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AIR PRODS & CHEMS INC
(009158106)

Funds Reporting Holdings of AIR PRODS & CHEMS INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 31,950 $7,232,522k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 6,371 $1,442,203k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 5,034 $761,000k Sep 30, 2017 Nov 14, 2017
Janus Capital Management LLC 1,677,065 $226,881k Mar 31, 2017 May 16, 2017
FRED Alger Management Inc 758,219 $171,638k Jun 30, 2019 Aug 14, 2019
Luminus Management LLC 679,638 $153,850k Jun 30, 2019 Aug 14, 2019
BAHL & Gaynor Inc 655,758 $148,444k Jun 30, 2019 Aug 12, 2019
Fenimore Asset Management Inc 420,222 $95,126k Jun 30, 2019 Jul 16, 2019
Barrow Hanley Mewhinney & Strauss LLC 336,982 $76,283k Jun 30, 2019 Aug 19, 2019
Congress Asset Management Company LLP 336,418 $76,155k Jun 30, 2019 Aug 7, 2019
Rothschild & Co Asset Management US Inc 285,836 $64,705k Jun 30, 2019 Jul 25, 2019
Calamos Advisors LLC 274,626 $62,167k Jun 30, 2019 Aug 7, 2019
Zacks Investment Management Inc 248,602 $56,276k Jun 30, 2019 Aug 14, 2019
Montag & Caldwell LLC 242,315 $54,853k Jun 30, 2019 Aug 1, 2019
Conning Inc 201,973 $45,721k Jun 30, 2019 Jul 25, 2019
Davenport & Company LLC 193,388 $43,777k Jun 30, 2019 Jul 10, 2019
1919 Investment Counsel LLC 293,836 $38,252k Sep 30, 2014 Nov 14, 2014
Dearborn Partners LLC 154,351 $34,940k Jun 30, 2019 Jul 29, 2019
Cramer Rosenthal Mcglynn LLC 138,824 $31,426k Jun 30, 2019 Aug 13, 2019
Asset Management One USA Inc 117,454 $26,588k Jun 30, 2019 Aug 14, 2019
Asset Management One Co Ltd 117,454 $26,588k Jun 30, 2019 Aug 14, 2019
Confluence Investment Management LLC 117,249 $26,542k Jun 30, 2019 Jul 24, 2019
Freshford Capital Management LLC 109,221 $24,724k Jun 30, 2019 Aug 14, 2019
Waddell & REED Inc 102,244 $23,145k Jun 30, 2019 Aug 14, 2019
Grandfield & DODD LLC 99,357 $22,491k Jun 30, 2019 Jul 29, 2019
S & Co Inc 94,459 $21,383k Jun 30, 2019 Jul 23, 2019
Capital Guardian Trust Company 93,838 $21,242k Jun 30, 2019 Aug 14, 2019
Pacific Heights Asset Management LLC 85,000 $19,241k Jun 30, 2019 Jul 23, 2019
Guardian Capital LP 81,922 $18,545k Jun 30, 2019 Aug 14, 2019
Youngs Advisory Group Inc 81,486 $18,446k Jun 30, 2019 Jul 16, 2019
Williams Jones & Associates LLC 80,965 $18,328k Jun 30, 2019 Aug 14, 2019
Taurus Asset Management LLC 76,820 $17,390k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 74,419 $16,846k Jun 30, 2019 Jul 31, 2019
KKR Credit Advisors US LLC 147,100 $15,676k Sep 30, 2013 Nov 14, 2013
Piedmont Investment Advisors Inc 66,060 $14,954k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 66,033 $14,948k Jun 30, 2019 Jul 10, 2019
Candriam Luxembourg SCA 65,905 $14,853k Jun 30, 2019 Aug 1, 2019
Argent Capital Management LLC 64,257 $14,546k Jun 30, 2019 Aug 15, 2019
Sterling Capital Management LLC 59,566 $13,484k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 59,511 $13,472k Jun 30, 2019 Aug 21, 2019
