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WELLS FARGO CO NEW
(949746101)

Funds Reporting Holdings of WELLS FARGO CO NEW according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
GS Investments Inc 73,075 $3,457,909k Jun 30, 2019 Aug 9, 2019
Longview Partners Guernsey Limited 26,122,688 $1,236,126k Jun 30, 2019 Aug 13, 2019
Sanders Capital LLC 17,546,738 $915,731k Jun 30, 2019 Jul 23, 2019
Gardner Russo & Gardner LLC 12,636,204 $597,945k Jun 30, 2019 Aug 13, 2019
Pzena Investment Management LLC 9,818,873 $464,629k Jun 30, 2019 Aug 2, 2019
First Eagle Investment Management LLC 9,540,561 $451,459k Jun 30, 2019 Aug 13, 2019
Brown Brothers Harriman & Co 8,708,247 $412,074k Jun 30, 2019 Aug 14, 2019
First Pacific Advisors LP 6,935,668 $328,196k Jun 30, 2019 Aug 14, 2019
The Magnolia Group LLC 6,824,995 $322,959k Jun 30, 2019 Jul 30, 2019
The London Company of Virginia LLC 6,356,251 $300,778k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 4,618,432 $218,545k Jun 30, 2019 Aug 14, 2019
Marathon Asset Management LLP 4,538,378 $214,745k Jun 30, 2019 Jul 15, 2019
Cantab Capital Partners LLP 2,375 $131,000k Sep 30, 2017 Nov 14, 2017
Holowesko Partners Ltd 2,710,181 $128,246k Jun 30, 2019 Aug 12, 2019
Tweedy Browne Company LLC 2,639,775 $124,914k Jun 30, 2019 Aug 5, 2019
Yacktman Asset Management LP 2,020,871 $95,628k Jun 30, 2019 Aug 2, 2019
VGI Partners PTY Limited 2,020,731 $95,621k Jun 30, 2019 Aug 14, 2019
Equity Investment Corporation 1,954,869 $92,504k Jun 30, 2019 Aug 5, 2019
Causeway Capital Management LLC 1,881,703 $89,042k Jun 30, 2019 Aug 14, 2019
Perkins Investment Management LLC 1,440,476 $80,177k Mar 31, 2017 May 15, 2017
Mawer Investment Management Ltd 1,655,381 $78,268k Jun 30, 2019 Aug 6, 2019
Stumpf Capital Management LLC 1,626,568 $77,235k Jun 30, 2019 Aug 14, 2019
Letko Brosseau & Associates Inc 1,596,824 $75,562k Jun 30, 2019 Aug 1, 2019
Kiltearn Partners LLP 1,472,058 $69,658k Jun 30, 2019 Jul 30, 2019
1919 Investment Counsel LLC 1,318,079 $68,369k Sep 30, 2014 Nov 14, 2014
Smead Capital Management Inc 1,425,845 $67,471k Jun 30, 2019 Jul 26, 2019
Hosking Partners LLP 1,342,833 $63,543k Jun 30, 2019 Aug 13, 2019
RE Advisers Corporation 1,342,789 $63,541k Jun 30, 2019 Aug 12, 2019
Schwerin Boyle Capital Management Inc 1,310,073 $61,993k Jun 30, 2019 Aug 13, 2019
Grosvenor Capital Management LP 1,096,407 $57,463k Mar 31, 2018 May 15, 2018
Firefly Value Partners LP 1,120,172 $53,007k Jun 30, 2019 Aug 14, 2019
Lakewood Capital Management LP 1,074,365 $50,839k Jun 30, 2019 Aug 14, 2019
Scharf Investments LLC 1,057,802 $50,055k Jun 30, 2019 Aug 13, 2019
Masters Capital Management LLC 1,000,000 $47,320k Call Jun 30, 2019 Aug 14, 2019
Diamond Hill Capital Management Inc 970,732 $45,935k Jun 30, 2019 Aug 1, 2019
Becker Capital Management Inc 945,339 $44,733k Jun 30, 2019 Aug 8, 2019
ALTA Capital Management LLC 859,482 $40,670k Jun 30, 2019 Jul 26, 2019
Vontobel Asset Management Inc 854,463 $40,430k Jun 30, 2019 Aug 14, 2019
Cambiar Investors LLC 846,956 $40,078k Jun 30, 2019 Jul 25, 2019
CI Global Investments Inc 755,631 $39,716k Sep 30, 2018 Nov 9, 2018
RNC Capital Management LLC 825,618 $39,068k Jun 30, 2019 Jul 25, 2019
River ROAD Asset Management LLC 683,366 $32,337k Jun 30, 2019 Aug 12, 2019
