Deere & Co
(244199105)
Fondos que reportan tenencias de Deere & Co de acuerdo con las presentaciones de 13F
| Nombre de la firma | Acciones mantenidas / Cantidad principal | Valor de mercado | Opción | Periodo de informe | Fecha de vigencia |
|---|---|---|---|---|---|
| Cantab Capital Partners LLP | 16,610 | $2,086,000k | Sep 30, 2017 | Nov 14, 2017 | |
| First Eagle Investment Management LLC | 4,772,994 | $790,933k | Jun 30, 2019 | Aug 13, 2019 | |
| Tower Bridge Advisors Inc | 2,000 | $331,420k | Jun 30, 2019 | Aug 6, 2019 | |
| Charles Schwab Investment Advisory Inc | 1,034,046 | $171,352k | Jun 30, 2019 | Aug 12, 2019 | |
| Marshfield Associates Inc | 672,650 | $111,465k | Jun 30, 2019 | Aug 15, 2019 | |
| Gabelli Funds LLC | 578,800 | $95,913k | Jun 30, 2019 | Aug 2, 2019 | |
| Firefly Value Partners LP | 481,935 | $79,861k | Jun 30, 2019 | Aug 14, 2019 | |
| Janus Capital Management LLC | 615,527 | $67,006k | Mar 31, 2017 | May 16, 2017 | |
| Capital Guardian Trust Company | 342,917 | $56,792k | Jun 30, 2019 | Aug 14, 2019 | |
| Investec Asset Management Limited | 280,061 | $46,409k | Jun 30, 2019 | Jul 30, 2019 | |
| Tocqueville Asset Management LP | 275,009 | $45,572k | Jun 30, 2019 | Jul 31, 2019 | |
| Brandywine Global Investment Management LLC | 272,322 | $45,127k | Jun 30, 2019 | Aug 14, 2019 | |
| Bowen Hanes & Co Inc | 244,085 | $40,447k | Jun 30, 2019 | Aug 13, 2019 | |
| Masters Capital Management LLC | 200,000 | $33,142k | Call | Jun 30, 2019 | Aug 14, 2019 |
| PRIO Wealth Limited Partnership | 190,346 | $31,542k | Jun 30, 2019 | Jul 18, 2019 | |
| Corda Investment Management LLC | 163,695 | $27,125k | Jun 30, 2019 | Aug 9, 2019 | |
| Golub Group LLC | 136,614 | $22,638k | Jun 30, 2019 | Aug 13, 2019 | |
| Cidel Asset Management Inc | 126,783 | $21,009k | Jun 30, 2019 | Aug 12, 2019 | |
| Nikko Asset Management Americas Inc | 122,789 | $20,347k | Jun 30, 2019 | Jul 29, 2019 | |
| The Bollard Group LLC | 111,313 | $18,446k | Jun 30, 2019 | Aug 13, 2019 | |
| Baring International Investment Ltd | 182,541 | $16,529k | Jun 30, 2014 | Jul 21, 2014 | |
| Dupont Capital Management Corp | 98,585 | $16,337k | Jun 30, 2019 | Jul 30, 2019 | |
| Cutler Investment Counsel LLC | 87,366 | $14,477k | Jun 30, 2019 | Aug 5, 2019 | |
| Steigerwald Gordon & KOCH Inc | 70,430 | $11,671k | Jun 30, 2019 | Jul 15, 2019 | |
| Scopus Asset Management LP | 70,000 | $11,600k | Put | Jun 30, 2019 | Aug 14, 2019 |
| 1919 Investment Counsel LLC | 133,073 | $10,911k | Sep 30, 2014 | Nov 14, 2014 | |
| Douglass Winthrop Advisors LLC | 60,775 | $10,071k | Jun 30, 2019 | Jul 10, 2019 | |
| Kovitz Investment Group Partners LLC | 59,717 | $9,896k | Jun 30, 2019 | Aug 14, 2019 | |
| Weybosset Research & Management LLC | 59,682 | $9,890k | Jun 30, 2019 | Jul 22, 2019 | |
| Willis Investment Counsel Inc | 59,000 | $9,777k | Jun 30, 2019 | Aug 14, 2019 | |
| Edgestream Partners LP | 50,894 | $8,434k | Jun 30, 2019 | Aug 8, 2019 | |
| Main Street Research LLC | 50,070 | $8,297k | Jun 30, 2019 | Aug 8, 2019 | |
