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SPDR S&P 500 ETF TR TR UNIT
(78462F103)

Funds Reporting Holdings of SPDR S&P 500 ETF TR TR UNIT according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 189,866 $55,631,000k Jun 30, 2019 Jul 23, 2019
Alphasimplex Group LLC 61,219 $17,937,370k Jun 30, 2019 Aug 14, 2019
Shapiro Capital Management LLC 36,575 $10,716,573k Jun 30, 2019 Aug 14, 2019
Appaloosa LP 18,206,800 $5,334,592k Call Jun 30, 2019 Aug 14, 2019
Hitchwood Capital Management LP 8,295,000 $2,430,435k Put Jun 30, 2019 Aug 14, 2019
Bridgewater Associates LP 6,778,936 $1,986,228k Jun 30, 2019 Aug 13, 2019
Westend Advisors LLC 6,357 $1,862,601k Jun 30, 2019 Jul 23, 2019
Nokota Management LP 5,800,000 $1,699,400k Call Jun 30, 2019 Aug 14, 2019
Farallon Capital Management LLC 3,647,500 $1,068,718k Put Jun 30, 2019 Aug 14, 2019
Wafra Inc 3,637,405 $1,065,760k Jun 30, 2019 Aug 14, 2019
Laffer Investments Inc 3,476 $1,018,468k Jun 30, 2019 Aug 15, 2019
Anchorage Capital Group LLC 2,915,000 $854,095k Put Jun 30, 2019 Aug 14, 2019
Churchill Management Corp 2,491,969 $730,147k Jun 30, 2019 Jul 10, 2019
Slate PATH Capital LP 2,000,000 $586,000k Call Jun 30, 2019 Aug 14, 2019
Corvex Management LP 2,000,000 $586,000k Call Jun 30, 2019 Aug 14, 2019
Charles Schwab Investment Advisory Inc 1,829,123 $535,933k Jun 30, 2019 Aug 12, 2019
DLD Asset Management LP 1,800,000 $527,544k Put Jun 30, 2019 Aug 14, 2019
SWAN Global Investments LLC 1,803,218 $525,638k Jun 30, 2019 Aug 12, 2019
AXAR Capital Management LP 1,700,000 $502,622k Put Jun 30, 2019 Aug 6, 2019
Impala Asset Management LLC 1,464,200 $429,011k Call Jun 30, 2019 Aug 13, 2019
Ulysses Management LLC 1,460,000 $427,780k Put Jun 30, 2019 Aug 14, 2019
Monarch Alternative Capital LP 1,411,100 $413,452k Put Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 1,367,394 $400,646k Jun 30, 2019 Jul 30, 2019
Armistice Capital LLC 1,350,000 $395,550k Put Jun 30, 2019 Aug 14, 2019
Sanders Capital LLC 1,341,623 $393,096k Jun 30, 2019 Jul 23, 2019
Ionic Capital Management LLC 1,247,000 $365,371k Call Jun 30, 2019 Aug 14, 2019
Graham Capital Management LP 1,160,000 $339,880k Call Jun 30, 2019 Aug 14, 2019
Castle HOOK Partners LP 1,000,000 $293,000k Put Jun 30, 2019 Aug 14, 2019
Masters Capital Management LLC 1,000,000 $293,000k Put Jun 30, 2019 Aug 14, 2019
Camber Capital Management LP 1,000,000 $293,000k Put Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 987,500 $289,338k Put Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 932,436 $273,204k Jun 30, 2019 Aug 2, 2019
LONG POND Capital LP 900,000 $263,700k Put Jun 30, 2019 Aug 13, 2019
Caxton Associates LP 860,000 $252,066k Jun 30, 2019 Aug 14, 2019
Prelude Capital Management LLC 851,000 $249,343k Put Jun 30, 2019 Aug 14, 2019
Oaktree Capital Management LP 810,000 $237,330k Put Jun 30, 2019 Aug 14, 2019
DSC Advisors LP 750,000 $219,750k Put Jun 30, 2019 Aug 14, 2019
Taconic Capital Advisors LP 725,000 $212,425k Put Jun 30, 2019 Aug 14, 2019
SAND Hill Global Advisors LLC 713,318 $209,002k Jun 30, 2019 Aug 13, 2019
Empyrean Capital Partners LP 636,300 $186,436k Put Jun 30, 2019 Aug 14, 2019
Oribel Capital Management LP 635,100 $186,084k Put Jun 30, 2019 Aug 14, 2019
Luminus Management LLC 622,500 $182,393k Put Jun 30, 2019 Aug 14, 2019
Scopia Capital Management LP 604,600 $177,148k Put Jun 30, 2019 Aug 14, 2019
Forward Management LLC 769,342 $168,966k Jun 30, 2019 Jul 15, 2019
QS Investors LLC 569,417 $166,840k Jun 30, 2019 Aug 14, 2019
Brant Point Investment Management LLC 550,000 $161,150k Call Jun 30, 2019 Aug 13, 2019
Broadmark Asset Management LLC 521,582 $152,824k Jun 30, 2019 Aug 2, 2019
Steadfast Capital Management LP 500,000 $146,500k Call Jun 30, 2019 Aug 14, 2019
Marathon Asset Management LP 500,000 $146,500k Jun 30, 2019 Aug 14, 2019
Granite Point Capital Management LP 485,000 $142,105k Put Jun 30, 2019 Jul 29, 2019
Brigade Capital Management LP 456,900 $133,872k Put Jun 30, 2019 Aug 14, 2019
Emery & Howard Portfolio Management 455,114 $133,348k Jun 30, 2019 Aug 9, 2019
Interval Partners LP 436,100 $127,777k Put Jun 30, 2019 Aug 12, 2019
Peavine Capital LLC 387,989 $113,681k Jun 30, 2019 Jul 24, 2019
Anson Funds Management LP 385,000 $112,805k Put Jun 30, 2019 Aug 20, 2019
Shepherd Financial Partners LLC 358,908 $105,160k Jun 30, 2019 Aug 5, 2019
ECHO Street Capital Management LLC 347,255 $101,746k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 339,219 $99,391k Jun 30, 2019 Aug 6, 2019
Geller Advisors LLC 338,883 $99,293k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 395,024 $98,723k Dec 31, 2018 Feb 13, 2019
Silver Rock Financial LP 326,600 $95,716k Put Jun 30, 2019 Aug 14, 2019
Berkshire Money Management Inc 316,141 $92,629k Jun 30, 2019 Jul 29, 2019
Gentrust LLC 312,461 $91,999k Jun 30, 2019 Aug 2, 2019
Janney Capital Management LLC 312,810 $91,654k Jun 30, 2019 Jul 29, 2019
Hoplite Capital Management LP 312,500 $91,563k Put Jun 30, 2019 Aug 14, 2019
Lenox Wealth Advisors LLC 311,041 $91,135k Jun 30, 2019 Jul 12, 2019
Northrock Partners LLC 308,228 $90,728k Jun 30, 2019 Aug 12, 2019
Interocean Capital LLC 306,986 $89,947k Jun 30, 2019 Aug 13, 2019
Southpaw Asset Management LP 300,000 $87,900k Put Jun 30, 2019 Aug 14, 2019
MOON Capital Management LP 300,000 $87,900k Put Jun 30, 2019 Aug 14, 2019
Greywolf Capital Management LP 300,000 $87,900k Put Jun 30, 2019 Aug 14, 2019
Nantahala Capital Management LLC 300,000 $87,900k Put Jun 30, 2019 Aug 14, 2019
Alesco Advisors LLC 297,739 $87,237k Jun 30, 2019 Aug 14, 2019
JMG Financial Group Ltd 286,831 $84,041k Jun 30, 2019 Aug 2, 2019
Pentwater Capital Management LP 285,000 $83,505k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 26,491 $78,324k Jun 30, 2019 Jul 31, 2019
Spectrum Management Group Inc 263,512 $77,209k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 263,512 $77,209k Jun 30, 2019 Aug 2, 2019
