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BECTON DICKINSON
(075887109)

Funds Reporting Holdings of BECTON DICKINSON according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
HAHN Capital Management LLC 138,768 $34,970,924k Jun 30, 2019 Aug 20, 2019
Select Equity Group LP 115,317 $29,061,037k Jun 30, 2019 Aug 14, 2019
Tower Bridge Advisors Inc 90,279 $22,751,211k Jun 30, 2019 Aug 6, 2019
Jensen Investment Management Inc 2,306,936 $581,371k Jun 30, 2019 Aug 2, 2019
Mawer Investment Management Ltd 1,395,500 $351,620k Jun 30, 2019 Aug 6, 2019
Charles Schwab Investment Advisory Inc 1,227,666 $309,384k Jun 30, 2019 Aug 12, 2019
Vontobel Asset Management Inc 1,172,753 $305,290k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 648,507 $288,134k Jun 30, 2019 Jul 30, 2019
DSM Capital Partners LLC 755,242 $190,329k Jun 30, 2019 Aug 14, 2019
Burgundy Asset Management Ltd 732,519 $184,602k Jun 30, 2019 Aug 14, 2019
Cantillon Capital Management LLC 604,067 $152,231k Jun 30, 2019 Jul 26, 2019
Cantillon Capital Management LLP 604,067 $152,231k Jun 30, 2019 Jul 26, 2019
Waverton Investment Management Limited 516,551 $130,176k Jun 30, 2019 Jul 17, 2019
GQG Partners LLC 467,139 $117,627k Jun 30, 2019 Aug 14, 2019
Douglass Winthrop Advisors LLC 313,693 $79,054k Jun 30, 2019 Jul 10, 2019
AMI Asset Management Corp 278,994 $70,309k Jun 30, 2019 Aug 5, 2019
Montag & Caldwell LLC 265,595 $66,933k Jun 30, 2019 Aug 1, 2019
Cacti Asset Management LLC 210,929 $52,553k Jun 30, 2019 Jul 1, 2019
ALTA Capital Management LLC 200,752 $50,591k Jun 30, 2019 Jul 26, 2019
Dearborn Partners LLC 181,089 $45,636k Jun 30, 2019 Jul 29, 2019
Hardman Johnston Global Advisors LLC 167,497 $42,211k Jun 30, 2019 Aug 5, 2019
Gillespie Robinson & Grimm Inc 122,069 $30,763k Jun 30, 2019 Jul 22, 2019
Healthcor Management LP 121,270 $30,561k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 108,441 $27,328k Jun 30, 2019 Jul 15, 2019
Confluence Investment Management LLC 95,191 $23,989k Jun 30, 2019 Jul 24, 2019
Magnetar Financial LLC 91,162 $22,974k Jun 30, 2019 Aug 14, 2019
Saratoga Research & Investment Management 90,677 $22,852k Jun 30, 2019 Jul 24, 2019
Deroy & Devereaux Private Investment Counsel Inc 89,252 $22,492k Jun 30, 2019 Jul 22, 2019
Cooke & Bieler LP 80,200 $20,211k Jun 30, 2019 Aug 12, 2019
Nippon Life Global Investors Americas Inc 77,940 $19,641k Jun 30, 2019 Jul 23, 2019
Becker Capital Management Inc 73,188 $18,444k Jun 30, 2019 Aug 8, 2019
Impax Asset Management LLC 75,300 $18,039k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 75,300 $18,039k Jun 30, 2018 Aug 14, 2018
Sustainable Growth Advisers LP 68,978 $17,383k Jun 30, 2019 Aug 12, 2019
Trillium Asset Management LLC 68,284 $17,208k Jun 30, 2019 Aug 8, 2019
Polar Capital LLP 67,700 $17,061k Jun 30, 2019 Aug 14, 2019
Taurus Asset Management LLC 63,671 $16,046k Jun 30, 2019 Aug 14, 2019
Advisors Capital Management LLC 63,065 $15,893k Jun 30, 2019 Aug 15, 2019
Vestor Capital LLC 60,395 $15,220k Jun 30, 2019 Aug 6, 2019
Dupont Capital Management Corp 59,379 $14,964k Jun 30, 2019 Jul 30, 2019
Tekla Capital Management LLC 58,438 $14,727k Jun 30, 2019 Aug 14, 2019
Cutler Investment Counsel LLC 53,769 $13,550k Jun 30, 2019 Aug 5, 2019
Kayne Anderson Rudnick Investment Management LLC 50,738 $12,787k Jun 30, 2019 Aug 14, 2019
PRIO Wealth Limited Partnership 50,176 $12,644k Jun 30, 2019 Jul 18, 2019
Levin Capital Strategies LP 49,615 $12,503k Jun 30, 2019 Aug 13, 2019