Talara Capital Management LLC 84,975 $13,233k Sep 30, 2018 Nov 13, 2018
Adams Diversified Equity Fund Inc 58,100 $13,152k Jun 30, 2019 Jul 29, 2019
Boston Family Office LLC 54,509 $12,339k Jun 30, 2019 Jul 30, 2019
First Manhattan Co 50,128 $11,347k Jun 30, 2019 Aug 16, 2019
Dillon & Associates Inc 48,845 $11,039k Jun 30, 2019 Jul 22, 2019
Trillium Asset Management LLC 48,486 $10,976k Jun 30, 2019 Aug 8, 2019
Welch & Forbes LLC 48,311 $10,937k Jun 30, 2019 Jul 12, 2019
Great Lakes Advisors LLC 47,778 $10,815k Jun 30, 2019 Aug 5, 2019
Gabelli Funds LLC 47,000 $10,639k Jun 30, 2019 Aug 2, 2019
AXEL Capital Management LLC 45,000 $10,187k Jun 30, 2019 Aug 7, 2019
Chartwell Investment Partners LLC 42,269 $9,568k Jun 30, 2019 Aug 19, 2019
Brightworth LLC 42,043 $9,517k Jun 30, 2019 Jul 31, 2019
Meyer Handelman Company LLC 37,500 $8,489k Jun 30, 2019 Jul 23, 2019
Panagora Asset Management Inc 37,139 $8,407k Jun 30, 2019 Aug 9, 2019
Marble Harbor Investment Counsel LLC 37,029 $8,382k Jun 30, 2019 Aug 7, 2019
Calamos Wealth Management LLC 33,855 $7,664k Jun 30, 2019 Aug 7, 2019
Woodstock Corporation 33,423 $7,566k Jun 30, 2019 Jul 3, 2019
Goelzer Investment Management Inc 33,076 $7,487k Jun 30, 2019 Jul 29, 2019
Dupont Capital Management Corp 31,297 $7,085k Jun 30, 2019 Jul 30, 2019
Shikiar Asset Management Inc 31,125 $7,046k Jun 30, 2019 Jul 25, 2019
Bragg Financial Advisors Inc 30,828 $6,979k Jun 30, 2019 Aug 14, 2019
JGP Wealth Management LLC 28,489 $6,449k Jun 30, 2019 Jul 15, 2019
Haverford Financial Services Inc 26,494 $5,997k Jun 30, 2019 Aug 13, 2019
Johnson Investment Counsel Inc 26,020 $5,890k Jun 30, 2019 Aug 14, 2019
Arrowgrass Capital Partners US LP 25,000 $5,659k Jun 30, 2019 Aug 14, 2019
CIBC Asset Management Inc 24,810 $5,616k Jun 30, 2019 Aug 5, 2019
Element Capital Management LLC 24,090 $5,453k Jun 30, 2019 Aug 14, 2019
Cambria Investment Management LP 23,315 $5,278k Jun 30, 2019 Aug 12, 2019
Securian Asset Management Inc 23,269 $5,267k Jun 30, 2019 Aug 5, 2019
Segment Wealth Management LLC 21,903 $4,958k Jun 30, 2019 Jul 29, 2019
Stratos Wealth Partners Ltd 21,258 $4,812k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 20,892 $4,729k Jun 30, 2019 Aug 12, 2019
Richard Bernstein Advisors LLC 20,716 $4,689k Jun 30, 2019 Aug 9, 2019
Atria Investments LLC 20,030 $4,569k Jun 30, 2019 Aug 26, 2019
Carderock Capital Management Inc 20,036 $4,536k Jun 30, 2019 Jul 15, 2019
Argus Investors' Counsel Inc 19,775 $4,476k Jun 30, 2019 Jul 10, 2019
Foresters Investment Management Company Inc 19,724 $4,465k Jun 30, 2019 Aug 12, 2019
LMR Partners LLC 18,732 $4,240k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 18,375 $4,160k Jun 30, 2019 Aug 8, 2019
Jacobs LEVY Equity Management Inc 17,780 $4,025k Jun 30, 2019 Aug 13, 2019
Wendell David Associates Inc 17,607 $3,986k Jun 30, 2019 Jul 16, 2019
Ropes Wealth Advisors LLC 17,227 $3,900k Jun 30, 2019 Jul 31, 2019
