MEDTRONIC PLC
(G5960L103)
ファンドの報告 MEDTRONIC PLC 13F提出書類による
| 商号 | 保有株式/元本 | 市場価格 | オプション | 報告期間 | 有効日 |
|---|---|---|---|---|---|
| Westend Advisors LLC | 347,948 | $33,886,655k | Jun 30, 2019 | Jul 23, 2019 | |
| Tower Bridge Advisors Inc | 99,361 | $9,676,768k | Jun 30, 2019 | Aug 6, 2019 | |
| Longview Partners Guernsey Limited | 8,843,721 | $861,290k | Jun 30, 2019 | Aug 13, 2019 | |
| Sanders Capital LLC | 6,134,485 | $672,922k | Jun 30, 2019 | Jul 23, 2019 | |
| Dodge & COX | 6,629,524 | $645,649k | Jun 30, 2019 | Aug 13, 2019 | |
| Vontobel Asset Management Inc | 5,034,882 | $501,130k | Jun 30, 2019 | Aug 14, 2019 | |
| Aristotle Capital Management LLC | 4,846,879 | $472,038k | Jun 30, 2019 | Aug 14, 2019 | |
| Janus Capital Management LLC | 5,465,773 | $440,317k | Mar 31, 2017 | May 16, 2017 | |
| Diamond Hill Capital Management Inc | 3,866,573 | $376,566k | Jun 30, 2019 | Aug 1, 2019 | |
| Mairs and Power Inc | 3,087,062 | $300,649k | Jun 30, 2019 | Aug 14, 2019 | |
| Santa Barbara Asset Management LLC | 1,773,095 | $161,493k | Mar 31, 2019 | May 14, 2019 | |
| Eaton Vance Management | 1,158,246 | $112,801k | Jun 30, 2019 | Aug 16, 2019 | |
| Eaton Vance Management International Limited | 1,158,246 | $112,801k | Jun 30, 2019 | Aug 16, 2019 | |
| Equity Investment Corporation | 997,408 | $97,138k | Jun 30, 2019 | Aug 5, 2019 | |
| RE Advisers Corporation | 813,703 | $79,247k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornerstone Investment Partners LLC | 728,360 | $70,935k | Jun 30, 2019 | Jul 19, 2019 | |
| Cornerstone Partners LLC | 728,360 | $70,935k | Jun 30, 2019 | Jul 19, 2019 | |
| Schwartz Investment Counsel Inc | 690,264 | $67,225k | Jun 30, 2019 | Jul 24, 2019 | |
| TODD Asset Management LLC | 686,287 | $66,837k | Jun 30, 2019 | Aug 6, 2019 | |
| Healthcor Management LP | 578,300 | $56,321k | Jun 30, 2019 | Aug 14, 2019 | |
| Brandywine Global Investment Management LLC | 568,627 | $55,379k | Jun 30, 2019 | Aug 14, 2019 | |
| Thornburg Investment Management Inc | 565,438 | $55,068k | Jun 30, 2019 | Aug 6, 2019 | |
| GS Investments Inc | 550 | $53,565k | Jun 30, 2019 | Aug 9, 2019 | |
| FORT PITT Capital Group LLC | 501,585 | $48,849k | Jun 30, 2019 | Aug 9, 2019 | |
| Tekla Capital Management LLC | 480,035 | $46,751k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambiar Investors LLC | 459,946 | $44,794k | Jun 30, 2019 | Jul 25, 2019 | |
| Acadian Asset Management LLC | 423,564 | $41,249k | Jun 30, 2019 | Aug 8, 2019 | |
| Global Thematic Partners LLC | 410,459 | $39,974k | Jun 30, 2019 | Jul 23, 2019 | |
| Saratoga Research & Investment Management | 401,331 | $39,086k | Jun 30, 2019 | Jul 24, 2019 | |
| Castleark Management LLC | 353,360 | $34,414k | Jun 30, 2019 | Aug 13, 2019 | |
| Golub Group LLC | 347,079 | $33,802k | Jun 30, 2019 | Aug 13, 2019 | |
| Compass Capital Management Inc | 338,160 | $32,933k | Jun 30, 2019 | Jul 31, 2019 | |
| Madison Investment Holdings Inc | 306,505 | $29,851k | Jun 30, 2019 | Aug 13, 2019 | |
| Cooke & Bieler LP | 295,000 | $28,730k | Jun 30, 2019 | Aug 12, 2019 | |
| Willis Investment Counsel Inc | 287,812 | $28,030k | Jun 30, 2019 | Aug 14, 2019 | |
| Hardman Johnston Global Advisors LLC | 281,247 | $27,391k | Jun 30, 2019 | Aug 5, 2019 | |
| Crestwood Advisors Group LLC | 269,006 | $26,198k | Jun 30, 2019 | Aug 14, 2019 | |
| Cidel Asset Management Inc | 226,190 | $22,029k | Jun 30, 2019 | Aug 12, 2019 | |