Bragg Financial Advisors Inc 48,988 $12,345k Jun 30, 2019 Aug 14, 2019
Stack Financial Management Inc 47,619 $12,000k Jun 30, 2019 Jul 30, 2019
1919 Investment Counsel LLC 100,900 $11,484k Sep 30, 2014 Nov 14, 2014
Folger Nolan Fleming Douglas Capital Management Inc 43,779 $11,033k Jun 30, 2019 Aug 9, 2019
Ramsay Stattman VELA & Price Inc 43,002 $10,837k Jun 30, 2019 Aug 9, 2019
Westchester Capital Management LLC 42,944 $10,822k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 42,944 $10,822k Jun 30, 2019 Aug 5, 2019
Eulav Asset Management 42,730 $10,768k Jun 30, 2019 Aug 5, 2019
Foster Dykema Cabot & Co Incorporated 42,681 $10,756k Jun 30, 2019 Aug 6, 2019
Nuance Investments LLC 42,114 $10,613k Jun 30, 2019 Aug 12, 2019
Torray LLC 41,692 $10,507k Jun 30, 2019 Aug 8, 2019
Peak Asset Management LLC 40,705 $10,258k Jun 30, 2019 Aug 15, 2019
Davidson Investment Advisors Inc 39,591 $9,977k Jun 30, 2019 Aug 13, 2019
West Coast Financial LLC 37,588 $9,473k Jun 30, 2019 Jul 16, 2019
Buckhead Capital Management LLC 37,153 $9,363k Jun 30, 2019 Aug 1, 2019
Azimuth Capital Management LLC 37,134 $9,358k Jun 30, 2019 Aug 13, 2019
Olstein Capital Management LP 35,000 $8,820k Jun 30, 2019 Jul 31, 2019
Abner Herrman & Brock LLC 34,990 $8,818k Jun 30, 2019 Jul 19, 2019
Isthmus Partners LLC 34,596 $8,719k Jun 30, 2019 Aug 9, 2019
Wendell David Associates Inc 34,193 $8,617k Jun 30, 2019 Jul 16, 2019
Beese Fulmer Investment Management Inc 33,756 $8,507k Jun 30, 2019 Jul 5, 2019
Richard Bernstein Advisors LLC 32,830 $8,273k Jun 30, 2019 Aug 9, 2019
Granite Investment Advisors LLC 32,570 $8,208k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 32,570 $8,208k Jun 30, 2019 Jul 23, 2019
Strategy Asset Managers LLC 32,536 $8,199k Jun 30, 2019 Aug 14, 2019
Sivik Global Healthcare LLC 32,500 $8,190k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 32,000 $8,064k Jun 30, 2019 Aug 2, 2019
YHB Investment Advisors Inc 31,578 $7,958k Jun 30, 2019 Jul 15, 2019
Brightworth LLC 30,745 $7,748k Jun 30, 2019 Jul 31, 2019
Stone RUN Capital LLC 30,273 $7,629k Jun 30, 2019 Aug 14, 2019
Granite Financial Partners LLC 29,968 $7,552k Jun 30, 2019 Aug 7, 2019
Granite Investment Partners LLC 29,968 $7,552k Jun 30, 2019 Aug 7, 2019
Congress Asset Management Company LLP 28,564 $7,198k Jun 30, 2019 Aug 7, 2019
Haverford Financial Services Inc 26,940 $6,789k Jun 30, 2019 Aug 13, 2019
Sprucegrove Investment Management Ltd 26,850 $6,766k Jun 30, 2019 Aug 12, 2019
Sitrin Capital Management LLC 26,431 $6,661k Jun 30, 2019 Jul 17, 2019
First Manhattan Co 26,278 $6,622k Jun 30, 2019 Aug 16, 2019
Pacer Advisors Inc 26,257 $6,617k Jun 30, 2019 Aug 12, 2019
Thomas Story and SON LLC 26,018 $6,557k Jun 30, 2019 Jul 29, 2019
Newfocus Financial Group LLC 25,718 $6,481k Jun 30, 2019 Jul 23, 2019
Kavar Capital Partners LLC 25,139 $6,335k Jun 30, 2019 Aug 1, 2019
Hamilton Point Investment Advisors LLC 23,853 $6,011k Jun 30, 2019 Jul 18, 2019
SFE Investment Counsel Inc 23,684 $5,969k Jun 30, 2019 Jul 26, 2019
Tocqueville Asset Management LP 22,566 $5,687k Jun 30, 2019 Jul 31, 2019
Cambridge Investment Research Advisors Inc 21,960 $5,534k Jun 30, 2019 Aug 15, 2019
Violich Capital Management 21,688 $5,466k Jun 30, 2019 Jul 22, 2019
Madison Investment Holdings Inc 21,616 $5,447k Jun 30, 2019 Aug 13, 2019
Bourgeon Capital Management LLC 21,131 $5,325k Jun 30, 2019 Jul 18, 2019
Dividend Assets Capital LLC 21,044 $5,303k Jun 30, 2019 Jul 12, 2019
