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Bank of New York Mellon Corp.
(064058100)

Funds Reporting Holdings of Bank of New York Mellon Corp. according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Dodge & COX 46,336,158 $2,045,741k Jun 30, 2019 Aug 13, 2019
Alphasimplex Group LLC 35,950 $1,587,193k Jun 30, 2019 Aug 14, 2019
Longview Partners Guernsey Limited 26,407,419 $1,165,888k Jun 30, 2019 Aug 13, 2019
First Eagle Investment Management LLC 18,219,472 $804,390k Jun 30, 2019 Aug 13, 2019
Artisan Partners Limited Partnership 13,546,259 $598,067k Jun 30, 2019 Aug 9, 2019
Shapiro Capital Management LLC 7,900 $348,785k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 6,212 $329,000k Sep 30, 2017 Nov 14, 2017
Tweedy Browne Company LLC 4,170,387 $184,123k Jun 30, 2019 Aug 5, 2019
Yacktman Asset Management LP 3,617,712 $159,722k Jun 30, 2019 Aug 2, 2019
Gabelli Funds LLC 2,505,500 $110,618k Jun 30, 2019 Aug 2, 2019
Marathon Asset Management LLP 1,550,270 $68,439k Jun 30, 2019 Jul 15, 2019
Janus Capital Management LLC 995,441 $47,015k Mar 31, 2017 May 16, 2017
Hotchkis and Wiley Capital Management LLC 972,015 $42,914k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 866,985 $38,278k Jun 30, 2019 Aug 14, 2019
Capital Guardian Trust Company 737,529 $32,493k Jun 30, 2019 Aug 14, 2019
Morningstar Investment Services LLC 731,303 $32,287k Jun 30, 2019 Aug 13, 2019
Cacti Asset Management LLC 654,980 $28,420k Jun 30, 2019 Jul 1, 2019
Golub Group LLC 631,941 $27,900k Jun 30, 2019 Aug 13, 2019
Levin Capital Strategies LP 573,618 $25,325k Jun 30, 2019 Aug 13, 2019
Montrusco Bolton Investments Inc 571,807 $24,567k Jun 30, 2019 Aug 5, 2019
Minneapolis Portfolio Management Group LLC 529,712 $23,387k Jun 30, 2019 Aug 2, 2019
Foresters Investment Management Company Inc 439,450 $19,402k Jun 30, 2019 Aug 12, 2019
Sather Financial Group Inc 425,448 $18,783k Jun 30, 2019 Jul 23, 2019
Tocqueville Asset Management LP 403,000 $17,792k Jun 30, 2019 Jul 31, 2019
Clifford SWAN Investment Counsel LLC 384,914 $16,994k Jun 30, 2019 Aug 13, 2019
Bridgewater Associates LP 380,468 $16,798k Jun 30, 2019 Aug 13, 2019
Trillium Asset Management LLC 363,714 $16,058k Jun 30, 2019 Aug 8, 2019
Corda Investment Management LLC 328,853 $14,518k Jun 30, 2019 Aug 9, 2019
Auxier Asset Management LLC 263,634 $11,639k Jun 30, 2019 Aug 15, 2019
Investec Asset Management Limited 648,507 $9,953k Jun 30, 2019 Jul 30, 2019
Financial Engines Advisors LLC 218,956 $9,667k Jun 30, 2019 Aug 9, 2019
TT International 199,747 $8,818k Jun 30, 2019 Aug 12, 2019
Rockshelter Capital Management LLC 198,141 $8,748k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 186,360 $8,228k Jun 30, 2019 Aug 5, 2019
Brandes Investment Partners LP 179,294 $7,916k Jun 30, 2019 Aug 13, 2019
Westchester Capital Management Inc 178,179 $7,867k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 178,179 $7,867k Jun 30, 2019 Aug 5, 2019
