, 2019
Salem Capital Management Inc 22,200 $2,541k Jun 30, 2019 Jul 9, 2019
Osborne Partners Capital Management LLC 21,940 $2,511k Jun 30, 2019 Jul 18, 2019
Westbourne Investment Advisors Inc 21,827 $2,498k Jun 30, 2019 Jul 22, 2019
SVA Plumb Wealth Management LLC 21,533 $2,465k Jun 30, 2019 Aug 13, 2019
Poehling Capital Management Inc 20,008 $2,290k Jun 30, 2019 Aug 9, 2019
The Rikoon Group LLC 19,893 $2,277k Jun 30, 2019 Aug 6, 2019
Integre Asset Management LLC 19,801 $2,266k Jun 30, 2019 Aug 14, 2019
SOL Capital Management Co 19,304 $2,210k Jun 30, 2019 Jul 17, 2019
Quadrant Capital Management LLC 19,208 $2,199k Jun 30, 2019 Aug 8, 2019
Prelude Capital Management LLC 19,000 $2,175k Put Jun 30, 2019 Aug 14, 2019
Strategic Capital Advisers Inc 18,511 $2,119k Jun 30, 2019 Jul 30, 2019
Sovarnum Capital LP 18,000 $2,060k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 17,864 $2,044k Jun 30, 2019 Jul 22, 2019
Sander Capital Advisors Inc 16,828 $1,921k Jun 30, 2019 Jul 25, 2019
Platinum Investment Management Limited 16,437 $1,881k Jun 30, 2019 Aug 14, 2019
American Financial Advisors Inc 16,320 $1,868k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 16,320 $1,868k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 16,320 $1,868k Jun 30, 2019 Aug 12, 2019
IMS Capital Management Inc 15,703 $1,797k Jun 30, 2019 Aug 14, 2019
Nicholas Investment Partners LP 15,664 $1,793k Jun 30, 2019 Aug 9, 2019
LONG ROAD Investment Counsel LLC 15,000 $1,717k Jun 30, 2019 Aug 9, 2019
Zevin Asset Management LLC 14,991 $1,716k Jun 30, 2019 Aug 6, 2019
SELZ Capital LLC 15,000 $1,716k Jun 30, 2019 Jul 18, 2019
Waverton Investment Management Limited 14,985 $1,715k Jun 30, 2019 Jul 17, 2019
Guardian Investment Management LLC 14,914 $1,707k Jun 30, 2019 Aug 16, 2019
Boothe Investment Group Inc 14,890 $1,704k Jun 30, 2019 Jul 2, 2019
Sandell Asset Management Corp 14,300 $1,637k Jun 30, 2019 Aug 14, 2019
Chelsea Counsel Company 19,530 $1,626k Jun 30, 2018 Oct 3, 2018
Cottage Street Advisors LLC 14,180 $1,623k Jun 30, 2019 Aug 2, 2019
Granite Investment Advisors LLC 13,860 $1,586k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 13,860 $1,586k Jun 30, 2019 Jul 23, 2019
Krueger & Catalano Capital Partners LLC 13,130 $1,503k Jun 30, 2019 Jul 22, 2019
DUFF & Phelps Investment Management Co 12,930 $1,480k Jun 30, 2019 Aug 2, 2019
Biltmore Family Office LLC 12,721 $1,456k Jun 30, 2019 Jul 31, 2019
Kingfisher Capital LLC 12,558 $1,437k Jun 30, 2019 Aug 14, 2019
S & Co Inc 12,432 $1,423k Jun 30, 2019 Jul 23, 2019
Crystal Rock Capital Management LLC 12,000 $1,374k Jun 30, 2019 Aug 9, 2019
The Northstar Group Inc 11,828 $1,353k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 11,828 $1,353k Jun 30, 2019 Jul 12, 2019
Acadian Asset Management LLC 11,287 $1,292k Jun 30, 2019 Aug 8, 2019
KJ Harrison & Partners USA Inc 11,000 $1,259k Jun 30, 2019 Aug 5, 2019