ITAU USA Asset Management Inc 368,301 $75,693k Mar 31, 2016 May 12, 2016
North Fourth Asset Management LP 250,000 $73,250k Put Jun 30, 2019 Aug 9, 2019
Pointstate Capital LP 250,000 $73,250k Put Jun 30, 2019 Aug 14, 2019
Scopus Asset Management LP 250,000 $73,250k Put Jun 30, 2019 Aug 14, 2019
DT Investment Partners LLC 242,964 $71,188k Jun 30, 2019 Jul 30, 2019
Locust WOOD Capital Advisers LLC 237,000 $69,441k Put Jun 30, 2019 Jul 24, 2019
Strategic Point Investment Advisors LLC 227,655 $66,703k Jun 30, 2019 Aug 14, 2019
Premise Capital LLC 226,129 $66,256k Jun 30, 2019 Aug 13, 2019
Vivaldi Asset Management LLC 224,400 $65,749k Jun 30, 2019 Aug 14, 2019
KLS Diversified Asset Management LP 220,000 $64,460k Call Jun 30, 2019 Aug 13, 2019
Benin Management Corp 217,467 $63,718k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 204,333 $59,870k Jun 30, 2019 Aug 9, 2019
Aperimus Capital LLC 204,031 $59,781k Jun 30, 2019 Jul 24, 2019
Manor ROAD Capital Partners LLC 200,000 $58,600k Put Jun 30, 2019 Aug 14, 2019
Hudson Executive Capital LP 199,000 $58,307k Put Jun 30, 2019 Aug 14, 2019
JANA Partners LLC 191,648 $56,153k Jun 30, 2019 Aug 14, 2019
Portland Global Advisors LLC 188,011 $55,087k Jun 30, 2019 Jul 26, 2019
Jordan Park Group LLC 175,755 $51,747k Jun 30, 2019 Jul 22, 2019
FORT Point Capital Partners LLC 171,677 $50,301k Jun 30, 2019 Aug 9, 2019
Pagnatokarp Partners LLC 153,230 $45,112k Jun 30, 2019 Aug 8, 2019
LGL Partners LLC 150,196 $44,008k Jun 30, 2019 Aug 14, 2019
Sandell Asset Management Corp 150,000 $43,950k Call Jun 30, 2019 Aug 14, 2019
Highbridge Capital Management LLC 150,000 $43,950k Put Jun 30, 2019 Aug 14, 2019
Global Endowment Management LP 147,000 $43,071k Jun 30, 2019 Aug 12, 2019
MYDA Advisors LLC 146,000 $42,778k Put Jun 30, 2019 Aug 13, 2019
Stadion Money Management LLC 145,000 $42,485k Put Jun 30, 2019 Aug 14, 2019
Howard Capital Management Inc 144,277 $42,273k Jun 30, 2019 Jul 24, 2019
Estate Counselors LLC 141,340 $41,413k Jun 30, 2019 Aug 7, 2019
Verger Capital Management LLC 132,929 $38,948k Jun 30, 2019 Jul 19, 2019
TIFF Advisory Services Inc 131,156 $38,429k Jun 30, 2019 Aug 12, 2019
Crestwood Advisors Group LLC 131,114 $38,416k Jun 30, 2019 Aug 14, 2019
TLWM LLC 119,991 $35,155k Jun 30, 2019 Jul 12, 2019
Bigsur Wealth Management LLC 118,240 $35,143k Jun 30, 2019 Jul 5, 2019
1607 Capital Partners LLC 119,715 $35,076k Jun 30, 2019 Aug 14, 2019
Addenda Capital Inc 117,692 $34,627k Jun 30, 2019 Jul 12, 2019
Leonetti & Associates LLC 131,923 $32,970k Dec 31, 2018 Feb 19, 2019
Birinyi Associates Inc 107,415 $31,483k Jun 30, 2019 Aug 5, 2019
Pine River Capital Management LP 106,000 $30,816k Put Sep 30, 2018 Nov 13, 2018
Conservest Capital Advisors Inc 104,326 $30,568k Jun 30, 2019 Jul 10, 2019
Intercontinental Wealth Advisors LLC 103,577 $30,348k Jun 30, 2019 Aug 2, 2019
Nokomis Capital LLC 101,000 $29,594k Put Jun 30, 2019 Aug 14, 2019
Orbimed Advisors LLC 100,000 $29,300k Put Jun 30, 2019 Aug 14, 2019
Silverback Asset Management LLC 100,000 $29,300k Call Jun 30, 2019 Aug 14, 2019
AXEL Capital Management LLC 99,200 $29,066k Jun 30, 2019 Aug 7, 2019
American Asset Management Inc 99,145 $29,050k Jun 30, 2019 Jul 31, 2019
Stelac Advisory Services LLC 98,803 $28,831k Jun 30, 2019 Jul 29, 2019
Nicholas Hoffman & Company LLC 97,483 $28,563k Jun 30, 2019 Aug 12, 2019
Dragon Financial and Investment Group LLC 96,323 $28,003k Sep 30, 2018 Oct 19, 2018
Wealthstar Advisors LLC 858,800 $27,837k Call Jun 30, 2019 Aug 7, 2019
Berkeley Capital Partners LLC 110,893 $27,042k Jun 30, 2019 Aug 8, 2019
EOS Management LP 89,950 $26,355k Jun 30, 2019 Aug 6, 2019
SFMG LLC 86,253 $26,049k Jun 30, 2019 Aug 5, 2019
Evermay Wealth Management LLC 87,867 $25,745k Jun 30, 2019 Jul 23, 2019
Newsquare Capital LLC 86,151 $25,242k Jun 30, 2019 Aug 20, 2019
Crescent Grove Advisors LLC 84,219 $24,796k Jun 30, 2019 Aug 6, 2019
FFT Wealth Management LLC 82,009 $24,028k Jun 30, 2019 Aug 14, 2019
Strategic Investment Management LLC 77,528 $22,715k Jun 30, 2019 Aug 7, 2019
Strategic Financial Management LLC 77,528 $22,715k Jun 30, 2019 Aug 7, 2019
Centenus Global Management LP 77,500 $22,708k Put Jun 30, 2019 Aug 14, 2019
HIGH Falls Advisors Inc 77,221 $22,626k Jun 30, 2019 Aug 15, 2019
Bronfman EL Rothschild LP 77,029 $22,569k Jun 30, 2019 Aug 12, 2019
Strategic Value Partners LLC 77,000 $22,561k Put Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 76,611 $22,447k Jun 30, 2019 Aug 14, 2019
New England Private Wealth Advisors LLC 76,414 $22,391k Jun 30, 2019 Aug 8, 2019
Dimension Capital Management LLC 75,859 $22,227k Jun 30, 2019 Aug 12, 2019
HGI Capital Management LLC 75,000 $21,976k Put Jun 30, 2019 Jul 26, 2019
Sound Point Capital Management LP 75,000 $21,975k Put Jun 30, 2019 Aug 14, 2019
Fluent Financial LLC 74,103 $21,712k Jun 30, 2019 Jul 29, 2019
Cumberland Advisors Inc 71,645 $20,992k Jun 30, 2019 Jul 11, 2019
Foundations Investment Advisors LLC 70,070 $20,937k Jun 30, 2019 Jul 8, 2019
Plancorp LLC 69,698 $20,421k Jun 30, 2019 Aug 13, 2019
Payden & Rygel 69,136 $20,257k Jun 30, 2019 Aug 6, 2019
New England Asset Management Inc 67,112 $19,664k Jun 30, 2019 Aug 14, 2019
The O'Dell Group LLC 65,171 $19,095k Jun 30, 2019 Jul 24, 2019
Asturias Capital LLC 65,000 $19,045k Put Jun 30, 2019 Aug 14, 2019
Newtyn Management LLC 64,500 $18,899k Put Jun 30, 2019 Aug 14, 2019
Adviceperiod LLC 64,349 $18,854k Jun 30, 2019 Jul 22, 2019
BSW Wealth Partners LLC 61,907 $18,139k Jun 30, 2019 Aug 13, 2019
Abbrea Capital LLC 61,475 $18,100k Jun 30, 2019 Jul 31, 2019
Shepherd Kaplan Krochuk LLC 61,600 $18,049k Put Jun 30, 2019 Aug 12, 2019
Bishop Rock Capital LP 61,082 $17,897k Jun 30, 2019 Aug 14, 2019
Indus Capital Partners LLC 60,900 $17,844k Call Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 79,608 $16,433k Mar 31, 2015 May 15, 2015