| J Goldman & Co LP | 50,000 | $8,286k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Schwerin Boyle Capital Management Inc | 49,100 | $8,136k | Jun 30, 2019 | Aug 13, 2019 | |
| The London Company of Virginia LLC | 47,285 | $7,836k | Jun 30, 2019 | Aug 14, 2019 | |
| Hamilton Point Investment Advisors LLC | 45,822 | $7,628k | Jun 30, 2019 | Jul 18, 2019 | |
| Decatur Capital Management Inc | 45,483 | $7,537k | Jun 30, 2019 | Jul 24, 2019 | |
| Interval Partners LP | 45,000 | $7,457k | Put | Jun 30, 2019 | Aug 12, 2019 |
| Cambridge Investment Research Advisors Inc | 43,698 | $7,241k | Jun 30, 2019 | Aug 15, 2019 | |
| Mengis Capital Management Inc | 42,100 | $6,976k | Jun 30, 2019 | Jul 18, 2019 | |
| Sandler Capital Management | 40,000 | $6,628k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Sitrin Capital Management LLC | 37,046 | $6,139k | Jun 30, 2019 | Jul 17, 2019 | |
| Centenus Global Management LP | 37,000 | $6,131k | Jun 30, 2019 | Aug 14, 2019 | |
| Anchor Bolt Capital LP | 36,789 | $6,096k | Jun 30, 2019 | Aug 14, 2019 | |
| Brightworth LLC | 34,828 | $5,771k | Jun 30, 2019 | Jul 31, 2019 | |
| Hennessy Advisors Inc | 34,100 | $5,651k | Jun 30, 2019 | Jul 11, 2019 | |
| Cohen Capital Management Inc | 33,112 | $5,487k | Jun 30, 2019 | Aug 7, 2019 | |
| Prelude Capital Management LLC | 33,000 | $5,468k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Progressive Investment Management Corporation | 32,903 | $5,452k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornerstone Advisors Inc | 32,000 | $5,115k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 32,000 | $5,115k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 32,000 | $5,115k | Mar 31, 2019 | May 13, 2019 | |
| Punch & Associates Investment Management Inc | 30,452 | $5,046k | Jun 30, 2019 | Aug 14, 2019 | |
| Pacer Advisors Inc | 30,405 | $5,038k | Jun 30, 2019 | Aug 12, 2019 | |
| The Burney Company | 30,248 | $5,012k | Jun 30, 2019 | Aug 12, 2019 | |
| Colonial Trust Advisors Inc | 26,318 | $4,361k | Jun 30, 2019 | Aug 21, 2019 | |
| Allied Investment Advisors LLC | 25,555 | $4,235k | Jun 30, 2019 | Jul 17, 2019 | |
| AULL & Monroe Investment Management Corp | 23,943 | $3,968k | Jun 30, 2019 | Jul 29, 2019 | |
| Argyle Capital Management Inc | 23,745 | $3,935k | Jun 30, 2019 | Jul 25, 2019 | |
| Marketfield Asset Management LLC | 23,699 | $3,927k | Jun 30, 2019 | Aug 6, 2019 | |
| Seabridge Investment Advisors LLC | 21,873 | $3,625k | Jun 30, 2019 | Jul 18, 2019 | |
| Meristem Family Wealth LLC | 20,922 | $3,467k | Jun 30, 2019 | Aug 6, 2019 | |
| The Mathes Company Inc | 20,092 | $3,329k | Jun 30, 2019 | Jul 29, 2019 | |
| Diamond Hill Capital Management Inc | 20,009 | $3,316k | Jun 30, 2019 | Aug 1, 2019 | |
| Dodge & COX | 18,564 | $3,076k | Jun 30, 2019 | Aug 13, 2019 | |
| East Coast Asset Management LLC | 17,468 | $2,895k | Jun 30, 2019 | Aug 14, 2019 | |
| Howard Capital Management Inc | 16,836 | $2,790k | Jun 30, 2019 | Jul 24, 2019 | |