| Adams Diversified Equity Fund Inc | 222,700 | $21,689k | Jun 30, 2019 | Jul 29, 2019 | |
| Payden & Rygel | 220,300 | $21,455k | Jun 30, 2019 | Aug 6, 2019 | |
| Howland Capital Management LLC | 217,536 | $21,186k | Jun 30, 2019 | Jul 17, 2019 | |
| RAUB Brock Capital Management LP | 211,496 | $20,598k | Jun 30, 2019 | Jul 23, 2019 | |
| Grandfield & DODD LLC | 207,865 | $20,244k | Jun 30, 2019 | Jul 29, 2019 | |
| Motley FOOL Asset Management LLC | 205,272 | $19,991k | Jun 30, 2019 | Aug 14, 2019 | |
| S & Co Inc | 198,970 | $19,378k | Jun 30, 2019 | Jul 23, 2019 | |
| Point72 Asset Management LP | 197,569 | $19,241k | Jun 30, 2019 | Aug 14, 2019 | |
| Motley FOOL Wealth Management LLC | 188,714 | $18,379k | Jun 30, 2019 | Aug 14, 2019 | |
| Badgley Phelps and Bell Inc | 168,038 | $16,365k | Jun 30, 2019 | Jul 30, 2019 | |
| Klingenstein Fields & Co LLC | 165,986 | $16,165k | Jun 30, 2019 | Aug 12, 2019 | |
| Vestor Capital LLC | 155,224 | $15,117k | Jun 30, 2019 | Aug 6, 2019 | |
| Wallington Asset Management LLC | 153,732 | $14,972k | Jun 30, 2019 | Aug 13, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 148,572 | $14,469k | Jun 30, 2019 | Jul 22, 2019 | |
| Polen Capital Management LLC | 145,554 | $14,176k | Jun 30, 2019 | Aug 12, 2019 | |
| SKBA Capital Management LLC | 133,036 | $12,956k | Jun 30, 2019 | Aug 12, 2019 | |
| Woodstock Corporation | 132,146 | $12,870k | Jun 30, 2019 | Jul 3, 2019 | |
| CCM Investment Advisers LLC | 131,746 | $12,830k | Jun 30, 2019 | Aug 5, 2019 | |
| Nippon Life Global Investors Americas Inc | 125,820 | $12,253k | Jun 30, 2019 | Jul 23, 2019 | |
| Chilton Capital Management LLC | 123,103 | $11,989k | Jun 30, 2019 | Aug 13, 2019 | |
| Mcrae Capital Management Inc | 119,670 | $11,655k | Jun 30, 2019 | Jul 29, 2019 | |
| Clarkston Capital Partners LLC | 116,371 | $11,333k | Jun 30, 2019 | Jul 24, 2019 | |
| The Investment House LLC | 114,386 | $11,140k | Jun 30, 2019 | Aug 5, 2019 | |
| Gabelli Funds LLC | 113,100 | $11,015k | Jun 30, 2019 | Aug 2, 2019 | |
| Front Barnett Associates LLC | 108,739 | $10,590k | Jun 30, 2019 | Aug 6, 2019 | |
| Sprucegrove Investment Management Ltd | 107,722 | $10,491k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornerstone Advisors Inc | 115,000 | $10,474k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 115,000 | $10,474k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 115,000 | $10,474k | Mar 31, 2019 | May 13, 2019 | |
| Guardian Capital LP | 106,247 | $10,347k | Jun 30, 2019 | Aug 14, 2019 | |
| Wilkins Investment Counsel Inc | 99,070 | $9,648k | Jun 30, 2019 | Aug 9, 2019 | |
| Marco Investment Management LLC | 96,922 | $9,439k | Jun 30, 2019 | Aug 6, 2019 | |
| Northstar Investment Advisors LLC | 96,852 | $9,432k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 96,852 | $9,432k | Jun 30, 2019 | Jul 17, 2019 | |
| SIO Capital Management LLC | 96,464 | $9,395k | Jun 30, 2019 | Aug 14, 2019 | |
| Stack Financial Management Inc | 95,432 | $9,294k | Jun 30, 2019 | Jul 30, 2019 | |
| Gratus Capital LLC | 95,160 | $9,268k | Jun 30, 2019 | Aug 7, 2019 | |
| Cutler Investment Counsel LLC | 93,825 | $9,138k | Jun 30, 2019 | Aug 5, 2019 | |
| Schafer Cullen Capital Management Inc | 89,709 | $8,904k | Jun 30, 2019 | Jul 30, 2019 | |
| Parthenon LLC | 88,845 | $8,653k | Jun 30, 2019 | Jul 29, 2019 | |
| Edgemoor Investment Advisors Inc | 87,874 | $8,558k | Jun 30, 2019 | Aug 9, 2019 | |