Laurion Capital Management LP 17,200 $3,894k Call Jun 30, 2019 Aug 13, 2019
Keeler Thomas Management LLC 17,165 $3,885k Jun 30, 2019 Jul 31, 2019
PRIO Wealth Limited Partnership 17,025 $3,853k Jun 30, 2019 Jul 18, 2019
Cornerstone Advisors Inc 20,000 $3,819k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 20,000 $3,819k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 20,000 $3,819k Mar 31, 2019 May 13, 2019
LONG ROAD Investment Counsel LLC 16,425 $3,718k Jun 30, 2019 Aug 9, 2019
Maverick Capital Ltd 16,370 $3,706k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 16,245 $3,677k Jun 30, 2019 Aug 2, 2019
Capital Bank and Trust Company 16,190 $3,665k Jun 30, 2019 Aug 14, 2019
Lazard Asset Management LLC 21,660 $3,618k Sep 30, 2018 Aug 30, 2019
Benson Investment Management Company Inc 15,605 $3,533k Jun 30, 2019 Jul 11, 2019
Harvey Investment Company LLC 15,474 $3,503k Jun 30, 2019 Jul 16, 2019
IFM Investors PTY Ltd 15,424 $3,492k Jun 30, 2019 Jul 16, 2019
World Asset Management Inc 14,846 $3,361k Jun 30, 2019 Jul 23, 2019
Azimuth Capital Management LLC 14,148 $3,203k Jun 30, 2019 Aug 13, 2019
Hengehold Capital Management LLC 13,569 $3,072k Jun 30, 2019 Jul 23, 2019
Wespac Advisors LLC 12,979 $2,938k Jun 30, 2019 Jul 23, 2019
Personal Capital Advisors Corporation 12,913 $2,923k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 12,875 $2,915k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 12,875 $2,915k Jun 30, 2019 Aug 12, 2019
EFG Asset Management Americas Corp 12,844 $2,907k Jun 30, 2019 Jul 9, 2019
Veritable LP 12,670 $2,868k Jun 30, 2019 Aug 12, 2019
Andesa Financial Management Inc 12,647 $2,866k Jun 30, 2019 Jul 30, 2019
F3Logic LLC 12,734 $2,865k Jun 30, 2019 Aug 2, 2019
Harwood Advisory Group LLC 12,604 $2,853k Jun 30, 2019 Aug 7, 2019
West Oak Capital LLC 12,529 $2,836k Jun 30, 2019 Jul 12, 2019
WE Donoghue & Co LLC 11,639 $2,635k Jun 30, 2019 Jul 23, 2019
Douglas Lane & Associates LLC 11,616 $2,629k Jun 30, 2019 Jul 8, 2019
Investment Counsel Inc 10,523 $2,390k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 10,523 $2,390k Jun 30, 2019 Jul 29, 2019
Ashfield Capital Partners LLC 10,450 $2,366k Jun 30, 2019 Jul 29, 2019
Gateway Investment Advisers LLC 10,449 $2,365k Jun 30, 2019 Jul 17, 2019
Everence Capital Management Inc 10,065 $2,278k Jun 30, 2019 Aug 2, 2019
Abner Herrman & Brock LLC 10,036 $2,272k Jun 30, 2019 Jul 19, 2019
Murphy Capital Management Inc 9,780 $2,213k Jun 30, 2019 Jul 22, 2019
Twin Capital Management Inc 9,287 $2,102k Jun 30, 2019 Aug 1, 2019
Birch Hill Investment Advisors LLC 9,242 $2,092k Jun 30, 2019 Jul 22, 2019
Arjuna Capital LLC 8,930 $2,021k Jun 30, 2019 Aug 21, 2019
Cadence Capital Management LLC 8,816 $1,996k Jun 30, 2019 Aug 12, 2019
Albert D Mason Inc 8,776 $1,987k Jun 30, 2019 Jul 30, 2019
Westover Capital Advisors LLC 8,387 $1,899k Jun 30, 2019 Aug 13, 2019
10-15 Associates Inc 8,378 $1,896k Jun 30, 2019 Aug 12, 2019