Golub Group LLC 674,855 $31,934k Jun 30, 2019 Aug 13, 2019
van DEN BERG Management I Inc 642,072 $30,383k Jun 30, 2019 Aug 14, 2019
YCG LLC 624,270 $29,638k Jun 30, 2019 Jul 23, 2019
Cooke & Bieler LP 571,800 $27,058k Jun 30, 2019 Aug 12, 2019
Sprucegrove Investment Management Ltd 559,360 $26,469k Jun 30, 2019 Aug 12, 2019
Cohen & Steers Capital Management Inc 448,713 $24,410k Mar 31, 2015 May 15, 2015
NWQ Investment Management Company LLC 513,278 $24,288k Jun 30, 2019 Aug 14, 2019
Cullen Capital Management LLC 390,930 $18,499k Jun 30, 2019 Jul 30, 2019
Pacer Advisors Inc 389,358 $18,424k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 378,694 $17,920k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 352,790 $16,694k Jun 30, 2019 Aug 15, 2019
Soapstone Management LP 325,000 $15,379k Jun 30, 2019 Aug 14, 2019
Taurus Asset Management LLC 291,678 $13,802k Jun 30, 2019 Aug 14, 2019
Torray LLC 254,805 $12,057k Jun 30, 2019 Aug 8, 2019
Sentry Management Inc 253,009 $11,972k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 253,009 $11,972k Jun 30, 2019 Aug 12, 2019
Archon Partners LLC 252,000 $11,925k Jun 30, 2019 Aug 14, 2019
Clearbridge Investments LLC 249,417 $11,493k Dec 31, 2018 Feb 14, 2019
Eubel Brady & Suttman Asset Management Inc 226,261 $10,707k Jun 30, 2019 Aug 12, 2019
Osborne Partners Capital Management LLC 200,802 $9,502k Jun 30, 2019 Jul 18, 2019
Flippin Bruce & Porter Inc 200,702 $9,497k Jun 30, 2019 Aug 6, 2019
Guardian Capital Advisors LP 197,462 $9,411k Jun 30, 2019 Aug 14, 2019
Stoneridge Investment Partners LLC 193,480 $9,155k Jun 30, 2019 Jul 29, 2019
GFS Advisors LLC 190,962 $9,036k Jun 30, 2019 Aug 1, 2019
OFI Advisors LLC 165,327 $8,490k Sep 30, 2015 Nov 16, 2015
Lourd Capital LLC 178,340 $8,439k Jun 30, 2019 Jul 11, 2019
Centre Asset Management LLC 173,200 $8,196k Jun 30, 2019 Jul 15, 2019
Tufton Capital Management LLC 171,670 $8,123k Jun 30, 2019 Jul 26, 2019
Greenwood Gearhart Inc 163,235 $7,724k Jun 30, 2019 Aug 7, 2019
FSI Group LLC 161,403 $7,638k Jun 30, 2019 Jul 25, 2019
Olstein Capital Management LP 150,000 $7,098k Jun 30, 2019 Jul 31, 2019
Harbor Island Capital LLC 148,601 $7,032k Jun 30, 2019 Jul 25, 2019
Interval Partners LP 144,836 $6,854k Jun 30, 2019 Aug 12, 2019
Palouse Capital Management Inc 143,799 $6,805k Jun 30, 2019 Aug 6, 2019
Channing Capital Management LLC 136,351 $6,452k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 135,046 $6,390k Jun 30, 2019 Aug 2, 2019
Winslow Asset Management Inc 134,683 $6,373k Jun 30, 2019 Jul 29, 2019
Greatmark Investment Partners Inc 130,710 $6,185k Jun 30, 2019 Aug 5, 2019
Alley Company LLC 117,613 $5,565k Jun 30, 2019 Jul 30, 2019
Folger Nolan Fleming Douglas Capital Management Inc 115,485 $5,465k Jun 30, 2019 Aug 9, 2019
Dorchester Wealth Management Company 114,908 $5,437k Jun 30, 2019 Jul 19, 2019
WEIK Capital Management Inc 112,196 $5,309k Jun 30, 2019 Aug 9, 2019
Keystone Financial Planning Inc 111,588 $5,280k Jun 30, 2019 Aug 5, 2019
Beese Fulmer Investment Management Inc 107,828 $5,102k Jun 30, 2019 Jul 5, 2019
Hennessy Advisors Inc 107,400 $5,082k Jun 30, 2019 Jul 11, 2019
Ramsay Stattman VELA & Price Inc 103,445 $4,895k Jun 30, 2019 Aug 9, 2019