Barrett Asset Management LLC 168,521 $7,440k Jun 30, 2019 Aug 5, 2019
Kovitz Investment Group Partners LLC 161,180 $7,117k Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 178,057 $6,897k Sep 30, 2014 Nov 14, 2014
6 Meridian LLC 152,239 $6,721k Jun 30, 2019 Jul 12, 2019
Personal Capital Advisors Corporation 150,915 $6,663k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 149,280 $6,591k Jun 30, 2019 Aug 9, 2019
Isthmus Partners LLC 146,356 $6,462k Jun 30, 2019 Aug 9, 2019
First Manhattan Co 140,467 $6,201k Jun 30, 2019 Aug 16, 2019
Wallington Asset Management LLC 129,597 $5,722k Jun 30, 2019 Aug 13, 2019
Matthew GOFF Investment Advisor LLC 128,374 $5,668k Jun 30, 2019 Aug 5, 2019
Greenwood Gearhart Inc 123,999 $5,475k Jun 30, 2019 Aug 7, 2019
Bragg Financial Advisors Inc 111,481 $4,922k Jun 30, 2019 Aug 14, 2019
Asset Management Advisors Inc 111,390 $4,918k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors LLC 111,390 $4,918k Jun 30, 2019 Jul 26, 2019
Murphy Pohlad Asset Management LLC 110,916 $4,896k Jun 30, 2019 Aug 6, 2019
COVE Street Capital LLC 107,815 $4,760k Jun 30, 2019 Aug 13, 2019
Intrepid Capital Management Inc 107,269 $4,736k Jun 30, 2019 Aug 13, 2019
Heartland Advisors Inc 106,075 $4,683k Jun 30, 2019 Aug 8, 2019
Granite Group Advisors LLC 104,527 $4,615k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 104,527 $4,615k Jun 30, 2019 Jul 23, 2019
Olstein Capital Management LP 99,000 $4,371k Jun 30, 2019 Jul 31, 2019
Meridian Wealth Management LLC 9,857 $4,352k Jun 30, 2019 Jul 19, 2019
Klingenstein Fields & Co LLC 97,804 $4,318k Jun 30, 2019 Aug 12, 2019
MRAZ Amerine & Associates Inc 88,523 $3,908k Jun 30, 2019 Aug 2, 2019
Garland Capital Management Inc 88,350 $3,901k Jun 30, 2019 Jul 24, 2019
Richard Bernstein Advisors LLC 86,589 $3,822k Jun 30, 2019 Aug 9, 2019
Stralem & Company Incorporated 85,530 $3,776k Jun 30, 2019 Jul 16, 2019
Pacer Advisors Inc 83,571 $3,690k Jun 30, 2019 Aug 12, 2019
Elgethun Capital Management 79,137 $3,494k Jun 30, 2019 Aug 8, 2019
Cohen Capital Management Inc 78,156 $3,451k Jun 30, 2019 Aug 7, 2019
DEAN Investment Associates LLC 75,702 $3,342k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 75,445 $3,331k Jun 30, 2019 Aug 8, 2019
Boyar Asset Management Inc 74,517 $3,290k Jun 30, 2019 Aug 6, 2019
Boston Research and Management Inc 73,181 $3,230k Jun 30, 2019 Aug 7, 2019
Flippin Bruce & Porter Inc 70,637 $3,119k Jun 30, 2019 Aug 6, 2019
Evergreen Capital Management LLC 69,280 $3,059k Jun 30, 2019 Aug 14, 2019
Markston International LLC 67,951 $3,000k Jun 30, 2019 Aug 6, 2019
Marco Investment Management LLC 65,600 $2,896k Jun 30, 2019 Aug 6, 2019
Alexandria Capital LLC 64,328 $2,840k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 62,281 $2,750k Jun 30, 2019 Jul 22, 2019
Stoneridge Investment Partners LLC 61,665 $2,723k Jun 30, 2019 Jul 29, 2019
Portland Global Advisors LLC 59,775 $2,639k Jun 30, 2019 Jul 26, 2019