Archon Partners LLC 11,000 $1,259k Jun 30, 2019 Aug 14, 2019
Keeley-Teton Advisors LLC 10,894 $1,247k Jun 30, 2019 Aug 12, 2019
Daiwa SB Investments USA Ltd 12,000 $1,246k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 12,000 $1,246k Mar 31, 2019 Apr 18, 2019
Probity Advisors Inc 10,816 $1,238k Jun 30, 2019 Aug 8, 2019
Oarsman Capital Inc 10,747 $1,230k Jun 30, 2019 Aug 13, 2019
Abbrea Capital LLC 10,702 $1,225k Jun 30, 2019 Jul 31, 2019
NEXT Century Growth Investors LLC 10,639 $1,217k Jun 30, 2019 Aug 14, 2019
Formidable Asset Management LLC 14,357 $1,208k Dec 31, 2018 Feb 6, 2019
The Rock Creek Group LP 10,122 $1,159k Jun 30, 2019 Aug 14, 2019
Private Harbour Investment Management & Counsel LLC 9,905 $1,134k Jun 30, 2019 Aug 6, 2019
DSC Advisors LP 9,770 $1,118k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 9,193 $1,052k Jun 30, 2019 Aug 7, 2019
Traynor Capital Management Inc 8,949 $1,029k Jun 30, 2019 Jul 26, 2019
Buckley Wealth Management LLC 8,985 $1,028k Jun 30, 2019 Jul 19, 2019
Doliver Capital Advisors LP 8,979 $1,028k Jun 30, 2019 Jul 25, 2019
Accuvest Global Advisors 8,981 $1,028k Jun 30, 2019 Jul 17, 2019
Altman Advisors Inc 8,366 $958k Jun 30, 2019 Jul 12, 2019
First Pacific Advisors LP 8,300 $950k Jun 30, 2019 Aug 14, 2019
Clear Perspective Advisors LLC 8,121 $930k Jun 30, 2019 Aug 12, 2019
Capital Investment Counsel Inc 8,100 $927k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 8,100 $927k Jun 30, 2019 Jul 26, 2019
Perritt Capital Management Inc 8,074 $924k Jun 30, 2019 Aug 13, 2019
Alphastar Capital Management LLC 7,940 $909k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 7,783 $891k Jun 30, 2019 Aug 13, 2019
Northwest Investment Counselors LLC 7,512 $860k Jun 30, 2019 Jul 25, 2019
Gyroscope Capital Management Group LLC 7,337 $860k Jun 30, 2019 Jul 11, 2019
Blue CHIP Wealth Management Inc 6,879 $787k Jun 30, 2019 Aug 13, 2019
SFE Investment Counsel Inc 6,855 $785k Jun 30, 2019 Jul 26, 2019
Bridgecreek Investment Management LLC 6,675 $764k Jun 30, 2019 Aug 14, 2019
MRAZ Amerine & Associates Inc 6,673 $764k Jun 30, 2019 Aug 2, 2019
Mitchell Mcleod PUGH & Williams Inc 6,614 $757k Jun 30, 2019 Jul 9, 2019
Main Street Research LLC 6,599 $755k Jun 30, 2019 Aug 8, 2019
Fernwood Investment Management LLC 6,600 $755k Jun 30, 2019 Aug 1, 2019
Family Legacy Inc 6,574 $752k Jun 30, 2019 Jul 25, 2019
Caxton Associates LP 6,510 $745k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 22,895 $711k Sep 30, 2015 Nov 16, 2015
Chickasaw Capital Management LLC 6,185 $708k Jun 30, 2019 Jul 15, 2019
Cornerstone Advisory LLC 6,183 $708k Jun 30, 2019 Aug 8, 2019
West Branch Capital LLC 6,124 $701k Jun 30, 2019 Aug 5, 2019
Shepherd Kaplan Krochuk LLC 5,969 $683k Jun 30, 2019 Aug 12, 2019
Wellington Shields & Co LLC 5,750 $658k Jun 30, 2019 Aug 8, 2019
Overbrook Management Corporation 5,676 $650k Jun 30, 2019 Aug 13, 2019
Wiley Bros-Aintree Capital LLC 5,565 $637k Jun 30, 2019 Jul 10, 2019