| Isthmus Partners LLC | 85,206 | $8,298k | Jun 30, 2019 | Aug 9, 2019 | |
| Sentry Investment Management LLC | 82,842 | $8,068k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 82,842 | $8,068k | Jun 30, 2019 | Aug 12, 2019 | |
| QS Investors LLC | 82,033 | $7,990k | Jun 30, 2019 | Aug 14, 2019 | |
| Prospector Partners LLC | 80,000 | $7,791k | Jun 30, 2019 | Aug 14, 2019 | |
| Appleton Partners Inc | 79,220 | $7,715k | Jun 30, 2019 | Jul 25, 2019 | |
| Sectoral Asset Management Inc | 76,851 | $7,485k | Jun 30, 2019 | Aug 14, 2019 | |
| Monarch Capital Management Inc | 75,651 | $7,368k | Jun 30, 2019 | Jul 31, 2019 | |
| Dupont Capital Management Corp | 75,211 | $7,325k | Jun 30, 2019 | Jul 30, 2019 | |
| Greystone Managed Investments Inc | 74,204 | $7,227k | Jun 30, 2019 | Jul 23, 2019 | |
| Olstein Capital Management LP | 74,000 | $7,207k | Jun 30, 2019 | Jul 31, 2019 | |
| Telos Capital Management Inc | 71,439 | $6,958k | Jun 30, 2019 | Jul 19, 2019 | |
| van Hulzen Asset Management LLC | 70,175 | $6,834k | Jun 30, 2019 | Aug 8, 2019 | |
| Valicenti Advisory Services Inc | 69,319 | $6,751k | Jun 30, 2019 | Jul 17, 2019 | |
| Dividend Assets Capital LLC | 65,882 | $6,416k | Jun 30, 2019 | Jul 12, 2019 | |
| Gabalex Capital Management LLC | 65,000 | $6,330k | Jun 30, 2019 | Aug 1, 2019 | |
| Round Hill Asset Management Inc | 64,941 | $6,325k | Jun 30, 2019 | Aug 13, 2019 | |
| Beese Fulmer Investment Management Inc | 59,560 | $5,801k | Jun 30, 2019 | Jul 5, 2019 | |
| Alley Company LLC | 59,018 | $5,748k | Jun 30, 2019 | Jul 30, 2019 | |
| Murphy Pohlad Asset Management LLC | 58,882 | $5,734k | Jun 30, 2019 | Aug 6, 2019 | |
| Benedict Financial Advisors Inc | 58,422 | $5,690k | Jun 30, 2019 | Aug 1, 2019 | |
| Mccollum Christoferson Group LLC | 57,756 | $5,625k | Jun 30, 2019 | Jul 11, 2019 | |
| Strategic Financial Services Inc | 54,103 | $5,269k | Jun 30, 2019 | Aug 13, 2019 | |
| Cubic Asset Management LLC | 53,128 | $5,174k | Jun 30, 2019 | Jul 29, 2019 | |
| Allied Investment Advisors LLC | 51,685 | $5,034k | Jun 30, 2019 | Jul 17, 2019 | |
| Haverford Financial Services Inc | 48,962 | $4,768k | Jun 30, 2019 | Aug 13, 2019 | |
| Indexiq Advisors LLC | 48,237 | $4,698k | Jun 30, 2019 | Aug 12, 2019 | |
| Calamos Wealth Management LLC | 47,965 | $4,671k | Jun 30, 2019 | Aug 7, 2019 | |
| Spearhead Capital Advisors LLC | 45,423 | $4,424k | Jun 30, 2019 | Jul 17, 2019 | |
| Deltec Asset Management LLC | 45,300 | $4,412k | Jun 30, 2019 | Jul 29, 2019 | |
| Boston Research and Management Inc | 44,911 | $4,373k | Jun 30, 2019 | Aug 7, 2019 | |
| Woodley Farra Manion Portfolio Management Inc | 44,062 | $4,291k | Jun 30, 2019 | Aug 12, 2019 | |
| JGP Wealth Management LLC | 41,921 | $4,083k | Jun 30, 2019 | Jul 15, 2019 | |
| Athena Capital Advisors LLC | 41,759 | $4,067k | Jun 30, 2019 | Aug 9, 2019 | |
| Exchange Capital Management Inc | 41,593 | $4,051k | Jun 30, 2019 | Jul 22, 2019 | |
| Benson Investment Management Company Inc | 41,155 | $4,008k | Jun 30, 2019 | Jul 11, 2019 | |
| Augustine Asset Management Inc | 40,066 | $3,902k | Jun 30, 2019 | Aug 5, 2019 | |
| Strategy Asset Managers LLC | 38,150 | $3,715k | Jun 30, 2019 | Aug 14, 2019 | |
| DAVY Asset Management Limited | 37,101 | $3,613k | Jun 30, 2019 | Jul 19, 2019 | |
| BRAY Capital Advisors LLC | 35,939 | $3,500k | Jun 30, 2019 | Jul 29, 2019 | |
