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ADP
(053015103)

Funds Reporting Holdings of ADP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Rmsincerbeaux Capital Management LLC 49,450 $8,175,569k Jun 30, 2019 Aug 9, 2019
Tower Bridge Advisors Inc 21,470 $3,549,635k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 11,559 $1,911,049k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 8,387 $917,000k Sep 30, 2017 Nov 14, 2017
Polen Capital Management LLC 4,676,299 $773,133k Jun 30, 2019 Aug 12, 2019
Pershing Square Capital Management LP 4,029,526 $666,202k Jun 30, 2019 Aug 14, 2019
Cedar Rock Capital Limited 3,089,865 $510,847k Jun 30, 2019 Aug 14, 2019
DSM Capital Partners LLC 1,563,626 $258,514k Jun 30, 2019 Aug 14, 2019
GQG Partners LLC 1,443,404 $238,465k Jun 30, 2019 Aug 14, 2019
Janus Capital Management LLC 1,684,799 $172,507k Mar 31, 2017 May 16, 2017
Williams Jones & Associates LLC 644,651 $106,580k Jun 30, 2019 Aug 14, 2019
COHO Partners Ltd 560,265 $92,629k Jun 30, 2019 Aug 8, 2019
BAHL & Gaynor Inc 408,194 $67,487k Jun 30, 2019 Aug 12, 2019
Hardman Johnston Global Advisors LLC 338,500 $55,964k Jun 30, 2019 Aug 5, 2019
Winton Capital Management Ltd 694,474 $53,655k Mar 31, 2014 May 1, 2014
Smith Asset Management Group LP 286,488 $46,876k Jun 30, 2019 Aug 15, 2019
Dearborn Partners LLC 277,407 $45,864k Jun 30, 2019 Jul 29, 2019
Bowen Hanes & Co Inc 273,670 $45,246k Jun 30, 2019 Aug 13, 2019
Welch & Forbes LLC 265,652 $43,921k Jun 30, 2019 Jul 12, 2019
Woodley Farra Manion Portfolio Management Inc 263,839 $43,620k Jun 30, 2019 Aug 12, 2019
Barrett Asset Management LLC 250,257 $41,375k Jun 30, 2019 Aug 5, 2019
Investec Asset Management Limited 648,507 $40,267k Jun 30, 2019 Jul 30, 2019
Tocqueville Asset Management LP 232,784 $38,486k Jun 30, 2019 Jul 31, 2019
S & Co Inc 229,535 $37,949k Jun 30, 2019 Jul 23, 2019
Wendell David Associates Inc 205,033 $33,898k Jun 30, 2019 Jul 16, 2019
Stack Financial Management Inc 197,859 $32,712k Jun 30, 2019 Jul 30, 2019
Avalon Advisors LLC 191,612 $31,679k Jun 30, 2019 Aug 14, 2019
Managed Account Advisors LLC 387,459 $31,086k Jun 30, 2015 Aug 14, 2015
Renaissance Technologies LLC 158,499 $26,205k Jun 30, 2019 Aug 12, 2019
Marble Harbor Investment Counsel LLC 154,441 $25,534k Jun 30, 2019 Aug 7, 2019
Carillon Tower Advisers Inc 149,256 $24,676k Jun 30, 2019 Aug 8, 2019
Abner Herrman & Brock LLC 137,700 $22,766k Jun 30, 2019 Jul 19, 2019
RAUB Brock Capital Management LP 131,717 $21,777k Jun 30, 2019 Jul 23, 2019
Zevin Asset Management LLC 129,343 $21,384k Jun 30, 2019 Aug 6, 2019
Clark Capital Management Group Inc 129,067 $21,339k Jun 30, 2019 Jul 12, 2019
PRIO Wealth Limited Partnership 120,110 $19,857k Jun 30, 2019 Jul 18, 2019
Jensen Investment Management Inc 115,175 $19,042k Jun 30, 2019 Aug 2, 2019
America First Investment Advisors LLC 109,352 $18,079k Jun 30, 2019 Jul 29, 2019
Sustainable Growth Advisers LP 104,953 $17,352k Jun 30, 2019 Aug 12, 2019
ECHO Street Capital Management LLC 100,503 $16,616k Jun 30, 2019 Aug 14, 2019
Northstar Financial Advisors LLC 97,080 $16,050k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 97,080 $16,050k Jun 30, 2019 Jul 17, 2019
Howland Capital Management LLC 93,830 $15,513k Jun 30, 2019 Jul 17, 2019
Boston Family Office LLC 92,576 $15,306k Jun 30, 2019 Jul 30, 2019
Beacon Investment Advisory Services Inc 92,306 $15,261k Jun 30, 2019 Aug 7, 2019
Meyer Handelman Company LLC 88,901 $14,698k Jun 30, 2019 Jul 23, 2019
Dillon & Associates Inc 86,312 $14,241k Jun 30, 2019 Jul 22, 2019
Madison Investment Holdings Inc 85,488 $14,134k Jun 30, 2019 Aug 13, 2019
North American Management Corp 85,062 $14,063k Jun 30, 2019 Jul 30, 2019
Twin Capital Management Inc 81,920 $13,544k Jun 30, 2019 Aug 1, 2019
Steigerwald Gordon & KOCH Inc 73,494 $12,151k Jun 30, 2019 Jul 15, 2019
Tufton Capital Management LLC 73,299 $12,118k Jun 30, 2019 Jul 26, 2019
Court Place Advisors LLC 72,802 $12,036k Jun 30, 2019 Jul 30, 2019
