VERIZON COMMUNICATIONS
(92343V104)
Funds Reporting Holdings of VERIZON COMMUNICATIONS according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Sanders Capital LLC | 11,106,400 | $716,512k | Jun 30, 2019 | Jul 23, 2019 | |
CI Global Investments Inc | 8,089,141 | $431,879k | Sep 30, 2018 | Nov 9, 2018 | |
Retirement Income Solutions Inc | 5,263 | $301,000k | Jun 30, 2019 | Jul 23, 2019 | |
Mawer Investment Management Ltd | 4,281,706 | $244,614k | Jun 30, 2019 | Aug 6, 2019 | |
The London Company of Virginia LLC | 3,727,522 | $212,953k | Jun 30, 2019 | Aug 14, 2019 | |
Brandywine Global Investment Management LLC | 3,607,713 | $206,109k | Jun 30, 2019 | Aug 14, 2019 | |
Letko Brosseau & Associates Inc | 3,419,493 | $195,356k | Jun 30, 2019 | Aug 1, 2019 | |
Point72 Asset Management LP | 2,268,600 | $129,605k | Put | Jun 30, 2019 | Aug 14, 2019 |
Hamlin Capital Management LLC | 1,830,036 | $104,550k | Jun 30, 2019 | Jul 22, 2019 | |
Equity Investment Corporation | 1,679,557 | $95,953k | Jun 30, 2019 | Aug 5, 2019 | |
DUFF & Phelps Investment Management Co | 1,547,259 | $88,395k | Jun 30, 2019 | Aug 2, 2019 | |
Cornerstone Investment Partners LLC | 1,478,994 | $84,495k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Partners LLC | 1,478,994 | $84,495k | Jun 30, 2019 | Jul 19, 2019 | |
RE Advisers Corporation | 1,173,000 | $67,013k | Jun 30, 2019 | Aug 12, 2019 | |
FORT PITT Capital Group LLC | 985,336 | $56,292k | Jun 30, 2019 | Aug 9, 2019 | |
Tocqueville Asset Management LP | 921,289 | $52,633k | Jun 30, 2019 | Jul 31, 2019 | |
River ROAD Asset Management LLC | 877,418 | $50,127k | Jun 30, 2019 | Aug 12, 2019 | |
Madison Investment Holdings Inc | 849,675 | $48,542k | Jun 30, 2019 | Aug 13, 2019 | |
Sawgrass Asset Management LLC | 796,227 | $45,488k | Jun 30, 2019 | Jul 23, 2019 | |
Cambiar Investors LLC | 784,344 | $44,810k | Jun 30, 2019 | Jul 25, 2019 | |
RNC Capital Management LLC | 723,672 | $41,343k | Jun 30, 2019 | Jul 25, 2019 | |
Payden & Rygel | 661,720 | $37,804k | Jun 30, 2019 | Aug 6, 2019 | |
10-15 Associates Inc | 622,269 | $35,550k | Jun 30, 2019 | Aug 12, 2019 | |
Crow Point Partners LLC | 600,775 | $34,322k | Jun 30, 2019 | Aug 14, 2019 | |
The Bollard Group LLC | 581,265 | $33,208k | Jun 30, 2019 | Aug 13, 2019 | |
QS Investors LLC | 575,929 | $32,903k | Jun 30, 2019 | Aug 14, 2019 | |
Janney Capital Management LLC | 522,906 | $29,874k | Jun 30, 2019 | Jul 29, 2019 | |
Cooke & Bieler LP | 521,300 | $29,782k | Jun 30, 2019 | Aug 12, 2019 | |
Seizert Capital Partners LLC | 508,044 | $29,025k | Jun 30, 2019 | Aug 6, 2019 | |
ZWJ Investment Counsel Inc | 477,241 | $27,265k | Jun 30, 2019 | Jul 24, 2019 | |
Pacer Advisors Inc | 468,065 | $26,741k | Jun 30, 2019 | Aug 12, 2019 | |
Cornerstone Capital Inc | 451,313 | $25,784k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 451,313 | $25,784k | Jun 30, 2019 | Aug 14, 2019 | |
Tweedy Browne Company LLC | 438,609 | $25,058k | Jun 30, 2019 | Aug 5, 2019 | |
The Burney Company | 434,050 | $24,797k | Jun 30, 2019 | Aug 12, 2019 | |
American Investment Services Inc | 432,581 | $24,713k | Jun 30, 2019 | Aug 6, 2019 | |
Staley Capital Advisers Inc | 409,881 | $23,417k | Jun 30, 2019 | Aug 9, 2019 | |
Cohen & Steers Capital Management Inc | 453,400 | $22,049k | Mar 31, 2015 | May 15, 2015 | |
Waters Parkerson & Co LLC | 382,532 | $21,854k | Jun 30, 2019 | Aug 6, 2019 | |
Corda Investment Management LLC | 362,717 | $20,722k | Jun 30, 2019 | Aug 9, 2019 | |
NWI Management LP | 313,600 | $17,916k | Jun 30, 2019 | Aug 14, 2019 | |
Bruderman Asset Management LLC | 278,542 | $15,913k | Jun 30, 2019 | Aug 12, 2019 | |
Dalton Greiner Hartman Maher & Co LLC | 270,921 | $15,478k | Jun 30, 2019 | Jul 10, 2019 | |
1919 Investment Counsel LLC | 302,791 | $15,137k | Sep 30, 2014 | Nov 14, 2014 | |
SKBA Capital Management LLC | 263,750 | $15,068k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Investment Management LLC | 257,648 | $14,719k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 257,648 | $14,719k | Jun 30, 2019 | Aug 12, 2019 | |
Main Street Research LLC | 255,026 | $14,570k | Jun 30, 2019 | Aug 8, 2019 | |
The Roosevelt Investment Group Inc | 241,880 | $13,819k | Jun 30, 2019 | Aug 8, 2019 | |
Greystone Managed Investments Inc | 238,490 | $13,625k | Jun 30, 2019 | Jul 23, 2019 | |
Badgley Phelps and Bell Inc | 237,639 | $13,576k | Jun 30, 2019 | Jul 30, 2019 | |
Hennessy Advisors Inc | 236,150 | $13,491k | Jun 30, 2019 | Jul 11, 2019 | |
OFI Advisors LLC | 304,884 | $13,266k | Sep 30, 2015 | Nov 16, 2015 | |
Edgemoor Investment Advisors Inc | 225,351 | $12,874k | Jun 30, 2019 | Aug 9, 2019 | |
Dupont Capital Management Corp | 222,688 | $12,722k | Jun 30, 2019 | Jul 30, 2019 | |
TT International | 219,979 | $12,567k | Jun 30, 2019 | Aug 12, 2019 | |
Cadinha & Co LLC | 216,282 | $12,356k | Jun 30, 2019 | Aug 9, 2019 | |
Gilder Gagnon HOWE & Co LLC | 214,244 | $12,240k | Jun 30, 2019 | Aug 13, 2019 | |
Atalanta Sosnoff Capital LLC | 212,288 | $12,128k | Jun 30, 2019 | Jul 15, 2019 | |
Zevin Asset Management LLC | 205,495 | $11,740k | Jun 30, 2019 | Aug 6, 2019 | |
Abner Herrman & Brock LLC | 200,627 | $11,462k | Jun 30, 2019 | Jul 19, 2019 | |
Middleton & Company Inc | 197,019 | $11,256k | Jun 30, 2019 | Jul 25, 2019 | |
Capwealth Advisors LLC | 185,526 | $10,599k | Jun 30, 2019 | Aug 13, 2019 | |
FFCM LLC | 181,986 | $10,397k | Jun 30, 2019 | Jul 30, 2019 | |
Gratus Capital LLC | 176,213 | $10,067k | Jun 30, 2019 | Aug 7, 2019 | |
CCM Investment Advisers LLC | 175,548 | $10,029k | Jun 30, 2019 | Aug 5, 2019 | |