Addenda Capital Inc 103,191 $4,883k Jun 30, 2019 Jul 12, 2019
Peak Asset Management LLC 102,610 $4,855k Jun 30, 2019 Aug 15, 2019
American Money Management LLC 101,833 $4,819k Jun 30, 2019 Aug 12, 2019
Uncommon Cents Investing LLC 97,044 $4,592k Jun 30, 2019 Jul 12, 2019
Pecaut & Co 94,725 $4,482k Jun 30, 2019 Aug 8, 2019
Birch Hill Investment Advisors LLC 93,104 $4,406k Jun 30, 2019 Jul 22, 2019
KMS Financial Services Inc 83,171 $4,314k Sep 30, 2014 Nov 17, 2014
Marble Harbor Investment Counsel LLC 90,958 $4,304k Jun 30, 2019 Aug 7, 2019
Karpas Strategies LLC 90,449 $4,280k Jun 30, 2019 Jul 25, 2019
FFCM LLC 88,436 $4,185k Jun 30, 2019 Jul 30, 2019
Elgethun Capital Management 86,990 $4,116k Jun 30, 2019 Aug 8, 2019
Asset Management Advisors Inc 83,820 $3,966k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors LLC 83,820 $3,966k Jun 30, 2019 Jul 26, 2019
Allied Investment Advisors LLC 83,651 $3,958k Jun 30, 2019 Jul 17, 2019
Gabelli & Company Investment Advisers Inc 81,693 $3,866k Jun 30, 2019 Aug 2, 2019
Brookmont Capital Management LLC 79,681 $3,771k Jun 30, 2019 Jul 18, 2019
Grand JEAN Capital Management Inc 78,978 $3,737k Jun 30, 2019 Aug 13, 2019
Hutner Capital Management Inc 72,315 $3,422k Jun 30, 2019 Aug 7, 2019
Grassi Investment Management LLC 72,050 $3,409k Jun 30, 2019 Jul 10, 2019
Salem Capital Management Inc 64,891 $3,071k Jun 30, 2019 Jul 9, 2019
Somerset Group LLC 61,172 $2,895k Jun 30, 2019 Aug 12, 2019
Sather Financial Group Inc 61,151 $2,893k Jun 30, 2019 Jul 23, 2019
Waters Parkerson & Co LLC 59,678 $2,824k Jun 30, 2019 Aug 6, 2019
Argyle Capital Management Inc 59,258 $2,804k Jun 30, 2019 Jul 25, 2019
LVW Advisors LLC 56,952 $2,695k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 55,932 $2,647k Jun 30, 2019 Jul 30, 2019
Adams Diversified Equity Fund Inc 55,300 $2,617k Jun 30, 2019 Jul 29, 2019
Murphy Pohlad Asset Management LLC 54,802 $2,593k Jun 30, 2019 Aug 6, 2019
Buckhead Capital Management LLC 53,653 $2,539k Jun 30, 2019 Aug 1, 2019
Global Endowment Management LP 52,790 $2,497k Jun 30, 2019 Aug 12, 2019
Pring/Turner Capital Group Inc 53,185 $2,451k Dec 31, 2018 Feb 14, 2019
QVT Financial LP 51,231 $2,424k Jun 30, 2019 Aug 14, 2019
Vontobel Swiss Wealth Advisors AG 50,975 $2,412k Jun 30, 2019 Aug 12, 2019
Bell & Brown Wealth Advisors LLC 50,614 $2,395k Jun 30, 2019 Aug 6, 2019
Green Square Capital LLC 50,234 $2,377k Jun 30, 2019 Aug 14, 2019
Viking Fund Management LLC 49,000 $2,319k Jun 30, 2019 Jul 16, 2019
Northwest Investment Counselors LLC 47,631 $2,254k Jun 30, 2019 Jul 25, 2019
Capital Counsel LLC 47,420 $2,244k Jun 30, 2019 Jul 26, 2019
Abbrea Capital LLC 46,504 $2,201k Jun 30, 2019 Jul 31, 2019
Triangle Securities Wealth Management 46,251 $2,198k Jun 30, 2019 Jul 10, 2019
Hengehold Capital Management LLC 46,356 $2,194k Jun 30, 2019 Jul 23, 2019
Midas Management Corporation 45,000 $2,129k Jun 30, 2019 Jul 9, 2019
Mirador Capital Partners LP 44,318 $2,097k Jun 30, 2019 Aug 6, 2019
Private Counsel Group Ltd 44,543 $2,018k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 44,543 $2,018k Jun 30, 2019 Jul 29, 2019
Mendon Capital Advisors Corp 41,000 $1,940k Put Jun 30, 2019 Aug 13, 2019
Gilbert & COOK Inc 40,447 $1,914k Jun 30, 2019 Aug 5, 2019
WP Advisors LLC 40,288 $1,906k Jun 30, 2019 Jul 23, 2019