| Colonial Trust Advisors Inc | 35,473 | $3,455k | Jun 30, 2019 | Aug 21, 2019 | |
| Keating Investment Counselors Inc | 34,540 | $3,364k | Jun 30, 2019 | Aug 1, 2019 | |
| Oak Asset Management LLC | 31,946 | $3,234k | Jun 30, 2019 | Jul 25, 2019 | |
| Riverbridge Partners LLC | 33,165 | $3,230k | Jun 30, 2019 | Jul 10, 2019 | |
| Financial Advisory Service Inc | 32,998 | $3,214k | Jun 30, 2019 | Jul 25, 2019 | |
| Quadrant Capital Management LLC | 32,856 | $3,200k | Jun 30, 2019 | Aug 8, 2019 | |
| MAR Vista Investment Partners LLC | 32,333 | $3,149k | Jun 30, 2019 | Aug 13, 2019 | |
| Stoneridge Investment Partners LLC | 30,357 | $2,956k | Jun 30, 2019 | Jul 29, 2019 | |
| GAME Creek Capital LP | 30,250 | $2,946k | Jun 30, 2019 | Aug 5, 2019 | |
| Sivik Global Healthcare LLC | 30,000 | $2,922k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Global Advisors LLC | 29,795 | $2,902k | Jun 30, 2019 | Aug 13, 2019 | |
| Wealth Advisors of Tampa BAY LLC | 29,009 | $2,825k | Jun 30, 2019 | Jul 23, 2019 | |
| Hengehold Capital Management LLC | 28,834 | $2,808k | Jun 30, 2019 | Jul 23, 2019 | |
| LOWE Brockenbrough & Company Inc | 28,725 | $2,798k | Jun 30, 2019 | Aug 12, 2019 | |
| Marietta Wealth Management LLC | 28,493 | $2,775k | Jun 30, 2019 | Aug 14, 2019 | |
| Blackhawk Capital Partners LLC | 27,258 | $2,655k | Jun 30, 2019 | Aug 13, 2019 | |
| Stokes Capital Advisors LLC | 26,914 | $2,621k | Jun 30, 2019 | Jul 15, 2019 | |
| Andesa Financial Management Inc | 26,669 | $2,595k | Jun 30, 2019 | Jul 30, 2019 | |
| Colrain Capital LLC | 25,927 | $2,525k | Jun 30, 2019 | Aug 6, 2019 | |
| Private Harbour Investment Management & Counsel LLC | 25,053 | $2,440k | Jun 30, 2019 | Aug 6, 2019 | |
| F3Logic LLC | 24,611 | $2,418k | Jun 30, 2019 | Aug 2, 2019 | |
| Butensky & Cohen Financial Security Inc | 24,735 | $2,409k | Jun 30, 2019 | Jul 12, 2019 | |
| Pratt Collard Advisory Partners LLC | 24,449 | $2,381k | Jun 30, 2019 | Jul 16, 2019 | |
| Oarsman Capital Inc | 24,364 | $2,373k | Jun 30, 2019 | Aug 13, 2019 | |
| Hedeker Wealth LLC | 23,886 | $2,326k | Jun 30, 2019 | Jul 26, 2019 | |
| Private Wealth Advisors Inc | 23,621 | $2,300k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 23,621 | $2,300k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 23,621 | $2,300k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 23,621 | $2,300k | Jun 30, 2019 | Aug 7, 2019 | |
| Needham Investment Management LLC | 23,541 | $2,293k | Jun 30, 2019 | Aug 14, 2019 | |
| Krueger & Catalano Capital Partners LLC | 23,466 | $2,285k | Jun 30, 2019 | Jul 22, 2019 | |
| BFSG LLC | 23,219 | $2,261k | Jun 30, 2019 | Jul 30, 2019 | |
| Hartline Investment Corp | 22,853 | $2,226k | Jun 30, 2019 | Aug 8, 2019 | |
| Sawgrass Asset Management LLC | 22,533 | $2,194k | Jun 30, 2019 | Jul 23, 2019 | |
| New England Asset Management Inc | 21,944 | $2,137k | Jun 30, 2019 | Aug 14, 2019 | |
| Tradition Capital Management LLC | 23,333 | $2,125k | Mar 31, 2019 | May 7, 2019 | |
| Capital Insight Partners LLC | 21,024 | $2,048k | Jun 30, 2019 | Jul 9, 2019 | |
| YHB Investment Advisors Inc | 20,124 | $1,960k | Jun 30, 2019 | Jul 15, 2019 | |
| Northwest Investment Counselors LLC | 19,848 | $1,933k | Jun 30, 2019 | Jul 25, 2019 | |
| Schulhoff & Co Inc | 19,674 | $1,916k | Jun 30, 2019 | Aug 7, 2019 | |
| ELCO Management Company LLC | 18,366 | $1,789k | Jun 30, 2019 | Aug 1, 2019 | |