Valicenti Advisory Services Inc | 174,377 | $9,962k | Jun 30, 2019 | Jul 17, 2019 | |
Carret Asset Management LLC | 171,868 | $9,819k | Jun 30, 2019 | Aug 12, 2019 | |
Merriman Wealth Management LLC | 17,311 | $9,808k | Jun 30, 2019 | Jul 31, 2019 | |
Cobiz Wealth LLC | 167,342 | $9,560k | Jun 30, 2019 | Jul 8, 2019 | |
Bridgewater Associates LP | 164,516 | $9,399k | Jun 30, 2019 | Aug 13, 2019 | |
Bronfman EL Rothschild LP | 161,669 | $9,236k | Jun 30, 2019 | Aug 12, 2019 | |
Centre Asset Management LLC | 161,280 | $9,214k | Jun 30, 2019 | Jul 15, 2019 | |
Vestor Capital LLC | 160,696 | $9,181k | Jun 30, 2019 | Aug 6, 2019 | |
Keating Investment Counselors Inc | 159,130 | $9,091k | Jun 30, 2019 | Aug 1, 2019 | |
Cypress Capital Management LLC | 158,157 | $9,036k | Jun 30, 2019 | Aug 5, 2019 | |
KMS Financial Services Inc | 178,396 | $8,918k | Sep 30, 2014 | Nov 17, 2014 | |
Churchill Management Corp | 153,698 | $8,781k | Jun 30, 2019 | Jul 10, 2019 | |
Marco Investment Management LLC | 153,111 | $8,747k | Jun 30, 2019 | Aug 6, 2019 | |
Financial Sense Advisors Inc | 152,104 | $8,690k | Jun 30, 2019 | Aug 2, 2019 | |
Oribel Capital Management LP | 146,600 | $8,375k | Jun 30, 2019 | Aug 14, 2019 | |
Cutler Investment Counsel LLC | 146,551 | $8,372k | Jun 30, 2019 | Aug 5, 2019 | |
Northstar Investment Advisors LLC | 145,572 | $8,317k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 145,572 | $8,317k | Jun 30, 2019 | Jul 17, 2019 | |
Northpointe Capital LLC | 140,709 | $8,039k | Jun 30, 2019 | Jul 26, 2019 | |
Bernzott Capital Advisors | 136,882 | $7,820k | Jun 30, 2019 | Aug 12, 2019 | |
Violich Capital Management | 136,550 | $7,801k | Jun 30, 2019 | Jul 22, 2019 | |
Woodstock Corporation | 134,015 | $7,656k | Jun 30, 2019 | Jul 3, 2019 | |
The Leuthold Group LLC | 133,089 | $7,603k | Jun 30, 2019 | Aug 14, 2019 | |
Tufton Capital Management LLC | 132,285 | $7,557k | Jun 30, 2019 | Jul 26, 2019 | |
Grassi Investment Management LLC | 131,327 | $7,503k | Jun 30, 2019 | Jul 10, 2019 | |
Rodgers Brothers Inc | 126,497 | $7,227k | Jun 30, 2019 | Aug 14, 2019 | |
Gabalex Capital Management LLC | 125,000 | $7,141k | Jun 30, 2019 | Aug 1, 2019 | |
Brightworth LLC | 123,595 | $7,061k | Jun 30, 2019 | Jul 31, 2019 | |
Goodman Financial Corporation | 123,353 | $7,047k | Jun 30, 2019 | Aug 9, 2019 | |
The Swarthmore Group Inc | 120,300 | $6,873k | Jun 30, 2019 | Jul 25, 2019 | |
USA Financial Portformulas Corporation | 115,874 | $6,852k | Jun 30, 2019 | Aug 12, 2019 | |
Affinity Investment Advisors LLC | 119,416 | $6,822k | Jun 30, 2019 | Aug 8, 2019 | |
Strategic Advisors LLC | 114,397 | $6,535k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 114,397 | $6,535k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 114,397 | $6,535k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Financial Services Inc | 112,529 | $6,429k | Jun 30, 2019 | Aug 13, 2019 | |
Asset Advisors Investment Management LLC | 110,795 | $6,330k | Jun 30, 2019 | Jul 25, 2019 | |
Greenwood Gearhart Inc | 110,357 | $6,305k | Jun 30, 2019 | Aug 7, 2019 | |
Circle ROAD Advisors LP | 109,471 | $6,254k | Jun 30, 2019 | Aug 7, 2019 | |
Alley Company LLC | 109,080 | $6,232k | Jun 30, 2019 | Jul 30, 2019 | |
Waverton Investment Management Limited | 107,316 | $6,131k | Jun 30, 2019 | Jul 17, 2019 | |
Goodhaven Capital Management LLC | 102,184 | $5,838k | Jun 30, 2019 | Aug 13, 2019 | |
van DEN BERG Management I Inc | 101,775 | $5,814k | Jun 30, 2019 | Aug 14, 2019 | |
Hamel Associates Inc | 99,757 | $5,699k | Jun 30, 2019 | Aug 5, 2019 | |
United Asset Strategies Inc | 99,114 | $5,662k | Jun 30, 2019 | Jul 31, 2019 | |
Viking Fund Management LLC | 99,000 | $5,656k | Jun 30, 2019 | Jul 16, 2019 | |
Excalibur Management Corp | 94,505 | $5,399k | Jun 30, 2019 | Jul 26, 2019 | |
GHP Investment Advisors Inc | 92,604 | $5,290k | Jun 30, 2019 | Aug 2, 2019 | |
Vision Capital Management Inc | 90,739 | $5,184k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 90,739 | $5,184k | Jun 30, 2019 | Jul 29, 2019 | |
Private Wealth Advisors Inc | 90,406 | $5,165k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 90,406 | $5,165k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 90,406 | $5,165k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 90,406 | $5,165k | Jun 30, 2019 | Aug 7, 2019 | |
Argyle Capital Management Inc | 89,221 | $5,097k | Jun 30, 2019 | Jul 25, 2019 | |
West Branch Capital LLC | 89,086 | $5,089k | Jun 30, 2019 | Aug 5, 2019 | |
Oarsman Capital Inc | 87,457 | $4,996k | Jun 30, 2019 | Aug 13, 2019 | |
Adams Diversified Equity Fund Inc | 86,800 | $4,959k | Jun 30, 2019 | Jul 29, 2019 | |
Columbus Macro LLC | 86,697 | $4,953k | Jun 30, 2019 | Jul 16, 2019 | |
Cullen Capital Management LLC | 85,995 | $4,913k | Jun 30, 2019 | Jul 30, 2019 | |
Salem Capital Management Inc | 84,330 | $4,818k | Jun 30, 2019 | Jul 9, 2019 | |
Crestwood Advisors Group LLC | 81,311 | $4,645k | Jun 30, 2019 | Aug 14, 2019 | |
Benedict Financial Advisors Inc | 81,065 | $4,631k | Jun 30, 2019 | Aug 1, 2019 | |
Beese Fulmer Investment Management Inc | 80,362 | $4,591k | Jun 30, 2019 | Jul 5, 2019 | |
Mcmillion Capital Management Inc | 80,362 | $4,591k | Jun 30, 2019 | Jul 25, 2019 | |
Private Wealth Partners LLC | 78,835 | $4,504k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 78,835 | $4,504k | Jun 30, 2019 | Aug 6, 2019 | |
Murphy Pohlad Asset Management LLC | 78,364 | $4,476k | Jun 30, 2019 | Aug 6, 2019 | |
Legacy Capital Partners Inc | 78,060 | $4,460k | Jun 30, 2019 | Jul 16, 2019 | |