Brightworth LLC 40,169 $1,901k Jun 30, 2019 Jul 31, 2019
Western Standard LLC 40,000 $1,893k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 39,136 $1,852k Jun 30, 2019 Aug 12, 2019
Signature Financial Management Inc 39,809 $1,836k Dec 31, 2018 Feb 13, 2019
The Bollard Group LLC 38,646 $1,829k Jun 30, 2019 Aug 13, 2019
Monarch Capital Management Inc 37,978 $1,797k Jun 30, 2019 Jul 31, 2019
Legacy Capital Partners Inc 34,180 $1,617k Jun 30, 2019 Jul 16, 2019
Marco Investment Management LLC 34,080 $1,613k Jun 30, 2019 Aug 6, 2019
Cadinha & Co LLC 33,872 $1,603k Jun 30, 2019 Aug 9, 2019
Spears Abacus Advisors LLC 33,819 $1,600k Jun 30, 2019 Aug 9, 2019
Curbstone Financial Management Corporation 32,906 $1,557k Jun 30, 2019 Jul 9, 2019
GHP Investment Advisors Inc 32,269 $1,527k Jun 30, 2019 Aug 2, 2019
SOL Capital Management Co 31,692 $1,500k Jun 30, 2019 Jul 17, 2019
Stokes & Hubbell Capital Management LLC 30,903 $1,493k Mar 31, 2019 Apr 24, 2019
DUFF & Phelps Investment Management Co 31,490 $1,490k Jun 30, 2019 Aug 2, 2019
Rossmore Private Capital LLC 31,253 $1,479k Jun 30, 2019 Aug 5, 2019
Waverton Investment Management Limited 30,283 $1,433k Jun 30, 2019 Jul 17, 2019
Pratt Collard Advisory Partners LLC 30,090 $1,424k Jun 30, 2019 Jul 16, 2019
Premier Asset Management LLC 30,037 $1,421k Jun 30, 2019 Aug 7, 2019
Cambridge Advisors Inc 29,371 $1,390k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 29,371 $1,390k Jun 30, 2019 Jul 26, 2019
Auxier Asset Management LLC 29,216 $1,383k Jun 30, 2019 Aug 15, 2019
Nicholas Hoffman & Company LLC 29,048 $1,375k Jun 30, 2019 Aug 12, 2019
Neumann Capital Management LLC 28,872 $1,366k Jun 30, 2019 Jul 25, 2019
Family Legacy Inc 28,830 $1,364k Jun 30, 2019 Jul 25, 2019
Delphi Management Inc 28,640 $1,355k Jun 30, 2019 Aug 20, 2019
Secrest Blakey & Associates LLC 28,542 $1,351k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 28,069 $1,328k Jun 30, 2019 Jul 19, 2019
Round Hill Asset Management Inc 27,505 $1,301k Jun 30, 2019 Aug 13, 2019
Northpointe Capital LLC 27,436 $1,298k Jun 30, 2019 Jul 26, 2019
Vista Investment Management LLC 27,154 $1,285k Jun 30, 2019 Aug 14, 2019
Loudon Investment Management LLC 26,546 $1,256k Jun 30, 2019 Aug 13, 2019
SFE Investment Counsel Inc 26,527 $1,255k Jun 30, 2019 Jul 26, 2019
Strategic Investment Advisors LLC 26,367 $1,247k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 26,367 $1,247k Jun 30, 2019 Jul 22, 2019
Guardian Investment Management LLC 26,351 $1,247k Jun 30, 2019 Aug 16, 2019
Strategic Advisors LLC 26,367 $1,247k Jun 30, 2019 Jul 22, 2019
Carlson Capital Management LLC 26,290 $1,244k Jun 30, 2019 Jul 15, 2019
Violich Capital Management 26,275 $1,243k Jun 30, 2019 Jul 22, 2019
Accredited Investors Inc 26,003 $1,230k Jun 30, 2019 Aug 13, 2019
KLCM Advisors Inc 25,845 $1,223k Jun 30, 2019 Aug 15, 2019
Shakespeare Wealth Management Inc 25,743 $1,218k Jun 30, 2019 Aug 12, 2019
Tocqueville Asset Management LP 25,694 $1,216k Jun 30, 2019 Jul 31, 2019
Northside Capital Management LLC 25,386 $1,201k Jun 30, 2019 Jul 16, 2019
Sippican Capital Advisors LLC 23,689 $1,121k Jun 30, 2019 Jul 17, 2019
Thornburg Investment Management Inc 23,624 $1,118k Jun 30, 2019 Aug 6, 2019