Woodstock Corporation 72,163 $11,931k Jun 30, 2019 Jul 3, 2019
Guardian Capital LP 69,703 $11,524k Jun 30, 2019 Aug 14, 2019
Wilkins Investment Counsel Inc 69,481 $11,487k Jun 30, 2019 Aug 9, 2019
The Investment House LLC 68,872 $11,387k Jun 30, 2019 Aug 5, 2019
Pacer Advisors Inc 68,583 $11,339k Jun 30, 2019 Aug 12, 2019
Lucia Wealth Services LLC 67,369 $11,138k Jun 30, 2019 Jul 23, 2019
Clifford SWAN Investment Counsel LLC 67,052 $11,086k Jun 30, 2019 Aug 13, 2019
Barometer Capital Management Inc 62,300 $10,300k Jun 30, 2019 Aug 13, 2019
Azimuth Capital Management LLC 60,281 $9,966k Jun 30, 2019 Aug 13, 2019
van Strum & Towne Inc 59,117 $9,774k Jun 30, 2019 Aug 12, 2019
Granite Financial Partners LLC 58,889 $9,736k Jun 30, 2019 Aug 7, 2019
Granite Investment Partners LLC 58,889 $9,736k Jun 30, 2019 Aug 7, 2019
LONG ROAD Investment Counsel LLC 57,809 $9,558k Jun 30, 2019 Aug 9, 2019
Violich Capital Management 57,691 $9,538k Jun 30, 2019 Jul 22, 2019
Eulav Asset Management 55,900 $9,242k Jun 30, 2019 Aug 5, 2019
Parsec Financial Management Inc 54,365 $8,988k Jun 30, 2019 Jul 23, 2019
Ramsay Stattman VELA & Price Inc 53,090 $8,777k Jun 30, 2019 Aug 9, 2019
Accredited Investors Inc 52,341 $8,654k Jun 30, 2019 Aug 13, 2019
Highland Capital Management LP 52,000 $8,597k Jun 30, 2019 Aug 14, 2019
Dividend Assets Capital LLC 50,387 $8,330k Jun 30, 2019 Jul 12, 2019
TDAM USA Inc 50,019 $8,270k Jun 30, 2019 Aug 1, 2019
Douglass Winthrop Advisors LLC 49,349 $8,159k Jun 30, 2019 Jul 10, 2019
Monarch Capital Management Inc 48,927 $8,089k Jun 30, 2019 Jul 31, 2019
Spearhead Capital Advisors LLC 48,152 $7,961k Jun 30, 2019 Jul 17, 2019
Lunia Capital LP 46,745 $7,728k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 43,924 $7,262k Jun 30, 2019 Aug 5, 2019
First Manhattan Co 42,977 $7,105k Jun 30, 2019 Aug 16, 2019
Tuttle Tactical Management LLC 42,162 $6,971k Jun 30, 2019 Jul 29, 2019
Carderock Capital Management Inc 41,777 $6,907k Jun 30, 2019 Jul 15, 2019
Palladium Partners LLC 41,186 $6,809k Jun 30, 2019 Aug 7, 2019
Mastrapasqua Asset Management Inc 40,559 $6,706k Jun 30, 2019 Aug 12, 2019
Hamilton Point Investment Advisors LLC 39,908 $6,629k Jun 30, 2019 Jul 18, 2019
Cambridge Investment Research Advisors Inc 38,461 $6,359k Jun 30, 2019 Aug 15, 2019
Choate Investment Advisors LLC 38,289 $6,330k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 38,255 $6,325k Jun 30, 2019 Jul 29, 2019
Weiss Multi-Strategy Advisers LLC 37,500 $6,200k Jun 30, 2019 Aug 14, 2019
Oribel Capital Management LP 37,000 $6,117k Jun 30, 2019 Aug 14, 2019
BOYS Arnold & Company Inc 36,161 $5,978k Jun 30, 2019 Aug 1, 2019
Cornerstone Investment Advisors LLC 37,000 $5,910k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 37,000 $5,910k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 37,000 $5,910k Mar 31, 2019 May 13, 2019
Dowling & Yahnke LLC 35,726 $5,907k Jun 30, 2019 Jul 22, 2019
Segment Wealth Management LLC 34,551 $5,712k Jun 30, 2019 Jul 29, 2019
Birch Hill Investment Advisors LLC 34,407 $5,689k Jun 30, 2019 Jul 22, 2019
Wespac Advisors Socal LLC 34,085 $5,635k Jun 30, 2019 Jul 30, 2019
Kayne Anderson Rudnick Investment Management LLC 33,433 $5,528k Jun 30, 2019 Aug 14, 2019
Ropes Wealth Advisors LLC 32,592 $5,388k Jun 30, 2019 Jul 31, 2019
Osborne Partners Capital Management LLC 32,202 $5,324k Jun 30, 2019 Jul 18, 2019
Heritage Financial LLC 31,788 $5,256k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 31,788 $5,256k Jun 30, 2019 Aug 13, 2019
Gabelli Funds LLC 31,500 $5,208k Jun 30, 2019 Aug 2, 2019
Hall Capital Management Company Inc 31,466 $5,202k Jun 30, 2019 Aug 14, 2019
Clearstead Advisors LLC 31,147 $5,150k Jun 30, 2019 Aug 8, 2019
Buckhead Capital Management LLC 29,100 $4,811k Jun 30, 2019 Aug 1, 2019
GHP Investment Advisors Inc 28,763 $4,755k Jun 30, 2019 Aug 2, 2019
Ashfield Capital Partners LLC 27,887 $4,611k Jun 30, 2019 Jul 29, 2019
AULL & Monroe Investment Management Corp 27,640 $4,570k Jun 30, 2019 Jul 29, 2019