Auxier Asset Management LLC 21,025 $5,299k Jun 30, 2019 Aug 15, 2019
Decatur Capital Management Inc 20,998 $5,292k Jun 30, 2019 Jul 24, 2019
Carderock Capital Management Inc 20,989 $5,289k Jun 30, 2019 Jul 15, 2019
Boston Family Office LLC 20,830 $5,249k Jun 30, 2019 Jul 30, 2019
Hoylecohen LLC 20,617 $5,196k Jun 30, 2019 Aug 9, 2019
Foothills Asset Management Ltd 20,582 $5,187k Jun 30, 2019 Jul 17, 2019
Needham Investment Management LLC 20,000 $5,040k Jun 30, 2019 Aug 14, 2019
Benedict Financial Advisors Inc 18,912 $4,766k Jun 30, 2019 Aug 1, 2019
Ziegler Capital Management LLC 47,261 $4,727k Sep 30, 2013 Nov 6, 2013
Segment Wealth Management LLC 18,646 $4,699k Jun 30, 2019 Jul 29, 2019
Mastrapasqua Asset Management Inc 18,544 $4,673k Jun 30, 2019 Aug 12, 2019
Clifford SWAN Investment Counsel LLC 18,378 $4,631k Jun 30, 2019 Aug 13, 2019
Argus Investors' Counsel Inc 18,087 $4,558k Jun 30, 2019 Jul 10, 2019
Quadrant Capital Management LLC 17,845 $4,497k Jun 30, 2019 Aug 8, 2019
LONG ROAD Investment Counsel LLC 17,408 $4,387k Jun 30, 2019 Aug 9, 2019
Meyer Handelman Company LLC 17,407 $4,387k Jun 30, 2019 Jul 23, 2019
Spearhead Capital Advisors LLC 17,101 $4,310k Jun 30, 2019 Jul 17, 2019
TDAM USA Inc 16,394 $4,131k Jun 30, 2019 Aug 1, 2019
Stevens First Principles Investment Advisors 16,348 $4,120k Jun 30, 2019 Jul 22, 2019
Sentry Investment Management LLC 16,334 $4,116k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 16,334 $4,116k Jun 30, 2019 Aug 12, 2019
Churchill Management Corp 15,981 $4,027k Jun 30, 2019 Jul 10, 2019
Cornerstone Advisors Inc 16,000 $3,996k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 16,000 $3,996k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 16,000 $3,996k Mar 31, 2019 May 13, 2019
Deltec Asset Management LLC 15,850 $3,994k Jun 30, 2019 Jul 29, 2019
Wellington Shields Capital Management LLC 15,810 $3,984k Jun 30, 2019 Aug 8, 2019
Cheviot Value Management LLC 15,533 $3,914k Jun 30, 2019 Aug 14, 2019
Staley Capital Advisers Inc 15,185 $3,827k Jun 30, 2019 Aug 9, 2019
Addenda Capital Inc 14,789 $3,727k Jun 30, 2019 Jul 12, 2019
Alley Company LLC 14,623 $3,685k Jun 30, 2019 Jul 30, 2019
Panagora Asset Management Inc 14,386 $3,625k Jun 30, 2019 Aug 9, 2019
Mckinley Carter Wealth Services Inc 14,338 $3,613k Jun 30, 2019 Aug 2, 2019
KJ Harrison & Partners USA Inc 14,300 $3,604k Jun 30, 2019 Aug 5, 2019
Bronfman EL Rothschild LP 13,686 $3,449k Jun 30, 2019 Aug 12, 2019
Evergreen Capital Management LLC 13,636 $3,436k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 13,462 $3,393k Jun 30, 2019 Aug 7, 2019
Montag A & Associates Inc 12,856 $3,240k Jun 30, 2019 Aug 6, 2019
Benson Investment Management Company Inc 12,520 $3,155k Jun 30, 2019 Jul 11, 2019
Bowen Hanes & Co Inc 12,370 $3,117k Jun 30, 2019 Aug 13, 2019
BAHL & Gaynor Inc 12,331 $3,108k Jun 30, 2019 Aug 12, 2019
Stokes Capital Advisors LLC 12,314 $3,103k Jun 30, 2019 Jul 15, 2019
East Coast Asset Management LLC 12,162 $3,065k Jun 30, 2019 Aug 14, 2019
QS Investors LLC 12,162 $3,065k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 12,038 $3,034k Jun 30, 2019 Aug 12, 2019
LOWE Brockenbrough & Company Inc 11,250 $2,835k Jun 30, 2019 Aug 12, 2019
Mcrae Capital Management Inc 11,147 $2,809k Jun 30, 2019 Jul 29, 2019
Colonial Trust Advisors Inc 11,053 $2,785k Jun 30, 2019 Aug 21, 2019
Goelzer Investment Management Inc 11,045 $2,783k Jun 30, 2019 Jul 29, 2019
JGP Wealth Management LLC 10,997 $2,771k Jun 30, 2019 Jul 15, 2019