Murphy Middleton Hinkle & Parker Inc 23,169 $1,096k Jun 30, 2019 Jul 15, 2019
Obermeyer WOOD Investment Counsel LLLP 22,887 $1,083k Jun 30, 2019 Aug 13, 2019
Main Street Research LLC 22,501 $1,065k Jun 30, 2019 Aug 8, 2019
Interocean Capital LLC 22,383 $1,059k Jun 30, 2019 Aug 13, 2019
Hedeker Wealth LLC 22,200 $1,050k Jun 30, 2019 Jul 26, 2019
ORCA Investment Management LLC 21,963 $1,039k Jun 30, 2019 Jul 17, 2019
Quantum Capital Management LLC 21,462 $1,016k Jun 30, 2019 Aug 14, 2019
Crestline Management LP 21,332 $1,009k Jun 30, 2019 Aug 13, 2019
Schaller Investment Group Inc 21,253 $1,006k Jun 30, 2019 Aug 9, 2019
Wescap Management Group Inc 21,112 $999k Jun 30, 2019 Aug 6, 2019
Mengis Capital Management Inc 20,709 $979k Jun 30, 2019 Jul 18, 2019
Private Wealth Advisors LLC 20,653 $977k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 20,653 $977k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 20,653 $977k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 20,653 $977k Jun 30, 2019 Aug 7, 2019
Excalibur Management Corp 19,998 $946k Jun 30, 2019 Jul 26, 2019
Glacier Peak Capital LLC 20,000 $946k Jun 30, 2019 Aug 12, 2019
Wheatland Advisors Inc 19,892 $941k Jun 30, 2019 Aug 7, 2019
IMS Capital Management Inc 19,807 $937k Jun 30, 2019 Aug 14, 2019
Carleon Capital Partners LLC 19,578 $926k Jun 30, 2019 Aug 13, 2019
Lexaurum Advisors LLC 19,401 $918k Jun 30, 2019 Jul 19, 2019
Glynn Capital Management LLC 19,165 $907k Jun 30, 2019 Aug 2, 2019
ZWJ Investment Counsel Inc 18,478 $874k Jun 30, 2019 Jul 24, 2019
KCS Wealth Advisory LLC 18,034 $853k Jun 30, 2019 Jul 29, 2019
Acropolis Investment Management LLC 17,953 $850k Jun 30, 2019 Jul 11, 2019
Spectrum Group Management LLC 17,386 $823k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 17,386 $823k Jun 30, 2019 Aug 2, 2019
Meridian Investment Counsel Inc 17,293 $818k Jun 30, 2019 Aug 13, 2019
Northstar Wealth Partners LLC 16,774 $794k Jun 30, 2019 Aug 15, 2019
HCR Wealth Advisors 16,616 $786k Jun 30, 2019 Jul 25, 2019
Johanson Financial Advisors Inc 16,213 $768k Jun 30, 2019 Jul 29, 2019
MRAZ Amerine & Associates Inc 16,043 $759k Jun 30, 2019 Aug 2, 2019
Ipswich Investment Management Company Inc 15,802 $748k Jun 30, 2019 Jul 11, 2019
BTR Capital Management Inc 15,655 $741k Jun 30, 2019 Jul 18, 2019
Buckley Wealth Management LLC 15,663 $741k Jun 30, 2019 Jul 19, 2019
Altavista Wealth Management Inc 15,603 $738k Jun 30, 2019 Aug 13, 2019
Baldwin Investment Management LLC 15,468 $732k Jun 30, 2019 Aug 6, 2019
Augustine Asset Management Inc 15,116 $715k Jun 30, 2019 Aug 5, 2019
Shoker Investment Counsel Inc 15,034 $711k Jun 30, 2019 Aug 9, 2019
Sawgrass Asset Management LLC 14,825 $702k Jun 30, 2019 Jul 23, 2019
Ridgewood Investments LLC 14,197 $672k Jun 30, 2019 Jul 12, 2019
AULL & Monroe Investment Management Corp 13,861 $656k Jun 30, 2019 Jul 29, 2019
Marshwinds Advisory Company 14,191 $654k Dec 31, 2018 Jan 7, 2019
Biltmore Family Office LLC 13,795 $653k Jun 30, 2019 Jul 31, 2019
Northstar Investment Advisors LLC 13,775 $652k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 13,775 $652k Jun 30, 2019 Jul 17, 2019
Summit Financial LLC 13,717 $649k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 13,717 $649k Jun 30, 2019 Jul 3, 2019