| Arlington Financial Advisors LLC | 15,989 | $2,650k | Jun 30, 2019 | Aug 5, 2019 | |
| Howland Capital Management LLC | 15,482 | $2,566k | Jun 30, 2019 | Jul 17, 2019 | |
| OFI Advisors LLC | 34,591 | $2,560k | Sep 30, 2015 | Nov 16, 2015 | |
| Stillwater Investment Management LLC | 15,324 | $2,539k | Jun 30, 2019 | Jul 3, 2019 | |
| Pointstate Capital LP | 15,100 | $2,502k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Planning Advisors LLC | 14,231 | $2,358k | Jun 30, 2019 | Aug 9, 2019 | |
| Strategic Financial Services Inc | 13,946 | $2,311k | Jun 30, 2019 | Aug 13, 2019 | |
| Asset Advisors Investment Management LLC | 13,810 | $2,288k | Jun 30, 2019 | Jul 25, 2019 | |
| ARK Investment Management LLC | 12,727 | $2,109k | Jun 30, 2019 | Jul 30, 2019 | |
| Butensky & Cohen Financial Security Inc | 12,666 | $2,099k | Jun 30, 2019 | Jul 12, 2019 | |
| Drexel Morgan & Co | 12,070 | $2,000k | Jun 30, 2019 | Aug 8, 2019 | |
| Guardian Investment Management LLC | 11,900 | $1,972k | Jun 30, 2019 | Aug 16, 2019 | |
| TDAM USA Inc | 11,586 | $1,920k | Jun 30, 2019 | Aug 1, 2019 | |
| JAG Capital Management LLC | 11,055 | $1,832k | Jun 30, 2019 | Jul 22, 2019 | |
| Bragg Financial Advisors Inc | 11,044 | $1,830k | Jun 30, 2019 | Aug 14, 2019 | |
| Armor Investment Advisors LLC | 10,742 | $1,780k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 10,742 | $1,780k | Jun 30, 2019 | Aug 13, 2019 | |
| Rossmore Private Capital LLC | 10,061 | $1,667k | Jun 30, 2019 | Aug 5, 2019 | |
| Optimum Investment Advisors LLC | 10,029 | $1,662k | Jun 30, 2019 | Jul 29, 2019 | |
| Prime Capital Investment Advisors LLC | 10,000 | $1,657k | Jun 30, 2019 | Aug 6, 2019 | |
| Wendell David Associates Inc | 9,929 | $1,645k | Jun 30, 2019 | Jul 16, 2019 | |
| Spark Investment Management LLC | 9,875 | $1,636k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Investment Management LLC | 9,264 | $1,535k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 9,264 | $1,535k | Jun 30, 2019 | Aug 12, 2019 | |
| CWM Advisors LLC | 8,955 | $1,484k | Jun 30, 2019 | Jul 16, 2019 | |
| Stoneridge Investment Partners LLC | 8,875 | $1,471k | Jun 30, 2019 | Jul 29, 2019 | |
| Loudon Investment Management LLC | 8,593 | $1,424k | Jun 30, 2019 | Aug 13, 2019 | |
| Princeton Capital Management LLC | 8,322 | $1,379k | Jun 30, 2019 | Aug 12, 2019 | |
| Panagora Asset Management Inc | 8,258 | $1,368k | Jun 30, 2019 | Aug 9, 2019 | |
| Marshwinds Advisory Company | 9,080 | $1,354k | Dec 31, 2018 | Jan 7, 2019 | |
| Pacific Global Investment Management Co | 8,109 | $1,344k | Jun 30, 2019 | Aug 14, 2019 | |
| Providence Wealth Advisors LLC | 8,173 | $1,344k | Jun 30, 2019 | Jul 22, 2019 | |
| Clifford SWAN Investment Counsel LLC | 8,090 | $1,341k | Jun 30, 2019 | Aug 13, 2019 | |
| CWA Asset Management Group LLC | 7,958 | $1,319k | Jun 30, 2019 | Aug 13, 2019 | |
| Appleton Partners Inc | 7,864 | $1,303k | Jun 30, 2019 | Jul 25, 2019 | |
| Huber Financial Advisors LLC | 7,089 | $1,175k | Jun 30, 2019 | Aug 5, 2019 | |