Managed Account Advisors LLC 19,290 $2,732k Jun 30, 2015 Aug 14, 2015
Portland Global Advisors LLC 10,494 $2,645k Jun 30, 2019 Jul 26, 2019
Integre Asset Management LLC 10,269 $2,588k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 9,778 $2,526k Jun 30, 2019 Aug 2, 2019
Palladium Partners LLC 9,811 $2,472k Jun 30, 2019 Aug 7, 2019
Arjuna Capital LLC 9,675 $2,438k Jun 30, 2019 Aug 21, 2019
SPC Financial Inc 9,645 $2,431k Jun 30, 2019 Aug 1, 2019
Harvest Capital Management Inc 9,600 $2,419k Jun 30, 2019 Aug 7, 2019
Armor Advisors LLC 9,265 $2,335k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 9,265 $2,335k Jun 30, 2019 Aug 13, 2019
Dillon & Associates Inc 9,075 $2,287k Jun 30, 2019 Jul 22, 2019
Zevenbergen Capital Investments LLC 9,050 $2,281k Jun 30, 2019 Aug 13, 2019
Joel Isaacson & Co LLC 8,859 $2,233k Jun 30, 2019 Jul 11, 2019
Ashfield Capital Partners LLC 8,726 $2,199k Jun 30, 2019 Jul 29, 2019
Altman Advisors Inc 8,640 $2,177k Jun 30, 2019 Jul 12, 2019
Dowling & Yahnke LLC 8,491 $2,140k Jun 30, 2019 Jul 22, 2019
Tealwood Asset Management Inc 8,488 $2,139k Jun 30, 2019 Aug 6, 2019
Selway Asset Management Inc 8,248 $2,079k Jun 30, 2019 Jul 30, 2019
Whitnell & Co 8,000 $2,016k Jun 30, 2019 Jul 16, 2019
Williams Jones & Associates LLC 7,706 $1,942k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 7,374 $1,858k Jun 30, 2019 Aug 13, 2019
Texas Yale Capital Corp 7,343 $1,851k Jun 30, 2019 Jul 24, 2019
Krueger & Catalano Capital Partners LLC 7,078 $1,784k Jun 30, 2019 Jul 22, 2019
Murphy Capital Management Inc 6,964 $1,754k Jun 30, 2019 Jul 22, 2019
Mount Yale Investment Advisors LLC 7,068 $1,729k Jun 30, 2019 Aug 13, 2019
Tradition Capital Management LLC 6,889 $1,720k Mar 31, 2019 May 7, 2019
Ropes Wealth Advisors LLC 6,801 $1,714k Jun 30, 2019 Jul 31, 2019
Fairview Capital Investment Management LLC 6,703 $1,689k Jun 30, 2019 Aug 14, 2019
Regentatlantic Capital LLC 6,655 $1,677k Jun 30, 2019 Jul 23, 2019
Aristotle Atlantic Partners LLC 6,507 $1,640k Jun 30, 2019 Aug 13, 2019
COHO Partners Ltd 6,356 $1,602k Jun 30, 2019 Aug 8, 2019
Chartwell Investment Partners LLC 6,311 $1,590k Jun 30, 2019 Aug 19, 2019
Buckingham Asset Management LLC 6,297 $1,587k Jun 30, 2019 Aug 5, 2019
Cypress Wealth Services LLC 6,180 $1,557k Jun 30, 2019 Jul 24, 2019
Wheatland Advisors Inc 6,020 $1,517k Jun 30, 2019 Aug 7, 2019
YCG LLC 6,012 $1,515k Jun 30, 2019 Jul 23, 2019
ICON Advisers Inc 5,961 $1,502k Jun 30, 2019 Aug 2, 2019
The Caprock Group Inc 5,790 $1,459k Jun 30, 2019 Jul 23, 2019
Lejeune Puetz Investment Counsel 5,730 $1,444k Jun 30, 2019 Jul 29, 2019
Dodge & COX 5,660 $1,426k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 5,474 $1,379k Jun 30, 2019 Jul 22, 2019
Regent Investment Management LLC 5,456 $1,375k Jun 30, 2019 Jul 15, 2019
Monetary Management Group Inc 5,435 $1,370k Jun 30, 2019 Aug 13, 2019
Meristem Family Wealth LLC 5,192 $1,308k Jun 30, 2019 Aug 6, 2019
Hendley & Co Inc 5,158 $1,300k Jun 30, 2019 Aug 8, 2019
Albert D Mason Inc 5,018 $1,265k Jun 30, 2019 Jul 30, 2019
Ascension Asset Management LLC 4,930 $1,242k Jun 30, 2019 Jul 23, 2019
Ferguson Wellman Capital Management Inc 4,636 $1,168k Jun 30, 2019 Jul 16, 2019
Aureus Asset Management LLC 4,635 $1,168k Jun 30, 2019 Aug 14, 2019
Campbell & Company Investment Adviser LLC 4,564 $1,150k Jun 30, 2019 Jul 10, 2019
HUGH Johnson Advisors LLC 4,426 $1,115k Jun 30, 2019 Aug 6, 2019