HUGH Johnson Advisors LLC 55,055 $16,131k Jun 30, 2019 Aug 6, 2019
Entrustpermal Partners Offshore LP 55,000 $16,115k Put Jun 30, 2019 Aug 14, 2019
Monetta Financial Services Inc 55,000 $16,115k Jun 30, 2019 Aug 9, 2019
ARS Investment Partners LLC 54,913 $16,090k Jun 30, 2019 Aug 12, 2019
Duncker Streett & Co LLC 54,755 $16,043k Jun 30, 2019 Jul 24, 2019
Founders Financial Securities LLC 53,446 $15,660k Jun 30, 2019 Jul 22, 2019
BEL AIR Investment Advisors LLC 93,114 $15,644k Sep 30, 2013 Nov 12, 2013
Klingman and Associates LLC 52,183 $15,290k Jun 30, 2019 Jul 24, 2019
Tortoise Investment Management LLC 51,462 $15,078k Jun 30, 2019 Aug 7, 2019
Highland Private Wealth Management 49,280 $14,439k Jun 30, 2019 Aug 13, 2019
Mendon Capital Advisors Corp 47,800 $14,005k Put Jun 30, 2019 Aug 13, 2019
The Genwealth Group Inc 45,637 $13,528k Jun 30, 2019 Jul 10, 2019
Beaconlight Capital LLC 45,700 $13,390k Put Jun 30, 2019 Aug 14, 2019
Jasper Ridge Partners LP 45,610 $13,364k Jun 30, 2019 Aug 9, 2019
Howland Capital Management LLC 45,607 $13,363k Jun 30, 2019 Jul 17, 2019
Seven Post Investment Office LP 44,796 $13,125k Jun 30, 2019 Aug 12, 2019
Diversified Portfolios Inc 43,451 $12,731k Jun 30, 2019 Aug 13, 2019
IRON Financial LLC 41,855 $11,823k Jun 30, 2019 Aug 2, 2019
Elite Wealth Management Inc 39,718 $11,637k Jun 30, 2019 Jul 18, 2019
Hirtle Callaghan & Co LLC 38,776 $11,394k Jun 30, 2019 Aug 13, 2019
Personal Resources Investment and Strategic Management Inc 38,378 $11,245k Jun 30, 2019 Aug 6, 2019
GFS Advisors LLC 38,246 $11,206k Jun 30, 2019 Aug 1, 2019
1919 Investment Counsel LLC 56,178 $11,069k Sep 30, 2014 Nov 14, 2014
Wealth Advisors Inc 37,362 $10,947k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 37,362 $10,947k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 37,362 $10,947k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 37,362 $10,947k Jun 30, 2019 Aug 7, 2019
First Manhattan Co 36,645 $10,736k Jun 30, 2019 Aug 16, 2019
Scharf Investments LLC 36,365 $10,655k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 36,045 $10,561k Jun 30, 2019 Jul 17, 2019
GAME Creek Capital LP 36,000 $10,548k Put Jun 30, 2019 Aug 5, 2019
Stordahl Capital Management Inc 34,590 $10,367k Jun 30, 2019 Jul 22, 2019
Telemetry Investments LLC 35,000 $10,255k Put Jun 30, 2019 Aug 14, 2019
Accuvest Global Advisors 34,614 $10,142k Jun 30, 2019 Jul 17, 2019
Allen Investment Management LLC 33,917 $9,938k Jun 30, 2019 Aug 12, 2019
Cornerstone Advisors LLC 35,000 $9,887k Mar 31, 2019 May 13, 2019
Cacti Asset Management LLC 33,725 $9,831k Jun 30, 2019 Jul 1, 2019
West Branch Capital LLC 32,886 $9,636k Jun 30, 2019 Aug 5, 2019
BB&T Securities LLC 31,900 $9,346k Put Jun 30, 2019 Aug 7, 2019
Apriem Advisors 31,892 $9,344k Jun 30, 2019 Aug 14, 2019
Foothills Asset Management Ltd 31,392 $9,198k Jun 30, 2019 Jul 17, 2019
ELM Advisors LLC 31,206 $9,143k Jun 30, 2019 Jul 3, 2019
Corsair Capital Management LP 31,006 $9,085k Jun 30, 2019 Aug 13, 2019
Graticule Asia Macro Advisors LLC 30,839 $9,036k Jun 30, 2019 Aug 14, 2019
Twin Focus Capital Partners LLC 30,593 $8,964k Jun 30, 2019 Aug 14, 2019
Bouchey Financial Group Ltd 30,563 $8,955k Jun 30, 2019 Jul 11, 2019
Forefront Analytics LLC 30,452 $8,922k Jun 30, 2019 Aug 14, 2019
Round Table Services LLC 30,440 $8,919k Jun 30, 2019 Jul 17, 2019
Perritt Capital Management Inc 30,325 $8,885k Jun 30, 2019 Aug 13, 2019
Geosphere Capital Management LLC 30,000 $8,790k Put Jun 30, 2019 Aug 8, 2019
Vishria BIRD Financial Group LLC 29,567 $8,663k Jun 30, 2019 Jul 15, 2019
Global Trust Asset Management LLC 55,782 $8,447k Jun 30, 2019 Jul 23, 2019
Adams Diversified Equity Fund Inc 28,600 $8,380k Jun 30, 2019 Jul 29, 2019
Tocqueville Asset Management LP 27,840 $8,157k Jun 30, 2019 Jul 31, 2019
Confluence Wealth Management LLC 27,789 $8,142k Jun 30, 2019 Aug 9, 2019
Bridgeworth LLC 27,656 $8,104k Jun 30, 2019 Jul 25, 2019
Baltimore-Washington Financial Advisors Inc 27,207 $7,972k Jun 30, 2019 Jul 25, 2019
MD SASS Investors Services Inc 27,000 $7,911k Put Jun 30, 2019 Aug 13, 2019
Tuttle Tactical Management LLC 26,587 $7,790k Jun 30, 2019 Jul 29, 2019
Neumann Capital Management LLC 26,375 $7,728k Jun 30, 2019 Jul 25, 2019
Motley FOOL Wealth Management LLC 26,000 $7,618k Put Jun 30, 2019 Aug 14, 2019
Fifth Third Securities Inc 25,569 $7,527k Jun 30, 2019 Jul 30, 2019
Successful Portfolios LLC 25,356 $7,429k Jun 30, 2019 Jul 11, 2019
10-15 Associates Inc 25,302 $7,413k Jun 30, 2019 Aug 12, 2019
Whitnell & Co 25,258 $7,401k Jun 30, 2019 Jul 16, 2019
North American Management Corp 25,244 $7,396k Jun 30, 2019 Jul 30, 2019
3Edge Asset Management LP 25,000 $7,325k Call Jun 30, 2019 Aug 7, 2019
Port Capital LLC 24,676 $7,230k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 24,597 $7,207k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 24,597 $7,207k Jun 30, 2019 Aug 12, 2019
STA Wealth Management LLC 24,439 $7,161k Jun 30, 2019 Aug 14, 2019
PT Asset Management LLC 24,500 $7,123k Put Sep 30, 2018 Nov 14, 2018
Capital Wealth Management LLC 24,133 $7,071k Jun 30, 2019 Aug 12, 2019
Cornell Pochily Investment Advisors Inc 24,013 $7,036k Jun 30, 2019 Jul 22, 2019
Pinnacle Family Advisors LLC 23,175 $6,790k Jun 30, 2019 Aug 14, 2019
Partners Capital Investment Group LLP 23,169 $6,789k Jun 30, 2019 Aug 12, 2019
Shoker Investment Counsel Inc 23,153 $6,783k Jun 30, 2019 Aug 9, 2019
Peak Asset Management LLC 23,059 $6,756k Jun 30, 2019 Aug 15, 2019
Overbrook Management Corporation 22,558 $6,609k Jun 30, 2019 Aug 13, 2019
Landmark Financial Advisors LLC 22,482 $6,587k Jun 30, 2019 Aug 2, 2019
Bruderman Asset Management LLC 22,415 $6,567k Jun 30, 2019 Aug 12, 2019
Sigma Investment Counselors Inc 22,342 $6,546k Jun 30, 2019 Jul 23, 2019
Lincoln Capital Corporation 21,781 $6,382k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 21,781 $6,382k Jun 30, 2019 Jul 12, 2019
