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CVS HEALTH CORP
(126650100)

Funds Reporting Holdings of CVS HEALTH CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 154,093 $8,396,513k Jun 30, 2019 Aug 6, 2019
MOON Capital Management LLC 63,516 $3,460,987k Jun 30, 2019 Jul 11, 2019
GS Investments Inc 24,275 $1,322,745k Jun 30, 2019 Aug 9, 2019
Dodge & COX 20,690,304 $1,127,415k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 10,396 $845,000k Sep 30, 2017 Nov 14, 2017
Veritas Asset Management LLP 12,269,758 $668,579k Jun 30, 2019 Aug 8, 2019
Vulcan Value Partners LLC 8,926,631 $486,412k Jun 30, 2019 Aug 14, 2019
Quattro Financial Advisors LLC 6,140 $346,664k Jun 30, 2019 Jul 26, 2019
Quattro Advisors LLC 6,140 $346,664k Jun 30, 2019 Jul 26, 2019
Charles Schwab Investment Advisory Inc 3,905,547 $212,814k Jun 30, 2019 Aug 12, 2019
Managed Account Advisors LLC 1,428,247 $149,795k Jun 30, 2015 Aug 14, 2015
COHO Partners Ltd 2,661,748 $145,039k Jun 30, 2019 Aug 8, 2019
Santa Barbara Asset Management LLC 1,988,913 $107,262k Mar 31, 2019 May 14, 2019
Kiltearn Partners LLP 1,800,709 $98,121k Jun 30, 2019 Jul 30, 2019
Scharf Investments LLC 1,776,178 $96,784k Jun 30, 2019 Aug 13, 2019
Focused Investors LLC 1,721,472 $93,803k Jun 30, 2019 Jul 16, 2019
Brandywine Global Investment Management LLC 1,461,847 $79,657k Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 843,714 $67,152k Sep 30, 2014 Nov 14, 2014
Waddell & REED Inc 904,659 $49,295k Jun 30, 2019 Aug 14, 2019
Staley Capital Advisers Inc 831,095 $45,286k Jun 30, 2019 Aug 9, 2019
Farallon Capital Management LLC 822,500 $44,818k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 805,927 $43,915k Jun 30, 2019 Jul 25, 2019
Miller Value Partners LLC 759,575 $41,389k Jun 30, 2019 Aug 14, 2019
Pzena Investment Management LLC 715,733 $39,000k Jun 30, 2019 Aug 2, 2019
Cohen & Steers Capital Management Inc 365,674 $37,741k Mar 31, 2015 May 15, 2015
Diamond Hill Capital Management Inc 674,804 $36,770k Jun 30, 2019 Aug 1, 2019
Gabelli Funds LLC 670,500 $36,536k Jun 30, 2019 Aug 2, 2019
SRB Corporation 668,764 $36,441k Jun 30, 2019 Aug 14, 2019
Personal Capital Advisors Corporation 654,709 $35,675k Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 653,251 $35,595k Jun 30, 2019 Jul 26, 2019
Poplar Forest Capital LLC 649,753 $35,405k Jun 30, 2019 Aug 2, 2019
Bowie Capital Management LLC 600,000 $32,694k Call Jun 30, 2019 Aug 9, 2019
Tekla Capital Management LLC 575,401 $31,354k Jun 30, 2019 Aug 14, 2019
Compass Capital Management Inc 567,653 $30,931k Jun 30, 2019 Jul 31, 2019
Taconic Capital Advisors LP 505,000 $27,517k Jun 30, 2019 Aug 14, 2019
Payden & Rygel 486,800 $26,526k Jun 30, 2019 Aug 6, 2019
Seizert Capital Partners LLC 482,119 $26,271k Jun 30, 2019 Aug 6, 2019
Cacti Asset Management LLC 471,521 $25,811k Jun 30, 2019 Jul 1, 2019
Bridgewater Associates LP 446,981 $24,356k Jun 30, 2019 Aug 13, 2019
Cidel Asset Management Inc 437,821 $23,857k Jun 30, 2019 Aug 12, 2019
Darrell & King LLC 403,946 $22,011k Jun 30, 2019 Aug 15, 2019
Gillespie Robinson & Grimm Inc 359,958 $19,614k Jun 30, 2019 Jul 22, 2019
Avalon Advisors LLC 346,188 $18,864k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 344,621 $18,778k Jun 30, 2019 Jul 23, 2019
Waters Parkerson & Co LLC 329,754 $17,968k Jun 30, 2019 Aug 6, 2019
Deprince RACE & Zollo Inc 315,962 $17,217k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 266,316 $14,512k Jun 30, 2019 Aug 14, 2019
Trillium Asset Management LLC 260,097 $14,173k Jun 30, 2019 Aug 8, 2019
First Manhattan Co 259,725 $14,152k Jun 30, 2019 Aug 16, 2019
Markston International LLC 253,687 $13,823k Jun 30, 2019 Aug 6, 2019