Motley FOOL Asset Management LLC 4,318 $1,088k Jun 30, 2019 Aug 14, 2019
Bridgecreek Investment Management LLC 4,165 $1,050k Jun 30, 2019 Aug 14, 2019
Pettee Investors Inc 4,142 $1,044k Jun 30, 2019 Aug 7, 2019
Condor Capital Management 4,083 $1,029k Jun 30, 2019 Aug 5, 2019
Howland Capital Management LLC 4,013 $1,011k Jun 30, 2019 Jul 17, 2019
Chesley TAFT & Associates LLC 3,985 $1,004k Jun 30, 2019 Jul 10, 2019
BLB & B Advisors LLC 3,978 $1,002k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 3,973 $1,001k Jun 30, 2019 Jul 9, 2019
Triangle Securities Wealth Management 3,976 $998k Jun 30, 2019 Jul 10, 2019
Autus Asset Management LLC 3,943 $994k Jun 30, 2019 Jul 15, 2019
DB Root & Company LLC 3,837 $967k Jun 30, 2019 Jul 19, 2019
GHP Investment Advisors Inc 3,697 $932k Jun 30, 2019 Aug 2, 2019
Cleararc Capital Inc 3,667 $924k Jun 30, 2019 Aug 7, 2019
Grandfield & DODD LLC 3,630 $915k Jun 30, 2019 Jul 29, 2019
Knowledge Leaders Capital LLC 3,603 $908k Jun 30, 2019 Aug 7, 2019
Ativo Capital Management LLC 3,458 $871k Jun 30, 2019 Aug 14, 2019
SOL Capital Management Co 3,410 $859k Jun 30, 2019 Jul 17, 2019
FORT LP 3,406 $858k Jun 30, 2019 Aug 13, 2019
The Central Trust Bank 3,373 $850k Jun 30, 2019 Jul 16, 2019
The Investment House LLC 3,333 $840k Jun 30, 2019 Aug 5, 2019
Keeler Thomas Management LLC 3,300 $831k Jun 30, 2019 Jul 31, 2019
New England Research & Management Inc 3,265 $823k Jun 30, 2019 Jul 9, 2019
Cohen Klingenstein LLC 3,230 $814k Jun 30, 2019 Jul 15, 2019
Ancora Family Wealth Advisors LLC 4,521 $813k Sep 30, 2016 Nov 4, 2016
The Northstar Group Inc 3,173 $800k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 3,173 $800k Jun 30, 2019 Jul 12, 2019
Mairs and Power Inc 3,165 $798k Jun 30, 2019 Aug 14, 2019
South Texas Money Management Ltd 3,092 $779k Jun 30, 2019 Jul 2, 2019
Heritage Investment Group Inc 3,087 $778k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 3,087 $778k Jun 30, 2019 Aug 13, 2019
Clinton Group Inc 2,919 $762k Sep 30, 2018 Oct 10, 2018
Bristlecone Advisors LLC 3,021 $761k Jun 30, 2019 Jul 19, 2019
Sectoral Asset Management Inc 3,015 $760k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 3,011 $759k Jun 30, 2019 Jul 12, 2019
Viking Fund Management LLC 3,000 $756k Jun 30, 2019 Jul 16, 2019
Woodmont Investment Counsel LLC 2,978 $750k Jun 30, 2019 Aug 14, 2019
Pratt Collard Advisory Partners LLC 2,888 $728k Jun 30, 2019 Jul 16, 2019
Marietta Wealth Management LLC 2,865 $722k Jun 30, 2019 Aug 14, 2019
Financial Counselors Inc 2,854 $719k Jun 30, 2019 Aug 14, 2019
Cambridge Advisors Inc 2,792 $704k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 2,792 $704k Jun 30, 2019 Jul 26, 2019
OFI Advisors LLC 5,261 $698k Sep 30, 2015 Nov 16, 2015
Campbell Newman Asset Management Inc 2,725 $687k Jun 30, 2019 Jul 24, 2019
Birch Hill Investment Advisors LLC 2,713 $684k Jun 30, 2019 Jul 22, 2019
USCA RIA LLC 2,674 $674k Jun 30, 2019 Aug 14, 2019
ST Johns Investment Management Company LLC 2,653 $669k Jun 30, 2019 Jul 24, 2019
Marble Harbor Investment Counsel LLC 2,647 $667k Jun 30, 2019 Aug 7, 2019
Homrich & BERG Inc 2,645 $667k Jun 30, 2019 Aug 5, 2019
Level Four Advisory Services LLC 2,608 $657k Jun 30, 2019 Aug 14, 2019
Beach Investment Management LLC 2,540 $640k Jun 30, 2019 Jul 17, 2019
Sequoia Financial Advisors LLC 2,535 $639k Jun 30, 2019 Jul 31, 2019
Curbstone Financial Management Corporation 2,520 $635k Jun 30, 2019 Jul 9, 2019
Douglas Lane & Associates LLC 2,470 $622k Jun 30, 2019 Jul 8, 2019