Taurus Asset Management LLC 21,491 $6,297k Jun 30, 2019 Aug 14, 2019
Cliffwater LLC 21,234 $6,222k Jun 30, 2019 Aug 13, 2019
Hellman Jordan Management Co Inc 20,500 $6,006k Jun 30, 2019 Aug 19, 2019
Meristem Family Wealth LLC 20,416 $5,982k Jun 30, 2019 Aug 6, 2019
Keeley-Teton Advisors LLC 20,183 $5,914k Jun 30, 2019 Aug 12, 2019
Harvey Partners LLC 20,000 $5,860k Put Jun 30, 2019 Aug 27, 2019
TIG Advisors LLC 19,000 $5,567k Jun 30, 2019 Aug 30, 2019
United Asset Strategies Inc 18,799 $5,508k Jun 30, 2019 Jul 31, 2019
Circle ROAD Advisors LP 18,676 $5,472k Jun 30, 2019 Aug 7, 2019
CIM LLC 18,592 $5,447k Jun 30, 2019 Jul 22, 2019
Marco Investment Management LLC 18,534 $5,431k Jun 30, 2019 Aug 6, 2019
Springowl Associates LLC 18,500 $5,421k Put Jun 30, 2019 Aug 14, 2019
ST Johns Investment Management Company LLC 18,496 $5,419k Jun 30, 2019 Jul 24, 2019
Armbruster Capital Management Inc 18,484 $5,416k Jun 30, 2019 Jul 18, 2019
Atalanta Sosnoff Capital LLC 18,465 $5,410k Jun 30, 2019 Jul 15, 2019
Bridgecreek Investment Management LLC 18,414 $5,395k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 18,400 $5,390k Jun 30, 2019 Jul 19, 2019
Windsor Capital Management LLC 18,012 $5,277k Jun 30, 2019 Aug 2, 2019
The Appleton Group LLC 17,722 $5,193k Jun 30, 2019 Aug 7, 2019
Aureus Asset Management LLC 17,231 $5,049k Jun 30, 2019 Aug 14, 2019
Nikulski Financial Inc 16,664 $4,962k Jun 30, 2019 Jul 22, 2019
Guardian Capital Advisors LP 16,597 $4,959k Jun 30, 2019 Aug 14, 2019
Cadinha & Co LLC 16,439 $4,817k Jun 30, 2019 Aug 9, 2019
American Investment Services Inc 16,170 $4,738k Jun 30, 2019 Aug 6, 2019
Wellesley Investment Partners LLC 15,811 $4,632k Jun 30, 2019 Aug 5, 2019
Sterling Global Strategies LLC 16,000 $4,520k Mar 31, 2019 May 15, 2019
Gillespie Robinson & Grimm Inc 15,114 $4,428k Jun 30, 2019 Jul 22, 2019
Windham Capital Management LLC 15,101 $4,425k Jun 30, 2019 Aug 14, 2019
Sitrin Capital Management LLC 15,042 $4,407k Jun 30, 2019 Jul 17, 2019
Brasada Capital Management LP 15,000 $4,395k Put Jun 30, 2019 Aug 7, 2019
Scoggin Management LP 15,000 $4,395k Put Jun 30, 2019 Aug 14, 2019
Infrastructure Capital Advisors LLC 15,000 $4,395k Put Jun 30, 2019 Aug 13, 2019
Tower VIEW Investment Management & Research LLC 14,947 $4,379k Jun 30, 2019 Jul 17, 2019
Edgewood Management LLC 14,766 $4,326k Jun 30, 2019 Aug 12, 2019
Clifford SWAN Investment Counsel LLC 14,759 $4,324k Jun 30, 2019 Aug 13, 2019
Deroy & Devereaux Private Investment Counsel Inc 14,741 $4,319k Jun 30, 2019 Jul 22, 2019
Annex Advisory Services LLC 14,708 $4,309k Jun 30, 2019 Jul 18, 2019
WSFS Capital Management LLC 14,579 $4,272k Jun 30, 2019 Aug 14, 2019
Baring International Investment Ltd 21,802 $4,267k Jun 30, 2014 Jul 21, 2014
Carret Asset Management LLC 14,311 $4,193k Jun 30, 2019 Aug 12, 2019
Castleark Alternatives LLC 14,300 $4,190k Jun 30, 2019 Aug 13, 2019
Mcmillion Capital Management Inc 14,260 $4,178k Jun 30, 2019 Jul 25, 2019
Financial Services Advisory Inc 14,049 $4,116k Jun 30, 2019 Jul 23, 2019
KMS Financial Services Inc 20,385 $4,016k Sep 30, 2014 Nov 17, 2014
Cypress Capital Management LLC 13,197 $3,867k Jun 30, 2019 Aug 5, 2019
Midwest Professional Planners Ltd 13,144 $3,851k Jun 30, 2019 Aug 12, 2019
Crow Point Partners LLC 13,000 $3,810k Jun 30, 2019 Aug 14, 2019
Simplifi Inc 12,807 $3,752k Jun 30, 2019 Jul 23, 2019
Lejeune Puetz Investment Counsel 12,773 $3,743k Jun 30, 2019 Jul 29, 2019
WE ARE One Seven LLC 12,734 $3,731k Jun 30, 2019 Jul 16, 2019
Meritage Group LP 12,700 $3,721k Jun 30, 2019 Aug 12, 2019
Toroso Investments LLC 12,477 $3,655k Jun 30, 2019 Aug 15, 2019
RNC Capital Management LLC 12,150 $3,560k Jun 30, 2019 Jul 25, 2019
Glaxis Capital Management LLC 11,950 $3,501k Jun 30, 2019 Jul 16, 2019
Gratus Capital LLC 11,906 $3,488k Jun 30, 2019 Aug 7, 2019
Aldebaran Financial Inc 11,785 $3,453k Jun 30, 2019 Aug 14, 2019
Cardan Capital Partners LLC 11,738 $3,439k Jun 30, 2019 Jul 16, 2019
Wallington Asset Management LLC 11,853 $3,429k Jun 30, 2019 Aug 13, 2019
Aries Wealth Management LLC 10,753 $3,209k Jun 30, 2019 Jul 15, 2019
Middleton & Company Inc 10,922 $3,200k Jun 30, 2019 Jul 25, 2019
Spears Abacus Advisors LLC 10,754 $3,151k Jun 30, 2019 Aug 9, 2019
KJ Harrison & Partners USA Inc 10,664 $3,125k Jun 30, 2019 Aug 5, 2019
NBW Capital LLC 10,644 $3,119k Jun 30, 2019 Aug 5, 2019
Front Barnett Associates LLC 10,644 $3,119k Jun 30, 2019 Aug 6, 2019
CAMG Solamere Management LLC 10,534 $3,087k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 10,482 $3,071k Jun 30, 2019 Jul 12, 2019
Baldwin Investment Management LLC 10,435 $3,057k Jun 30, 2019 Aug 6, 2019
Asset Advisors Investment Management LLC 10,145 $2,972k Jun 30, 2019 Jul 25, 2019
Daiwa SB Investments Ltd 10,512 $2,969k Mar 31, 2019 Apr 18, 2019
The Roosevelt Investment Group Inc 10,015 $2,935k Jun 30, 2019 Aug 8, 2019
Harvest Management LLC 10,000 $2,930k Put Jun 30, 2019 Jul 24, 2019
Macroview Investment Management LLC 9,847 $2,885k Jun 30, 2019 Jul 23, 2019
Glovista Investments LLC 9,831 $2,883k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 9,787 $2,868k Jun 30, 2019 Jul 30, 2019
BTR Capital Management Inc 9,750 $2,857k Jun 30, 2019 Jul 18, 2019
Osborne Partners Capital Management LLC 9,691 $2,839k Jun 30, 2019 Jul 18, 2019
Iconiq Capital LLC 9,534 $2,807k Jun 30, 2019 Aug 15, 2019
Kelman Lazarov Inc 9,564 $2,802k Jun 30, 2019 Jul 22, 2019
ACG Wealth Inc 9,521 $2,790k Jun 30, 2019 Aug 6, 2019
Harfst and Associates Inc 9,284 $2,720k Jun 30, 2019 Aug 14, 2019
RKL Wealth Management LLC 9,229 $2,703k Jun 30, 2019 Aug 2, 2019
Hoylecohen LLC 9,190 $2,693k Jun 30, 2019 Aug 9, 2019
Wealth Alliance Advisory Group LLC 8,936 $2,688k Jun 30, 2019 Jul 17, 2019
Integre Asset Management LLC 9,121 $2,672k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 9,028 $2,645k Jun 30, 2019 Aug 2, 2019