Perkins Investment Management LLC 53,613 $2,532k Mar 31, 2017 May 15, 2017
Sentry Investment Management LLC 54,443 $2,404k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 54,443 $2,404k Jun 30, 2019 Aug 12, 2019
Cubic Asset Management LLC 54,205 $2,393k Jun 30, 2019 Jul 29, 2019
Hendley & Co Inc 54,110 $2,389k Jun 30, 2019 Aug 8, 2019
Cambridge Investment Research Advisors Inc 54,064 $2,387k Jun 30, 2019 Aug 15, 2019
Edgewood Management LLC 52,561 $2,321k Jun 30, 2019 Aug 12, 2019
Provise Management Group LLC 51,065 $2,255k Jun 30, 2019 Aug 9, 2019
Butensky & Cohen Financial Security Inc 41,830 $1,847k Jun 30, 2019 Jul 12, 2019
Northwest Investment Counselors LLC 41,809 $1,846k Jun 30, 2019 Jul 25, 2019
Poehling Capital Management Inc 41,665 $1,840k Jun 30, 2019 Aug 9, 2019
Telemus Capital LLC 38,526 $1,736k Jun 30, 2019 Aug 9, 2019
Woodstock Corporation 38,158 $1,685k Jun 30, 2019 Jul 3, 2019
OFI Advisors LLC 42,291 $1,656k Sep 30, 2015 Nov 16, 2015
Gideon Capital Advisors Inc 34,480 $1,522k Jun 30, 2019 Aug 14, 2019
Ferguson Wellman Capital Management Inc 33,509 $1,479k Jun 30, 2019 Jul 16, 2019
Guardian Investment Management LLC 33,286 $1,470k Jun 30, 2019 Aug 16, 2019
Carnick & Kubik Group LLC 31,840 $1,406k Jun 30, 2019 Jul 30, 2019
Cadence Capital Management LLC 31,563 $1,394k Jun 30, 2019 Aug 12, 2019
Carret Asset Management LLC 30,780 $1,359k Jun 30, 2019 Aug 12, 2019
Arjuna Capital LLC 29,212 $1,290k Jun 30, 2019 Aug 21, 2019
First Foundation Advisors 28,125 $1,242k Jun 30, 2019 Aug 14, 2019
Managed Account Advisors LLC 26,887 $1,128k Jun 30, 2015 Aug 14, 2015
Panagora Asset Management Inc 25,527 $1,127k Jun 30, 2019 Aug 9, 2019
Everence Capital Management Inc 24,944 $1,101k Jun 30, 2019 Aug 2, 2019
Karpas Strategies LLC 24,309 $1,073k Jun 30, 2019 Jul 25, 2019
Schulhoff & Co Inc 23,960 $1,057k Jun 30, 2019 Aug 7, 2019
Diamond Hill Capital Management Inc 22,729 $1,003k Jun 30, 2019 Aug 1, 2019
BECK MACK & Oliver LLC 22,528 $995k Jun 30, 2019 Aug 13, 2019
KCS Wealth Advisory LLC 21,592 $953k Jun 30, 2019 Jul 29, 2019
Independent Investors Inc 21,153 $933k Jun 30, 2019 Jul 18, 2019
Lincoln Capital Corporation 21,096 $931k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 21,096 $931k Jun 30, 2019 Jul 12, 2019
Amplify Investments LLC 18,004 $928k Mar 31, 2018 May 14, 2018
1st Global Advisors Inc 18,097 $923k Jun 30, 2017 Aug 15, 2017
Folger Nolan Fleming Douglas Capital Management Inc 20,864 $921k Jun 30, 2019 Aug 9, 2019
Edgemoor Investment Advisors Inc 19,108 $844k Jun 30, 2019 Aug 9, 2019
The Northstar Group Inc 19,100 $843k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 19,100 $843k Jun 30, 2019 Jul 12, 2019
Gabelli & Company Investment Advisers Inc 19,000 $839k Jun 30, 2019 Aug 2, 2019
Smith Asset Management Group LP 18,540 $819k Jun 30, 2019 Aug 15, 2019
Sunesis Advisors LLC 18,436 $814k Jun 30, 2019 Aug 5, 2019
American Research & Management Company 18,318 $809k Jun 30, 2019 Jul 18, 2019