Wespac Advisors Socal LLC | 77,464 | $4,425k | Jun 30, 2019 | Jul 30, 2019 | |
Advanced Asset Management Advisors Inc | 77,161 | $4,408k | Jun 30, 2019 | Aug 2, 2019 | |
Stokes & Hubbell Capital Management LLC | 72,732 | $4,301k | Mar 31, 2019 | Apr 24, 2019 | |
Cornell Pochily Investment Advisors Inc | 74,801 | $4,273k | Jun 30, 2019 | Jul 22, 2019 | |
DAVY Asset Management Limited | 74,246 | $4,242k | Jun 30, 2019 | Jul 19, 2019 | |
RAAB & Moskowitz Asset Management LLC | 72,906 | $4,165k | Jun 30, 2019 | Aug 9, 2019 | |
AULL & Monroe Investment Management Corp | 72,567 | $4,146k | Jun 30, 2019 | Jul 29, 2019 | |
Argus Investors' Counsel Inc | 71,010 | $4,057k | Jun 30, 2019 | Jul 10, 2019 | |
Strategy Asset Managers LLC | 70,882 | $4,050k | Jun 30, 2019 | Aug 14, 2019 | |
Telos Capital Management Inc | 70,785 | $4,044k | Jun 30, 2019 | Jul 19, 2019 | |
BFSG LLC | 69,998 | $3,999k | Jun 30, 2019 | Jul 30, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 69,225 | $3,955k | Jun 30, 2019 | Aug 9, 2019 | |
Boston Research and Management Inc | 68,006 | $3,885k | Jun 30, 2019 | Aug 7, 2019 | |
JGP Wealth Management LLC | 66,149 | $3,779k | Jun 30, 2019 | Jul 15, 2019 | |
Barometer Capital Management Inc | 66,700 | $3,771k | Jun 30, 2019 | Aug 13, 2019 | |
Stoneridge Investment Partners LLC | 65,060 | $3,717k | Jun 30, 2019 | Jul 29, 2019 | |
Wendell David Associates Inc | 64,306 | $3,674k | Jun 30, 2019 | Jul 16, 2019 | |
Monte Financial Group LLC | 62,343 | $3,562k | Jun 30, 2019 | Aug 7, 2019 | |
Bowen Hanes & Co Inc | 62,280 | $3,558k | Jun 30, 2019 | Aug 13, 2019 | |
Mengis Capital Management Inc | 61,776 | $3,529k | Jun 30, 2019 | Jul 18, 2019 | |
Baugh & Associates LLC | 61,765 | $3,529k | Jun 30, 2019 | Jul 23, 2019 | |
Hourglass Capital LLC | 61,099 | $3,491k | Jun 30, 2019 | Aug 12, 2019 | |
Harwood Advisory Group LLC | 58,607 | $3,348k | Jun 30, 2019 | Aug 7, 2019 | |
LVW Advisors LLC | 57,555 | $3,288k | Jun 30, 2019 | Aug 14, 2019 | |
Lyell Wealth Management LP | 57,348 | $3,276k | Jun 30, 2019 | Aug 1, 2019 | |
Hamilton Point Investment Advisors LLC | 56,512 | $3,229k | Jun 30, 2019 | Jul 18, 2019 | |
Dorchester Wealth Management Company | 56,289 | $3,216k | Jun 30, 2019 | Jul 19, 2019 | |
Hammer Asset Management LLC | 56,155 | $3,208k | Jun 30, 2019 | Aug 6, 2019 | |
Spectrum Management Group Inc | 55,409 | $3,166k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 55,409 | $3,166k | Jun 30, 2019 | Aug 2, 2019 | |
SVA Plumb Wealth Management LLC | 54,983 | $3,141k | Jun 30, 2019 | Aug 13, 2019 | |
Marietta Wealth Management LLC | 54,597 | $3,119k | Jun 30, 2019 | Aug 14, 2019 | |
Hall Capital Management Company Inc | 54,348 | $3,105k | Jun 30, 2019 | Aug 14, 2019 | |
Private Management Group Inc | 55,134 | $3,100k | Dec 31, 2018 | Jan 30, 2019 | |
Investment Management Corporation | 55,134 | $3,100k | Dec 31, 2018 | Jan 30, 2019 | |
Financial & Investment Management Group Ltd | 55,134 | $3,100k | Dec 31, 2018 | Jan 30, 2019 | |
Financial Management Inc | 55,134 | $3,100k | Dec 31, 2018 | Jan 30, 2019 | |
Mirador Capital Partners LP | 52,235 | $2,984k | Jun 30, 2019 | Aug 6, 2019 | |
The RICE Partnership LLC | 51,655 | $2,951k | Jun 30, 2019 | Jul 25, 2019 | |
Hedeker Wealth LLC | 51,285 | $2,929k | Jun 30, 2019 | Jul 26, 2019 | |
Clean Yield Group Inc | 50,951 | $2,911k | Jun 30, 2019 | Jul 22, 2019 | |
Wheatland Advisors Inc | 50,886 | $2,907k | Jun 30, 2019 | Aug 7, 2019 | |
RDL Financial Inc | 50,600 | $2,891k | Jun 30, 2019 | Jul 17, 2019 | |
MHI Funds LLC | 50,392 | $2,879k | Jun 30, 2019 | Jul 17, 2019 | |
Credit Capital Investments LLC | 50,000 | $2,857k | Jun 30, 2019 | Aug 14, 2019 | |
Hengehold Capital Management LLC | 49,812 | $2,846k | Jun 30, 2019 | Jul 23, 2019 | |
Wespac Advisors LLC | 49,625 | $2,835k | Jun 30, 2019 | Jul 23, 2019 | |
Arnhold LLC | 49,031 | $2,801k | Jun 30, 2019 | Aug 8, 2019 | |
Private Harbour Investment Management & Counsel LLC | 49,018 | $2,800k | Jun 30, 2019 | Aug 6, 2019 | |
Pinkerton Retirement Specialists LLC | 48,671 | $2,781k | Jun 30, 2019 | Aug 6, 2019 | |
Lincoln Capital Corporation | 48,652 | $2,780k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 48,652 | $2,780k | Jun 30, 2019 | Jul 12, 2019 | |
Smith Salley & Associates LLC | 48,527 | $2,772k | Jun 30, 2019 | Jul 12, 2019 | |
Burleson & Company LLC | 50,158 | $2,772k | Jun 30, 2019 | Aug 5, 2019 | |
Hunter Associates Investment Management LLC | 48,334 | $2,761k | Jun 30, 2019 | Aug 8, 2019 | |
ACG Wealth Inc | 48,136 | $2,750k | Jun 30, 2019 | Aug 6, 2019 | |
Curbstone Financial Management Corporation | 47,836 | $2,733k | Jun 30, 2019 | Jul 9, 2019 | |
Stillwater Investment Management LLC | 47,745 | $2,728k | Jun 30, 2019 | Jul 3, 2019 | |
Canal Capital Management LLC | 47,630 | $2,721k | Jun 30, 2019 | Jul 31, 2019 | |
Buckley Wealth Management LLC | 47,049 | $2,688k | Jun 30, 2019 | Jul 19, 2019 | |
Bridgecreek Investment Management LLC | 46,715 | $2,669k | Jun 30, 2019 | Aug 14, 2019 | |
Meridian Investment Counsel Inc | 46,143 | $2,636k | Jun 30, 2019 | Aug 13, 2019 | |
LOWE Brockenbrough & Company Inc | 45,293 | $2,588k | Jun 30, 2019 | Aug 12, 2019 | |
Triangle Securities Wealth Management | 44,134 | $2,555k | Jun 30, 2019 | Jul 10, 2019 | |
David R RAHN & Associates Inc | 44,645 | $2,551k | Jun 30, 2019 | Jul 12, 2019 | |
Altman Advisors Inc | 44,507 | $2,543k | Jun 30, 2019 | Jul 12, 2019 | |
ALTA Capital Management LLC | 43,339 | $2,476k | Jun 30, 2019 | Jul 26, 2019 | |
Arjuna Capital LLC | 42,965 | $2,455k | Jun 30, 2019 | Aug 21, 2019 | |