Monte Financial Group LLC 8,346 $1,889k Jun 30, 2019 Aug 7, 2019
Quadrant Capital Management LLC 8,145 $1,844k Jun 30, 2019 Aug 8, 2019
Aurora Investment Counsel 7,925 $1,809k Jun 30, 2019 Aug 6, 2019
Advisor Partners LLC 7,844 $1,776k Jun 30, 2019 Jul 26, 2019
Levin Capital Strategies LP 7,703 $1,744k Jun 30, 2019 Aug 13, 2019
Ascension Asset Management LLC 7,675 $1,737k Jun 30, 2019 Jul 23, 2019
Wesbanco Bank Inc 7,620 $1,725k Jun 30, 2019 Aug 13, 2019
Seabridge Investment Advisors LLC 7,425 $1,681k Jun 30, 2019 Jul 18, 2019
Eulav Asset Management 7,000 $1,585k Jun 30, 2019 Aug 5, 2019
Argyle Capital Management Inc 6,927 $1,568k Jun 30, 2019 Jul 25, 2019
Dumont & Blake Investment Advisors LLC 6,920 $1,566k Jun 30, 2019 Aug 1, 2019
Algert Global LLC 6,873 $1,556k Jun 30, 2019 Aug 14, 2019
Penobscot Investment Management Company Inc 6,840 $1,548k Jun 30, 2019 Aug 2, 2019
Cambridge Investment Research Advisors Inc 6,733 $1,524k Jun 30, 2019 Aug 15, 2019
Monarch Capital Management Inc 6,721 $1,521k Jun 30, 2019 Jul 31, 2019
GLG LLC 9,235 $1,515k Dec 31, 2017 Feb 14, 2018
MAI Capital Management LLC 6,629 $1,501k Jun 30, 2019 Aug 15, 2019
Energy Opportunities Capital Management LLC 6,455 $1,461k Jun 30, 2019 Aug 15, 2019
LOWE Brockenbrough & Company Inc 6,006 $1,360k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 5,976 $1,353k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group Inc 5,905 $1,337k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group LLC 5,905 $1,337k Jun 30, 2019 Jul 29, 2019
North American Management Corp 5,883 $1,332k Jun 30, 2019 Jul 30, 2019
MD SASS Investors Services Inc 5,500 $1,245k Jun 30, 2019 Aug 13, 2019
GWM Advisors LLC 5,354 $1,212k Jun 30, 2019 Aug 5, 2019
Spears Abacus Advisors LLC 5,325 $1,205k Jun 30, 2019 Aug 9, 2019
Quadrant Private Wealth Management LLC 5,323 $1,205k Jun 30, 2019 Aug 13, 2019
RFG Advisory LLC 5,239 $1,185k Jun 30, 2019 Aug 23, 2019
Bank of Hawaii 5,232 $1,184k Jun 30, 2019 Aug 15, 2019
Sigma Planning Corporation 4,631 $1,048k Jun 30, 2019 Aug 1, 2019
Bernicke Wealth Management Ltd 4,552 $1,030k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 4,525 $1,024k Jun 30, 2019 Aug 6, 2019
Middleton & Company Inc 4,515 $1,022k Jun 30, 2019 Jul 25, 2019
DA Davidson & Co 4,479 $1,014k Jun 30, 2019 Aug 13, 2019
Summit Financial Group Inc 4,450 $1,007k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 4,450 $1,007k Jun 30, 2019 Jul 3, 2019
Cetera Advisor Networks LLC 4,353 $987k Jun 30, 2019 Aug 12, 2019
Abbot Financial Management Inc 4,252 $963k Jun 30, 2019 Aug 8, 2019
ZEKE Capital Advisors LLC 4,160 $942k Jun 30, 2019 Jul 24, 2019
BLB & B Advisors LLC 4,140 $937k Jun 30, 2019 Jul 29, 2019
Sheets Smith Wealth Management 4,028 $912k Jun 30, 2019 Jul 12, 2019
Prospera Financial Services Inc 4,013 $910k Jun 30, 2019 Aug 14, 2019
Global X Management Company LLC 5,839 $909k Jun 30, 2018 Aug 16, 2018