Symons Capital Management Inc 9,025 $2,644k Jun 30, 2019 Aug 12, 2019
GS Investments Inc 9 $2,637k Jun 30, 2019 Aug 9, 2019
Modera Wealth Management LLC 8,976 $2,630k Jun 30, 2019 Aug 7, 2019
Manifold Partners LLC 8,900 $2,608k Jun 30, 2019 Aug 13, 2019
Good Harbor Financial LLC 13,482 $2,584k Sep 30, 2015 Nov 13, 2015
RAAB & Moskowitz Asset Management LLC 8,790 $2,575k Jun 30, 2019 Aug 9, 2019
Legacy Wealth Management Inc 8,732 $2,558k Jun 30, 2019 Jul 17, 2019
Legacy Wealth Management LLC 8,732 $2,558k Jun 30, 2019 Jul 17, 2019
Marietta Wealth Management LLC 8,560 $2,508k Jun 30, 2019 Aug 14, 2019
Pictet North America Advisors SA 8,422 $2,468k Jun 30, 2019 Aug 7, 2019
Drexel Morgan & Co 8,387 $2,457k Jun 30, 2019 Aug 8, 2019
Washington Capital Management Inc 8,306 $2,434k Jun 30, 2019 Aug 7, 2019
Murphy Middleton Hinkle & Parker Inc 8,305 $2,433k Jun 30, 2019 Jul 15, 2019
The Mathes Company Inc 8,215 $2,407k Jun 30, 2019 Jul 29, 2019
Family Legacy Inc 8,124 $2,380k Jun 30, 2019 Jul 25, 2019
Destination Wealth Management 8,091 $2,371k Jun 30, 2019 Jul 19, 2019
Asset Planning Services Ltd 7,893 $2,313k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 7,893 $2,313k Jun 30, 2019 Jul 17, 2019
Fairview Capital Investment Management LLC 7,881 $2,309k Jun 30, 2019 Aug 14, 2019
Meridian Investment Counsel Inc 7,869 $2,306k Jun 30, 2019 Aug 13, 2019
Blue FIN Capital Inc 7,834 $2,295k Jun 30, 2019 Jul 22, 2019
Bluesky Wealth Advisors LLC 7,787 $2,282k Jun 30, 2019 Aug 5, 2019
Barber Financial Group 7,709 $2,259k Jun 30, 2019 Aug 9, 2019
Paulson Wealth Management Inc 7,422 $2,227k Jun 30, 2019 Jul 30, 2019
Fagan Associates Inc 7,503 $2,198k Jun 30, 2019 Jul 12, 2019
Summit Financial Wealth Advisors LLC 7,482 $2,192k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 7,482 $2,192k Jun 30, 2019 Jul 16, 2019
Fulcrum Capital LLC 7,463 $2,187k Jun 30, 2019 Jul 29, 2019
Gilman Hill Asset Management LLC 7,446 $2,182k Jun 30, 2019 Jul 17, 2019
Boothe Investment Group Inc 7,440 $2,180k Jun 30, 2019 Jul 2, 2019
East Coast Asset Management LLC 7,423 $2,175k Jun 30, 2019 Aug 14, 2019
Horizon Investment Services LLC 7,302 $2,139k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 7,302 $2,139k Jun 30, 2019 Aug 13, 2019
Boston Research and Management Inc 7,222 $2,116k Jun 30, 2019 Aug 7, 2019
Cubic Asset Management LLC 7,150 $2,095k Jun 30, 2019 Jul 29, 2019
Blue CHIP Wealth Management Inc 7,148 $2,094k Jun 30, 2019 Aug 13, 2019
Inspirion Wealth Advisors LLC 6,979 $2,045k Jun 30, 2019 Jul 15, 2019
Rossmore Private Capital LLC 6,853 $2,008k Jun 30, 2019 Aug 5, 2019
Carlson Capital Management LLC 6,835 $2,003k Jun 30, 2019 Jul 15, 2019
Intersect Capital LLC 6,752 $1,978k Jun 30, 2019 Aug 9, 2019
LBMC Investment Advisors LLC 6,620 $1,940k Jun 30, 2019 Jul 18, 2019
Grace Capital 6,557 $1,921k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 6,551 $1,920k Jun 30, 2019 Aug 13, 2019
Deltec Asset Management LLC 6,364 $1,865k Jun 30, 2019 Jul 29, 2019
Harbour Capital Advisors LLC 6,362 $1,864k Jun 30, 2019 Jul 10, 2019
Goldstein Munger + Associates 6,319 $1,854k Jun 30, 2019 Aug 2, 2019
HCR Wealth Advisors 6,309 $1,848k Jun 30, 2019 Jul 25, 2019
Smith & Howard Wealth Management LLC 6,291 $1,843k Jun 30, 2019 Jul 23, 2019
Ramsay Stattman VELA & Price Inc 6,191 $1,814k Jun 30, 2019 Aug 9, 2019
Newfocus Financial Group LLC 6,101 $1,788k Jun 30, 2019 Jul 23, 2019
BRAY Capital Advisors LLC 6,033 $1,768k Jun 30, 2019 Jul 29, 2019
Quantum Capital Management LLC 6,035 $1,768k Jun 30, 2019 Aug 14, 2019
Blankinship & Foster LLC 5,982 $1,753k Jun 30, 2019 Jul 30, 2019
Investment Counsel Inc 5,847 $1,753k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 5,847 $1,753k Jun 30, 2019 Jul 29, 2019
Waters Parkerson & Co LLC 5,930 $1,737k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 5,859 $1,717k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 5,859 $1,717k Jun 30, 2019 Aug 6, 2019
Asset Management Corporation 5,799 $1,699k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 5,799 $1,699k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 5,799 $1,699k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 5,799 $1,699k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 5,799 $1,699k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 5,799 $1,699k Jun 30, 2019 Aug 14, 2019
Wealth and Pension Services Group Inc 5,727 $1,678k Jun 30, 2019 Aug 15, 2019
The Retirement Planning Group Inc 5,665 $1,660k Jun 30, 2019 Jul 25, 2019
Bedel Financial Consulting Inc 5,493 $1,609k Jun 30, 2019 Aug 1, 2019
Triangle Securities Wealth Management 5,389 $1,599k Jun 30, 2019 Jul 10, 2019
Chatham Capital Group Inc 5,455 $1,598k Jun 30, 2019 Jul 24, 2019
Capital Planning Advisors LLC 5,411 $1,585k Jun 30, 2019 Aug 9, 2019
Evensky & KATZ LLC 5,540 $1,565k Mar 31, 2019 Aug 6, 2019
Crossvault Capital Management LLC 5,328 $1,561k Jun 30, 2019 Jul 19, 2019
Oliver Luxxe Assets LLC 5,238 $1,555k Jun 30, 2019 Jul 10, 2019
Green Square Capital LLC 5,248 $1,538k Jun 30, 2019 Aug 14, 2019
ZWJ Investment Counsel Inc 5,208 $1,526k Jun 30, 2019 Jul 24, 2019
White Lighthouse Investment Management Inc 5,076 $1,487k Jun 30, 2019 Jul 31, 2019
Beacon Capital Management LLC 5,007 $1,467k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 5,007 $1,467k Jun 30, 2019 Jul 18, 2019
Advanced Asset Management Advisors Inc 5,002 $1,465k Jun 30, 2019 Aug 2, 2019
Tufton Capital Management LLC 4,960 $1,453k Jun 30, 2019 Jul 26, 2019
Summit Financial Strategies Inc 4,924 $1,443k Jun 30, 2019 Aug 8, 2019
Spiderrock Advisors LLC 234,100 $1,432k Put Jun 30, 2019 Jul 29, 2019
Palouse Capital Management Inc 4,833 $1,416k Jun 30, 2019 Aug 6, 2019
Eagle Ridge Investment Management LLC 4,822 $1,413k Jun 30, 2019 Aug 1, 2019
Loudon Investment Management LLC 4,780 $1,401k Jun 30, 2019 Aug 13, 2019
