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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 Management Inc 257,648 $14,719k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 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 Financial Advisors LLC 145,572 $8,317k Jun 30, 2019 Jul 17, 2019
Northstar Investment 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 Investment Advisors Inc 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 Advisors LLC 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 Group LLC 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
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
and Wealth Partners LLC 78,835 $4,504k Jun 30, 2019 Aug 6, 2019
Private 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
Baugh & Associates LLC 61,765 $3,529k Jun 30, 2019 Jul 23, 2019
Mengis Capital Management Inc 61,776 $3,529k Jun 30, 2019 Jul 18, 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 Group Management LLC 55,409 $3,166k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 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
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
Investment Management Corporation 55,134 $3,100k Dec 31, 2018 Jan 30, 2019
Private Management Group 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 LLC 48,652 $2,780k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 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 Advisors LLC 38,983 $2,227k Jun 30, 2019 Aug 13, 2019
Armor Investment 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
Advisors Financial Inc 26,869 $1,535k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 26,869 $1,535k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 26,869 $1,535k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 26,869 $1,535k Jun 30, 2019 Jul 30, 2019
Trust Advisors 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
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
Independent Investors Inc 26,352 $1,505k Jun 30, 2019 Jul 18, 2019
Carderock Capital Management Inc 26,336 $1,505k Jun 30, 2019 Jul 15, 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 Investment Advisors LLC 20,034 $1,145k Jun 30, 2019 Jul 23, 2019
Granite Group 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
Northstar Company LLC 19,748 $1,129k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 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
Evermay Wealth Management LLC 17,820 $1,018k Jun 30, 2019 Jul 23, 2019
Cornerstone Advisory LLC 17,818 $1,018k Jun 30, 2019 Aug 8, 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
Infrastructure Capital Advisors LLC 16,591 $948k Jun 30, 2019 Aug 13, 2019
Cheviot Value Management LLC 16,601 $948k Jun 30, 2019 Aug 14, 2019
Pratt Collard Advisory Partners LLC 16,601 $948k Jun 30, 2019 Jul 16, 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
Sandhill Capital Partners LLC 12,986 $742k Jun 30, 2019 Aug 13, 2019
Insight 2811 Inc 12,766 $742k Jun 30, 2019 Jul 9, 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
Peak Financial Management Inc 9,930 $567k Jun 30, 2019 Aug 1, 2019
AMI Asset Management Corp 9,927 $567k Jun 30, 2019 Aug 5, 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
Windsor Capital Management LLC 8,536 $487k Jun 30, 2019 Aug 2, 2019
KOPP Investment Advisors LLC 8,522 $487k Jun 30, 2019 Aug 14, 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 LLC 7,702 $440k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 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
BECK Capital Management LLC 6,061 $346k Jun 30, 2019 Aug 14, 2019
HT Partners LLC 6,059 $346k Jun 30, 2019 Jul 9, 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
Towerpoint Wealth LLC 6,014 $332k Jun 30, 2019 Aug 7, 2019
Meristem Family Wealth LLC 5,804 $332k Jun 30, 2019 Aug 6, 2019
Keeley-Teton Advisors LLC 5,754 $329k Jun 30, 2019 Aug 12, 2019
BHK Investment Advisors LLC 5,675 $324k Jun 30, 2019 Aug 2, 2019
Bouchey Financial Group Ltd 5,675 $324k Jun 30, 2019 Jul 11, 2019
Becker Capital Management Inc 5,621 $321k Jun 30, 2019 Aug 8, 2019
Managed Account Services Inc 5,507 $321k Jun 30, 2019 Jul 15, 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
Huber Financial Advisors LLC 4,976 $284k Jun 30, 2019 Aug 5, 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
Spears Abacus Advisors LLC 4,950 $283k Jun 30, 2019 Aug 9, 2019
Obermeyer WOOD Investment Counsel LLLP 4,953 $283k Jun 30, 2019 Aug 13, 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
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
Loudon Investment Management LLC 4,623 $264k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 4,572 $261k Jun 30, 2019 Aug 13, 2019
Horizon Investment Services LLC 4,572 $261k Jun 30, 2019 Aug 13, 2019
Independence Financial Advisors LLC 4,538 $259k Jun 30, 2019 Aug 12, 2019
Independence 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 Management Group Inc 4,525 $249k Jun 30, 2019 Aug 7, 2019
Total Investment Management 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
ELM Advisors LLC 3,881 $222k Jun 30, 2019 Jul 3, 2019
Wiley Bros-Aintree Capital LLC 3,894 $222k Jun 30, 2019 Jul 10, 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
DT Investment Partners LLC 2,998 $171k Jun 30, 2019 Jul 30, 2019
Drexel Morgan & Co 3,000 $171k Jun 30, 2019 Aug 8, 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 LLC 2 $0k Jun 30, 2019 Jul 18, 2019
Formidable Asset Management LLC 13 $0k Call Dec 31, 2018 Feb 6, 2019
Beacon Capital Management Inc 2 $0k Jun 30, 2019 Jul 18, 2019
Independent Advisor Alliance LLC 22,671 $0k Put Jun 30, 2019 Aug 12, 2019

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