Savant Capital LLC 2,448 $617k Jun 30, 2019 Aug 6, 2019
AULL & Monroe Investment Management Corp 2,361 $595k Jun 30, 2019 Jul 29, 2019
Drexel Morgan & Co 2,268 $572k Jun 30, 2019 Aug 8, 2019
DEAN Capital Management LLC 2,264 $571k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 2,264 $571k Jun 30, 2019 Aug 12, 2019
Lakeview Capital Partners LLC 2,238 $564k Jun 30, 2019 Aug 5, 2019
Brown Advisory Securities LLC 2,199 $555k Jun 30, 2019 Aug 12, 2019
Crawford Investment Counsel Inc 2,129 $537k Jun 30, 2019 Aug 12, 2019
Wellington Shields & Co LLC 2,092 $527k Jun 30, 2019 Aug 8, 2019
van Hulzen Asset Management LLC 2,074 $523k Jun 30, 2019 Aug 8, 2019
Guardian Capital LP 2,050 $517k Jun 30, 2019 Aug 14, 2019
West Chester Capital Advisors Inc 2,010 $507k Jun 30, 2019 Jul 30, 2019
Hall Capital Management Company Inc 1,998 $504k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 1,992 $502k Jun 30, 2019 Aug 5, 2019
Anchor Capital Advisors LLC 1,978 $498k Jun 30, 2019 Aug 1, 2019
West Oak Capital LLC 1,946 $490k Jun 30, 2019 Jul 12, 2019
Bigelow Investment Advisors LLC 1,905 $480k Jun 30, 2019 Jul 17, 2019
Provise Management Group LLC 1,902 $479k Jun 30, 2019 Aug 9, 2019
Carnegie Capital Asset Management LLC 1,848 $466k Jun 30, 2019 Jul 24, 2019
Cubic Asset Management LLC 1,820 $459k Jun 30, 2019 Jul 29, 2019
Personal Capital Advisors Corporation 1,803 $454k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 1,784 $450k Jun 30, 2019 Jul 25, 2019
Badgley Phelps and Bell Inc 1,773 $447k Jun 30, 2019 Jul 30, 2019
KMS Financial Services Inc 3,746 $426k Sep 30, 2014 Nov 17, 2014
Prospera Financial Services Inc 1,684 $425k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 1,661 $419k Jun 30, 2019 Aug 13, 2019
Arlington Partners LLC 1,640 $413k Jun 30, 2019 Jul 10, 2019
Hamel Associates Inc 1,630 $411k Jun 30, 2019 Aug 5, 2019
Clearstead Advisors LLC 1,623 $409k Jun 30, 2019 Aug 8, 2019
Spectrum Group Management LLC 1,575 $397k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 1,575 $397k Jun 30, 2019 Aug 2, 2019
Clark Capital Management Group Inc 1,542 $389k Jun 30, 2019 Jul 12, 2019
Cornerstone Advisory LLC 1,544 $389k Jun 30, 2019 Aug 8, 2019
Buckley Wealth Management LLC 1,521 $383k Jun 30, 2019 Jul 19, 2019
Mission Wealth Management LP 1,517 $382k Jun 30, 2019 Aug 9, 2019
Harbour Capital Advisors LLC 1,510 $381k Jun 30, 2019 Jul 10, 2019
and Wealth Partners LLC 1,500 $378k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 1,500 $378k Jun 30, 2019 Aug 6, 2019
BTR Capital Management Inc 1,492 $376k Jun 30, 2019 Jul 18, 2019
Oak Ridge Investments LLC 1,492 $376k Jun 30, 2019 Aug 14, 2019
Steinberg Global Asset Management Ltd 1,501 $375k Mar 31, 2019 Apr 24, 2019
DF DENT and Company Inc 1,475 $372k Jun 30, 2019 Aug 15, 2019
The Family FIRM Inc 1,473 $371k Jun 30, 2019 Aug 6, 2019
Wilmington Trust Investment Management LLC 3,060 $362k Jun 30, 2014 Aug 13, 2014
Cambridge Financial Group LLC 1,434 $361k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group Inc 1,434 $361k Jun 30, 2019 Jul 29, 2019
Court Place Advisors LLC 1,428 $360k Jun 30, 2019 Jul 30, 2019
Eagle Ridge Investment Management LLC 1,408 $355k Jun 30, 2019 Aug 1, 2019
Stony Point Wealth Management Inc 1,410 $355k Jun 30, 2019 Jul 23, 2019
DAVY Asset Management Limited 1,405 $354k Jun 30, 2019 Jul 19, 2019
Venturi Wealth Management LLC 1,361 $343k Jun 30, 2019 Aug 7, 2019
Miracle MILE Advisors LLC 1,338 $337k Jun 30, 2019 Aug 7, 2019