Markston International LLC 27,478 $4,543k Jun 30, 2019 Aug 6, 2019
Oakbrook Investments LLC 26,575 $4,394k Jun 30, 2019 Jul 18, 2019
Argus Investors' Counsel Inc 26,518 $4,384k Jun 30, 2019 Jul 10, 2019
Sentry Management Inc 26,482 $4,378k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 26,482 $4,378k Jun 30, 2019 Aug 12, 2019
Private Counsel Group Ltd 26,367 $4,329k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 26,367 $4,329k Jun 30, 2019 Jul 29, 2019
JGP Wealth Management LLC 25,561 $4,226k Jun 30, 2019 Jul 15, 2019
Benedict Financial Advisors Inc 25,542 $4,223k Jun 30, 2019 Aug 1, 2019
Spinnaker Investment Group LLC 24,467 $4,045k Jun 30, 2019 Jul 11, 2019
1919 Investment Counsel LLC 48,565 $4,035k Sep 30, 2014 Nov 14, 2014
Hendershot Investments Inc 24,160 $3,994k Jun 30, 2019 Jul 31, 2019
LOWE Brockenbrough & Company Inc 24,068 $3,979k Jun 30, 2019 Aug 12, 2019
Davenport & Company LLC 23,931 $3,957k Jun 30, 2019 Jul 10, 2019
Stevens Capital Management LP 23,509 $3,887k Jun 30, 2019 Jul 31, 2019
Highland Capital Management LLC 22,938 $3,792k Jun 30, 2019 Jul 29, 2019
Wakefield Asset Management LLLP 22,831 $3,775k Jun 30, 2019 Aug 13, 2019
Ziegler Capital Management LLC 51,340 $3,716k Sep 30, 2013 Nov 6, 2013
Capital Planning Advisors LLC 22,000 $3,637k Jun 30, 2019 Aug 9, 2019
Capital Counsel LLC 21,823 $3,608k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 21,823 $3,608k Jun 30, 2019 Jul 26, 2019
Northwest Investment Counselors LLC 21,739 $3,594k Jun 30, 2019 Jul 25, 2019
Spectrum Group Management LLC 21,730 $3,593k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 21,730 $3,593k Jun 30, 2019 Aug 2, 2019
American Research & Management Company 21,340 $3,528k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 21,103 $3,489k Jun 30, 2019 Jul 12, 2019
GWM Advisors LLC 20,389 $3,371k Jun 30, 2019 Aug 5, 2019
Whitnell & Co 20,118 $3,326k Jun 30, 2019 Jul 16, 2019
DB Root & Company LLC 20,090 $3,321k Jun 30, 2019 Jul 19, 2019
Capital Bank and Trust Company 19,632 $3,246k Jun 30, 2019 Aug 14, 2019
Altium Wealth Management LLC 19,339 $3,197k Jun 30, 2019 Jul 18, 2019
Chesley TAFT & Associates LLC 19,245 $3,182k Jun 30, 2019 Jul 10, 2019
Dumont & Blake Investment Advisors LLC 18,900 $3,125k Jun 30, 2019 Aug 1, 2019
Spark Investment Management LLC 18,400 $3,042k Jun 30, 2019 Aug 12, 2019
Dupont Capital Management Corp 17,563 $2,904k Jun 30, 2019 Jul 30, 2019
Biltmore Family Office LLC 16,900 $2,807k Jun 30, 2019 Jul 31, 2019
RKL Wealth Management LLC 16,947 $2,802k Jun 30, 2019 Aug 2, 2019
Oxbow Advisors LLC 16,915 $2,797k Jun 30, 2019 Aug 7, 2019
FORT LP 16,848 $2,785k Jun 30, 2019 Aug 13, 2019
Northstar Company LLC 16,215 $2,681k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 16,215 $2,681k Jun 30, 2019 Jul 12, 2019
Ascension Asset Management LLC 15,800 $2,612k Jun 30, 2019 Jul 23, 2019
F3Logic LLC 15,896 $2,598k Jun 30, 2019 Aug 2, 2019
Kavar Capital Partners LLC 15,479 $2,559k Jun 30, 2019 Aug 1, 2019
Mengis Capital Management Inc 15,170 $2,508k Jun 30, 2019 Jul 18, 2019
Penobscot Investment Management Company Inc 14,778 $2,443k Jun 30, 2019 Aug 2, 2019
Searle & Co 14,662 $2,424k Jun 30, 2019 Jul 17, 2019
JAG Capital Management LLC 14,212 $2,350k Jun 30, 2019 Jul 22, 2019
Goelzer Investment Management Inc 13,845 $2,289k Jun 30, 2019 Jul 29, 2019
Gratus Capital LLC 13,567 $2,243k Jun 30, 2019 Aug 7, 2019
Carret Asset Management LLC 13,524 $2,236k Jun 30, 2019 Aug 12, 2019
ICON Advisers Inc 13,500 $2,232k Jun 30, 2019 Aug 2, 2019
Cambridge Financial Group Inc 13,437 $2,222k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group LLC 13,437 $2,222k Jun 30, 2019 Jul 29, 2019
DF DENT and Company Inc 13,361 $2,209k Jun 30, 2019 Aug 15, 2019
Regentatlantic Capital LLC 13,164 $2,176k Jun 30, 2019 Jul 23, 2019
Capital Investment Services of America Inc 12,795 $2,115k Jun 30, 2019 Jul 12, 2019
Northstar Wealth Partners LLC 12,282 $2,031k Jun 30, 2019 Aug 15, 2019