Carleon Capital Partners LLC 4,753 $1,399k Jun 30, 2019 Aug 13, 2019
EFG Asset Management Americas Corp 4,713 $1,381k Jun 30, 2019 Jul 9, 2019
Brickley Wealth Management 4,698 $1,377k Jun 30, 2019 Aug 9, 2019
Exchange Capital Management Inc 4,659 $1,365k Jun 30, 2019 Jul 22, 2019
Peninsula Asset Management Inc 4,653 $1,363k Jun 30, 2019 Aug 15, 2019
Andesa Financial Management Inc 4,540 $1,331k Jun 30, 2019 Jul 30, 2019
Sensible Financial Planning and Management LLC 4,525 $1,326k Jun 30, 2019 Aug 7, 2019
Cornerstone Advisory LLC 4,522 $1,325k Jun 30, 2019 Aug 8, 2019
Stoneridge Investment Partners LLC 4,456 $1,306k Jun 30, 2019 Jul 29, 2019
KOPP Investment Advisors LLC 4,450 $1,304k Jun 30, 2019 Aug 14, 2019
Cooper/Haims Advisors LLC 4,431 $1,298k Jun 30, 2019 Jul 26, 2019
LONG ROAD Investment Counsel LLC 4,396 $1,288k Jun 30, 2019 Aug 9, 2019
Cahaba Wealth Management Inc 4,208 $1,233k Jun 30, 2019 Jul 31, 2019
Obermeyer WOOD Investment Counsel LLLP 4,172 $1,222k Jun 30, 2019 Aug 13, 2019
Santa Barbara Asset Management LLC 4,305 $1,216k Mar 31, 2019 May 14, 2019
Arlington Partners LLC 4,148 $1,215k Jun 30, 2019 Jul 10, 2019
GM Advisory Group Inc 4,095 $1,200k Jun 30, 2019 Aug 9, 2019
AULL & Monroe Investment Management Corp 4,079 $1,196k Jun 30, 2019 Jul 29, 2019
Biltmore Family Office LLC 4,060 $1,195k Jun 30, 2019 Jul 31, 2019
ORCA Investment Management LLC 4,061 $1,190k Jun 30, 2019 Jul 17, 2019
Legacy Financial Strategies LLC 3,947 $1,181k Jun 30, 2019 Jul 15, 2019
SVA Plumb Wealth Management LLC 4,024 $1,179k Jun 30, 2019 Aug 13, 2019
FORT PITT Capital Group LLC 3,922 $1,149k Jun 30, 2019 Aug 9, 2019
Cambridge Advisors LLC 3,883 $1,138k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 3,883 $1,138k Jun 30, 2019 Jul 26, 2019
Coyle Financial Counsel LLC 3,805 $1,115k Jun 30, 2019 Aug 13, 2019
Signature Estate & Investment Advisors LLC 3,806 $1,115k Jun 30, 2019 Aug 1, 2019
Allsquare Wealth Management LLC 3,788 $1,110k Jun 30, 2019 Aug 13, 2019
HM Capital Management LLC 3,738 $1,095k Jun 30, 2019 Jul 24, 2019
Acorn Wealth Advisors LLC 3,720 $1,090k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 3,705 $1,086k Jun 30, 2019 Jul 26, 2019
Granite Group Advisors LLC 3,688 $1,081k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 3,688 $1,081k Jun 30, 2019 Jul 23, 2019
Cornerstone Partners LLC 3,598 $1,054k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 3,598 $1,054k Jun 30, 2019 Jul 19, 2019
America First Investment Advisors LLC 3,588 $1,051k Jun 30, 2019 Jul 29, 2019
Southeast Asset Advisors Inc 3,585 $1,050k Jun 30, 2019 Aug 14, 2019
Pinkerton Retirement Specialists LLC 3,564 $1,044k Jun 30, 2019 Aug 6, 2019
Turim 21 Investimentos LTDA 3,542 $1,038k Jun 30, 2019 Aug 13, 2019
Crosslink Capital Inc 3,540 $1,037k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 3,507 $1,029k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 3,447 $1,010k Jun 30, 2019 Jul 11, 2019
The RICE Partnership LLC 3,388 $993k Jun 30, 2019 Jul 25, 2019
Sequoia Wealth Management LLC 3,317 $986k Jun 30, 2019 Aug 6, 2019
Hourglass Capital LLC 3,341 $979k Jun 30, 2019 Aug 12, 2019
The Investment House LLC 3,339 $978k Jun 30, 2019 Aug 5, 2019
Northstar Company LLC 3,336 $977k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 3,336 $977k Jun 30, 2019 Jul 12, 2019
Futureadvisor Inc 5,092 $976k Sep 30, 2015 Nov 17, 2015
Violich Capital Management 3,302 $967k Jun 30, 2019 Jul 22, 2019
Liberty Capital Management Inc 3,292 $965k Jun 30, 2019 Jul 15, 2019
Valicenti Advisory Services Inc 3,230 $946k Jun 30, 2019 Jul 17, 2019
Nottingham Advisors Inc 3,224 $945k Jun 30, 2019 Jul 17, 2019
Brookstone Capital Management LLC 1,836 $944k Put Jun 30, 2019 Jul 25, 2019
Mcguire Investment Group LLC 3,211 $941k Jun 30, 2019 Jul 25, 2019
Clear Perspective Advisors LLC 3,204 $939k Jun 30, 2019 Aug 12, 2019
Butensky & Cohen Financial Security Inc 3,131 $917k Jun 30, 2019 Jul 12, 2019
The Burney Company 3,122 $915k Jun 30, 2019 Aug 12, 2019
Staley Capital Advisers Inc 3,094 $907k Jun 30, 2019 Aug 9, 2019
Provident Investment Management Inc 3,083 $903k Jun 30, 2019 Aug 8, 2019
Selway Asset Management Inc 3,070 $900k Jun 30, 2019 Jul 30, 2019
Stony Point Wealth Management Inc 3,012 $897k Jun 30, 2019 Jul 23, 2019
Quadrant Private Wealth Management LLC 3,047 $893k Jun 30, 2019 Aug 13, 2019
Calamos Wealth Management LLC 3,027 $887k Jun 30, 2019 Aug 7, 2019
Stack Financial Management Inc 3,015 $883k Jun 30, 2019 Jul 30, 2019
Sonata Capital Group Inc 2,987 $875k Jun 30, 2019 Aug 5, 2019
Altfest L J & Co Inc 2,953 $865k Jun 30, 2019 Jul 15, 2019
Seizert Capital Partners LLC 2,952 $865k Jun 30, 2019 Aug 6, 2019
Birch Hill Investment Advisors LLC 2,942 $862k Jun 30, 2019 Jul 22, 2019
Epstein and White Financial LLC 2,929 $855k Jun 30, 2019 Jul 19, 2019
David R RAHN & Associates Inc 2,907 $852k Jun 30, 2019 Jul 12, 2019
Castle Rock Wealth Management LLC 2,883 $847k Jun 30, 2019 Aug 8, 2019
LVW Advisors LLC 2,857 $837k Jun 30, 2019 Aug 14, 2019
Wexford Capital LP 2,850 $835k Jun 30, 2019 Aug 14, 2019
Smith Salley & Associates LLC 2,831 $829k Jun 30, 2019 Jul 12, 2019
Lexaurum Advisors LLC 2,819 $826k Jun 30, 2019 Jul 19, 2019
Northside Capital Management LLC 2,820 $826k Jun 30, 2019 Jul 16, 2019
Ancora Family Wealth Advisors LLC 3,784 $818k Sep 30, 2016 Nov 4, 2016
Three Peaks Capital Management LLC 2,763 $810k Jun 30, 2019 Aug 6, 2019
Harvest Capital Management Inc 2,761 $809k Jun 30, 2019 Aug 7, 2019
Strategy Asset Managers LLC 2,745 $805k Jun 30, 2019 Aug 14, 2019
Parthenon LLC 2,718 $796k Jun 30, 2019 Jul 29, 2019
Stillwater Investment Management LLC 2,699 $791k Jun 30, 2019 Jul 3, 2019
Polaris Greystone Financial Group LLC 2,647 $783k Jun 30, 2019 Jul 25, 2019
Mccutchen Group LLC 2,645 $775k Jun 30, 2019 Jul 25, 2019
Wells Trecaso Financial Group LLC 2,579 $756k Jun 30, 2019 Jul 22, 2019