Strategic Financial Services Inc 1,330 $335k Jun 30, 2019 Aug 13, 2019
Zuckerman Investment Group LLC 1,315 $331k Jun 30, 2019 Aug 14, 2019
Suncoast Equity Management LLC 1,309 $330k Jun 30, 2019 Jul 26, 2019
Summit X 1,293 $329k Jun 30, 2019 Aug 13, 2019
Port Capital LLC 1,303 $328k Jun 30, 2019 Aug 14, 2019
Glovista Investments LLC 1,292 $326k Jun 30, 2019 Aug 14, 2019
Bruderman Asset Management LLC 1,273 $321k Jun 30, 2019 Aug 12, 2019
Aspiriant LLC 1,272 $320k Jun 30, 2019 Aug 6, 2019
Plancorp LLC 1,266 $319k Jun 30, 2019 Aug 13, 2019
The Financial Consulate Inc 1,229 $310k Jun 30, 2019 Jul 24, 2019
Emerald Investment Partners LLC 1,226 $309k Jun 30, 2019 Aug 12, 2019
Appleton Partners Inc 1,226 $309k Jun 30, 2019 Jul 25, 2019
Toroso Investments LLC 1,218 $306k Jun 30, 2019 Aug 15, 2019
Altium Wealth Management LLC 1,208 $304k Jun 30, 2019 Jul 18, 2019
Aristotle Capital Management LLC 1,200 $302k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 1,190 $300k Jun 30, 2019 Jul 23, 2019
Aries Wealth Management LLC 1,171 $298k Jun 30, 2019 Jul 15, 2019
Modera Wealth Management LLC 1,158 $292k Jun 30, 2019 Aug 7, 2019
RB Capital Management LLC 1,130 $285k Jun 30, 2019 Aug 7, 2019
Jaffetilchin Investment Partners LLC 1,117 $282k Jun 30, 2019 Aug 13, 2019
Bienville Capital Management LLC 1,108 $279k Jun 30, 2019 Aug 14, 2019
New England Asset Management Inc 1,085 $273k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 1,072 $270k Jun 30, 2019 Jul 29, 2019
S R Schill & Associates Inc 1,063 $268k Jun 30, 2019 Aug 19, 2019
Tiedemann Advisors LLC 1,066 $268k Jun 30, 2019 Aug 13, 2019
Patton Albertson Miller Group LLC 1,044 $265k Jun 30, 2019 Aug 12, 2019
Brave Asset Management Inc 1,051 $265k Jun 30, 2019 Aug 5, 2019
B Riley Wealth Management Inc 1,045 $263k Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 1,026 $259k Jun 30, 2019 Aug 14, 2019
Kovack Advisors Inc 1,026 $259k Jun 30, 2019 Aug 14, 2019
Portfolio Solutions LLC 1,015 $256k Jun 30, 2019 Aug 5, 2019
BECK MACK & Oliver LLC 1,010 $255k Jun 30, 2019 Aug 13, 2019
Peninsula Asset Management Inc 1,012 $255k Jun 30, 2019 Aug 15, 2019
Alpha Windward LLC 996 $254k Jun 30, 2019 Jul 30, 2019
KCS Wealth Advisory LLC 1,007 $254k Jun 30, 2019 Jul 29, 2019
Cottage Street Advisors LLC 1,000 $252k Jun 30, 2019 Aug 2, 2019
Nicholas Hoffman & Company LLC 995 $251k Jun 30, 2019 Aug 12, 2019
American National Registered Investment Advisor Inc 984 $248k Jun 30, 2019 Aug 5, 2019
Global Financial Private Capital LLC 980 $247k Jun 30, 2019 Aug 14, 2019
Harvey Investment Company LLC 978 $246k Jun 30, 2019 Jul 16, 2019
Daiwa SB Investments USA Ltd 970 $242k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 970 $242k Mar 31, 2019 Apr 18, 2019
American Asset Management Inc 952 $240k Jun 30, 2019 Jul 31, 2019
Measured Wealth Private Client Group LLC 954 $240k Jun 30, 2019 Jul 26, 2019
Shufro ROSE & Co LLC 950 $239k Jun 30, 2019 Jul 24, 2019
Andesa Financial Management Inc 936 $237k Jun 30, 2019 Jul 30, 2019
Affinity Investment Advisors LLC 930 $234k Jun 30, 2019 Aug 8, 2019
Cfo4Life Group LLC 910 $229k Jun 30, 2019 Jul 29, 2019
Legacy Capital Partners Inc 910 $229k Jun 30, 2019 Jul 16, 2019
Cidel Asset Management Inc 900 $227k Jun 30, 2019 Aug 12, 2019
Harfst and Associates Inc 904 $227k Jun 30, 2019 Aug 14, 2019
Altavista Wealth Management Inc 888 $224k Jun 30, 2019 Aug 13, 2019
Choate Investment Advisors LLC 843 $212k Jun 30, 2019 Aug 14, 2019