Permanens Capital LP 4,000 $905k Jun 30, 2019 Aug 9, 2019
Legacy Financial Strategies LLC 3,850 $877k Jun 30, 2019 Jul 15, 2019
Harfst and Associates Inc 3,816 $863k Jun 30, 2019 Aug 14, 2019
Evercore Wealth Management LLC 3,745 $848k Jun 30, 2019 Aug 13, 2019
MRAZ Amerine & Associates Inc 3,703 $838k Jun 30, 2019 Aug 2, 2019
Managed Account Advisors LLC 6,120 $837k Jun 30, 2015 Aug 14, 2015
Chilton Capital Management LLC 3,679 $833k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 6,481 $827k Sep 30, 2015 Nov 16, 2015
Horizon Investments LLC 3,559 $806k Jun 30, 2019 Aug 14, 2019
Viking Fund Management LLC 3,500 $792k Jun 30, 2019 Jul 16, 2019
Voloridge Investment Management LLC 3,474 $786k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 3,415 $773k Jun 30, 2019 Jul 18, 2019
Howland Capital Management LLC 3,391 $768k Jun 30, 2019 Jul 17, 2019
COHO Partners Ltd 3,341 $756k Jun 30, 2019 Aug 8, 2019
Brookstone Capital Management LLC 3,338 $756k Jun 30, 2019 Jul 25, 2019
North Star Asset Management Inc 3,315 $750k Jun 30, 2019 Aug 12, 2019
Dodge & COX 3,300 $747k Jun 30, 2019 Aug 13, 2019
Cleararc Capital Inc 3,290 $745k Jun 30, 2019 Aug 7, 2019
Moors & Cabot Inc 3,285 $744k Jun 30, 2019 Jul 18, 2019
Kavar Capital Partners LLC 3,250 $736k Jun 30, 2019 Aug 1, 2019
Point72 Asset Management LP 3,200 $724k Jun 30, 2019 Aug 14, 2019
Spinnaker Investment Group LLC 3,054 $691k Jun 30, 2019 Jul 11, 2019
Carnegie Capital Asset Management LLC 3,009 $681k Jun 30, 2019 Jul 24, 2019
Dynamic Advisor Solutions LLC 3,008 $681k Jun 30, 2019 Aug 13, 2019
Cipher Capital LP 3,000 $679k Jun 30, 2019 Aug 13, 2019
Miles Capital Inc 2,959 $670k Jun 30, 2019 Aug 13, 2019
Stone RUN Capital LLC 2,950 $668k Jun 30, 2019 Aug 14, 2019
Becker Capital Management Inc 2,900 $656k Jun 30, 2019 Aug 8, 2019
Jaffetilchin Investment Partners LLC 2,897 $656k Jun 30, 2019 Aug 13, 2019
Rodgers Brothers Inc 2,884 $653k Jun 30, 2019 Aug 14, 2019
The Caprock Group Inc 2,825 $643k Jun 30, 2019 Jul 23, 2019
EQIS Capital Management Inc 2,840 $643k Jun 30, 2019 Jul 18, 2019
Baldwin Investment Management LLC 2,800 $634k Jun 30, 2019 Aug 6, 2019
Pagnatokarp Partners LLC 2,717 $618k Jun 30, 2019 Aug 8, 2019
Bridges Investment Management Inc 2,707 $613k Jun 30, 2019 Aug 7, 2019
Mitchell Mcleod PUGH & Williams Inc 2,657 $601k Jun 30, 2019 Jul 9, 2019
The Colony Group LLC 2,647 $599k Jun 30, 2019 Aug 19, 2019
Appleton Partners Inc 2,560 $580k Jun 30, 2019 Jul 25, 2019
Mendel Money Management Inc 2,495 $565k Jun 30, 2019 Aug 8, 2019
Intersect Capital LLC 2,487 $563k Jun 30, 2019 Aug 9, 2019
Foster Dykema Cabot & Co Incorporated 2,400 $543k Jun 30, 2019 Aug 6, 2019
Patton Albertson Miller Group LLC 2,350 $540k Jun 30, 2019 Aug 12, 2019
Provise Management Group LLC 2,363 $535k Jun 30, 2019 Aug 9, 2019
Bailard Inc 2,347 $531k Jun 30, 2019 Jul 26, 2019
Wilkins Investment Counsel Inc 2,294 $519k Jun 30, 2019 Aug 9, 2019
The Bollard Group LLC 2,221 $503k Jun 30, 2019 Aug 13, 2019