Apriem Advisors 5,335 $611k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 5,169 $592k Jun 30, 2019 Aug 2, 2019
Johanson Financial Advisors Inc 5,113 $587k Jun 30, 2019 Jul 29, 2019
Howland Capital Management LLC 5,124 $586k Jun 30, 2019 Jul 17, 2019
Campbell & Company Investment Adviser LLC 5,095 $583k Jun 30, 2019 Jul 10, 2019
Castle Rock Wealth Management LLC 4,950 $571k Jun 30, 2019 Aug 8, 2019
SWS Partners LLC 4,744 $569k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 4,795 $549k Jun 30, 2019 Aug 9, 2019
Bigelow Investment Advisors LLC 4,771 $546k Jun 30, 2019 Jul 17, 2019
Successful Portfolios LLC 4,739 $542k Jun 30, 2019 Jul 11, 2019
Interocean Capital LLC 4,680 $536k Jun 30, 2019 Aug 13, 2019
Argus Investors' Counsel Inc 4,544 $520k Jun 30, 2019 Jul 10, 2019
Boyar Asset Management Inc 4,469 $511k Jun 30, 2019 Aug 6, 2019
BFSG LLC 4,373 $501k Jun 30, 2019 Jul 30, 2019
Ausdal Financial Partners Inc 4,343 $487k Jun 30, 2019 Aug 5, 2019
West Chester Capital Advisors Inc 4,220 $483k Jun 30, 2019 Jul 30, 2019
LVW Advisors LLC 4,148 $475k Jun 30, 2019 Aug 14, 2019
Gagnon Securities LLC 3,792 $434k Jun 30, 2019 Aug 12, 2019
Legacy Capital Partners Inc 3,740 $428k Jun 30, 2019 Jul 16, 2019
Cipher Capital LP 3,727 $427k Jun 30, 2019 Aug 13, 2019
Acorn Advisory Capital LP 3,700 $424k Jun 30, 2019 Aug 13, 2019
Accredited Investors Inc 3,573 $409k Jun 30, 2019 Aug 13, 2019
Selway Asset Management Inc 3,565 $408k Jun 30, 2019 Jul 30, 2019
Drexel Morgan & Co 3,520 $403k Jun 30, 2019 Aug 8, 2019
JGP Wealth Management LLC 3,488 $399k Jun 30, 2019 Jul 15, 2019
GM Advisory Group Inc 3,456 $396k Jun 30, 2019 Aug 9, 2019
HGI Capital Management LLC 3,450 $395k Jun 30, 2019 Jul 26, 2019
Guardian Capital LP 3,446 $394k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 3,392 $388k Jun 30, 2019 Aug 14, 2019
Punch & Associates Investment Management Inc 3,348 $383k Jun 30, 2019 Aug 14, 2019
Oak Asset Management LLC 3,182 $378k Jun 30, 2019 Jul 25, 2019
Teewinot Capital Advisers LLC 3,300 $378k Jun 30, 2019 Aug 15, 2019
Meristem Family Wealth LLC 3,302 $378k Jun 30, 2019 Aug 6, 2019
Grassi Investment Management LLC 3,300 $378k Jun 30, 2019 Jul 10, 2019
Pagnatokarp Partners LLC 3,277 $375k Jun 30, 2019 Aug 8, 2019
Rossmore Private Capital LLC 3,236 $370k Jun 30, 2019 Aug 5, 2019
Monte Financial Group LLC 3,166 $362k Jun 30, 2019 Aug 7, 2019
Green Square Capital LLC 3,054 $350k Jun 30, 2019 Aug 14, 2019
Biltmore Wealth Management LLC 3,051 $349k Jun 30, 2019 Jul 23, 2019
Financial Sense Advisors Inc 3,046 $349k Jun 30, 2019 Aug 2, 2019
Bramshill Investments LLC 3,035 $347k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 3,001 $344k Jun 30, 2019 Aug 2, 2019
Schwartz Investment Counsel Inc 3,000 $343k Jun 30, 2019 Jul 24, 2019
Cambridge Advisors Inc 2,989 $342k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 2,989 $342k Jun 30, 2019 Jul 26, 2019