| NEXT Century Growth Investors LLC | 6,955 | $1,152k | Jun 30, 2019 | Aug 14, 2019 | |
| Carret Asset Management LLC | 6,919 | $1,146k | Jun 30, 2019 | Aug 12, 2019 | |
| Nikulski Financial Inc | 6,976 | $1,138k | Jun 30, 2019 | Jul 22, 2019 | |
| Mcmahon Financial Advisors LLC | 6,627 | $1,098k | Jun 30, 2019 | Aug 6, 2019 | |
| The Fiduciary Group LLC | 6,624 | $1,098k | Jun 30, 2019 | Aug 14, 2019 | |
| Acropolis Investment Management LLC | 6,542 | $1,084k | Jun 30, 2019 | Jul 11, 2019 | |
| Azimuth Capital Management LLC | 6,534 | $1,083k | Jun 30, 2019 | Aug 13, 2019 | |
| Parsec Financial Management Inc | 6,390 | $1,059k | Jun 30, 2019 | Jul 23, 2019 | |
| Hellman Jordan Management Co Inc | 6,326 | $1,048k | Jun 30, 2019 | Aug 19, 2019 | |
| Abner Herrman & Brock LLC | 6,240 | $1,034k | Jun 30, 2019 | Jul 19, 2019 | |
| BECK MACK & Oliver LLC | 6,200 | $1,027k | Jun 30, 2019 | Aug 13, 2019 | |
| QS Investors LLC | 5,643 | $936k | Jun 30, 2019 | Aug 14, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 5,531 | $916k | Jun 30, 2019 | Aug 9, 2019 | |
| Altavista Wealth Management Inc | 5,423 | $899k | Jun 30, 2019 | Aug 13, 2019 | |
| Luminus Management LLC | 5,300 | $878k | Jun 30, 2019 | Aug 14, 2019 | |
| Violich Capital Management | 5,225 | $866k | Jun 30, 2019 | Jul 22, 2019 | |
| Ashfield Capital Partners LLC | 5,183 | $859k | Jun 30, 2019 | Jul 29, 2019 | |
| Hoylecohen LLC | 5,065 | $839k | Jun 30, 2019 | Aug 9, 2019 | |
| Choate Investment Advisors LLC | 5,045 | $836k | Jun 30, 2019 | Aug 14, 2019 | |
| Wellington Shields Capital Management LLC | 5,010 | $830k | Jun 30, 2019 | Aug 8, 2019 | |
| Crawford Investment Counsel Inc | 4,914 | $814k | Jun 30, 2019 | Aug 12, 2019 | |
| Baker Ellis Asset Management LLC | 4,911 | $814k | Jun 30, 2019 | Aug 12, 2019 | |
| BRAY Capital Advisors LLC | 4,887 | $810k | Jun 30, 2019 | Jul 29, 2019 | |
| Probity Advisors Inc | 4,758 | $788k | Jun 30, 2019 | Aug 8, 2019 | |
| Ramsay Stattman VELA & Price Inc | 4,671 | $774k | Jun 30, 2019 | Aug 9, 2019 | |
| LOWE Brockenbrough & Company Inc | 4,638 | $769k | Jun 30, 2019 | Aug 12, 2019 | |
| Sippican Capital Advisors LLC | 4,620 | $766k | Jun 30, 2019 | Jul 17, 2019 | |
| HUGH Johnson Advisors LLC | 4,607 | $763k | Jun 30, 2019 | Aug 6, 2019 | |
| Birch Hill Investment Advisors LLC | 4,545 | $753k | Jun 30, 2019 | Jul 22, 2019 | |
| Burleson & Company LLC | 4,494 | $724k | Jun 30, 2019 | Aug 5, 2019 | |
| Patton Albertson Miller Group LLC | 4,611 | $714k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornell Pochily Investment Advisors Inc | 4,262 | $706k | Jun 30, 2019 | Jul 22, 2019 | |
| BTR Capital Management Inc | 4,236 | $702k | Jun 30, 2019 | Jul 18, 2019 | |
| Dearborn Partners LLC | 4,220 | $699k | Jun 30, 2019 | Jul 29, 2019 | |
| Campbell & Company Investment Adviser LLC | 4,197 | $695k | Jun 30, 2019 | Jul 10, 2019 | |
| ST Johns Investment Management Company LLC | 4,191 | $694k | Jun 30, 2019 | Jul 24, 2019 | |
| Harvest Capital Management Inc | 4,140 | $686k | Jun 30, 2019 | Aug 7, 2019 | |