Badgley Phelps and Bell Inc 12,267 $2,028k Jun 30, 2019 Jul 30, 2019
Buckingham Asset Management LLC 11,946 $1,975k Jun 30, 2019 Aug 5, 2019
Wheatland Advisors Inc 11,900 $1,967k Jun 30, 2019 Aug 7, 2019
Albert D Mason Inc 11,393 $1,884k Jun 30, 2019 Jul 30, 2019
Nicholas Hoffman & Company LLC 11,199 $1,852k Jun 30, 2019 Aug 12, 2019
Everence Capital Management Inc 11,168 $1,846k Jun 30, 2019 Aug 2, 2019
Panagora Asset Management Inc 11,128 $1,840k Jun 30, 2019 Aug 9, 2019
Cypress Wealth Services LLC 11,032 $1,824k Jun 30, 2019 Jul 24, 2019
Spears Abacus Advisors LLC 10,834 $1,791k Jun 30, 2019 Aug 9, 2019
KJ Harrison & Partners USA Inc 10,797 $1,785k Jun 30, 2019 Aug 5, 2019
The Fiduciary Group LLC 10,726 $1,773k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 10,705 $1,770k Jun 30, 2019 Jul 15, 2019
Carnegie Capital Asset Management LLC 10,658 $1,762k Jun 30, 2019 Jul 24, 2019
QS Investors LLC 10,539 $1,743k Jun 30, 2019 Aug 14, 2019
East Coast Asset Management LLC 10,171 $1,682k Jun 30, 2019 Aug 14, 2019
Marshwinds Advisory Company 12,702 $1,666k Dec 31, 2018 Jan 7, 2019
Grandfield & DODD LLC 10,063 $1,664k Jun 30, 2019 Jul 29, 2019
Douglas Lane & Associates LLC 9,887 $1,635k Jun 30, 2019 Jul 8, 2019
Altavista Wealth Management Inc 9,753 $1,612k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 9,681 $1,601k Jun 30, 2019 Aug 14, 2019
Auxier Asset Management LLC 9,522 $1,574k Jun 30, 2019 Aug 15, 2019
NTV Asset Management LLC 9,484 $1,568k Jun 30, 2019 Jul 29, 2019
Beese Fulmer Investment Management Inc 9,328 $1,542k Jun 30, 2019 Jul 5, 2019
Mirador Capital Partners LP 9,173 $1,517k Jun 30, 2019 Aug 6, 2019
Andesa Financial Management Inc 9,166 $1,515k Jun 30, 2019 Jul 30, 2019
Cambridge Advisors LLC 9,100 $1,505k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 9,100 $1,505k Jun 30, 2019 Jul 26, 2019
Polaris Greystone Financial Group LLC 9,032 $1,503k Jun 30, 2019 Jul 25, 2019
DAVY Asset Management Limited 9,084 $1,502k Jun 30, 2019 Jul 19, 2019
Mitchell Mcleod PUGH & Williams Inc 8,869 $1,466k Jun 30, 2019 Jul 9, 2019
ZWJ Investment Counsel Inc 8,832 $1,460k Jun 30, 2019 Jul 24, 2019
Monetary Management Group Inc 8,825 $1,459k Jun 30, 2019 Aug 13, 2019
Bragg Financial Advisors Inc 8,607 $1,423k Jun 30, 2019 Aug 14, 2019
Appleton Partners Inc 8,496 $1,405k Jun 30, 2019 Jul 25, 2019
Fairview Capital Investment Management LLC 8,427 $1,393k Jun 30, 2019 Aug 14, 2019
Texas Yale Capital Corp 8,337 $1,378k Jun 30, 2019 Jul 24, 2019
ACG Wealth Inc 8,307 $1,373k Jun 30, 2019 Aug 6, 2019
Sanders Morris Harris LLC 8,200 $1,363k Jun 30, 2019 Jul 10, 2019
Overbrook Management Corporation 8,152 $1,348k Jun 30, 2019 Aug 13, 2019
Ipswich Investment Management Company Inc 8,085 $1,337k Jun 30, 2019 Jul 11, 2019
Aureus Asset Management LLC 8,035 $1,328k Jun 30, 2019 Aug 14, 2019
Harvey Investment Company LLC 7,869 $1,301k Jun 30, 2019 Jul 16, 2019
Crawford Investment Counsel Inc 7,761 $1,283k Jun 30, 2019 Aug 12, 2019
RFG Advisory LLC 7,785 $1,280k Jun 30, 2019 Aug 23, 2019
Omnistar Financial Group Inc 7,725 $1,277k Jun 30, 2019 Jul 30, 2019
Hunter Associates Investment Management LLC 7,633 $1,262k Jun 30, 2019 Aug 8, 2019
Copeland Capital Management LLC 7,614 $1,259k Jun 30, 2019 Jul 19, 2019
Motley FOOL Asset Management LLC 7,617 $1,259k Jun 30, 2019 Aug 14, 2019
Conning Inc 7,573 $1,252k Jun 30, 2019 Jul 25, 2019
YHB Investment Advisors Inc 7,354 $1,216k Jun 30, 2019 Jul 15, 2019
North Star Asset Management Inc 7,256 $1,200k Jun 30, 2019 Aug 12, 2019
Sheets Smith Wealth Management 7,167 $1,185k Jun 30, 2019 Jul 12, 2019
Moors & Cabot Inc 7,129 $1,182k Jun 30, 2019 Jul 18, 2019
Cornell Pochily Investment Advisors Inc 7,076 $1,170k Jun 30, 2019 Jul 22, 2019
Financial Counselors Inc 7,014 $1,160k Jun 30, 2019 Aug 14, 2019
Sicart Associates LLC 6,910 $1,148k Jun 30, 2019 Jul 23, 2019
Telemus Capital LLC 7,147 $1,142k Jun 30, 2019 Aug 9, 2019
Tiedemann Advisors LLC 6,803 $1,131k Jun 30, 2019 Aug 13, 2019