Canal Capital Management LLC 2,521 $739k Jun 30, 2019 Jul 31, 2019
Ironwood Wealth Management LLC 2,500 $733k Jun 30, 2019 Aug 14, 2019
Financial Advisory Service Inc 2,495 $731k Jun 30, 2019 Jul 25, 2019
Woodmont Investment Counsel LLC 2,473 $725k Jun 30, 2019 Aug 14, 2019
Resource Planning Group Ltd 2,474 $725k Jun 30, 2019 Jul 18, 2019
Traynor Capital Management Inc 2,438 $720k Jun 30, 2019 Jul 26, 2019
Capwealth Advisors LLC 2,447 $717k Jun 30, 2019 Aug 13, 2019
Driehaus Capital Management LLC 2,408 $706k Jun 30, 2019 Aug 14, 2019
Leonard Rickey Investment Advisors PLLC 2,403 $704k Jun 30, 2019 Jul 10, 2019
Strategic International Limited 2,400 $703k Put Jun 30, 2019 Jul 29, 2019
Brave Asset Management Inc 2,396 $702k Jun 30, 2019 Aug 5, 2019
Somerset Group LLC 2,345 $687k Jun 30, 2019 Aug 12, 2019
Portfolio Solutions LLC 2,341 $686k Jun 30, 2019 Aug 5, 2019
Premier Asset Management LLC 2,315 $678k Jun 30, 2019 Aug 7, 2019
BFSG LLC 2,283 $669k Jun 30, 2019 Jul 30, 2019
Telos Capital Management Inc 2,260 $663k Jun 30, 2019 Jul 19, 2019
American Trust Investment Advisors LLC 2,261 $663k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 2,261 $663k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 2,261 $663k Jun 30, 2019 Aug 12, 2019
Zevenbergen Capital Investments LLC 2,249 $659k Jun 30, 2019 Aug 13, 2019
Mckinley Carter Wealth Services Inc 2,207 $647k Jun 30, 2019 Aug 2, 2019
Poplar Forest Capital LLC 2,182 $639k Jun 30, 2019 Aug 2, 2019
Vista Investment Management LLC 2,173 $637k Jun 30, 2019 Aug 14, 2019
Woodstock Corporation 2,167 $635k Jun 30, 2019 Jul 3, 2019
Founders Capital Management Inc 2,157 $632k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 2,157 $632k Jun 30, 2019 Jul 11, 2019
LLBH Private Wealth Management LLC 2,121 $621k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 2,103 $616k Jun 30, 2019 Aug 14, 2019
Lehman Financial Resources Inc 2,115 $614k Sep 30, 2018 Nov 14, 2018
O'Brien Wealth Partners LLC 2,033 $607k Jun 30, 2019 Jul 8, 2019
Parkside Advisors LLC 2,049 $603k Jun 30, 2019 Jul 10, 2019
Abner Herrman & Brock LLC 2,020 $592k Jun 30, 2019 Jul 19, 2019
Arjuna Capital LLC 2,006 $588k Jun 30, 2019 Aug 21, 2019
Thomas Story and SON LLC 1,980 $580k Jun 30, 2019 Jul 29, 2019
Altavista Wealth Management Inc 1,947 $570k Jun 30, 2019 Aug 13, 2019
Dorchester Wealth Management Company 1,947 $570k Jun 30, 2019 Jul 19, 2019
Harwood Advisory Group LLC 1,936 $567k Jun 30, 2019 Aug 7, 2019
Bulldog Investors LLC 1,906 $558k Jun 30, 2019 Aug 14, 2019
Huntington Steele LLC 2,121 $558k Mar 31, 2018 Apr 18, 2018
SMH Capital Advisors LLC 1,891 $554k Jun 30, 2019 Aug 5, 2019
Curbstone Financial Management Corporation 1,830 $536k Jun 30, 2019 Jul 9, 2019
Strategic Financial Services Inc 1,820 $533k Jun 30, 2019 Aug 13, 2019
Total Management Group Inc 1,795 $517k Jun 30, 2019 Aug 7, 2019
Total Investment Management Inc 1,795 $517k Jun 30, 2019 Aug 7, 2019
Mirador Capital Partners LP 1,748 $512k Jun 30, 2019 Aug 6, 2019
Acropolis Investment Management LLC 1,745 $511k Jun 30, 2019 Jul 11, 2019
Sunesis Advisors LLC 1,725 $505k Jun 30, 2019 Aug 5, 2019
Night OWL Capital Management LLC 1,723 $505k Jun 30, 2019 Aug 14, 2019
Stokes & Hubbell Capital Management LLC 1,750 $494k Mar 31, 2019 Apr 24, 2019
Lyell Wealth Management LP 1,620 $477k Jun 30, 2019 Aug 1, 2019
BECK Capital Management LLC 1,605 $470k Jun 30, 2019 Aug 14, 2019
Tealwood Asset Management Inc 1,584 $464k Jun 30, 2019 Aug 6, 2019
Peak Financial Management Inc 1,582 $463k Jun 30, 2019 Aug 1, 2019
Beese Fulmer Investment Management Inc 1,549 $454k Jun 30, 2019 Jul 5, 2019
Fenimore Asset Management Inc 1,542 $452k Jun 30, 2019 Jul 16, 2019
Newport Wealth Strategies Inc 1,504 $448k Jun 30, 2019 Jul 22, 2019
Armor Investment Advisors LLC 1,510 $442k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 1,510 $442k Jun 30, 2019 Aug 13, 2019
Oarsman Capital Inc 1,496 $438k Jun 30, 2019 Aug 13, 2019
MRAZ Amerine & Associates Inc 1,477 $433k Jun 30, 2019 Aug 2, 2019
HIGH Pointe Capital Management LLC 1,449 $425k Jun 30, 2019 Aug 12, 2019
ELCO Management Company LLC 1,447 $424k Jun 30, 2019 Aug 1, 2019
Wiley Bros-Aintree Capital LLC 1,422 $417k Jun 30, 2019 Jul 10, 2019
Searle & Co 1,400 $410k Jun 30, 2019 Jul 17, 2019
Sadoff Investment Management LLC 1,391 $408k Jun 30, 2019 Aug 7, 2019
Buckhead Capital Management LLC 1,390 $407k Jun 30, 2019 Aug 1, 2019
Mcadam LLC 1,366 $400k Jun 30, 2019 Jul 30, 2019
KCS Wealth Advisory LLC 1,360 $398k Jun 30, 2019 Jul 29, 2019
Hartline Investment Corp 1,359 $398k Jun 30, 2019 Aug 8, 2019
Cottage Street Advisors LLC 1,328 $389k Jun 30, 2019 Aug 2, 2019
Mcrae Capital Management Inc 1,320 $387k Jun 30, 2019 Jul 29, 2019
Vestor Capital LLC 1,277 $374k Jun 30, 2019 Aug 6, 2019
Sound Income Strategies LLC 1,266 $371k Jun 30, 2019 Jul 16, 2019
Steigerwald Gordon & KOCH Inc 1,262 $370k Jun 30, 2019 Jul 15, 2019
Larson Financial Group LLC 1,260 $369k Jun 30, 2019 Jul 16, 2019
Strategic Investment Advisors Inc 1,252 $366k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 1,252 $366k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 1,252 $366k Jun 30, 2019 Jul 22, 2019
Cornerstone Capital Corp 1,243 $364k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 1,243 $364k Jun 30, 2019 Aug 14, 2019
AFT Forsyth and Company Inc 1,232 $361k Jun 30, 2019 Jul 29, 2019
American Money Management LLC 1,222 $358k Jun 30, 2019 Aug 12, 2019
Hall Capital Management Company Inc 1,207 $354k Jun 30, 2019 Aug 14, 2019
Biegel & Waller LLC 1,197 $351k Jun 30, 2019 Jul 23, 2019
Huber Financial Advisors LLC 1,199 $351k Jun 30, 2019 Aug 5, 2019
Sawgrass Asset Management LLC 1,193 $350k Jun 30, 2019 Jul 23, 2019
Courage Capital Management LLC 1,194 $350k Jun 30, 2019 Aug 14, 2019
Access Financial Services Inc 1,191 $349k Jun 30, 2019 Jul 24, 2019
FORD Financial Group Inc 1,181 $346k Jun 30, 2019 Jul 25, 2019