Schulhoff & Co Inc | 42,694 | $2,439k | Jun 30, 2019 | Aug 7, 2019 | |
SNOW Capital Management LP | 42,538 | $2,430k | Jun 30, 2019 | Aug 13, 2019 | |
Marshwinds Advisory Company | 43,163 | $2,427k | Dec 31, 2018 | Jan 7, 2019 | |
Quest Investment Management LLC | 42,371 | $2,421k | Jun 30, 2019 | Aug 13, 2019 | |
Kempner Capital Management Inc | 42,042 | $2,402k | Jun 30, 2019 | Jul 8, 2019 | |
Newsquare Capital LLC | 41,462 | $2,369k | Jun 30, 2019 | Aug 20, 2019 | |
Neumann Capital Management LLC | 41,092 | $2,348k | Jun 30, 2019 | Jul 25, 2019 | |
Abbot Financial Management Inc | 40,315 | $2,303k | Jun 30, 2019 | Aug 8, 2019 | |
SPC Financial Inc | 40,248 | $2,299k | Jun 30, 2019 | Aug 1, 2019 | |
Aldebaran Financial Inc | 40,015 | $2,286k | Jun 30, 2019 | Aug 14, 2019 | |
Golub Group LLC | 39,374 | $2,249k | Jun 30, 2019 | Aug 13, 2019 | |
Abbrea Capital LLC | 39,367 | $2,249k | Jun 30, 2019 | Jul 31, 2019 | |
Northstar Wealth Partners LLC | 39,337 | $2,247k | Jun 30, 2019 | Aug 15, 2019 | |
Liberty Capital Management Inc | 39,132 | $2,236k | Jun 30, 2019 | Jul 15, 2019 | |
Armor Investment Advisors LLC | 38,983 | $2,227k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 38,983 | $2,227k | Jun 30, 2019 | Aug 13, 2019 | |
Nicholas Hoffman & Company LLC | 38,021 | $2,172k | Jun 30, 2019 | Aug 12, 2019 | |
Secrest Blakey & Associates LLC | 37,972 | $2,169k | Jun 30, 2019 | Aug 13, 2019 | |
KARP Capital Management Corporation | 37,885 | $2,164k | Jun 30, 2019 | Aug 8, 2019 | |
Capital Counsel LLC | 37,495 | $2,142k | Jun 30, 2019 | Jul 26, 2019 | |
Stanley-Laman Group Ltd | 37,455 | $2,140k | Jun 30, 2019 | Aug 1, 2019 | |
West Oak Capital LLC | 37,337 | $2,133k | Jun 30, 2019 | Jul 12, 2019 | |
Stumpf Capital Management LLC | 37,250 | $2,128k | Jun 30, 2019 | Aug 14, 2019 | |
Kingfisher Capital LLC | 36,774 | $2,101k | Jun 30, 2019 | Aug 14, 2019 | |
Andesa Financial Management Inc | 36,043 | $2,062k | Jun 30, 2019 | Jul 30, 2019 | |
BEL AIR Investment Advisors LLC | 43,835 | $2,046k | Sep 30, 2013 | Nov 12, 2013 | |
Cubic Asset Management LLC | 35,139 | $2,007k | Jun 30, 2019 | Jul 29, 2019 | |
OLD West Investment Management LLC | 35,120 | $2,006k | Jun 30, 2019 | Aug 14, 2019 | |
Auxier Asset Management LLC | 34,934 | $1,996k | Jun 30, 2019 | Aug 15, 2019 | |
Chelsea Counsel Company | 39,122 | $1,968k | Jun 30, 2018 | Oct 3, 2018 | |
Guild Investment Management Inc | 33,630 | $1,921k | Jun 30, 2019 | Jul 29, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 33,514 | $1,915k | Jun 30, 2019 | Jul 15, 2019 | |
Terril Brothers Inc | 33,326 | $1,904k | Jun 30, 2019 | Aug 5, 2019 | |
Copperwynd Financial LLC | 32,909 | $1,880k | Jun 30, 2019 | Aug 7, 2019 | |
Washington Capital Management Inc | 32,746 | $1,871k | Jun 30, 2019 | Aug 7, 2019 | |
Torch Wealth Management LLC | 31,483 | $1,799k | Jun 30, 2019 | Aug 2, 2019 | |
TIG Advisors LLC | 31,134 | $1,779k | Jun 30, 2019 | Aug 30, 2019 | |
Woodley Farra Manion Portfolio Management Inc | 30,845 | $1,762k | Jun 30, 2019 | Aug 12, 2019 | |
BTR Capital Management Inc | 30,745 | $1,757k | Jun 30, 2019 | Jul 18, 2019 | |
Providence Wealth Advisors LLC | 30,361 | $1,736k | Jun 30, 2019 | Jul 22, 2019 | |
New Potomac Partners LLC | 30,130 | $1,721k | Jun 30, 2019 | Jul 26, 2019 | |
Crossvault Capital Management LLC | 29,692 | $1,696k | Jun 30, 2019 | Jul 19, 2019 | |
Pettee Investors Inc | 29,289 | $1,673k | Jun 30, 2019 | Aug 7, 2019 | |
Keeler Thomas Management LLC | 28,901 | $1,651k | Jun 30, 2019 | Jul 31, 2019 | |
ORCA Investment Management LLC | 28,656 | $1,637k | Jun 30, 2019 | Jul 17, 2019 | |
Wealth Alliance Advisory Group LLC | 28,227 | $1,625k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Asset Management LLC | 28,332 | $1,619k | Jun 30, 2019 | Jul 16, 2019 | |
Birinyi Associates Inc | 28,297 | $1,617k | Jun 30, 2019 | Aug 5, 2019 | |
Lejeune Puetz Investment Counsel | 28,225 | $1,612k | Jun 30, 2019 | Jul 29, 2019 | |
Omnistar Financial Group Inc | 28,197 | $1,611k | Jun 30, 2019 | Jul 30, 2019 | |
Kiley Juergens Wealth Management LLC | 28,064 | $1,603k | Jun 30, 2019 | Jul 11, 2019 | |
Ipswich Investment Management Company Inc | 27,722 | $1,584k | Jun 30, 2019 | Jul 11, 2019 | |
Oak Asset Management LLC | 28,447 | $1,579k | Jun 30, 2019 | Jul 25, 2019 | |
Green Square Capital LLC | 27,509 | $1,572k | Jun 30, 2019 | Aug 14, 2019 | |
Apriem Advisors | 27,355 | $1,563k | Jun 30, 2019 | Aug 14, 2019 | |
Gabelli & Company Investment Advisers Inc | 27,000 | $1,543k | Jun 30, 2019 | Aug 2, 2019 | |
Wilkins Investment Counsel Inc | 26,892 | $1,536k | Jun 30, 2019 | Aug 9, 2019 | |
Trust & Investment Advisors Inc | 26,869 | $1,535k | Jun 30, 2019 | Jul 30, 2019 | |
Private Advisors LLC | 26,869 | $1,535k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Financial Inc | 26,869 | $1,535k | Jun 30, 2019 | Jul 30, 2019 | |
The Financial Advisors LLC | 26,869 | $1,535k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors Inc | 26,869 | $1,535k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors LLC | 26,869 | $1,535k | Jun 30, 2019 | Jul 30, 2019 | |
Simplifi Inc | 26,749 | $1,528k | Jun 30, 2019 | Jul 23, 2019 | |
Euclidean Technologies Management LLC | 26,500 | $1,514k | Jun 30, 2019 | Aug 14, 2019 | |
Carderock Capital Management Inc | 26,336 | $1,505k | Jun 30, 2019 | Jul 15, 2019 | |
Independent Investors Inc | 26,352 | $1,505k | Jun 30, 2019 | Jul 18, 2019 | |
Premier Asset Management LLC | 26,080 | $1,489k | Jun 30, 2019 | Aug 7, 2019 | |
IMS Capital Management Inc | 24,935 | $1,425k | Jun 30, 2019 | Aug 14, 2019 | |