Shayne & Co LLC 6,826 $1,129k Jun 30, 2019 Jul 24, 2019
Caxton Associates LP 6,759 $1,118k Jun 30, 2019 Aug 14, 2019
West Branch Capital LLC 6,745 $1,115k Jun 30, 2019 Aug 5, 2019
Homrich & BERG Inc 6,699 $1,107k Jun 30, 2019 Aug 5, 2019
Hennessy Advisors Inc 6,651 $1,100k Jun 30, 2019 Jul 11, 2019
Harfst and Associates Inc 6,560 $1,084k Jun 30, 2019 Aug 14, 2019
Cleararc Capital Inc 6,475 $1,071k Jun 30, 2019 Aug 7, 2019
Condor Capital Management 6,445 $1,066k Jun 30, 2019 Aug 5, 2019
Liberty Capital Management Inc 6,428 $1,063k Jun 30, 2019 Jul 15, 2019
Woodmont Investment Counsel LLC 6,324 $1,046k Jun 30, 2019 Aug 14, 2019
Dynamic Advisor Solutions LLC 6,229 $1,030k Jun 30, 2019 Aug 13, 2019
Blue FIN Capital Inc 6,218 $1,028k Jun 30, 2019 Jul 22, 2019
Brown Capital Management LLC 5,967 $987k Jun 30, 2019 Aug 13, 2019
Argent Capital Management LLC 5,720 $946k Jun 30, 2019 Aug 15, 2019
Bailard Inc 5,683 $940k Jun 30, 2019 Jul 26, 2019
Checchi Capital Advisers LLC 5,673 $938k Jun 30, 2019 Aug 6, 2019
Mcrae Capital Management Inc 5,599 $926k Jun 30, 2019 Jul 29, 2019
OFI Advisors LLC 11,419 $918k Sep 30, 2015 Nov 16, 2015
Breiter Capital Management Inc 5,463 $903k Jun 30, 2019 Aug 23, 2019
Meridian Investment Counsel Inc 5,381 $890k Jun 30, 2019 Aug 13, 2019
Lourd Capital LLC 5,340 $883k Jun 30, 2019 Jul 11, 2019
Wilmington Trust Investment Management LLC 11,120 $882k Jun 30, 2014 Aug 13, 2014
BTR Capital Management Inc 5,252 $868k Jun 30, 2019 Jul 18, 2019
Armor Investment Advisors LLC 5,243 $867k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 5,243 $867k Jun 30, 2019 Aug 13, 2019
CPWM LLC 5,235 $866k Jun 30, 2019 Aug 2, 2019
IHT Wealth Management LLC 5,231 $865k Jun 30, 2019 Aug 12, 2019
Shufro ROSE & Co LLC 5,228 $864k Jun 30, 2019 Jul 24, 2019
Congress Asset Management Company LLP 5,225 $864k Jun 30, 2019 Aug 7, 2019
Middleton & Company Inc 5,171 $855k Jun 30, 2019 Jul 25, 2019
First National Corporation 5,092 $842k Jun 30, 2019 Jul 22, 2019
Aries Wealth Management LLC 5,109 $842k Jun 30, 2019 Jul 15, 2019
Mairs and Power Inc 5,052 $835k Jun 30, 2019 Aug 14, 2019
Ionic Capital Management LLC 5,000 $827k Put Jun 30, 2019 Aug 14, 2019
Level Four Advisory Services LLC 4,986 $824k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 4,936 $820k Jun 30, 2019 Jul 31, 2019
Granite Investment Advisors LLC 4,910 $812k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 4,910 $812k Jun 30, 2019 Jul 23, 2019
Prospera Financial Services Inc 4,869 $804k Jun 30, 2019 Aug 14, 2019
Sheaff Brock Investment Advisors LLC 4,838 $800k Jun 30, 2019 Jul 31, 2019
Asset Advisors Investment Management LLC 4,800 $794k Jun 30, 2019 Jul 25, 2019
Baker Ellis Asset Management LLC 4,800 $794k Jun 30, 2019 Aug 12, 2019
Montag A & Associates Inc 4,789 $792k Jun 30, 2019 Aug 6, 2019
BEL AIR Investment Advisors LLC 10,918 $790k Sep 30, 2013 Nov 12, 2013
Wrapmanager Inc 4,765 $788k Jun 30, 2019 Jul 31, 2019
The Caprock Group Inc 4,727 $785k Jun 30, 2019 Jul 23, 2019
Eagle Global Advisors LLC 4,703 $778k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 4,700 $777k Jun 30, 2019 Aug 6, 2019
Parthenon LLC 4,700 $777k Jun 30, 2019 Jul 29, 2019
Ancora Family Wealth Advisors LLC 8,747 $771k Sep 30, 2016 Nov 4, 2016
Curbstone Financial Management Corporation 4,640 $767k Jun 30, 2019 Jul 9, 2019
Ellevest Inc 4,610 $762k Jun 30, 2019 Aug 20, 2019
Horizon Investments LLC 4,603 $761k Jun 30, 2019 Aug 14, 2019
MAI Capital Management LLC 4,560 $754k Jun 30, 2019 Aug 15, 2019
Hamel Associates Inc 4,551 $752k Jun 30, 2019 Aug 5, 2019
Legacy Financial Strategies LLC 4,457 $736k Jun 30, 2019 Jul 15, 2019
Sawgrass Asset Management LLC 4,400 $727k Jun 30, 2019 Jul 23, 2019
BECK MACK & Oliver LLC 4,351 $719k Jun 30, 2019 Aug 13, 2019
ORCA Investment Management LLC 4,283 $708k Jun 30, 2019 Jul 17, 2019
Founders Financial Securities LLC 4,231 $700k Jun 30, 2019 Jul 22, 2019
Ironwood Investment Management LLC 4,230 $699k Jun 30, 2019 Aug 14, 2019