| Condor Capital Management | 18,320 | $1,784k | Jun 30, 2019 | Aug 5, 2019 | |
| Access Financial Services Inc | 17,288 | $1,684k | Jun 30, 2019 | Jul 24, 2019 | |
| Drexel Morgan & Co | 17,144 | $1,670k | Jun 30, 2019 | Aug 8, 2019 | |
| Fernwood Investment Management LLC | 17,064 | $1,662k | Jun 30, 2019 | Aug 1, 2019 | |
| Wheatland Advisors Inc | 16,450 | $1,602k | Jun 30, 2019 | Aug 7, 2019 | |
| SWS Partners LLC | 15,568 | $1,578k | Jun 30, 2019 | Aug 13, 2019 | |
| Marble Harbor Investment Counsel LLC | 15,983 | $1,557k | Jun 30, 2019 | Aug 7, 2019 | |
| Founders Capital Management Inc | 15,591 | $1,518k | Jun 30, 2019 | Jul 11, 2019 | |
| Founders Capital Management LLC | 15,591 | $1,518k | Jun 30, 2019 | Jul 11, 2019 | |
| Advanced Asset Management Advisors Inc | 15,100 | $1,471k | Jun 30, 2019 | Aug 2, 2019 | |
| Morgens Waterfall Vintiadis & Company Inc | 15,000 | $1,461k | Jun 30, 2019 | Aug 14, 2019 | |
| Investment Counsel Inc | 14,390 | $1,437k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 14,390 | $1,437k | Jun 30, 2019 | Jul 29, 2019 | |
| DUFF & Phelps Investment Management Co | 14,635 | $1,425k | Jun 30, 2019 | Aug 2, 2019 | |
| Cullen Capital Management LLC | 14,610 | $1,423k | Jun 30, 2019 | Jul 30, 2019 | |
| OFI Advisors LLC | 21,063 | $1,410k | Sep 30, 2015 | Nov 16, 2015 | |
| Impax Asset Management LLC | 16,040 | $1,373k | Jun 30, 2018 | Aug 14, 2018 | |
| Impax Asset Management Ltd | 16,040 | $1,373k | Jun 30, 2018 | Aug 14, 2018 | |
| Triangle Securities Wealth Management | 13,891 | $1,362k | Jun 30, 2019 | Jul 10, 2019 | |
| Violich Capital Management | 13,865 | $1,350k | Jun 30, 2019 | Jul 22, 2019 | |
| Beach Investment Management LLC | 13,550 | $1,320k | Jun 30, 2019 | Jul 17, 2019 | |
| Northpointe Capital LLC | 13,376 | $1,303k | Jun 30, 2019 | Jul 26, 2019 | |
| Nicholas Hoffman & Company LLC | 12,886 | $1,255k | Jun 30, 2019 | Aug 12, 2019 | |
| DB Root & Company LLC | 12,870 | $1,253k | Jun 30, 2019 | Jul 19, 2019 | |
| Dumont & Blake Investment Advisors LLC | 12,734 | $1,240k | Jun 30, 2019 | Aug 1, 2019 | |
| Stanley-Laman Group Ltd | 12,518 | $1,219k | Jun 30, 2019 | Aug 1, 2019 | |
| Cipher Capital LP | 12,378 | $1,205k | Jun 30, 2019 | Aug 13, 2019 | |
| TSP Capital Management Group LLC | 12,350 | $1,203k | Jun 30, 2019 | Aug 9, 2019 | |
| Monetta Financial Services Inc | 12,000 | $1,169k | Jun 30, 2019 | Aug 9, 2019 | |
| The Burney Company | 11,436 | $1,114k | Jun 30, 2019 | Aug 12, 2019 | |
| FFCM LLC | 11,106 | $1,082k | Jun 30, 2019 | Jul 30, 2019 | |
| Hunter Associates Investment Management LLC | 11,025 | $1,074k | Jun 30, 2019 | Aug 8, 2019 | |
| Bowen Hanes & Co Inc | 10,870 | $1,059k | Jun 30, 2019 | Aug 13, 2019 | |
| Symphony Asset Management LLC | 10,739 | $1,046k | Jun 30, 2019 | Aug 14, 2019 | |
| Kingfisher Capital LLC | 10,486 | $1,021k | Jun 30, 2019 | Aug 14, 2019 | |
| Founders Financial Securities LLC | 10,436 | $1,016k | Jun 30, 2019 | Jul 22, 2019 | |
| Bernicke Wealth Management Ltd | 9,815 | $956k | Jun 30, 2019 | Aug 5, 2019 | |
| Benin Management Corp | 9,590 | $934k | Jun 30, 2019 | Jul 31, 2019 | |
| Gargoyle Investment Advisor LLC | 9,586 | $934k | Jun 30, 2019 | Aug 13, 2019 | |
| HIGH Pointe Capital Management LLC | 9,570 | $932k | Jun 30, 2019 | Aug 12, 2019 | |
| Wellesley Investment Partners LLC | 9,435 | $918k | Jun 30, 2019 | Aug 5, 2019 | |
| Sowell Financial Services LLC | 10,052 | $916k | Mar 31, 2019 | May 15, 2019 | |