Cadinha & Co LLC 17,950 $792k Jun 30, 2019 Aug 9, 2019
Cipher Capital LP 17,946 $792k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 17,921 $791k Jun 30, 2019 Aug 12, 2019
Baker Ellis Asset Management LLC 17,812 $786k Jun 30, 2019 Aug 12, 2019
GWM Advisors LLC 17,803 $786k Jun 30, 2019 Aug 5, 2019
Whitnell & Co 17,375 $767k Jun 30, 2019 Jul 16, 2019
Wealthtrust Axiom LLC 17,129 $756k Jun 30, 2019 Aug 7, 2019
Boston Family Office LLC 16,706 $738k Jun 30, 2019 Jul 30, 2019
Douglass Winthrop Advisors LLC 15,897 $702k Jun 30, 2019 Jul 10, 2019
Mcrae Capital Management Inc 15,435 $681k Jun 30, 2019 Jul 29, 2019
QS Investors LLC 15,183 $671k Jun 30, 2019 Aug 14, 2019
TDAM USA Inc 15,150 $669k Jun 30, 2019 Aug 1, 2019
Hamel Associates Inc 15,000 $662k Jun 30, 2019 Aug 5, 2019
Sicart Associates LLC 15,000 $662k Jun 30, 2019 Jul 23, 2019
Caxton Associates LP 14,901 $658k Jun 30, 2019 Aug 14, 2019
Clearstead Advisors LLC 14,840 $655k Jun 30, 2019 Aug 8, 2019
Boston Private Wealth LLC 14,823 $654k Jun 30, 2019 Jul 10, 2019
van Hulzen Asset Management LLC 14,549 $642k Jun 30, 2019 Aug 8, 2019
Joel Isaacson & Co LLC 14,296 $631k Jun 30, 2019 Jul 11, 2019
Conning Inc 14,223 $628k Jun 30, 2019 Jul 25, 2019
Regentatlantic Capital LLC 14,150 $625k Jun 30, 2019 Jul 23, 2019
Twin Focus Capital Partners LLC 14,138 $624k Jun 30, 2019 Aug 14, 2019
Teza Capital Management LLC 13,605 $601k Jun 30, 2019 Aug 8, 2019
ST Johns Investment Management Company LLC 13,564 $599k Jun 30, 2019 Jul 24, 2019
Fundx Investment Group LLC 13,532 $597k Jun 30, 2019 Aug 5, 2019
Cleararc Capital Inc 13,235 $584k Jun 30, 2019 Aug 7, 2019
Hunter Associates Investment Management LLC 12,754 $563k Jun 30, 2019 Aug 8, 2019
BAHL & Gaynor Inc 12,712 $561k Jun 30, 2019 Aug 12, 2019
Shepherd Kaplan Krochuk LLC 12,701 $561k Jun 30, 2019 Aug 12, 2019
Brookstone Capital Management LLC 12,679 $560k Jun 30, 2019 Jul 25, 2019
PFG Advisors LLC 11,470 $546k Jun 30, 2019 Aug 5, 2019
Dupont Capital Management Corp 12,148 $536k Jun 30, 2019 Jul 30, 2019
Private Wealth Advisors Inc 11,803 $521k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 11,803 $521k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 11,803 $521k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 11,803 $521k Jun 30, 2019 Aug 7, 2019
Dumont & Blake Investment Advisors LLC 11,325 $500k Jun 30, 2019 Aug 1, 2019
BLB & B Advisors LLC 11,305 $499k Jun 30, 2019 Jul 29, 2019
Spears Abacus Advisors LLC 11,262 $497k Jun 30, 2019 Aug 9, 2019
American National Registered Investment Advisor Inc 11,239 $496k Jun 30, 2019 Aug 5, 2019
Clear Perspective Advisors LLC 11,087 $489k Jun 30, 2019 Aug 12, 2019
Measured Wealth Private Client Group LLC 10,779 $476k Jun 30, 2019 Jul 26, 2019
Marathon Capital Management LLC 10,650 $470k Jun 30, 2019 Jul 25, 2019
Pettee Investors Inc 10,560 $466k Jun 30, 2019 Aug 7, 2019
Rothschild & Co Asset Management US Inc 10,535 $465k Jun 30, 2019 Jul 25, 2019