Altavista Wealth Management Inc | 24,714 | $1,412k | Jun 30, 2019 | Aug 13, 2019 | |
Stony Point Wealth Management Inc | 24,674 | $1,411k | Jun 30, 2019 | Jul 23, 2019 | |
Foundations Investment Advisors LLC | 23,927 | $1,391k | Jun 30, 2019 | Jul 8, 2019 | |
Pring/Turner Capital Group Inc | 24,683 | $1,388k | Dec 31, 2018 | Feb 14, 2019 | |
Family Legacy Inc | 23,975 | $1,370k | Jun 30, 2019 | Jul 25, 2019 | |
Profit Investment Management LLC | 23,663 | $1,352k | Jun 30, 2019 | Jul 16, 2019 | |
Klingenstein Fields & Co LLC | 23,505 | $1,343k | Jun 30, 2019 | Aug 12, 2019 | |
Beech Hill Advisors Inc | 23,506 | $1,343k | Jun 30, 2019 | Jul 15, 2019 | |
Wellesley Investment Partners LLC | 23,327 | $1,332k | Jun 30, 2019 | Aug 5, 2019 | |
Albert D Mason Inc | 23,269 | $1,329k | Jun 30, 2019 | Jul 30, 2019 | |
Quantum Capital Management LLC | 21,899 | $1,251k | Jun 30, 2019 | Aug 14, 2019 | |
Terra NOVA Asset Management LLC | 22,001 | $1,237k | Dec 31, 2018 | Feb 15, 2019 | |
Modera Wealth Management LLC | 21,536 | $1,230k | Jun 30, 2019 | Aug 7, 2019 | |
Bennicas & Associates Inc | 21,492 | $1,228k | Jun 30, 2019 | Jul 12, 2019 | |
Gillespie Robinson & Grimm Inc | 21,473 | $1,227k | Jun 30, 2019 | Jul 22, 2019 | |
Biltmore Family Office LLC | 21,459 | $1,226k | Jun 30, 2019 | Jul 31, 2019 | |
Dedora Capital Inc | 21,195 | $1,211k | Jun 30, 2019 | Aug 8, 2019 | |
Marietta Investment Partners LLC | 21,027 | $1,201k | Jun 30, 2019 | Aug 13, 2019 | |
UNIO Capital LLC | 20,539 | $1,198k | Jun 30, 2019 | Aug 14, 2019 | |
RB Capital Management LLC | 20,703 | $1,183k | Jun 30, 2019 | Aug 7, 2019 | |
Krueger & Catalano Capital Partners LLC | 20,660 | $1,180k | Jun 30, 2019 | Jul 22, 2019 | |
van Strum & Towne Inc | 20,550 | $1,174k | Jun 30, 2019 | Aug 12, 2019 | |
Bigsur Wealth Management LLC | 20,667 | $1,171k | Jun 30, 2019 | Jul 5, 2019 | |
Epstein and White Financial LLC | 20,819 | $1,150k | Jun 30, 2019 | Jul 19, 2019 | |
Granite Group Advisors LLC | 20,034 | $1,145k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 20,034 | $1,145k | Jun 30, 2019 | Jul 23, 2019 | |
Birch Hill Investment Advisors LLC | 20,019 | $1,144k | Jun 30, 2019 | Jul 22, 2019 | |
Mastrapasqua Asset Management Inc | 20,001 | $1,143k | Jun 30, 2019 | Aug 12, 2019 | |
Driehaus Capital Management LLC | 19,807 | $1,132k | Jun 30, 2019 | Aug 14, 2019 | |
The Northstar Group Inc | 19,748 | $1,129k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 19,748 | $1,129k | Jun 30, 2019 | Jul 12, 2019 | |
Acropolis Investment Management LLC | 19,718 | $1,127k | Jun 30, 2019 | Jul 11, 2019 | |
Bigelow Investment Advisors LLC | 19,694 | $1,125k | Jun 30, 2019 | Jul 17, 2019 | |
New England Research & Management Inc | 19,270 | $1,101k | Jun 30, 2019 | Jul 9, 2019 | |
Strategic Capital Advisers Inc | 18,500 | $1,057k | Jun 30, 2019 | Jul 30, 2019 | |
Steigerwald Gordon & KOCH Inc | 18,352 | $1,048k | Jun 30, 2019 | Jul 15, 2019 | |
Glovista Investments LLC | 18,035 | $1,030k | Jun 30, 2019 | Aug 14, 2019 | |
Sicart Associates LLC | 18,031 | $1,030k | Jun 30, 2019 | Jul 23, 2019 | |
Cornerstone Advisory LLC | 17,818 | $1,018k | Jun 30, 2019 | Aug 8, 2019 | |
Evermay Wealth Management LLC | 17,820 | $1,018k | Jun 30, 2019 | Jul 23, 2019 | |
HCR Wealth Advisors | 17,778 | $1,016k | Jun 30, 2019 | Jul 25, 2019 | |
Baldwin Investment Management LLC | 17,656 | $1,009k | Jun 30, 2019 | Aug 6, 2019 | |
SFMG LLC | 17,640 | $1,007k | Jun 30, 2019 | Aug 5, 2019 | |
Taurus Asset Management LLC | 17,424 | $995k | Jun 30, 2019 | Aug 14, 2019 | |
Round Table Services LLC | 17,324 | $990k | Jun 30, 2019 | Jul 17, 2019 | |
Wedgewood Partners Inc | 17,250 | $985k | Jun 30, 2019 | Aug 14, 2019 | |
Cidel Asset Management Inc | 17,233 | $985k | Jun 30, 2019 | Aug 12, 2019 | |
Symphony Asset Management LLC | 17,180 | $981k | Jun 30, 2019 | Aug 14, 2019 | |
Cahill Financial Advisors Inc | 16,922 | $967k | Jun 30, 2019 | Aug 14, 2019 | |
The Mathes Company Inc | 16,720 | $955k | Jun 30, 2019 | Jul 29, 2019 | |
Pratt Collard Advisory Partners LLC | 16,601 | $948k | Jun 30, 2019 | Jul 16, 2019 | |
Cheviot Value Management LLC | 16,601 | $948k | Jun 30, 2019 | Aug 14, 2019 | |
Infrastructure Capital Advisors LLC | 16,591 | $948k | Jun 30, 2019 | Aug 13, 2019 | |
Bridgeworth LLC | 16,316 | $932k | Jun 30, 2019 | Jul 25, 2019 | |
Edgewood Management LLC | 16,035 | $916k | Jun 30, 2019 | Aug 12, 2019 | |
Monarch Capital Management Inc | 15,779 | $901k | Jun 30, 2019 | Jul 31, 2019 | |
Mitchell Capital Management Co | 15,698 | $897k | Jun 30, 2019 | Jul 24, 2019 | |
West Chester Capital Advisors Inc | 15,609 | $892k | Jun 30, 2019 | Jul 30, 2019 | |
American Asset Management Inc | 15,552 | $889k | Jun 30, 2019 | Jul 31, 2019 | |
WE ARE One Seven LLC | 15,469 | $883k | Jun 30, 2019 | Jul 16, 2019 | |
SOL Capital Management Co | 15,354 | $877k | Jun 30, 2019 | Jul 17, 2019 | |
Lucas Capital Management LLC | 15,323 | $875k | Jun 30, 2019 | Jul 29, 2019 | |
The Fiduciary Group LLC | 15,228 | $870k | Jun 30, 2019 | Aug 14, 2019 | |
Bourne LENT Asset Management Inc | 15,150 | $866k | Jun 30, 2019 | Jul 29, 2019 | |
Allsquare Wealth Management LLC | 15,139 | $865k | Jun 30, 2019 | Aug 13, 2019 | |
Dumont & Blake Investment Advisors LLC | 15,047 | $860k | Jun 30, 2019 | Aug 1, 2019 | |
Affiance Financial LLC | 14,856 | $849k | Jun 30, 2019 | Jul 11, 2019 | |
Berkeley Capital Partners LLC | 14,834 | $847k | Jun 30, 2019 | Aug 8, 2019 | |
Financial Advisory Service Inc | 14,790 | $845k | Jun 30, 2019 | Jul 25, 2019 | |
Successful Portfolios LLC | 14,683 | $839k | Jun 30, 2019 | Jul 11, 2019 | |