Pictet North America Advisors SA 13,514 $639k Jun 30, 2019 Aug 7, 2019
Capwealth Advisors LLC 13,500 $639k Jun 30, 2019 Aug 13, 2019
Vista Private Wealth Partners LLC 14,061 $630k Jun 30, 2019 Aug 27, 2019
Dumont & Blake Investment Advisors LLC 12,741 $603k Jun 30, 2019 Aug 1, 2019
Summit Asset Management LLC 12,728 $602k Jun 30, 2019 Aug 7, 2019
New England Research & Management Inc 12,250 $580k Jun 30, 2019 Jul 9, 2019
The Fiduciary Group LLC 12,077 $571k Jun 30, 2019 Aug 14, 2019
Providence Wealth Advisors LLC 11,875 $565k Jun 30, 2019 Jul 22, 2019
Fairview Capital Investment Management LLC 11,903 $563k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 11,753 $556k Jun 30, 2019 Aug 7, 2019
KJ Harrison & Partners USA Inc 11,593 $549k Jun 30, 2019 Aug 5, 2019
Pacifica Capital Investments LLC 11,435 $541k Jun 30, 2019 Aug 7, 2019
Cypress Capital Management LLC 11,347 $537k Jun 30, 2019 Aug 5, 2019
The Family FIRM Inc 11,186 $529k Jun 30, 2019 Aug 6, 2019
Kelman Lazarov Inc 11,165 $528k Jun 30, 2019 Jul 22, 2019
Kiley Juergens Wealth Management LLC 11,142 $527k Jun 30, 2019 Jul 11, 2019
SAND Hill Global Advisors LLC 11,066 $524k Jun 30, 2019 Aug 13, 2019
Cidel Asset Management Inc 11,020 $521k Jun 30, 2019 Aug 12, 2019
Windsor Capital Management LLC 10,918 $516k Jun 30, 2019 Aug 2, 2019
Osterweis Capital Management LLC 10,866 $515k Jun 30, 2019 Aug 14, 2019
Formidable Asset Management LLC 11,150 $514k Dec 31, 2018 Feb 6, 2019
Vision Capital Management Inc 10,799 $511k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 10,799 $511k Jun 30, 2019 Jul 29, 2019
Congress Park Capital LLC 10,352 $510k Jun 30, 2019 Aug 2, 2019
Founders Financial Securities LLC 10,756 $509k Jun 30, 2019 Jul 22, 2019
Woodstock Corporation 10,669 $505k Jun 30, 2019 Jul 3, 2019
The Northstar Group Inc 10,495 $497k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 10,495 $497k Jun 30, 2019 Jul 12, 2019
FORT PITT Capital Group LLC 10,480 $496k Jun 30, 2019 Aug 9, 2019
Janney Capital Management LLC 10,412 $493k Jun 30, 2019 Jul 29, 2019
Magellan Asset Management Limited 10,326 $489k Jun 30, 2019 Aug 13, 2019
Washington Capital Management Inc 10,300 $487k Jun 30, 2019 Aug 7, 2019
LLBH Private Wealth Management LLC 10,255 $485k Jun 30, 2019 Aug 13, 2019
The WEIL Company 10,252 $485k Jun 30, 2019 Aug 12, 2019
Liberty Capital Management Inc 10,165 $481k Jun 30, 2019 Jul 15, 2019
Breiter Capital Management Inc 9,997 $473k Jun 30, 2019 Aug 23, 2019
Zuckerman Investment Group LLC 9,950 $471k Jun 30, 2019 Aug 14, 2019
Insight 2811 Inc 9,844 $469k Jun 30, 2019 Jul 9, 2019
Financial Advisory Service Inc 9,637 $456k Jun 30, 2019 Jul 25, 2019
Oarsman Capital Inc 9,283 $439k Jun 30, 2019 Aug 13, 2019
BHK Investment Advisors LLC 9,266 $438k Jun 30, 2019 Aug 2, 2019
van Strum & Towne Inc 9,230 $437k Jun 30, 2019 Aug 12, 2019
HIGH Pointe Capital Management LLC 9,180 $434k Jun 30, 2019 Aug 12, 2019
Bristol Advisors LLC 8,900 $430k Mar 31, 2019 Apr 29, 2019
Cahaba Wealth Management Inc 9,017 $426k Jun 30, 2019 Jul 31, 2019
Canal Capital Management LLC 8,823 $418k Jun 30, 2019 Jul 31, 2019
Gratus Capital LLC 8,794 $416k Jun 30, 2019 Aug 7, 2019
AFT Forsyth and Company Inc 8,649 $409k Jun 30, 2019 Jul 29, 2019