Keystone Financial Planning Inc 10,485 $463k Jun 30, 2019 Aug 5, 2019
DB Root & Company LLC 10,437 $460k Jun 30, 2019 Jul 19, 2019
Accredited Investors Inc 10,152 $448k Jun 30, 2019 Aug 13, 2019
Wheatland Advisors Inc 10,114 $447k Jun 30, 2019 Aug 7, 2019
Wellington Shields Capital Management LLC 10,130 $447k Jun 30, 2019 Aug 8, 2019
Cetera Investment Advisers LLC 10,052 $444k Jun 30, 2019 Aug 12, 2019
BOYS Arnold & Company Inc 9,977 $440k Jun 30, 2019 Aug 1, 2019
North Star Asset Management Inc 9,845 $435k Jun 30, 2019 Aug 12, 2019
Curbstone Financial Management Corporation 9,550 $422k Jun 30, 2019 Jul 9, 2019
Crawford Investment Counsel Inc 9,508 $420k Jun 30, 2019 Aug 12, 2019
The Caprock Group Inc 9,391 $415k Jun 30, 2019 Jul 23, 2019
PRIO Wealth Limited Partnership 9,346 $412k Jun 30, 2019 Jul 18, 2019
Alpine Woods Capital Investors LLC 8,653 $382k Jun 30, 2019 Aug 5, 2019
Checchi Capital Advisers LLC 8,501 $375k Jun 30, 2019 Aug 6, 2019
Bank of Hawaii 8,304 $367k Jun 30, 2019 Aug 15, 2019
Altium Wealth Management LLC 8,300 $366k Jun 30, 2019 Jul 18, 2019
Pacific Global Investment Management Co 8,229 $363k Jun 30, 2019 Aug 14, 2019
Rodgers Brothers Inc 8,145 $360k Jun 30, 2019 Aug 14, 2019
Summit Financial Wealth Advisors LLC 8,086 $357k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 8,086 $357k Jun 30, 2019 Jul 16, 2019
Vivaldi Capital Management LLC 7,584 $335k Jun 30, 2019 Aug 14, 2019
Schaller Investment Group Inc 7,546 $333k Jun 30, 2019 Aug 9, 2019
Front Barnett Associates LLC 7,510 $332k Jun 30, 2019 Aug 6, 2019
YCG LLC 7,494 $331k Jun 30, 2019 Jul 23, 2019
Hendershot Investments Inc 7,274 $321k Jun 30, 2019 Jul 31, 2019
Altfest L J & Co Inc 7,213 $318k Jun 30, 2019 Jul 15, 2019
First National Bank of Omaha 7,156 $316k Jun 30, 2019 Jul 10, 2019
Sheets Smith Wealth Management 7,110 $314k Jun 30, 2019 Jul 12, 2019
RNC Capital Management LLC 7,090 $313k Jun 30, 2019 Jul 25, 2019
Quadrant Private Wealth Management LLC 7,074 $312k Jun 30, 2019 Aug 13, 2019
Buckingham Asset Management LLC 7,033 $311k Jun 30, 2019 Aug 5, 2019
Bourne LENT Asset Management Inc 7,000 $309k Jun 30, 2019 Jul 29, 2019
Port Capital LLC 6,762 $299k Jun 30, 2019 Aug 14, 2019
Hallmark Capital Management Inc 6,350 $280k Jun 30, 2019 Aug 8, 2019
Wealthstreet Investment Advisors LLC 6,200 $274k Jun 30, 2019 Jul 16, 2019
Janney Capital Management LLC 6,085 $269k Jun 30, 2019 Jul 29, 2019
Eubel Brady & Suttman Asset Management Inc 6,035 $266k Jun 30, 2019 Aug 12, 2019
Montag A & Associates Inc 5,979 $264k Jun 30, 2019 Aug 6, 2019
Alpha Windward LLC 5,610 $263k Jun 30, 2019 Jul 30, 2019
Benin Management Corp 5,885 $260k Jun 30, 2019 Jul 31, 2019
DEAN Capital Management LLC 5,726 $253k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 5,726 $253k Jun 30, 2019 Aug 12, 2019
Searle & Co 5,683 $251k Jun 30, 2019 Jul 17, 2019
Modera Wealth Management LLC 5,612 $248k Jun 30, 2019 Aug 7, 2019