| Diligent Investors LLC | 9,348 | $910k | Jun 30, 2019 | Aug 1, 2019 | |
| Cambridge Advisors Inc | 9,034 | $880k | Jun 30, 2019 | Jul 26, 2019 | |
| Mitchell Capital Management Co | 9,033 | $880k | Jun 30, 2019 | Jul 24, 2019 | |
| Cambridge Advisors LLC | 9,034 | $880k | Jun 30, 2019 | Jul 26, 2019 | |
| Bigelow Investment Advisors LLC | 8,845 | $861k | Jun 30, 2019 | Jul 17, 2019 | |
| Moloney Securities Asset Management LLC | 8,775 | $855k | Jun 30, 2019 | Jul 29, 2019 | |
| Biltmore Family Office LLC | 8,683 | $846k | Jun 30, 2019 | Jul 31, 2019 | |
| Altrinsic Global Advisors LLC | 8,339 | $812k | Jun 30, 2019 | Aug 14, 2019 | |
| Affiance Financial LLC | 7,972 | $776k | Jun 30, 2019 | Jul 11, 2019 | |
| Round Table Services LLC | 7,958 | $775k | Jun 30, 2019 | Jul 17, 2019 | |
| Buckley Wealth Management LLC | 7,943 | $774k | Jun 30, 2019 | Jul 19, 2019 | |
| New England Research & Management Inc | 7,800 | $760k | Jun 30, 2019 | Jul 9, 2019 | |
| Cornell Pochily Investment Advisors Inc | 7,773 | $757k | Jun 30, 2019 | Jul 22, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 7,723 | $752k | Jun 30, 2019 | Jul 15, 2019 | |
| Harfst and Associates Inc | 7,550 | $735k | Jun 30, 2019 | Aug 14, 2019 | |
| Legacy Financial Strategies LLC | 7,237 | $724k | Jun 30, 2019 | Jul 15, 2019 | |
| Dedora Capital Inc | 7,237 | $705k | Jun 30, 2019 | Aug 8, 2019 | |
| Venturi Wealth Management LLC | 7,222 | $703k | Jun 30, 2019 | Aug 7, 2019 | |
| Windsor Capital Management LLC | 7,184 | $699k | Jun 30, 2019 | Aug 2, 2019 | |
| Mckinley Carter Wealth Services Inc | 7,059 | $687k | Jun 30, 2019 | Aug 2, 2019 | |
| MANA Advisors LLC | 6,930 | $675k | Jun 30, 2019 | Aug 14, 2019 | |
| Accredited Investors Inc | 6,707 | $653k | Jun 30, 2019 | Aug 13, 2019 | |
| Gilman Hill Asset Management LLC | 6,647 | $647k | Jun 30, 2019 | Jul 17, 2019 | |
| Loudon Investment Management LLC | 6,635 | $646k | Jun 30, 2019 | Aug 13, 2019 | |
| Cardan Capital Partners LLC | 6,588 | $642k | Jun 30, 2019 | Jul 16, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 6,484 | $631k | Jun 30, 2019 | Jul 9, 2019 | |
| LONG ROAD Investment Counsel LLC | 6,400 | $623k | Jun 30, 2019 | Aug 9, 2019 | |
| Abbrea Capital LLC | 6,110 | $595k | Jun 30, 2019 | Jul 31, 2019 | |
| Sunbelt Securities Inc | 5,688 | $554k | Jun 30, 2019 | Aug 1, 2019 | |
| Becker Capital Management Inc | 5,574 | $543k | Jun 30, 2019 | Aug 8, 2019 | |
| Middleton & Company Inc | 5,456 | $531k | Jun 30, 2019 | Jul 25, 2019 | |
| American National Registered Investment Advisor Inc | 5,283 | $515k | Jun 30, 2019 | Aug 5, 2019 | |
| Henry James International Management Inc | 5,282 | $514k | Jun 30, 2019 | Jul 17, 2019 | |
| Ridgewood Investments LLC | 5,264 | $513k | Jun 30, 2019 | Jul 12, 2019 | |
| SOL Capital Management Co | 5,244 | $511k | Jun 30, 2019 | Jul 17, 2019 | |
| STA Wealth Management LLC | 5,167 | $503k | Jun 30, 2019 | Aug 14, 2019 | |
| Meridian Investment Counsel Inc | 5,123 | $499k | Jun 30, 2019 | Aug 13, 2019 | |
| Semper Augustus Investments Group LLC | 5,106 | $497k | Jun 30, 2019 | Aug 13, 2019 | |
| Jensen Investment Management Inc | 5,090 | $496k | Jun 30, 2019 | Aug 2, 2019 | |
| TLWM LLC | 5,008 | $490k | Jun 30, 2019 | Jul 12, 2019 | |
| Mengis Capital Management Inc | 4,915 | $478k | Jun 30, 2019 | Jul 18, 2019 | |