Pzena Investment Management LLC | 14,462 | $826k | Jun 30, 2019 | Aug 2, 2019 | |
Searle & Co | 14,392 | $822k | Jun 30, 2019 | Jul 17, 2019 | |
West Coast Financial LLC | 13,554 | $774k | Jun 30, 2019 | Jul 16, 2019 | |
Blue CHIP Wealth Management Inc | 13,360 | $763k | Jun 30, 2019 | Aug 13, 2019 | |
Fagan Associates Inc | 13,314 | $761k | Jun 30, 2019 | Jul 12, 2019 | |
Insight 2811 Inc | 12,766 | $742k | Jun 30, 2019 | Jul 9, 2019 | |
Sandhill Capital Partners LLC | 12,986 | $742k | Jun 30, 2019 | Aug 13, 2019 | |
Summit Financial Wealth Advisors LLC | 12,896 | $737k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 12,896 | $737k | Jun 30, 2019 | Jul 16, 2019 | |
SFE Investment Counsel Inc | 12,865 | $735k | Jun 30, 2019 | Jul 26, 2019 | |
Summit Asset Management LLC | 12,856 | $734k | Jun 30, 2019 | Aug 7, 2019 | |
Ativo Capital Management LLC | 12,586 | $719k | Jun 30, 2019 | Aug 14, 2019 | |
Wells Trecaso Financial Group LLC | 12,545 | $717k | Jun 30, 2019 | Jul 22, 2019 | |
BRAY Capital Advisors LLC | 12,482 | $713k | Jun 30, 2019 | Jul 29, 2019 | |
Security Asset Management Inc | 12,347 | $705k | Jun 30, 2019 | Aug 6, 2019 | |
Private Vista LLC | 12,088 | $690k | Jun 30, 2019 | Jul 19, 2019 | |
Mountain Capital Investment Advisors Inc | 11,890 | $670k | Jun 30, 2019 | Aug 14, 2019 | |
KLCM Advisors Inc | 11,646 | $665k | Jun 30, 2019 | Aug 15, 2019 | |
Brave Asset Management Inc | 11,470 | $655k | Jun 30, 2019 | Aug 5, 2019 | |
American Financial Network Advisory Services LLC | 11,433 | $655k | Jun 30, 2019 | Aug 9, 2019 | |
LBMC Investment Advisors LLC | 11,446 | $654k | Jun 30, 2019 | Jul 18, 2019 | |
Osborne Partners Capital Management LLC | 11,323 | $647k | Jun 30, 2019 | Jul 18, 2019 | |
TSP Capital Management Group LLC | 11,255 | $643k | Jun 30, 2019 | Aug 9, 2019 | |
The Genwealth Group Inc | 11,043 | $641k | Jun 30, 2019 | Jul 10, 2019 | |
Elgethun Capital Management | 11,183 | $639k | Jun 30, 2019 | Aug 8, 2019 | |
Blue FIN Capital Inc | 11,128 | $635k | Jun 30, 2019 | Jul 22, 2019 | |
Boyar Asset Management Inc | 11,092 | $634k | Jun 30, 2019 | Aug 6, 2019 | |
Johanson Financial Advisors Inc | 10,669 | $612k | Jun 30, 2019 | Jul 29, 2019 | |
Sonata Capital Group Inc | 10,660 | $609k | Jun 30, 2019 | Aug 5, 2019 | |
Lehman Financial Resources Inc | 11,411 | $609k | Sep 30, 2018 | Nov 14, 2018 | |
Cookson Peirce & Co Inc | 10,590 | $605k | Jun 30, 2019 | Jul 31, 2019 | |
Hartline Investment Corp | 10,469 | $598k | Jun 30, 2019 | Aug 8, 2019 | |
Gyroscope Capital Management Group LLC | 10,166 | $593k | Jun 30, 2019 | Jul 11, 2019 | |
KCS Wealth Advisory LLC | 10,243 | $585k | Jun 30, 2019 | Jul 29, 2019 | |
GM Advisory Group Inc | 10,141 | $579k | Jun 30, 2019 | Aug 9, 2019 | |
Southeast Asset Advisors Inc | 10,066 | $575k | Jun 30, 2019 | Aug 14, 2019 | |
Signature Financial Management Inc | 10,202 | $571k | Dec 31, 2018 | Feb 13, 2019 | |
Campbell Newman Asset Management Inc | 9,963 | $569k | Jun 30, 2019 | Jul 24, 2019 | |
AMI Asset Management Corp | 9,927 | $567k | Jun 30, 2019 | Aug 5, 2019 | |
Peak Financial Management Inc | 9,930 | $567k | Jun 30, 2019 | Aug 1, 2019 | |
LLBH Private Wealth Management LLC | 9,861 | $563k | Jun 30, 2019 | Aug 13, 2019 | |
Harvest Capital Management Inc | 9,820 | $561k | Jun 30, 2019 | Aug 7, 2019 | |
Westbourne Investment Advisors Inc | 9,744 | $557k | Jun 30, 2019 | Jul 22, 2019 | |
Acorn Wealth Advisors LLC | 9,906 | $556k | Jun 30, 2019 | Aug 14, 2019 | |
Dimension Capital Management LLC | 9,721 | $555k | Jun 30, 2019 | Aug 12, 2019 | |
IRON Financial LLC | 9,359 | $553k | Jun 30, 2019 | Aug 2, 2019 | |
Shoker Investment Counsel Inc | 9,691 | $553k | Jun 30, 2019 | Aug 9, 2019 | |
New England Investment & Retirement Group Inc | 9,584 | $548k | Jun 30, 2019 | Jul 31, 2019 | |
Vontobel Swiss Wealth Advisors AG | 9,425 | $538k | Jun 30, 2019 | Aug 12, 2019 | |
Donald L Hagan LLC | 9,304 | $532k | Jun 30, 2019 | Jul 18, 2019 | |
Bristlecone Advisors LLC | 9,277 | $530k | Jun 30, 2019 | Jul 19, 2019 | |
Accredited Investors Inc | 9,045 | $517k | Jun 30, 2019 | Aug 13, 2019 | |
Bingham Osborn & Scarborough LLC | 9,046 | $517k | Jun 30, 2019 | Aug 2, 2019 | |
Alphastar Capital Management LLC | 9,034 | $516k | Jun 30, 2019 | Aug 14, 2019 | |
Chatham Capital Group Inc | 8,991 | $514k | Jun 30, 2019 | Jul 24, 2019 | |
Confluence Wealth Management LLC | 8,825 | $504k | Jun 30, 2019 | Aug 9, 2019 | |
Mcrae Capital Management Inc | 8,750 | $500k | Jun 30, 2019 | Jul 29, 2019 | |
Highvista Strategies LLC | 8,600 | $491k | Jun 30, 2019 | Aug 14, 2019 | |
KOPP Investment Advisors LLC | 8,522 | $487k | Jun 30, 2019 | Aug 14, 2019 | |
Windsor Capital Management LLC | 8,536 | $487k | Jun 30, 2019 | Aug 2, 2019 | |
Gilbert & COOK Inc | 8,530 | $487k | Jun 30, 2019 | Aug 5, 2019 | |
The Financial Consulate Inc | 8,452 | $483k | Jun 30, 2019 | Jul 24, 2019 | |
Investment Counsel Inc | 8,272 | $475k | Jun 30, 2019 | Jul 29, 2019 | |
Private Counsel Group Ltd | 8,272 | $475k | Jun 30, 2019 | Jul 29, 2019 | |
AFT Forsyth and Company Inc | 8,259 | $472k | Jun 30, 2019 | Jul 29, 2019 | |
Ballast Inc | 8,189 | $467k | Jun 30, 2019 | Jul 26, 2019 | |
Highland Private Wealth Management | 8,165 | $466k | Jun 30, 2019 | Aug 13, 2019 | |
Perkins Investment Management LLC | 9,500 | $463k | Mar 31, 2017 | May 15, 2017 | |
Grace Capital | 8,070 | $461k | Jun 30, 2019 | Aug 14, 2019 | |
Bell & Brown Wealth Advisors LLC | 8,056 | $460k | Jun 30, 2019 | Aug 6, 2019 | |
The WEIL Company | 8,018 | $458k | Jun 30, 2019 | Aug 12, 2019 | |