Regentatlantic Capital LLC 2,219 $502k Jun 30, 2019 Jul 23, 2019
Ironwood Investment Management LLC 2,211 $501k Jun 30, 2019 Aug 14, 2019
Choate Investment Advisors LLC 2,206 $499k Jun 30, 2019 Aug 14, 2019
First National Bank of Omaha 2,195 $497k Jun 30, 2019 Jul 10, 2019
Ferguson Wellman Capital Management Inc 2,180 $493k Jun 30, 2019 Jul 16, 2019
Global Financial Private Capital LLC 2,168 $493k Jun 30, 2019 Aug 14, 2019
Tradition Capital Management LLC 2,575 $491k Mar 31, 2019 May 7, 2019
DF DENT and Company Inc 2,158 $489k Jun 30, 2019 Aug 15, 2019
Ancora Advisors LLC 2,134 $483k Jun 30, 2019 Aug 12, 2019
Mckinley Carter Wealth Services Inc 2,127 $482k Jun 30, 2019 Aug 2, 2019
Connecticut Wealth Management LLC 2,120 $480k Jun 30, 2019 Jul 29, 2019
Clearstead Advisors LLC 2,112 $478k Jun 30, 2019 Aug 8, 2019
American National Registered Investment Advisor Inc 2,112 $478k Jun 30, 2019 Aug 5, 2019
LMCG Investments LLC 3,691 $471k Sep 30, 2015 Nov 4, 2015
Atalanta Sosnoff Capital LLC 2,050 $464k Jun 30, 2019 Jul 15, 2019
Confluence Wealth Management LLC 2,042 $462k Jun 30, 2019 Aug 9, 2019
Westbourne Investment Advisors Inc 2,000 $453k Jun 30, 2019 Jul 22, 2019
Hudock Capital Group LLC 2,001 $452k Jun 30, 2019 Jul 30, 2019
Checchi Capital Advisers LLC 1,992 $451k Jun 30, 2019 Aug 6, 2019
True Private Wealth Advisors LLC 1,984 $451k Jun 30, 2019 Aug 1, 2019
Drexel Morgan & Co 1,975 $447k Jun 30, 2019 Aug 8, 2019
First Allied Advisory Services Inc 1,964 $445k Jun 30, 2019 Aug 12, 2019
Independent Investors Inc 1,942 $439k Jun 30, 2019 Jul 18, 2019
Pillar Pacific Capital Management LLC 1,935 $438k Jun 30, 2019 Aug 7, 2019
Emerald Investment Partners LLC 1,924 $436k Jun 30, 2019 Aug 12, 2019
Meridian Wealth Management LLC 191 $432k Jun 30, 2019 Jul 19, 2019
Sanders Morris Harris LLC 1,897 $430k Jun 30, 2019 Jul 10, 2019
Curbstone Financial Management Corporation 1,884 $426k Jun 30, 2019 Jul 9, 2019
VOYA Financial Advisors Inc 1,886 $421k Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 1,824 $413k Jun 30, 2019 Aug 7, 2019
Westport Asset Management Inc 1,800 $407k Jun 30, 2019 Aug 9, 2019
Tufton Capital Management LLC 1,750 $396k Jun 30, 2019 Jul 26, 2019
Ziegler Capital Management LLC 3,650 $389k Sep 30, 2013 Nov 6, 2013
Sequoia Financial Advisors LLC 1,715 $388k Jun 30, 2019 Jul 31, 2019
Benin Management Corp 1,705 $386k Jun 30, 2019 Jul 31, 2019
Buckingham Asset Management LLC 1,648 $373k Jun 30, 2019 Aug 5, 2019
Baldwin Brothers Inc 1,610 $364k Jun 30, 2019 Jul 19, 2019
Wellesley Investment Partners LLC 1,584 $358k Jun 30, 2019 Aug 5, 2019
DEAN Capital Management LLC 1,574 $356k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 1,574 $356k Jun 30, 2019 Aug 12, 2019
Gilbert & COOK Inc 1,563 $354k Jun 30, 2019 Aug 5, 2019
Good Life Advisors LLC 1,548 $352k Jun 30, 2019 Aug 6, 2019
Savant Capital LLC 1,551 $351k Jun 30, 2019 Aug 6, 2019