Covalent Partners LLC 189,000 $346k Put Jun 30, 2019 Aug 14, 2019
Hedeker Wealth LLC 1,172 $343k Jun 30, 2019 Jul 26, 2019
American Financial Network Advisory Services LLC 1,176 $343k Jun 30, 2019 Aug 9, 2019
Northwest Investment Counselors LLC 1,161 $340k Jun 30, 2019 Jul 25, 2019
Westbourne Investment Advisors Inc 1,161 $340k Jun 30, 2019 Jul 22, 2019
Folger Nolan Fleming Douglas Capital Management Inc 1,128 $331k Jun 30, 2019 Aug 9, 2019
SPC Financial Inc 1,127 $330k Jun 30, 2019 Aug 1, 2019
Parker Investment Management LLC 1,119 $328k Jun 30, 2019 Aug 15, 2019
Darrell & King LLC 1,120 $328k Jun 30, 2019 Aug 15, 2019
Canyon Capital Advisors LLC 1,090 $324k Put Jun 30, 2019 Aug 15, 2019
DAY & Ennis LLC 1,071 $314k Jun 30, 2019 Aug 2, 2019
Columbus Macro LLC 1,059 $310k Jun 30, 2019 Jul 16, 2019
Marietta Investment Partners LLC 1,051 $308k Jun 30, 2019 Aug 13, 2019
Hengehold Capital Management LLC 1,049 $307k Jun 30, 2019 Jul 23, 2019
The Fiduciary Group LLC 1,046 $306k Jun 30, 2019 Aug 14, 2019
KWMG LLC 1,043 $306k Jun 30, 2019 Jul 10, 2019
Ballast Inc 1,039 $304k Jun 30, 2019 Jul 26, 2019
Tanglewood Wealth Management Inc 1,017 $298k Jun 30, 2019 Jul 26, 2019
Cobiz Wealth LLC 1,017 $298k Jun 30, 2019 Jul 8, 2019
Clean Yield Group Inc 1,000 $293k Put Jun 30, 2019 Jul 22, 2019
PURE Financial Advisors Inc 996 $292k Jun 30, 2019 Jul 11, 2019
Gargoyle Investment Advisor LLC 990 $290k Jun 30, 2019 Aug 13, 2019
Wespac Advisors Socal LLC 993 $290k Jun 30, 2019 Jul 30, 2019
Interactive Financial Advisors Inc 985 $289k Jun 30, 2019 Jul 17, 2019
West Chester Capital Advisors Inc 974 $285k Jun 30, 2019 Jul 30, 2019
Abbot Financial Management Inc 970 $284k Jun 30, 2019 Aug 8, 2019
Summit Asset Management LLC 966 $283k Jun 30, 2019 Aug 7, 2019
Vista Private Wealth Partners LLC 957 $279k Jun 30, 2019 Aug 27, 2019
The London Company of Virginia LLC 947 $277k Jun 30, 2019 Aug 14, 2019
Lifeplan Financial Group Inc 936 $274k Jun 30, 2019 Jul 15, 2019
Rezny Wealth Management Inc 937 $274k Jun 30, 2019 Jul 24, 2019
Willow Creek Wealth Management Inc 927 $272k Jun 30, 2019 Jul 22, 2019
Financial Life Advisors LLC 917 $269k Jun 30, 2019 Jul 29, 2019
Mendel Money Management Inc 912 $267k Jun 30, 2019 Aug 8, 2019
Dedora Capital Inc 899 $263k Jun 30, 2019 Aug 8, 2019
Chesapeake Asset Management LLC 893 $262k Jun 30, 2019 Aug 6, 2019
Terra NOVA Asset Management LLC 1,046 $261k Dec 31, 2018 Feb 15, 2019
Minichmacgregor Wealth Management LLC 880 $260k Jun 30, 2019 Aug 5, 2019
Vontobel Swiss Wealth Advisors AG 870 $255k Jun 30, 2019 Aug 12, 2019
Brookmont Capital Management LLC 849 $249k Jun 30, 2019 Jul 18, 2019
Financial Sense Advisors Inc 847 $248k Jun 30, 2019 Aug 2, 2019
Donald L Hagan LLC 843 $247k Jun 30, 2019 Jul 18, 2019
Altman Advisors Inc 841 $246k Jun 30, 2019 Jul 12, 2019
Cedar Wealth Management LLC 836 $245k Jun 30, 2019 Jul 24, 2019
Greenwood Gearhart Inc 812 $238k Jun 30, 2019 Aug 7, 2019
Gilbert & COOK Inc 800 $234k Put Jun 30, 2019 Aug 5, 2019
The Bollard Group LLC 800 $234k Jun 30, 2019 Aug 13, 2019
KARP Capital Management Corporation 772 $226k Jun 30, 2019 Aug 8, 2019
Baugh & Associates LLC 769 $225k Jun 30, 2019 Jul 23, 2019
Independence Financial Advisors LLC 755 $221k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 755 $221k Jun 30, 2019 Aug 12, 2019
Goodman Financial Corporation 731 $214k Jun 30, 2019 Aug 9, 2019
SYM Financial Corporation 729 $214k Jun 30, 2019 Jul 29, 2019
Cabana LLC 741 $213k Jun 30, 2019 Aug 9, 2019
Bell & Brown Wealth Advisors LLC 723 $212k Jun 30, 2019 Aug 6, 2019
Yacktman Asset Management LP 715 $209k Jun 30, 2019 Aug 2, 2019
Main Street Research LLC 711 $208k Jun 30, 2019 Aug 8, 2019
GSB Wealth Management LLC 710 $208k Jun 30, 2019 Aug 9, 2019
CCM Investment Advisers LLC 705 $206k Jun 30, 2019 Aug 5, 2019
Monarch Capital Management Inc 704 $206k Jun 30, 2019 Jul 31, 2019
Wespac Advisors LLC 704 $206k Jun 30, 2019 Jul 23, 2019
Brightworth LLC 699 $205k Jun 30, 2019 Jul 31, 2019
TMD & Associates Inc 700 $205k Jun 30, 2019 Aug 9, 2019
Phoenix Investment Adviser LLC 690 $202k Jun 30, 2019 Aug 12, 2019
ALTA Capital Management LLC 684 $200k Jun 30, 2019 Jul 26, 2019
Capco Asset Management LLC 676 $198k Jun 30, 2019 Aug 8, 2019
HMS Capital Management LLC 600 $176k Put Jun 30, 2019 Jul 12, 2019
REDW Stanley Financial Advisors LLC 548 $161k Jun 30, 2019 Aug 9, 2019
Transamerica Financial Advisors Inc 501 $147k Jun 30, 2019 Aug 21, 2019
Lombard Odier Transatlantic Limited 671 $145k Sep 30, 2016 Nov 14, 2016
PURA VIDA Investments LLC 1,000 $129k Put Jun 30, 2019 Aug 14, 2019
Skylands Capital LLC 400 $117k Jun 30, 2019 Jul 29, 2019
Avondale Wealth Management LLC 300 $88k Jun 30, 2019 Jul 26, 2019
Contravisory Investment Management Inc 242 $71k Jun 30, 2019 Jul 9, 2019
Stevens First Principles Investment Advisors 220 $64k Jun 30, 2019 Jul 22, 2019
Birch Grove Capital LP 100,000 $57k Put Jun 30, 2019 Aug 14, 2019
Weitz Investment Management Inc 180 $53k Jun 30, 2019 Aug 8, 2019
Northstar Asset Management Inc 140 $41k Jun 30, 2019 Jul 16, 2019
Horan Securities Inc 140 $41k Jun 30, 2019 Jul 24, 2019
Northstar Asset Management LLC 140 $41k Jun 30, 2019 Jul 16, 2019
OFI Advisors LLC 186 $36k Sep 30, 2015 Nov 16, 2015
Peconic Partners LLC 100 $29k Call Jun 30, 2019 Aug 14, 2019
MAST Capital Management LLC 20,000 $27k Put Dec 31, 2015 Feb 16, 2016
New Potomac Partners LLC 85 $25k Jun 30, 2019 Jul 26, 2019
Summit Financial Group Inc 80 $23k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 80 $23k Jun 30, 2019 Jul 3, 2019
Serengeti Asset Management LP 19,000 $19k Put Mar 31, 2019 Aug 7, 2019
Balter Liquid Alternatives LLC 380 $17k Put Jun 30, 2019 Jul 31, 2019
Insight 2811 Inc 600 $12k Put Jun 30, 2019 Jul 9, 2019
Bristol Advisors LLC 5,000 $1k Call Mar 31, 2019 Apr 29, 2019

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