| Perkins Investment Management LLC | 5,846 | $471k | Mar 31, 2017 | May 15, 2017 | |
| The Northstar Group Inc | 4,791 | $466k | Jun 30, 2019 | Jul 12, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 4,782 | $466k | Jun 30, 2019 | Aug 9, 2019 | |
| Northstar Company LLC | 4,791 | $466k | Jun 30, 2019 | Jul 12, 2019 | |
| Douglas Lane & Associates LLC | 4,671 | $455k | Jun 30, 2019 | Jul 8, 2019 | |
| Doliver Capital Advisors LP | 4,605 | $448k | Jun 30, 2019 | Jul 25, 2019 | |
| Security Asset Management Inc | 4,560 | $444k | Jun 30, 2019 | Aug 6, 2019 | |
| Aureus Asset Management LLC | 4,555 | $444k | Jun 30, 2019 | Aug 14, 2019 | |
| Bigsur Wealth Management LLC | 4,499 | $441k | Jun 30, 2019 | Jul 5, 2019 | |
| First Manhattan Co | 4,455 | $433k | Jun 30, 2019 | Aug 16, 2019 | |
| Nuance Investments LLC | 4,343 | $423k | Jun 30, 2019 | Aug 12, 2019 | |
| Hall Capital Management Company Inc | 4,255 | $414k | Jun 30, 2019 | Aug 14, 2019 | |
| CIM LLC | 4,189 | $408k | Jun 30, 2019 | Jul 22, 2019 | |
| Perritt Capital Management Inc | 4,107 | $400k | Jun 30, 2019 | Aug 13, 2019 | |
| Segment Wealth Management LLC | 4,108 | $400k | Jun 30, 2019 | Jul 29, 2019 | |
| Rossmore Private Capital LLC | 3,991 | $389k | Jun 30, 2019 | Aug 5, 2019 | |
| Evermay Wealth Management LLC | 3,978 | $387k | Jun 30, 2019 | Jul 23, 2019 | |
| First Pacific Advisors LP | 3,950 | $385k | Jun 30, 2019 | Aug 14, 2019 | |
| Janney Capital Management LLC | 3,917 | $381k | Jun 30, 2019 | Jul 29, 2019 | |
| AULL & Monroe Investment Management Corp | 3,897 | $379k | Jun 30, 2019 | Jul 29, 2019 | |
| Ipswich Investment Management Company Inc | 3,862 | $376k | Jun 30, 2019 | Jul 11, 2019 | |
| Aries Wealth Management LLC | 3,790 | $372k | Jun 30, 2019 | Jul 15, 2019 | |
| Quadrant Private Wealth Management LLC | 3,823 | $372k | Jun 30, 2019 | Aug 13, 2019 | |
| The Bollard Group LLC | 3,762 | $366k | Jun 30, 2019 | Aug 13, 2019 | |
| Martin Investment Management LLC | 3,742 | $364k | Jun 30, 2019 | Aug 7, 2019 | |
| Ballast Inc | 3,578 | $348k | Jun 30, 2019 | Jul 26, 2019 | |
| PURE Financial Advisors Inc | 3,416 | $333k | Jun 30, 2019 | Jul 11, 2019 | |
| Alphastar Capital Management LLC | 3,262 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Planning Advisors LLC | 3,270 | $318k | Jun 30, 2019 | Aug 9, 2019 | |
| Lejeune Puetz Investment Counsel | 3,202 | $312k | Jun 30, 2019 | Jul 29, 2019 | |
| First National Bank of Omaha | 3,203 | $312k | Jun 30, 2019 | Jul 10, 2019 | |
| Prelude Capital Management LLC | 3,158 | $308k | Jun 30, 2019 | Aug 14, 2019 | |
| Good Harbor Financial LLC | 4,525 | $303k | Sep 30, 2015 | Nov 13, 2015 | |
| Glovista Investments LLC | 3,100 | $302k | Jun 30, 2019 | Aug 14, 2019 | |
| Blue FIN Capital Inc | 2,998 | $291k | Jun 30, 2019 | Jul 22, 2019 | |
| ACG Wealth Inc | 2,958 | $288k | Jun 30, 2019 | Aug 6, 2019 | |
| Private Vista LLC | 2,913 | $284k | Jun 30, 2019 | Jul 19, 2019 | |
| Court Place Advisors LLC | 2,861 | $279k | Jun 30, 2019 | Jul 30, 2019 | |
| American Investment Services Inc | 2,868 | $279k | Jun 30, 2019 | Aug 6, 2019 | |
| Independent Investors Inc | 2,813 | $273k | Jun 30, 2019 | Jul 18, 2019 | |
| Miles Capital Inc | 2,781 | $271k | Jun 30, 2019 | Aug 13, 2019 | |
| Profit Investment Management LLC | 2,766 | $269k | Jun 30, 2019 | Jul 16, 2019 | |
| KCS Wealth Advisory LLC | 2,752 | $268k | Jun 30, 2019 | Jul 29, 2019 | |
| Harwood Advisory Group LLC | 2,738 | $267k | Jun 30, 2019 | Aug 7, 2019 | |