| Family Legacy Inc | 4,033 | $668k | Jun 30, 2019 | Jul 25, 2019 | |
| KMS Financial Services Inc | 8,048 | $660k | Sep 30, 2014 | Nov 17, 2014 | |
| Brown Advisory Securities LLC | 3,952 | $656k | Jun 30, 2019 | Aug 12, 2019 | |
| Court Place Advisors LLC | 3,878 | $643k | Jun 30, 2019 | Jul 30, 2019 | |
| American Research & Management Company | 3,825 | $634k | Jun 30, 2019 | Jul 18, 2019 | |
| Viking Fund Management LLC | 3,800 | $630k | Jun 30, 2019 | Jul 16, 2019 | |
| Dowling & Yahnke LLC | 3,746 | $621k | Jun 30, 2019 | Jul 22, 2019 | |
| Osborne Partners Capital Management LLC | 3,500 | $580k | Jun 30, 2019 | Jul 18, 2019 | |
| Inspirion Wealth Advisors LLC | 3,482 | $577k | Jun 30, 2019 | Jul 15, 2019 | |
| Midwest Professional Planners Ltd | 3,388 | $561k | Jun 30, 2019 | Aug 12, 2019 | |
| Mendel Money Management Inc | 3,370 | $558k | Jun 30, 2019 | Aug 8, 2019 | |
| BTC Capital Management Inc | 3,354 | $556k | Jun 30, 2019 | Jul 26, 2019 | |
| Ridgewood Investments LLC | 3,185 | $528k | Jun 30, 2019 | Jul 12, 2019 | |
| Triangle Securities Wealth Management | 3,196 | $524k | Jun 30, 2019 | Jul 10, 2019 | |
| Northwest Wealth Management LLC | 3,157 | $523k | Jun 30, 2019 | Jul 23, 2019 | |
| Wright Investors Service Inc | 2,987 | $495k | Jun 30, 2019 | Aug 1, 2019 | |
| Global Endowment Management LP | 2,920 | $484k | Jun 30, 2019 | Aug 12, 2019 | |
| ELM Advisors LLC | 2,855 | $473k | Jun 30, 2019 | Jul 3, 2019 | |
| Birinyi Associates Inc | 2,800 | $464k | Jun 30, 2019 | Aug 5, 2019 | |
| Frontier Wealth Management LLC | 2,651 | $439k | Jun 30, 2019 | Aug 16, 2019 | |
| E & G Advisors LP | 2,600 | $431k | Jun 30, 2019 | Jul 12, 2019 | |
| Tufton Capital Management LLC | 2,590 | $429k | Jun 30, 2019 | Jul 26, 2019 | |
| Whitebox Advisors LLC | 2,523 | $418k | Jun 30, 2019 | Aug 14, 2019 | |
| Spinnaker Investment Group LLC | 2,500 | $414k | Jun 30, 2019 | Jul 11, 2019 | |
| Oarsman Capital Inc | 2,490 | $413k | Jun 30, 2019 | Aug 13, 2019 | |
| BEL AIR Investment Advisors LLC | 5,000 | $407k | Sep 30, 2013 | Nov 12, 2013 | |
| Ancora Family Wealth Advisors LLC | 4,770 | $407k | Sep 30, 2016 | Nov 4, 2016 | |
| Savant Capital LLC | 2,417 | $401k | Jun 30, 2019 | Aug 6, 2019 | |
| Wealth Alliance Advisory Group LLC | 2,416 | $401k | Jun 30, 2019 | Jul 17, 2019 | |
| Alpha Cubed Investments LLC | 2,372 | $393k | Jun 30, 2019 | Jul 19, 2019 | |
| Moloney Securities Asset Management LLC | 2,372 | $393k | Jun 30, 2019 | Jul 29, 2019 | |
| Hamel Associates Inc | 2,325 | $385k | Jun 30, 2019 | Aug 5, 2019 | |
| Gilbert & COOK Inc | 2,324 | $385k | Jun 30, 2019 | Aug 5, 2019 | |
| Rodgers Brothers Inc | 2,300 | $381k | Jun 30, 2019 | Aug 14, 2019 | |
| Ironwood Investment Management LLC | 2,302 | $381k | Jun 30, 2019 | Aug 14, 2019 | |
| Element Capital Management LLC | 2,263 | $375k | Jun 30, 2019 | Aug 14, 2019 | |
| Interocean Capital LLC | 2,256 | $374k | Jun 30, 2019 | Aug 13, 2019 | |
| Crossvault Capital Management LLC | 2,250 | $373k | Jun 30, 2019 | Jul 19, 2019 | |