Strategic Financial Services Inc 4,221 $698k Jun 30, 2019 Aug 13, 2019
Frontier Wealth Management LLC 4,217 $697k Jun 30, 2019 Aug 16, 2019
Cypress Capital Management LLC 4,128 $682k Jun 30, 2019 Aug 5, 2019
First National Bank of Omaha 4,103 $678k Jun 30, 2019 Jul 10, 2019
Suncoast Equity Management LLC 3,970 $656k Jun 30, 2019 Jul 26, 2019
Harbour Capital Advisors LLC 3,963 $655k Jun 30, 2019 Jul 10, 2019
Personal Capital Advisors Corporation 3,911 $647k Jun 30, 2019 Aug 14, 2019
DSC Advisors LP 3,901 $645k Jun 30, 2019 Aug 14, 2019
Sequoia Financial Advisors LLC 3,896 $644k Jun 30, 2019 Jul 31, 2019
Murphy Capital Management Inc 3,869 $639k Jun 30, 2019 Jul 22, 2019
Main Street Research LLC 3,840 $635k Jun 30, 2019 Aug 8, 2019
Joel Isaacson & Co LLC 3,785 $626k Jun 30, 2019 Jul 11, 2019
Argyle Capital Management Inc 3,760 $622k Jun 30, 2019 Jul 25, 2019
Venturi Wealth Management LLC 3,710 $613k Jun 30, 2019 Aug 7, 2019
Bingham Osborn & Scarborough LLC 3,682 $609k Jun 30, 2019 Aug 2, 2019
Brave Asset Management Inc 3,641 $602k Jun 30, 2019 Aug 5, 2019
Pacific Global Investment Management Co 3,577 $591k Jun 30, 2019 Aug 14, 2019
Savant Capital LLC 3,562 $589k Jun 30, 2019 Aug 6, 2019
Evergreen Capital Management LLC 3,562 $589k Jun 30, 2019 Aug 14, 2019
Pacifica Capital Investments LLC 3,555 $588k Jun 30, 2019 Aug 7, 2019
Edgestream Partners LP 3,544 $586k Jun 30, 2019 Aug 8, 2019
Meridian Wealth Management LLC 350 $579k Jun 30, 2019 Jul 19, 2019
Ferguson Wellman Capital Management Inc 3,466 $573k Jun 30, 2019 Jul 16, 2019
The Rikoon Group LLC 3,433 $571k Jun 30, 2019 Aug 6, 2019
IMS Capital Management Inc 3,449 $570k Jun 30, 2019 Aug 14, 2019
Pictet North America Advisors SA 3,425 $566k Jun 30, 2019 Aug 7, 2019
HITE Hedge Asset Management LLC 3,400 $562k Jun 30, 2019 Aug 13, 2019
Oak Ridge Investments LLC 3,376 $558k Jun 30, 2019 Aug 14, 2019
Endurance Wealth Management Inc 3,362 $556k Jun 30, 2019 Jul 30, 2019
Meristem Family Wealth LLC 3,351 $554k Jun 30, 2019 Aug 6, 2019
Connecticut Wealth Management LLC 3,296 $545k Jun 30, 2019 Jul 29, 2019
KMS Financial Services Inc 6,464 $537k Sep 30, 2014 Nov 17, 2014
Modera Wealth Management LLC 3,251 $537k Jun 30, 2019 Aug 7, 2019
Huber Financial Advisors LLC 3,200 $529k Jun 30, 2019 Aug 5, 2019
Tradition Capital Management LLC 3,305 $527k Mar 31, 2019 May 7, 2019
Wellesley Investment Partners LLC 3,112 $514k Jun 30, 2019 Aug 5, 2019
Teza Capital Management LLC 3,106 $514k Jun 30, 2019 Aug 8, 2019
Foster Dykema Cabot & Co Incorporated 3,048 $504k Jun 30, 2019 Aug 6, 2019
Edgemoor Investment Advisors Inc 3,043 $503k Jun 30, 2019 Aug 9, 2019
NWAM LLC 3,038 $502k Jun 30, 2019 Jul 18, 2019
AFT Forsyth and Company Inc 3,010 $498k Jun 30, 2019 Jul 29, 2019
Evanson Asset Management LLC 2,993 $495k Jun 30, 2019 Jul 11, 2019
Marco Investment Management LLC 2,990 $494k Jun 30, 2019 Aug 6, 2019
Evermay Wealth Management LLC 2,967 $491k Jun 30, 2019 Jul 23, 2019
Bristlecone Advisors LLC 2,930 $484k Jun 30, 2019 Jul 19, 2019
Plancorp LLC 2,924 $483k Jun 30, 2019 Aug 13, 2019
Brasada Capital Management LP 2,929 $481k Jun 30, 2019 Aug 7, 2019
Brown Advisory Securities LLC 2,886 $477k Jun 30, 2019 Aug 12, 2019
Emerald Investment Partners LLC 2,865 $474k Jun 30, 2019 Aug 12, 2019
Baldwin Investment Management LLC 2,850 $471k Jun 30, 2019 Aug 6, 2019
Athena Capital Advisors LLC 2,799 $463k Jun 30, 2019 Aug 9, 2019
Institute FOR Wealth Management LLC 2,802 $463k Jun 30, 2019 Aug 2, 2019
Isthmus Partners LLC 2,783 $460k Jun 30, 2019 Aug 9, 2019
Salem Capital Management Inc 2,700 $446k Jun 30, 2019 Jul 9, 2019
Alpha Windward LLC 2,653 $445k Jun 30, 2019 Jul 30, 2019
Brookstone Capital Management LLC 2,686 $444k Jun 30, 2019 Jul 25, 2019
Magnetar Financial LLC 2,666 $441k Jun 30, 2019 Aug 14, 2019
Pagnatokarp Partners LLC 2,651 $440k Jun 30, 2019 Aug 8, 2019
Patton Albertson Miller Group LLC 2,546 $427k Jun 30, 2019 Aug 12, 2019