Capital Planning Advisors LLC | 7,955 | $454k | Jun 30, 2019 | Aug 9, 2019 | |
EFG Asset Management Americas Corp | 7,831 | $453k | Jun 30, 2019 | Jul 9, 2019 | |
Rossmore Private Capital LLC | 7,921 | $453k | Jun 30, 2019 | Aug 5, 2019 | |
Minichmacgregor Wealth Management LLC | 7,928 | $449k | Jun 30, 2019 | Aug 5, 2019 | |
Flippin Bruce & Porter Inc | 7,810 | $446k | Jun 30, 2019 | Aug 6, 2019 | |
Lourd Capital LLC | 7,773 | $444k | Jun 30, 2019 | Jul 11, 2019 | |
Cambridge Advisors Inc | 7,702 | $440k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 7,702 | $440k | Jun 30, 2019 | Jul 26, 2019 | |
Buckhead Capital Management LLC | 7,666 | $438k | Jun 30, 2019 | Aug 1, 2019 | |
Cfo4Life Group LLC | 7,637 | $436k | Jun 30, 2019 | Jul 29, 2019 | |
Paragon Wealth Strategies LLC | 7,538 | $431k | Jun 30, 2019 | Jul 17, 2019 | |
S R Schill & Associates Inc | 7,515 | $429k | Jun 30, 2019 | Aug 19, 2019 | |
Guardian Capital Advisors LP | 7,350 | $427k | Jun 30, 2019 | Aug 14, 2019 | |
WSFS Capital Management LLC | 7,472 | $427k | Jun 30, 2019 | Aug 14, 2019 | |
DAY & Ennis LLC | 7,425 | $424k | Jun 30, 2019 | Aug 2, 2019 | |
Quadrant Private Wealth Management LLC | 7,371 | $421k | Jun 30, 2019 | Aug 13, 2019 | |
Benin Management Corp | 7,232 | $413k | Jun 30, 2019 | Jul 31, 2019 | |
Karpas Strategies LLC | 7,216 | $412k | Jun 30, 2019 | Jul 25, 2019 | |
Barber Financial Group | 7,031 | $402k | Jun 30, 2019 | Aug 9, 2019 | |
Accuvest Global Advisors | 6,908 | $395k | Jun 30, 2019 | Jul 17, 2019 | |
Shepherd Financial Partners LLC | 6,836 | $391k | Jun 30, 2019 | Aug 5, 2019 | |
Exchange Capital Management Inc | 6,805 | $389k | Jun 30, 2019 | Jul 22, 2019 | |
Paulson Wealth Management Inc | 6,952 | $386k | Jun 30, 2019 | Jul 30, 2019 | |
Aries Wealth Management LLC | 6,562 | $383k | Jun 30, 2019 | Jul 15, 2019 | |
RKL Wealth Management LLC | 6,657 | $380k | Jun 30, 2019 | Aug 2, 2019 | |
The Jentner Corporation | 6,523 | $373k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Financial Strategies Inc | 6,461 | $369k | Jun 30, 2019 | Aug 8, 2019 | |
Mcadam LLC | 6,384 | $365k | Jun 30, 2019 | Jul 30, 2019 | |
Darrell & King LLC | 6,317 | $361k | Jun 30, 2019 | Aug 15, 2019 | |
Transamerica Financial Advisors Inc | 6,289 | $360k | Jun 30, 2019 | Aug 21, 2019 | |
Castle Rock Wealth Management LLC | 6,232 | $359k | Jun 30, 2019 | Aug 8, 2019 | |
GSB Wealth Management LLC | 6,255 | $357k | Jun 30, 2019 | Aug 9, 2019 | |
Mendel Money Management Inc | 6,225 | $356k | Jun 30, 2019 | Aug 8, 2019 | |
Oak Ridge Investments LLC | 6,219 | $355k | Jun 30, 2019 | Aug 14, 2019 | |
Polaris Greystone Financial Group LLC | 6,209 | $352k | Jun 30, 2019 | Jul 25, 2019 | |
Nottingham Advisors Inc | 6,139 | $351k | Jun 30, 2019 | Jul 17, 2019 | |
HIGH Falls Advisors Inc | 6,126 | $350k | Jun 30, 2019 | Aug 15, 2019 | |
SAND Hill Global Advisors LLC | 6,114 | $349k | Jun 30, 2019 | Aug 13, 2019 | |
Poehling Capital Management Inc | 6,075 | $347k | Jun 30, 2019 | Aug 9, 2019 | |
HT Partners LLC | 6,059 | $346k | Jun 30, 2019 | Jul 9, 2019 | |
BECK Capital Management LLC | 6,061 | $346k | Jun 30, 2019 | Aug 14, 2019 | |
Dimeo Schneider & Associates LLC | 5,973 | $341k | Jun 30, 2019 | Aug 13, 2019 | |
Daiwa SB Investments USA Ltd | 5,710 | $338k | Mar 31, 2019 | Apr 18, 2019 | |
Daiwa SB Investments Ltd | 5,710 | $338k | Mar 31, 2019 | Apr 18, 2019 | |
Alpine Woods Capital Investors LLC | 5,897 | $337k | Jun 30, 2019 | Aug 5, 2019 | |
FORD Financial Group Inc | 5,892 | $336k | Jun 30, 2019 | Jul 25, 2019 | |
Meristem Family Wealth LLC | 5,804 | $332k | Jun 30, 2019 | Aug 6, 2019 | |
Towerpoint Wealth LLC | 6,014 | $332k | Jun 30, 2019 | Aug 7, 2019 | |
Keeley-Teton Advisors LLC | 5,754 | $329k | Jun 30, 2019 | Aug 12, 2019 | |
Bouchey Financial Group Ltd | 5,675 | $324k | Jun 30, 2019 | Jul 11, 2019 | |
BHK Investment Advisors LLC | 5,675 | $324k | Jun 30, 2019 | Aug 2, 2019 | |
Managed Account Services Inc | 5,507 | $321k | Jun 30, 2019 | Jul 15, 2019 | |
Becker Capital Management Inc | 5,621 | $321k | Jun 30, 2019 | Aug 8, 2019 | |
Perritt Capital Management Inc | 5,592 | $319k | Jun 30, 2019 | Aug 13, 2019 | |
American Money Management LLC | 5,570 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
Aureus Asset Management LLC | 5,507 | $315k | Jun 30, 2019 | Aug 14, 2019 | |
Connecticut Wealth Management LLC | 5,499 | $314k | Jun 30, 2019 | Jul 29, 2019 | |
Shikiar Asset Management Inc | 5,470 | $313k | Jun 30, 2019 | Jul 25, 2019 | |
North American Management Corp | 5,425 | $310k | Jun 30, 2019 | Jul 30, 2019 | |
Peak Asset Management LLC | 5,428 | $310k | Jun 30, 2019 | Aug 15, 2019 | |
Athena Capital Advisors LLC | 5,409 | $309k | Jun 30, 2019 | Aug 9, 2019 | |
MRAZ Amerine & Associates Inc | 5,352 | $306k | Jun 30, 2019 | Aug 2, 2019 | |
TMD & Associates Inc | 5,260 | $301k | Jun 30, 2019 | Aug 9, 2019 | |
The O'Dell Group LLC | 5,225 | $299k | Jun 30, 2019 | Jul 24, 2019 | |
Portland Global Advisors LLC | 5,163 | $295k | Jun 30, 2019 | Jul 26, 2019 | |
STA Wealth Management LLC | 5,134 | $293k | Jun 30, 2019 | Aug 14, 2019 | |
Parthenon LLC | 5,099 | $291k | Jun 30, 2019 | Jul 29, 2019 | |
White Lighthouse Investment Management Inc | 5,100 | $291k | Jun 30, 2019 | Jul 31, 2019 | |
Santori & Peters Inc | 5,083 | $290k | Jun 30, 2019 | Jul 30, 2019 | |
Sather Financial Group Inc | 5,000 | $285k | Jun 30, 2019 | Jul 23, 2019 | |
Howard Capital Management Inc | 4,974 | $284k | Jun 30, 2019 | Jul 24, 2019 | |
Smith & Howard Wealth Management LLC | 4,970 | $284k | Jun 30, 2019 | Jul 23, 2019 | |