| Good Life Advisors LLC | 2,244 | $369k | Jun 30, 2019 | Aug 6, 2019 | |
| Buckley Wealth Management LLC | 2,210 | $366k | Jun 30, 2019 | Jul 19, 2019 | |
| Heritage Investment Group Inc | 2,203 | $365k | Jun 30, 2019 | Aug 13, 2019 | |
| Heritage Financial LLC | 2,203 | $365k | Jun 30, 2019 | Aug 13, 2019 | |
| Barber Financial Group | 2,198 | $364k | Jun 30, 2019 | Aug 9, 2019 | |
| IHT Wealth Management LLC | 2,159 | $358k | Jun 30, 2019 | Aug 12, 2019 | |
| Gilman Hill Asset Management LLC | 2,143 | $355k | Jun 30, 2019 | Jul 17, 2019 | |
| American Financial Network Advisory Services LLC | 2,130 | $351k | Jun 30, 2019 | Aug 9, 2019 | |
| Jackson Grant Investment Advisers Inc | 2,081 | $345k | Jun 30, 2019 | Aug 13, 2019 | |
| Donald L Hagan LLC | 2,072 | $343k | Jun 30, 2019 | Jul 18, 2019 | |
| Northstar Wealth Partners LLC | 2,055 | $341k | Jun 30, 2019 | Aug 15, 2019 | |
| Clear Harbor Asset Management LLC | 2,033 | $337k | Jun 30, 2019 | Jul 22, 2019 | |
| Signature Financial Management Inc | 2,227 | $333k | Dec 31, 2018 | Feb 13, 2019 | |
| Marco Investment Management LLC | 2,004 | $332k | Jun 30, 2019 | Aug 6, 2019 | |
| Bridgeworth LLC | 1,961 | $325k | Jun 30, 2019 | Jul 25, 2019 | |
| RFG Advisory LLC | 1,810 | $300k | Jun 30, 2019 | Aug 23, 2019 | |
| Gratus Capital LLC | 1,808 | $300k | Jun 30, 2019 | Aug 7, 2019 | |
| Cahill Financial Advisors Inc | 1,784 | $296k | Jun 30, 2019 | Aug 14, 2019 | |
| Parkside Advisors LLC | 1,737 | $289k | Jun 30, 2019 | Jul 10, 2019 | |
| ZWJ Investment Counsel Inc | 1,726 | $286k | Jun 30, 2019 | Jul 24, 2019 | |
| Telos Capital Management Inc | 1,716 | $284k | Jun 30, 2019 | Jul 19, 2019 | |
| Levin Capital Strategies LP | 1,710 | $283k | Jun 30, 2019 | Aug 13, 2019 | |
| First Manhattan Co | 1,699 | $281k | Jun 30, 2019 | Aug 16, 2019 | |
| Blue CHIP Wealth Management Inc | 1,618 | $268k | Jun 30, 2019 | Aug 13, 2019 | |
| Stewart & Patten Co LLC | 1,610 | $267k | Jun 30, 2019 | Jul 17, 2019 | |
| Venturi Wealth Management LLC | 1,606 | $266k | Jun 30, 2019 | Aug 7, 2019 | |
| Summit X | 1,586 | $262k | Jun 30, 2019 | Aug 13, 2019 | |
| Ballast Inc | 1,556 | $257k | Jun 30, 2019 | Jul 26, 2019 | |
| Global Retirement Partners LLC | 1,591 | $254k | Mar 31, 2019 | May 7, 2019 | |
| Cowen Prime Services LLC | 1,500 | $249k | Jun 30, 2019 | Jul 31, 2019 | |
| Monte Financial Group LLC | 1,449 | $240k | Jun 30, 2019 | Aug 7, 2019 | |
| Mairs and Power Inc | 1,442 | $239k | Jun 30, 2019 | Aug 14, 2019 | |
| Grandfield & DODD LLC | 1,439 | $238k | Jun 30, 2019 | Jul 29, 2019 | |
| Lakeview Capital Partners LLC | 1,434 | $238k | Jun 30, 2019 | Aug 5, 2019 | |
| Modera Wealth Management LLC | 1,420 | $235k | Jun 30, 2019 | Aug 7, 2019 | |
| The Investment House LLC | 1,420 | $235k | Jun 30, 2019 | Aug 5, 2019 | |
| RB Capital Management LLC | 1,413 | $234k | Jun 30, 2019 | Aug 7, 2019 | |
| HIGH Falls Advisors Inc | 1,400 | $232k | Jun 30, 2019 | Aug 15, 2019 | |
| Harfst and Associates Inc | 1,392 | $230k | Jun 30, 2019 | Aug 14, 2019 | |