Nelson Roberts Investment Advisors LLC 2,573 $425k Jun 30, 2019 Jul 25, 2019
BKD Wealth Advisors LLC 2,557 $423k Jun 30, 2019 Jul 10, 2019
WE ARE One Seven LLC 2,518 $416k Jun 30, 2019 Jul 16, 2019
180 Wealth Advisors LLC 2,519 $414k Jun 30, 2019 Aug 5, 2019
American Trust Investment Advisors LLC 2,477 $410k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 2,477 $410k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 2,477 $410k Jun 30, 2019 Aug 12, 2019
Becker Capital Management Inc 2,463 $407k Jun 30, 2019 Aug 8, 2019
Castle Rock Wealth Management LLC 2,450 $405k Jun 30, 2019 Aug 8, 2019
First Heartland Consultants Inc 2,375 $393k Jun 30, 2019 Aug 12, 2019
SVA Plumb Wealth Management LLC 2,369 $392k Jun 30, 2019 Aug 13, 2019
Bank of Hawaii 2,340 $387k Jun 30, 2019 Aug 15, 2019
Taurus Asset Management LLC 2,300 $380k Jun 30, 2019 Aug 14, 2019
South Texas Money Management Ltd 2,298 $380k Jun 30, 2019 Jul 2, 2019
Fenimore Asset Management Inc 2,270 $375k Jun 30, 2019 Jul 16, 2019
Guardian Capital Advisors LP 2,275 $373k Jun 30, 2019 Aug 14, 2019
DEAN Capital Management LLC 2,252 $372k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 2,252 $372k Jun 30, 2019 Aug 12, 2019
Good Life Advisors LLC 2,237 $370k Jun 30, 2019 Aug 6, 2019
Cetera Investment Advisers LLC 2,227 $369k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 2,200 $364k Jun 30, 2019 Jul 24, 2019
Alexandria Capital LLC 2,188 $361k Jun 30, 2019 Aug 12, 2019
Cipher Capital LP 2,186 $361k Jun 30, 2019 Aug 13, 2019
Valmark Advisers Inc 2,178 $360k Jun 30, 2019 Aug 7, 2019
Miracle MILE Advisors LLC 2,110 $349k Jun 30, 2019 Aug 7, 2019
Cheviot Value Management LLC 2,113 $349k Jun 30, 2019 Aug 14, 2019
Hartwell J M Ltd Partnership 2,104 $348k Jun 30, 2019 Jul 31, 2019
Shepherd Financial Partners LLC 2,094 $346k Jun 30, 2019 Aug 5, 2019
Loudon Investment Management LLC 2,092 $346k Jun 30, 2019 Aug 13, 2019
Wiley Bros-Aintree Capital LLC 2,077 $343k Jun 30, 2019 Jul 10, 2019
Lakeview Capital Partners LLC 2,041 $337k Jun 30, 2019 Aug 5, 2019
American Asset Management Inc 2,000 $331k Jun 30, 2019 Jul 31, 2019
Janney Capital Management LLC 1,954 $323k Jun 30, 2019 Jul 29, 2019
Campbell & Company Investment Adviser LLC 1,940 $321k Jun 30, 2019 Jul 10, 2019
Shoker Investment Counsel Inc 1,898 $313k Jun 30, 2019 Aug 9, 2019
GM Advisory Group Inc 1,870 $309k Jun 30, 2019 Aug 9, 2019
Baldwin Brothers Inc 1,855 $307k Jun 30, 2019 Jul 19, 2019
B Riley Wealth Management Inc 1,834 $303k Jun 30, 2019 Aug 14, 2019
Shakespeare Wealth Management Inc 1,835 $303k Jun 30, 2019 Aug 12, 2019
Wallace Capital Management Inc 1,824 $302k Jun 30, 2019 Aug 12, 2019
Wellington Shields Capital Management LLC 1,826 $302k Jun 30, 2019 Aug 8, 2019
Dodge & COX 1,800 $298k Jun 30, 2019 Aug 13, 2019
Gillespie Robinson & Grimm Inc 1,800 $298k Jun 30, 2019 Jul 22, 2019
Accurate Investment Solutions Inc 1,735 $287k Jun 30, 2019 Jul 12, 2019
Bayesian Capital Management LP 1,700 $281k Jun 30, 2019 Aug 13, 2019
SYM Financial Corporation 1,686 $279k Jun 30, 2019 Jul 29, 2019
GSB Wealth Management LLC 1,680 $278k Jun 30, 2019 Aug 9, 2019
Sigma Investment Counselors Inc 1,666 $275k Jun 30, 2019 Jul 23, 2019
Lenox Wealth Advisors LLC 1,648 $272k Jun 30, 2019 Jul 12, 2019
Haverford Financial Services Inc 1,646 $272k Jun 30, 2019 Aug 13, 2019
Confluence Investment Management LLC 1,643 $272k Jun 30, 2019 Jul 24, 2019
Maryland Capital Management LLC 1,640 $271k Jun 30, 2019 Aug 13, 2019
CWA Asset Management Group LLC 1,596 $264k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 1,588 $263k Jun 30, 2019 Aug 14, 2019
Independence Financial Advisors LLC 1,588 $263k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,588 $263k Jun 30, 2019 Aug 12, 2019
Ifrah Financial Services Inc 1,549 $256k Jun 30, 2019 Aug 6, 2019
Southeast Asset Advisors Inc 1,521 $251k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 1,501 $248k Jun 30, 2019 Aug 9, 2019
Gilman Hill Asset Management LLC 1,500 $248k Jun 30, 2019 Jul 17, 2019