Port Capital LLC 8,590 $406k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 8,459 $400k Jun 30, 2019 Aug 13, 2019
Chatham Capital Group Inc 8,427 $399k Jun 30, 2019 Jul 24, 2019
Cahill Financial Advisors Inc 8,362 $396k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 8,359 $396k Jun 30, 2019 Jul 23, 2019
Lehman Financial Resources Inc 7,540 $396k Sep 30, 2018 Nov 14, 2018
Cohen Capital Management Inc 8,274 $392k Jun 30, 2019 Aug 7, 2019
Cornerstone Advisory LLC 8,146 $385k Jun 30, 2019 Aug 8, 2019
Bigsur Wealth Management LLC 8,050 $384k Jun 30, 2019 Jul 5, 2019
Highvista Strategies LLC 8,000 $379k Jun 30, 2019 Aug 14, 2019
Colrain Capital LLC 8,000 $379k Jun 30, 2019 Aug 6, 2019
Mcrae Capital Management Inc 7,872 $373k Jun 30, 2019 Jul 29, 2019
Daiwa SB Investments Ltd 7,620 $368k Mar 31, 2019 Apr 18, 2019
Bristlecone Advisors LLC 7,777 $368k Jun 30, 2019 Jul 19, 2019
Financial Engines Advisors LLC 7,682 $364k Jun 30, 2019 Aug 9, 2019
Huntington Steele LLC 6,840 $359k Mar 31, 2018 Apr 18, 2018
Gator Capital Management LLC 7,800 $359k Dec 31, 2018 Jan 31, 2019
Foster Dykema Cabot & Co Incorporated 7,584 $359k Jun 30, 2019 Aug 6, 2019
Wallace Capital Management Inc 7,501 $355k Jun 30, 2019 Aug 12, 2019
Investec Asset Management Limited 7,412 $351k Jun 30, 2019 Jul 30, 2019
Schulhoff & Co Inc 7,384 $349k Jun 30, 2019 Aug 7, 2019
Ballast Inc 7,367 $348k Jun 30, 2019 Jul 26, 2019
Confluence Wealth Management LLC 7,168 $339k Jun 30, 2019 Aug 9, 2019
PURE Financial Advisors Inc 7,115 $337k Jun 30, 2019 Jul 11, 2019
Doliver Capital Advisors LP 7,115 $337k Jun 30, 2019 Jul 25, 2019
SNOW Capital Management LP 6,988 $331k Jun 30, 2019 Aug 13, 2019
Foundations Investment Advisors LLC 6,729 $321k Jun 30, 2019 Jul 8, 2019
Aristotle Capital Management LLC 6,600 $312k Jun 30, 2019 Aug 14, 2019
Bouchey Financial Group Ltd 6,549 $310k Jun 30, 2019 Jul 11, 2019
Castle Rock Wealth Management LLC 6,527 $309k Jun 30, 2019 Aug 8, 2019
Evermay Wealth Management LLC 6,537 $309k Jun 30, 2019 Jul 23, 2019
JGP Wealth Management LLC 6,537 $309k Jun 30, 2019 Jul 15, 2019
Copperwynd Financial LLC 6,466 $306k Jun 30, 2019 Aug 7, 2019
Smith & Howard Wealth Management LLC 6,476 $306k Jun 30, 2019 Jul 23, 2019
Chelsea Counsel Company 5,495 $305k Jun 30, 2018 Oct 3, 2018
Cheviot Value Management LLC 6,274 $297k Jun 30, 2019 Aug 14, 2019
Wiley Bros-Aintree Capital LLC 6,226 $295k Jun 30, 2019 Jul 10, 2019
Blue CHIP Wealth Management Inc 6,174 $292k Jun 30, 2019 Aug 13, 2019
Wespac Advisors Socal LLC 6,095 $288k Jun 30, 2019 Jul 30, 2019
Southeast Asset Advisors Inc 6,095 $288k Jun 30, 2019 Aug 14, 2019
Telos Capital Management Inc 6,019 $285k Jun 30, 2019 Jul 19, 2019
Telemetry Investments LLC 6,000 $284k Jun 30, 2019 Aug 14, 2019
and Wealth Partners LLC 5,986 $283k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 5,986 $283k Jun 30, 2019 Aug 6, 2019
Boston Research and Management Inc 5,945 $281k Jun 30, 2019 Aug 7, 2019
Wealth Alliance Advisory Group LLC 5,906 $276k Jun 30, 2019 Jul 17, 2019
Birinyi Associates Inc 5,795 $274k Jun 30, 2019 Aug 5, 2019
American Financial Network Advisory Services LLC 5,918 $274k Jun 30, 2019 Aug 9, 2019
Benin Management Corp 5,771 $273k Jun 30, 2019 Jul 31, 2019
Cobiz Wealth LLC 5,730 $271k Jun 30, 2019 Jul 8, 2019