Gotham Asset Management LLC 1,533 $347k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 1,526 $345k Jun 30, 2019 Aug 5, 2019
RNC Capital Management LLC 1,520 $344k Jun 30, 2019 Jul 25, 2019
Institute FOR Wealth Management LLC 1,504 $340k Jun 30, 2019 Aug 2, 2019
Hanseatic Management Services Inc 1,472 $333k Jun 30, 2019 Jul 19, 2019
Evermay Wealth Management LLC 1,466 $332k Jun 30, 2019 Jul 23, 2019
The Fiduciary Group LLC 1,467 $332k Jun 30, 2019 Aug 14, 2019
Alpha Windward LLC 1,415 $327k Jun 30, 2019 Jul 30, 2019
Sheaff Brock Investment Advisors LLC 1,431 $324k Jun 30, 2019 Jul 31, 2019
Vista Investment Management LLC 1,398 $316k Jun 30, 2019 Aug 14, 2019
Folger Nolan Fleming Douglas Capital Management Inc 1,351 $306k Jun 30, 2019 Aug 9, 2019
Ipswich Investment Management Company Inc 1,302 $295k Jun 30, 2019 Jul 11, 2019
AJO LP 1,293 $293k Jun 30, 2019 Aug 14, 2019
Brown Advisory Securities LLC 1,293 $293k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,269 $287k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 1,269 $287k Jun 30, 2019 Aug 12, 2019
GSB Wealth Management LLC 1,250 $283k Jun 30, 2019 Aug 9, 2019
Harbour Capital Advisors LLC 1,250 $283k Jun 30, 2019 Jul 10, 2019
Stony Point Wealth Management Inc 1,235 $280k Jun 30, 2019 Jul 23, 2019
Douglass Winthrop Advisors LLC 1,200 $272k Jun 30, 2019 Jul 10, 2019
NWAM LLC 1,203 $272k Jun 30, 2019 Jul 18, 2019
Cetera Advisors LLC 1,180 $267k Jun 30, 2019 Aug 12, 2019
YHB Investment Advisors Inc 1,177 $266k Jun 30, 2019 Jul 15, 2019
Carret Asset Management LLC 1,171 $265k Jun 30, 2019 Aug 12, 2019
Miracle MILE Advisors LLC 1,162 $263k Jun 30, 2019 Aug 7, 2019
Ballentine Partners LLC 1,145 $259k Jun 30, 2019 Jul 25, 2019
Clark Capital Management Group Inc 1,140 $258k Jun 30, 2019 Jul 12, 2019
Pathstone Family Office LLC 1,136 $257k Jun 30, 2019 Aug 14, 2019
BEL AIR Investment Advisors LLC 2,391 $255k Sep 30, 2013 Nov 12, 2013
Wilmington Funds Management Corporation 1,970 $253k Jun 30, 2014 Aug 13, 2014
Successful Portfolios LLC 1,100 $249k Jun 30, 2019 Jul 11, 2019
Cottage Street Advisors LLC 1,100 $249k Jun 30, 2019 Aug 2, 2019
Johnson Financial Group LLC 1,087 $246k Jun 30, 2019 Aug 9, 2019
MANA Advisors LLC 1,066 $241k Jun 30, 2019 Aug 14, 2019
Dowling & Yahnke LLC 1,059 $240k Jun 30, 2019 Jul 22, 2019
The Family FIRM Inc 1,055 $239k Jun 30, 2019 Aug 6, 2019
Boston Advisors LLC 1,057 $239k Jun 30, 2019 Jul 30, 2019
American Research & Management Company 1,050 $238k Jun 30, 2019 Jul 18, 2019
Liberty Capital Management Inc 1,045 $237k Jun 30, 2019 Jul 15, 2019
Fiera Capital Inc 1,021 $231k Jun 30, 2019 Aug 12, 2019
Cooper/Haims Advisors LLC 1,018 $230k Jun 30, 2019 Jul 26, 2019
Whitnell & Co 1,000 $226k Jun 30, 2019 Jul 16, 2019
White Pine Capital LLC 1,000 $226k Jun 30, 2019 Aug 14, 2019
Financial Counselors Inc 983 $223k Jun 30, 2019 Aug 14, 2019
Weiss Asset Management LP 978 $221k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 978 $221k Jun 30, 2019 Aug 7, 2019