| White Lighthouse Investment Management Inc | 2,705 | $263k | Jun 30, 2019 | Jul 31, 2019 | |
| DSC Advisors LP | 2,659 | $259k | Jun 30, 2019 | Aug 14, 2019 | |
| Gillespie Robinson & Grimm Inc | 2,625 | $256k | Jun 30, 2019 | Jul 22, 2019 | |
| Meristem Family Wealth LLC | 2,599 | $253k | Jun 30, 2019 | Aug 6, 2019 | |
| Searle & Co | 2,519 | $245k | Jun 30, 2019 | Jul 17, 2019 | |
| Birch Hill Investment Advisors LLC | 2,485 | $242k | Jun 30, 2019 | Jul 22, 2019 | |
| Retirement Capital Strategies Inc | 2,390 | $233k | Jun 30, 2019 | Aug 2, 2019 | |
| Highland Private Wealth Management | 2,369 | $231k | Jun 30, 2019 | Aug 13, 2019 | |
| Gilbert & COOK Inc | 2,354 | $229k | Jun 30, 2019 | Aug 5, 2019 | |
| Legacy Capital Partners Inc | 2,288 | $223k | Jun 30, 2019 | Jul 16, 2019 | |
| The Rikoon Group LLC | 2,260 | $220k | Jun 30, 2019 | Aug 6, 2019 | |
| Harvest Capital Management Inc | 2,220 | $216k | Jun 30, 2019 | Aug 7, 2019 | |
| Family Legacy Inc | 2,219 | $216k | Jun 30, 2019 | Jul 25, 2019 | |
| Fulcrum Capital LLC | 2,157 | $210k | Jun 30, 2019 | Jul 29, 2019 | |
| Shoker Investment Counsel Inc | 2,140 | $208k | Jun 30, 2019 | Aug 9, 2019 | |
| Armor Investment Advisors LLC | 2,140 | $208k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 2,140 | $208k | Jun 30, 2019 | Aug 13, 2019 | |
| West Chester Capital Advisors Inc | 2,127 | $207k | Jun 30, 2019 | Jul 30, 2019 | |
| Liberty Capital Management Inc | 2,125 | $207k | Jun 30, 2019 | Jul 15, 2019 | |
| Family Management Corporation | 2,111 | $206k | Jun 30, 2019 | Aug 14, 2019 | |
| The Fiduciary Group LLC | 2,091 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
| BSW Wealth Partners LLC | 2,081 | $203k | Jun 30, 2019 | Aug 13, 2019 | |
| CPWM LLC | 2,078 | $202k | Jun 30, 2019 | Aug 2, 2019 | |
| ALL Terrain Financial Advisors LLC | 2,043 | $199k | Jun 30, 2019 | Aug 14, 2019 | |
| Clean Yield Group Inc | 1,518 | $148k | Jun 30, 2019 | Jul 22, 2019 | |
| Cohen & Steers Capital Management Inc | 1,816 | $142k | Mar 31, 2015 | May 15, 2015 | |
| Clear Perspective Advisors LLC | 757 | $74k | Jun 30, 2019 | Aug 12, 2019 | |
| America First Investment Advisors LLC | 695 | $68k | Jun 30, 2019 | Jul 29, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 674 | $66k | Jun 30, 2019 | Aug 14, 2019 | |
| Arbor Wealth Management LLC | 544 | $53k | Jun 30, 2019 | Jul 16, 2019 | |
| Allsquare Wealth Management LLC | 534 | $52k | Jun 30, 2019 | Aug 13, 2019 | |
| Lombard Odier Transatlantic Limited | 550 | $48k | Sep 30, 2016 | Nov 14, 2016 | |
| Transamerica Financial Advisors Inc | 485 | $48k | Jun 30, 2019 | Aug 21, 2019 | |
| Northstar Asset Management Inc | 370 | $36k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 370 | $36k | Jun 30, 2019 | Jul 16, 2019 | |
| The Central Trust Bank | 245 | $24k | Jun 30, 2019 | Jul 16, 2019 | |
| First National Corporation | 211 | $21k | Jun 30, 2019 | Jul 22, 2019 | |
| Summit Financial Group Inc | 200 | $19k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 200 | $19k | Jun 30, 2019 | Jul 3, 2019 | |
| Stevens First Principles Investment Advisors | 33 | $3k | Jun 30, 2019 | Jul 22, 2019 | |
| Lifeplan Financial Group Inc | 23 | $2k | Jun 30, 2019 | Jul 15, 2019 | |
| Newsquare Capital LLC | 22 | $2k | Jun 30, 2019 | Aug 20, 2019 | |
| Independent Advisor Alliance LLC | 2,977 | $0k | Jun 30, 2019 | Aug 12, 2019 |