Lyell Wealth Management LP 5,612 $266k Jun 30, 2019 Aug 1, 2019
Apriem Advisors 5,582 $264k Jun 30, 2019 Aug 14, 2019
Deroy & Devereaux Private Investment Counsel Inc 5,550 $263k Jun 30, 2019 Jul 22, 2019
Bridgeworth LLC 5,531 $262k Jun 30, 2019 Jul 25, 2019
Westbourne Investment Advisors Inc 5,502 $260k Jun 30, 2019 Jul 22, 2019
Huber Financial Advisors LLC 5,384 $255k Jun 30, 2019 Aug 5, 2019
Harvey Investment Company LLC 5,334 $252k Jun 30, 2019 Jul 16, 2019
Hendershot Investments Inc 5,223 $247k Jun 30, 2019 Jul 31, 2019
Independence Financial Advisors LLC 5,147 $244k Jun 30, 2019 Aug 12, 2019
Gagnon Securities LLC 5,163 $244k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 5,147 $244k Jun 30, 2019 Aug 12, 2019
Epstein and White Financial LLC 5,089 $240k Jun 30, 2019 Jul 19, 2019
Twin Focus Capital Partners LLC 4,894 $232k Jun 30, 2019 Aug 14, 2019
Ruane Cunniff & Goldfarb LP 4,899 $232k Jun 30, 2019 Aug 14, 2019
Benedict Financial Advisors Inc 4,880 $231k Jun 30, 2019 Aug 1, 2019
Quadrant Private Wealth Management LLC 4,847 $229k Jun 30, 2019 Aug 13, 2019
WSFS Capital Management LLC 4,802 $227k Jun 30, 2019 Aug 14, 2019
Tealwood Asset Management Inc 4,738 $224k Jun 30, 2019 Aug 6, 2019
Willow Creek Wealth Management Inc 4,682 $222k Jun 30, 2019 Jul 22, 2019
BSW Wealth Partners LLC 4,657 $220k Jun 30, 2019 Aug 13, 2019
Edgemoor Investment Advisors Inc 4,619 $219k Jun 30, 2019 Aug 9, 2019
Andesa Financial Management Inc 4,590 $219k Jun 30, 2019 Jul 30, 2019
Riverbridge Partners LLC 4,628 $219k Jun 30, 2019 Jul 10, 2019
Affiance Financial LLC 4,544 $215k Jun 30, 2019 Jul 11, 2019
Thompson Investment Management Inc 4,500 $213k Jun 30, 2019 Aug 7, 2019
TMD & Associates Inc 4,503 $213k Jun 30, 2019 Aug 9, 2019
REDW Stanley Financial Advisors LLC 4,500 $213k Jun 30, 2019 Aug 9, 2019
ARGA Investment Management LP 4,284 $203k Jun 30, 2019 Jul 31, 2019
FORT Point Capital Partners LLC 4,267 $202k Jun 30, 2019 Aug 9, 2019
Leonard Rickey Investment Advisors PLLC 4,253 $201k Jun 30, 2019 Jul 10, 2019
Kayne Anderson Rudnick Investment Management LLC 4,014 $190k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 4,000 $189k Jun 30, 2019 Aug 8, 2019
Lejeune Puetz Investment Counsel 3,650 $173k Jun 30, 2019 Jul 29, 2019
Shayne & Co LLC 2,756 $130k Jun 30, 2019 Jul 24, 2019
West Oak Capital LLC 2,550 $121k Jun 30, 2019 Jul 12, 2019
America First Investment Advisors LLC 2,412 $114k Jun 30, 2019 Jul 29, 2019
Whitnell & Co 2,167 $103k Jun 30, 2019 Jul 16, 2019
Security Asset Management Inc 1,988 $94k Jun 30, 2019 Aug 6, 2019
Vestor Capital LLC 1,924 $91k Jun 30, 2019 Aug 6, 2019
Payden & Rygel 1,800 $85k Jun 30, 2019 Aug 6, 2019
Transamerica Financial Advisors Inc 1,076 $51k Jun 30, 2019 Aug 21, 2019
Westport Asset Management Inc 1,000 $47k Jun 30, 2019 Aug 9, 2019
Burleson & Company LLC 20,000 $47k Call Jun 30, 2019 Aug 5, 2019
Stewart & Patten Co LLC 520 $25k Jun 30, 2019 Jul 17, 2019
Spiderrock Advisors LLC 5,200 $9k Put Jun 30, 2019 Jul 29, 2019
Brand Asset Management Group Inc 160 $8k Jun 30, 2019 Jul 24, 2019
Beacon Capital Management LLC 1 $0k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 1 $0k Jun 30, 2019 Jul 18, 2019

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