Huber Financial Advisors LLC | 4,976 | $284k | Jun 30, 2019 | Aug 5, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 4,953 | $283k | Jun 30, 2019 | Aug 13, 2019 | |
Spears Abacus Advisors LLC | 4,950 | $283k | Jun 30, 2019 | Aug 9, 2019 | |
Northside Capital Management LLC | 4,853 | $277k | Jun 30, 2019 | Jul 16, 2019 | |
Interocean Capital LLC | 4,749 | $271k | Jun 30, 2019 | Aug 13, 2019 | |
Traynor Capital Management Inc | 4,786 | $271k | Jun 30, 2019 | Jul 26, 2019 | |
Isthmus Partners LLC | 4,701 | $269k | Jun 30, 2019 | Aug 9, 2019 | |
Winslow Asset Management Inc | 4,654 | $266k | Jun 30, 2019 | Jul 29, 2019 | |
Loudon Investment Management LLC | 4,623 | $264k | Jun 30, 2019 | Aug 13, 2019 | |
Callahan Advisors LLC | 4,621 | $264k | Jun 30, 2019 | Jul 17, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 4,622 | $264k | Jun 30, 2019 | Jul 22, 2019 | |
Horizon Investment Services LLC | 4,572 | $261k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Financial Services LLC | 4,572 | $261k | Jun 30, 2019 | Aug 13, 2019 | |
Independence Advisors LLC | 4,538 | $259k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 4,538 | $259k | Jun 30, 2019 | Aug 12, 2019 | |
REDW Stanley Financial Advisors LLC | 4,501 | $257k | Jun 30, 2019 | Aug 9, 2019 | |
Oliver Luxxe Assets LLC | 4,359 | $252k | Jun 30, 2019 | Jul 10, 2019 | |
Fenimore Asset Management Inc | 4,402 | $251k | Jun 30, 2019 | Jul 16, 2019 | |
Baltimore-Washington Financial Advisors Inc | 4,385 | $250k | Jun 30, 2019 | Jul 25, 2019 | |
Total Investment Management Inc | 4,525 | $249k | Jun 30, 2019 | Aug 7, 2019 | |
Total Management Group Inc | 4,525 | $249k | Jun 30, 2019 | Aug 7, 2019 | |
Youngs Advisory Group Inc | 4,280 | $245k | Jun 30, 2019 | Jul 16, 2019 | |
Quadrant Capital Management LLC | 4,213 | $241k | Jun 30, 2019 | Aug 8, 2019 | |
SRB Corporation | 4,163 | $238k | Jun 30, 2019 | Aug 14, 2019 | |
Northrock Partners LLC | 4,142 | $237k | Jun 30, 2019 | Aug 12, 2019 | |
Bishop & Company Investment Management LLC | 4,108 | $235k | Jun 30, 2019 | Aug 9, 2019 | |
Northwest Wealth Management LLC | 4,115 | $235k | Jun 30, 2019 | Jul 23, 2019 | |
Davidson Investment Advisors Inc | 4,093 | $234k | Jun 30, 2019 | Aug 13, 2019 | |
Good Harbor Financial LLC | 5,341 | $232k | Sep 30, 2015 | Nov 13, 2015 | |
Inspirion Wealth Advisors LLC | 4,033 | $230k | Jun 30, 2019 | Jul 15, 2019 | |
Aristotle Atlantic Partners LLC | 4,000 | $229k | Jun 30, 2019 | Aug 13, 2019 | |
Financial Advantage Inc | 4,006 | $228k | Jun 30, 2019 | Jul 23, 2019 | |
Annex Advisory Services LLC | 3,928 | $225k | Jun 30, 2019 | Jul 18, 2019 | |
Uncommon Cents Investing LLC | 3,918 | $224k | Jun 30, 2019 | Jul 12, 2019 | |
Wiley Bros-Aintree Capital LLC | 3,894 | $222k | Jun 30, 2019 | Jul 10, 2019 | |
ELM Advisors LLC | 3,881 | $222k | Jun 30, 2019 | Jul 3, 2019 | |
Mokosak Advisory Group LLC | 3,804 | $217k | Jun 30, 2019 | Jul 17, 2019 | |
Conestoga Capital Advisors LLC | 3,773 | $216k | Jun 30, 2019 | Aug 2, 2019 | |
Ballew Advisors Inc | 3,730 | $215k | Jun 30, 2019 | Jul 17, 2019 | |
SMH Capital Advisors LLC | 3,747 | $214k | Jun 30, 2019 | Aug 5, 2019 | |
Brand Asset Management Group Inc | 3,736 | $213k | Jun 30, 2019 | Jul 24, 2019 | |
Alliance Wealth Management Group LLC | 3,624 | $207k | Jun 30, 2019 | Aug 12, 2019 | |
Vigilant Capital Management LLC | 3,580 | $205k | Jun 30, 2019 | Jul 18, 2019 | |
Marathon Capital Management LLC | 3,562 | $203k | Jun 30, 2019 | Jul 25, 2019 | |
The Family FIRM Inc | 3,529 | $202k | Jun 30, 2019 | Aug 6, 2019 | |
Drexel Morgan & Co | 3,000 | $171k | Jun 30, 2019 | Aug 8, 2019 | |
DT Investment Partners LLC | 2,998 | $171k | Jun 30, 2019 | Jul 30, 2019 | |
Cedar Wealth Management LLC | 2,648 | $151k | Jun 30, 2019 | Jul 24, 2019 | |
Cowen Prime Services LLC | 2,263 | $129k | Jun 30, 2019 | Jul 31, 2019 | |
Wealthstreet Investment Advisors LLC | 1,526 | $87k | Jun 30, 2019 | Jul 16, 2019 | |
Tower VIEW Investment Management & Research LLC | 1,475 | $84k | Jun 30, 2019 | Jul 17, 2019 | |
Alphaone Investment Services LLC | 1,300 | $74k | Jun 30, 2019 | Aug 13, 2019 | |
Clearbridge Investments LLC | 1,300 | $73k | Dec 31, 2018 | Feb 14, 2019 | |
Westport Asset Management Inc | 862 | $49k | Jun 30, 2019 | Aug 9, 2019 | |
Lucia Wealth Services LLC | 844 | $48k | Jun 30, 2019 | Jul 23, 2019 | |
Lombard Odier Transatlantic Limited | 745 | $39k | Sep 30, 2016 | Nov 14, 2016 | |
Kayne Anderson Rudnick Investment Management LLC | 498 | $28k | Jun 30, 2019 | Aug 14, 2019 | |
Magellan Asset Management Limited | 432 | $25k | Jun 30, 2019 | Aug 13, 2019 | |
Horan Securities Inc | 370 | $21k | Jun 30, 2019 | Jul 24, 2019 | |
Summit Financial Group Inc | 286 | $16k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 286 | $16k | Jun 30, 2019 | Jul 3, 2019 | |
America First Investment Advisors LLC | 253 | $14k | Jun 30, 2019 | Jul 29, 2019 | |
HMS Capital Management LLC | 200 | $11k | Jun 30, 2019 | Jul 12, 2019 | |
Westchester Capital Management Inc | 175 | $10k | Jun 30, 2019 | Aug 5, 2019 | |
Westchester Capital Management LLC | 175 | $10k | Jun 30, 2019 | Aug 5, 2019 | |
Stewart & Patten Co LLC | 114 | $7k | Jun 30, 2019 | Jul 17, 2019 | |
Spiderrock Advisors LLC | 1,200 | $1k | Put | Jun 30, 2019 | Jul 29, 2019 |
Beacon Capital Management Inc | 2 | $0k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 2 | $0k | Jun 30, 2019 | Jul 18, 2019 | |
Formidable Asset Management LLC | 13 | $0k | Call | Dec 31, 2018 | Feb 6, 2019 |
Independent Advisor Alliance LLC | 22,671 | $0k | Put | Jun 30, 2019 | Aug 12, 2019 |