Schwartz Investment Counsel Inc 5,500 $243k Jun 30, 2019 Jul 24, 2019
Shayne & Co LLC 5,498 $243k Jun 30, 2019 Jul 24, 2019
Sequoia Financial Advisors LLC 5,392 $238k Jun 30, 2019 Jul 31, 2019
The RICE Partnership LLC 5,172 $228k Jun 30, 2019 Jul 25, 2019
GHP Investment Advisors Inc 5,140 $227k Jun 30, 2019 Aug 2, 2019
Chilton Capital Management LLC 5,121 $226k Jun 30, 2019 Aug 13, 2019
Meyer Handelman Company LLC 5,000 $221k Jun 30, 2019 Jul 23, 2019
RKL Wealth Management LLC 5,001 $221k Jun 30, 2019 Aug 2, 2019
Spinnaker Investment Group LLC 4,951 $218k Jun 30, 2019 Jul 11, 2019
Mckinley Carter Wealth Services Inc 4,868 $215k Jun 30, 2019 Aug 2, 2019
MANA Advisors LLC 4,860 $215k Jun 30, 2019 Aug 14, 2019
Oberweis Asset Management Inc 4,839 $214k Jun 30, 2019 Aug 14, 2019
Logan Capital Management Inc 4,806 $212k Jun 30, 2019 Jul 24, 2019
Crescent Grove Advisors LLC 4,807 $212k Jun 30, 2019 Aug 6, 2019
Douglas Lane & Associates LLC 4,760 $210k Jun 30, 2019 Jul 8, 2019
Harfst and Associates Inc 4,751 $209k Jun 30, 2019 Aug 14, 2019
Ironwood Investment Management LLC 4,677 $206k Jun 30, 2019 Aug 14, 2019
Valmark Advisers Inc 4,640 $205k Jun 30, 2019 Aug 7, 2019
Sheaff Brock Investment Advisors LLC 4,526 $200k Jun 30, 2019 Jul 31, 2019
Aspiriant LLC 4,525 $200k Jun 30, 2019 Aug 6, 2019
Tiemann Investment Advisors LLC 4,399 $194k Jun 30, 2019 Aug 13, 2019
New England Asset Management Inc 3,600 $159k Jun 30, 2019 Aug 14, 2019
Hilton Capital Management LLC 2,200 $97k Jun 30, 2019 Aug 14, 2019
Allsquare Wealth Management LLC 1,643 $73k Jun 30, 2019 Aug 13, 2019
Financial Advantage Inc 1,428 $63k Jun 30, 2019 Jul 23, 2019
Litman Gregory Asset Management LLC 1,394 $62k Jun 30, 2019 Jul 31, 2019
The Pacific Center FOR Financial Services 1,260 $56k Jun 30, 2019 Aug 15, 2019
Endurance Wealth Management Inc 1,085 $48k Jun 30, 2019 Jul 30, 2019
Gables Capital Management Inc 1,000 $44k Jun 30, 2019 Jul 31, 2019
Prime Capital Investment Advisors LLC 821 $36k Jun 30, 2019 Aug 6, 2019
Cambridge Financial Group Inc 700 $31k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group LLC 700 $31k Jun 30, 2019 Jul 29, 2019
The Bollard Group LLC 682 $30k Jun 30, 2019 Aug 13, 2019
Vulcan Value Partners LLC 532 $23k Jun 30, 2019 Aug 14, 2019
Stewart & Patten Co LLC 480 $21k Jun 30, 2019 Jul 17, 2019
MARK Sheptoff Financial Planning LLC 300 $13k Jun 30, 2019 Aug 12, 2019
Horan Securities Inc 220 $10k Jun 30, 2019 Jul 24, 2019
Ellevest Inc 185 $8k Jun 30, 2019 Aug 20, 2019
Accurate Investment Solutions Inc 102 $5k Jun 30, 2019 Jul 12, 2019
Legacy Financial Advisors Corporation 100 $4k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 100 $4k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 100 $4k Jun 30, 2019 Jul 15, 2019
The Central Trust Bank 50 $2k Jun 30, 2019 Jul 16, 2019
First National Corporation 24 $1k Jun 30, 2019 Jul 22, 2019
The Fiduciary Group LLC 25 $1k Jun 30, 2019 Aug 14, 2019

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