Avalon Advisors LLC 828 $209k Jun 30, 2019 Aug 14, 2019
Summit Financial Group Inc 826 $208k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 826 $208k Jun 30, 2019 Jul 3, 2019
S & Co Inc 825 $208k Jun 30, 2019 Jul 23, 2019
Wallace Capital Management Inc 821 $207k Jun 30, 2019 Aug 12, 2019
Northstar Wealth Partners LLC 800 $202k Jun 30, 2019 Aug 15, 2019
Spark Investment Management LLC 800 $201k Jun 30, 2019 Aug 12, 2019
Ballast Inc 795 $200k Jun 30, 2019 Jul 26, 2019
Cornerstone Wealth Management LLC 779 $198k Jun 30, 2019 Aug 2, 2019
Highland Private Wealth Management 711 $179k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 695 $175k Jun 30, 2019 Aug 14, 2019
PURA VIDA Investments LLC 500 $159k Call Jun 30, 2019 Aug 14, 2019
Baker Ellis Asset Management LLC 600 $151k Jun 30, 2019 Aug 12, 2019
Cohen & Steers Capital Management Inc 900 $129k Mar 31, 2015 May 15, 2015
Legacy Financial Advisors Corporation 457 $115k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 457 $115k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 457 $115k Jun 30, 2019 Jul 15, 2019
Prime Capital Investment Advisors LLC 350 $88k Jun 30, 2019 Aug 6, 2019
Barrett Asset Management LLC 303 $76k Jun 30, 2019 Aug 5, 2019
Optimum Investment Advisors LLC 263 $66k Jun 30, 2019 Jul 29, 2019
First National Bank of Omaha 250 $63k Jun 30, 2019 Jul 10, 2019
Global Retirement Partners LLC 250 $62k Mar 31, 2019 May 7, 2019
Boston Private Wealth LLC 235 $59k Jun 30, 2019 Jul 10, 2019
First National Corporation 220 $55k Jun 30, 2019 Jul 22, 2019
Nelson Roberts Investment Advisors LLC 210 $53k Jun 30, 2019 Jul 25, 2019
Bedel Financial Consulting Inc 182 $46k Jun 30, 2019 Aug 1, 2019
Mcmillion Capital Management Inc 159 $40k Jun 30, 2019 Jul 25, 2019
Ellevest Inc 155 $39k Jun 30, 2019 Aug 20, 2019
Sound Income Strategies LLC 154 $39k Jun 30, 2019 Jul 16, 2019
Welch & Forbes LLC 140 $35k Jun 30, 2019 Jul 12, 2019
RPG Investment Advisory LLC 128 $33k Jun 30, 2019 Jul 10, 2019
Cribstone Capital Management LLC 121 $30k Jun 30, 2019 Jul 22, 2019
Hexavest Inc 111 $28k Jun 30, 2019 Jul 10, 2019
Penobscot Investment Management Company Inc 100 $25k Jun 30, 2019 Aug 2, 2019
Accurate Investment Solutions Inc 100 $25k Jun 30, 2019 Jul 12, 2019
The Pacific Center FOR Financial Services 100 $25k Jun 30, 2019 Aug 15, 2019
Janus Capital Management LLC 127 $23k Mar 31, 2017 May 16, 2017
GLG Partners LP 97 $21k Dec 31, 2017 Feb 14, 2018
Maryland Capital Management LLC 85 $21k Jun 30, 2019 Aug 13, 2019
Mcilrath & ECK LLC 77 $19k Jun 30, 2019 Aug 8, 2019
Cipher Capital LP 75 $19k Jun 30, 2019 Aug 13, 2019
Avondale Wealth Management LLC 61 $15k Jun 30, 2019 Jul 26, 2019
Spinnaker Investment Group LLC 44 $11k Jun 30, 2019 Jul 11, 2019
Arbor Wealth Management LLC 32 $8k Jun 30, 2019 Jul 16, 2019
Centerstar Asset Management LLC 800 $8k Put Jun 30, 2019 Aug 2, 2019
Thomas J Herzfeld Advisors Inc 27 $7k Jun 30, 2019 Aug 13, 2019
MARK Sheptoff Financial Planning LLC 27 $7k Jun 30, 2019 Aug 12, 2019
Institutional and Family Asset Management LLC 25 $6k Jun 30, 2019 Aug 14, 2019
Gables Capital Management Inc 20 $5k Jun 30, 2019 Jul 31, 2019
Destination Wealth Management 19 $5k Jun 30, 2019 Jul 19, 2019
Transamerica Financial Advisors Inc 11 $3k Jun 30, 2019 Aug 21, 2019
Investors Research Corporation 11 $3k Jun 30, 2019 Jul 8, 2019
Newsquare Capital LLC 7 $2k Jun 30, 2019 Aug 20, 2019

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