| Wiley Bros-Aintree Capital LLC | 1,360 | $225k | Jun 30, 2019 | Jul 10, 2019 | |
| Bruderman Asset Management LLC | 1,356 | $225k | Jun 30, 2019 | Aug 12, 2019 | |
| Tiemann Investment Advisors LLC | 1,353 | $224k | Jun 30, 2019 | Aug 13, 2019 | |
| Capital Investment Counsel Inc | 1,346 | $223k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 1,346 | $223k | Jun 30, 2019 | Jul 26, 2019 | |
| CPWM LLC | 1,340 | $222k | Jun 30, 2019 | Aug 2, 2019 | |
| Summit Financial Wealth Advisors LLC | 1,314 | $218k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 1,314 | $218k | Jun 30, 2019 | Jul 16, 2019 | |
| Legacy Capital Partners Inc | 1,300 | $215k | Jun 30, 2019 | Jul 16, 2019 | |
| Karpas Strategies LLC | 1,300 | $215k | Jun 30, 2019 | Jul 25, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 1,290 | $214k | Jun 30, 2019 | Jul 9, 2019 | |
| Bigelow Investment Advisors LLC | 1,290 | $214k | Jun 30, 2019 | Jul 17, 2019 | |
| Lexaurum Advisors LLC | 1,285 | $213k | Jun 30, 2019 | Jul 19, 2019 | |
| Tealwood Asset Management Inc | 1,280 | $212k | Jun 30, 2019 | Aug 6, 2019 | |
| Cambridge Advisors Inc | 1,275 | $211k | Jun 30, 2019 | Jul 26, 2019 | |
| Acadian Asset Management LLC | 1,274 | $211k | Jun 30, 2019 | Aug 8, 2019 | |
| Cambridge Advisors LLC | 1,275 | $211k | Jun 30, 2019 | Jul 26, 2019 | |
| KLCM Advisors Inc | 1,260 | $209k | Jun 30, 2019 | Aug 15, 2019 | |
| Boston Family Office LLC | 1,250 | $207k | Jun 30, 2019 | Jul 30, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 1,250 | $207k | Jun 30, 2019 | Aug 9, 2019 | |
| BKD Wealth Advisors LLC | 1,245 | $206k | Jun 30, 2019 | Jul 10, 2019 | |
| TMD & Associates Inc | 1,215 | $201k | Jun 30, 2019 | Aug 9, 2019 | |
| Monetary Management Group Inc | 1,160 | $192k | Jun 30, 2019 | Aug 13, 2019 | |
| Bedel Financial Consulting Inc | 830 | $138k | Jun 30, 2019 | Aug 1, 2019 | |
| Payden & Rygel | 500 | $83k | Jun 30, 2019 | Aug 6, 2019 | |
| The Central Trust Bank | 311 | $52k | Jun 30, 2019 | Jul 16, 2019 | |
| Barrett Asset Management LLC | 300 | $50k | Jun 30, 2019 | Aug 5, 2019 | |
| Vestor Capital LLC | 300 | $50k | Jun 30, 2019 | Aug 6, 2019 | |
| Nelson Roberts Investment Advisors LLC | 271 | $45k | Jun 30, 2019 | Jul 25, 2019 | |
| Harding Loevner LP | 200 | $33k | Jun 30, 2019 | Aug 14, 2019 | |
| Destination Wealth Management | 165 | $27k | Jun 30, 2019 | Jul 19, 2019 | |
| Cipher Capital LP | 164 | $27k | Jun 30, 2019 | Aug 13, 2019 | |
| RPG Investment Advisory LLC | 119 | $20k | Jun 30, 2019 | Jul 10, 2019 | |
| Gilder Gagnon HOWE & Co LLC | 100 | $17k | Jun 30, 2019 | Aug 13, 2019 | |
| Westchester Capital Management Inc | 82 | $14k | Jun 30, 2019 | Aug 5, 2019 | |
| Westchester Capital Management LLC | 82 | $14k | Jun 30, 2019 | Aug 5, 2019 | |
| Institutional and Family Asset Management LLC | 56 | $9k | Jun 30, 2019 | Aug 14, 2019 | |
| The Pacific Center FOR Financial Services | 50 | $8k | Jun 30, 2019 | Aug 15, 2019 | |
| Arbor Wealth Management LLC | 37 | $6k | Jun 30, 2019 | Jul 16, 2019 |