Telemus Capital LLC 995 $219k Jun 30, 2019 Aug 9, 2019
Spearhead Capital Advisors LLC 958 $217k Jun 30, 2019 Jul 17, 2019
Evergreen Capital Management LLC 945 $214k Jun 30, 2019 Aug 14, 2019
B Riley Wealth Management Inc 937 $212k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 928 $210k Jun 30, 2019 Jul 10, 2019
Wilmington Trust Investment Management LLC 1,620 $208k Jun 30, 2014 Aug 13, 2014
Weybosset Research & Management LLC 900 $204k Jun 30, 2019 Jul 22, 2019
Cadinha & Co LLC 900 $204k Jun 30, 2019 Aug 9, 2019
Lexaurum Advisors LLC 903 $204k Jun 30, 2019 Jul 19, 2019
SNS Financial Group LLC 837 $189k Jun 30, 2019 Jul 26, 2019
Cypress Capital Group Inc 800 $181k Jun 30, 2019 Aug 15, 2019
Cypress Capital LLC 800 $181k Jun 30, 2019 Aug 15, 2019
Highland Private Wealth Management 770 $174k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 628 $143k Jun 30, 2019 Aug 21, 2019
Prelude Capital Management LLC 593 $134k Jun 30, 2019 Aug 14, 2019
Advantage Investment Management LLC 533 $121k Jun 30, 2019 Jul 30, 2019
Lejeune Puetz Investment Counsel 509 $115k Jun 30, 2019 Jul 29, 2019
Truvestments Capital LLC 416 $94k Jun 30, 2019 Jul 15, 2019
Kaizen Advisory LLC 574 $92k Dec 31, 2018 Feb 15, 2019
van ECK Associates Corporation 401 $91k Jun 30, 2019 Aug 7, 2019
Monetary Management Group Inc 400 $91k Jun 30, 2019 Aug 13, 2019
First National Corporation 350 $79k Jun 30, 2019 Jul 22, 2019
HOWE and Rusling Inc 337 $76k Jun 30, 2019 Aug 12, 2019
Hilton Capital Management LLC 325 $74k Jun 30, 2019 Aug 14, 2019
Cribstone Capital Management LLC 323 $73k Jun 30, 2019 Jul 22, 2019
Harding Loevner LP 320 $72k Jun 30, 2019 Aug 14, 2019
Rational Advisors Inc 238 $54k Jun 30, 2019 Aug 8, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 221 $50k Jun 30, 2019 Aug 9, 2019
Thompson Siegel & Walmsley LLC 201 $46k Jun 30, 2019 Aug 12, 2019
Truewealth LLC 166 $38k Jun 30, 2019 Jul 10, 2019
Vantage Advisors LLC 286 $34k Sep 30, 2018 Nov 9, 2018
Ellevest Inc 150 $34k Jun 30, 2019 Aug 20, 2019
Assetmark Inc 142 $32k Jun 30, 2019 Aug 14, 2019
Copeland Capital Management LLC 105 $24k Jun 30, 2019 Jul 19, 2019
Barrett Asset Management LLC 100 $23k Jun 30, 2019 Aug 5, 2019
Wetherby Asset Management 95 $22k Jun 30, 2019 Jul 25, 2019
Earnest Partners LLC 95 $22k Jun 30, 2019 Aug 13, 2019
Mcilrath & ECK LLC 111 $21k Jun 30, 2019 Aug 8, 2019
MARK Sheptoff Financial Planning LLC 75 $17k Jun 30, 2019 Aug 12, 2019
Shamrock Asset Management LLC 66 $15k Jun 30, 2019 Aug 9, 2019
Endurance Wealth Management Inc 50 $11k Jun 30, 2019 Jul 30, 2019
Boston Private Wealth LLC 40 $9k Jun 30, 2019 Jul 10, 2019
Thomas J Herzfeld Advisors Inc 30 $7k Jun 30, 2019 Aug 13, 2019
CSAT Investment Advisory LP 28 $6k Jun 30, 2019 Aug 15, 2019
FFCM LLC 18 $4k Jun 30, 2019 Jul 30, 2019
Winch Advisory Services LLC 8 $2k Jun 30, 2019 Aug 7, 2019

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