HCR Wealth Advisors 2,848 $326k Jun 30, 2019 Jul 25, 2019
Point72 Asset Management LP 2,800 $320k Jun 30, 2019 Aug 14, 2019
The WEIL Company 2,775 $318k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 2,640 $302k Jun 30, 2019 Jul 16, 2019
Lucia Wealth Services LLC 2,615 $299k Jun 30, 2019 Jul 23, 2019
Terra NOVA Asset Management LLC 3,465 $291k Dec 31, 2018 Feb 15, 2019
Hunter Associates Investment Management LLC 2,480 $284k Jun 30, 2019 Aug 8, 2019
Lenox Wealth Advisors LLC 2,449 $280k Jun 30, 2019 Jul 12, 2019
Strategic Investment Advisors Inc 2,247 $257k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 2,247 $257k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 2,247 $257k Jun 30, 2019 Jul 22, 2019
Parthenon LLC 2,182 $250k Jun 30, 2019 Jul 29, 2019
Capital Planning Advisors LLC 2,183 $250k Jun 30, 2019 Aug 9, 2019
Family Management Corporation 2,128 $244k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 2,130 $244k Jun 30, 2019 Aug 5, 2019
Mcguire Investment Group LLC 2,130 $244k Jun 30, 2019 Jul 25, 2019
Altavista Wealth Management Inc 2,124 $243k Jun 30, 2019 Aug 13, 2019
Tradition Capital Management LLC 2,265 $235k Mar 31, 2019 May 7, 2019
Rodgers Brothers Inc 2,020 $231k Jun 30, 2019 Aug 14, 2019
Bigsur Wealth Management LLC 2,000 $230k Jun 30, 2019 Jul 5, 2019
Arlington Partners LLC 2,000 $229k Jun 30, 2019 Jul 10, 2019
Twin Focus Capital Partners LLC 2,000 $229k Jun 30, 2019 Aug 14, 2019
GFS Advisors LLC 1,940 $222k Jun 30, 2019 Aug 1, 2019
Murphy Middleton Hinkle & Parker Inc 1,900 $217k Jun 30, 2019 Jul 15, 2019
Lourd Capital LLC 1,886 $216k Jun 30, 2019 Jul 11, 2019
Torray LLC 1,880 $215k Jun 30, 2019 Aug 8, 2019
East Coast Asset Management LLC 1,857 $213k Jun 30, 2019 Aug 14, 2019
Lexaurum Advisors LLC 1,853 $212k Jun 30, 2019 Jul 19, 2019
Somerset Group LLC 1,817 $208k Jun 30, 2019 Aug 12, 2019
Retirement Capital Strategies Inc 1,800 $207k Jun 30, 2019 Aug 2, 2019
KARP Capital Management Corporation 1,794 $205k Jun 30, 2019 Aug 8, 2019
Tortoise Index Solutions LLC 1,760 $201k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 1,603 $183k Jun 30, 2019 Aug 13, 2019
Stephens Investment Management Group LLC 1,511 $173k Jun 30, 2019 Aug 1, 2019
Acropolis Investment Management LLC 1,263 $145k Jun 30, 2019 Jul 11, 2019
West Oak Capital LLC 1,200 $137k Jun 30, 2019 Jul 12, 2019
Cowen Prime Services LLC 1,034 $118k Jun 30, 2019 Jul 31, 2019
New Potomac Partners LLC 825 $94k Jun 30, 2019 Jul 26, 2019
FFCM LLC 308 $35k Jun 30, 2019 Jul 30, 2019
Avondale Wealth Management LLC 150 $17k Jun 30, 2019 Jul 26, 2019
Financial Advantage Inc 100 $11k Jun 30, 2019 Jul 23, 2019
Kayne Anderson Rudnick Investment Management LLC 80 $9k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 200 $0k Call Jun 30, 2019 Aug 7, 2019
Independent Advisor Alliance LLC 2,197 $0k Jun 30, 2019 Aug 12, 2019

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