Telemetry Investments LLC 1,500 $248k Jun 30, 2019 Aug 14, 2019
Winslow Asset Management Inc 1,500 $248k Jun 30, 2019 Jul 29, 2019
Alesco Advisors LLC 1,488 $246k Jun 30, 2019 Aug 14, 2019
Steinberg Global Asset Management Ltd 1,527 $244k Mar 31, 2019 Apr 24, 2019
Telos Capital Management Inc 1,465 $242k Jun 30, 2019 Jul 19, 2019
Weiss Asset Management LP 1,461 $242k Jun 30, 2019 Aug 14, 2019
Jaffetilchin Investment Partners LLC 1,446 $239k Jun 30, 2019 Aug 13, 2019
Hallmark Capital Management Inc 1,430 $236k Jun 30, 2019 Aug 8, 2019
Kovack International Advisors Inc 1,422 $235k Jun 30, 2019 Aug 14, 2019
Kovack Advisors Inc 1,422 $235k Jun 30, 2019 Aug 14, 2019
Sadoff Investment Management LLC 1,400 $231k Jun 30, 2019 Aug 7, 2019
Cubic Asset Management LLC 1,400 $231k Jun 30, 2019 Jul 29, 2019
Gables Capital Management Inc 1,355 $224k Jun 30, 2019 Jul 31, 2019
Altfest L J & Co Inc 1,345 $222k Jun 30, 2019 Jul 15, 2019
Cadinha & Co LLC 1,345 $222k Jun 30, 2019 Aug 9, 2019
The Family FIRM Inc 1,316 $218k Jun 30, 2019 Aug 6, 2019
Northstar Asset Management LLC 1,300 $215k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 1,300 $215k Jun 30, 2019 Jul 16, 2019
Seizert Capital Partners LLC 1,290 $213k Jun 30, 2019 Aug 6, 2019
Alpha Cubed Investments LLC 1,283 $212k Jun 30, 2019 Jul 19, 2019
Prelude Capital Management LLC 1,261 $208k Jun 30, 2019 Aug 14, 2019
Legacy Financial Advisors Corporation 1,250 $208k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 1,250 $208k Jun 30, 2019 Jul 15, 2019
Anchor Capital Advisors LLC 1,260 $208k Jun 30, 2019 Aug 1, 2019
Legacy Financial Advisors Inc 1,250 $208k Jun 30, 2019 Jul 15, 2019
van Hulzen Asset Management LLC 1,246 $206k Jun 30, 2019 Aug 8, 2019
Dorchester Wealth Management Company 1,228 $203k Jun 30, 2019 Jul 19, 2019
Rodgers Brothers Inc 1,220 $202k Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 1,220 $202k Jun 30, 2019 Jul 25, 2019
Allied Investment Advisors LLC 1,213 $201k Jun 30, 2019 Jul 17, 2019
The Pacific Center FOR Financial Services 1,086 $180k Jun 30, 2019 Aug 15, 2019
Cavalier Investments LLC 1,039 $172k Jun 30, 2019 Jul 31, 2019
Peninsula Asset Management Inc 975 $161k Jun 30, 2019 Aug 15, 2019
Jackson Grant Investment Advisers Inc 858 $142k Jun 30, 2019 Aug 13, 2019
Hilton Capital Management LLC 780 $129k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 700 $116k Jun 30, 2019 Aug 8, 2019
HMS Capital Management LLC 638 $105k Jun 30, 2019 Jul 12, 2019
Newsquare Capital LLC 589 $97k Jun 30, 2019 Aug 20, 2019
FRED Alger Management Inc 544 $90k Jun 30, 2019 Aug 14, 2019
Secrest Blakey & Associates LLC 500 $83k Call Jun 30, 2019 Aug 13, 2019
Permanens Capital LP 500 $83k Jun 30, 2019 Aug 9, 2019
Harding Loevner LP 418 $69k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 400 $66k Jun 30, 2019 Jul 26, 2019
The Central Trust Bank 400 $66k Jun 30, 2019 Jul 16, 2019
Mcilrath & ECK LLC 415 $66k Jun 30, 2019 Aug 8, 2019
Toroso Investments LLC 260 $43k Jun 30, 2019 Aug 15, 2019
Horan Securities Inc 239 $40k Jun 30, 2019 Jul 24, 2019
Shamrock Asset Management LLC 240 $40k Jun 30, 2019 Aug 9, 2019
MARK Sheptoff Financial Planning LLC 231 $38k Jun 30, 2019 Aug 12, 2019
Stewart & Patten Co LLC 230 $38k Jun 30, 2019 Jul 17, 2019
Boston Private Wealth LLC 222 $37k Jun 30, 2019 Jul 10, 2019
Avondale Wealth Management LLC 148 $24k Jun 30, 2019 Jul 26, 2019
Summit Financial Group Inc 100 $17k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 100 $17k Jun 30, 2019 Jul 3, 2019
Hexavest Inc 103 $17k Jun 30, 2019 Jul 10, 2019
Thomas J Herzfeld Advisors Inc 38 $6k Jun 30, 2019 Aug 13, 2019
Global Financial Private Capital LLC 29 $5k Jun 30, 2019 Aug 14, 2019
Logan Capital Management Inc 26 $4k Jun 30, 2019 Jul 24, 2019
Centerstar Asset Management LLC 800 $1k Put Jun 30, 2019 Aug 2, 2019
Transamerica Financial Advisors Inc 3 $1k Jun 30, 2019 Aug 21, 2019

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