Redwood Capital Management LLC 252,284 $13,747k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 246,655 $13,440k Jun 30, 2019 Aug 15, 2019
Baring International Investment Ltd 171,357 $12,915k Jun 30, 2014 Jul 21, 2014
Davidson Investment Advisors Inc 231,186 $12,597k Jun 30, 2019 Aug 13, 2019
Howland Capital Management LLC 230,421 $12,556k Jun 30, 2019 Jul 17, 2019
Edgemoor Investment Advisors Inc 229,168 $12,487k Jun 30, 2019 Aug 9, 2019
Violich Capital Management 224,501 $12,233k Jun 30, 2019 Jul 22, 2019
Twin Securities Inc 222,309 $12,114k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 122,312 $11,801k Sep 30, 2015 Nov 16, 2015
Renaissance Technologies LLC 202,653 $11,043k Jun 30, 2019 Aug 12, 2019
Cadian Capital Management LP 200,000 $10,898k Jun 30, 2019 Aug 13, 2019
Janney Capital Management LLC 192,244 $10,475k Jun 30, 2019 Jul 29, 2019
Greatmark Investment Partners Inc 183,905 $10,021k Jun 30, 2019 Aug 5, 2019
Olstein Capital Management LP 183,000 $9,972k Jun 30, 2019 Jul 31, 2019
Capwealth Advisors LLC 177,675 $9,682k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 175,949 $9,587k Jun 30, 2019 Aug 13, 2019
Atalanta Sosnoff Capital LLC 174,230 $9,494k Jun 30, 2019 Jul 15, 2019
EP Wealth Advisors LLC 170,963 $9,316k Jun 30, 2019 Aug 27, 2019
Parthenon LLC 164,791 $8,979k Jun 30, 2019 Jul 29, 2019
Flippin Bruce & Porter Inc 161,877 $8,821k Jun 30, 2019 Aug 6, 2019
Gyroscope Capital Management Group LLC 158,609 $8,814k Jun 30, 2019 Jul 11, 2019
Heartland Advisors Inc 161,431 $8,796k Jun 30, 2019 Aug 8, 2019
van Hulzen Asset Management LLC 158,864 $8,656k Jun 30, 2019 Aug 8, 2019
Nippon Life Global Investors Americas Inc 157,120 $8,562k Jun 30, 2019 Jul 23, 2019
Kovitz Investment Group Partners LLC 153,715 $8,376k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 152,074 $8,287k Jun 30, 2019 Jul 29, 2019
Buckhead Capital Management LLC 143,049 $7,795k Jun 30, 2019 Aug 1, 2019
QS Investors LLC 138,037 $7,522k Jun 30, 2019 Aug 14, 2019
Palouse Capital Management Inc 133,728 $7,287k Jun 30, 2019 Aug 6, 2019
CCM Investment Advisers LLC 129,625 $7,063k Jun 30, 2019 Aug 5, 2019
Boston Family Office LLC 127,463 $6,945k Jun 30, 2019 Jul 30, 2019
Osborne Partners Capital Management LLC 126,943 $6,917k Jun 30, 2019 Jul 18, 2019
Pacer Advisors Inc 126,260 $6,880k Jun 30, 2019 Aug 12, 2019
Twin Capital Management Inc 125,782 $6,854k Jun 30, 2019 Aug 1, 2019
Goelzer Investment Management Inc 121,255 $6,607k Jun 30, 2019 Jul 29, 2019
Keating Investment Counselors Inc 120,418 $6,562k Jun 30, 2019 Aug 1, 2019
Altrinsic Global Advisors LLC 118,250 $6,443k Jun 30, 2019 Aug 14, 2019
Beech Hill Advisors Inc 117,937 $6,426k Jun 30, 2019 Jul 15, 2019
Richard Bernstein Advisors LLC 115,912 $6,316k Jun 30, 2019 Aug 9, 2019
Bourgeon Capital Management LLC 115,154 $6,275k Jun 30, 2019 Jul 18, 2019
Westchester Capital Management LLC 114,847 $6,258k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 114,847 $6,258k Jun 30, 2019 Aug 5, 2019
Brown Advisory Securities LLC 114,167 $6,225k Jun 30, 2019 Aug 12, 2019
SIO Capital Management LLC 113,738 $6,198k Jun 30, 2019 Aug 14, 2019
Thompson Investment Management Inc 113,244 $6,171k Jun 30, 2019 Aug 7, 2019
Keystone Financial Planning Inc 112,619 $6,137k Jun 30, 2019 Aug 5, 2019
Stoneridge Investment Partners LLC 112,512 $6,131k Jun 30, 2019 Jul 29, 2019
Sanders Morris Harris LLC 111,849 $6,105k Jun 30, 2019 Jul 10, 2019
Wallington Asset Management LLC 111,570 $6,079k Jun 30, 2019 Aug 13, 2019
Woodstock Corporation 111,201 $6,059k Jun 30, 2019 Jul 3, 2019
Eagle Ridge Investment Management LLC 110,985 $6,048k Jun 30, 2019 Aug 1, 2019
Affinity Investment Advisors LLC 110,559 $6,024k Jun 30, 2019 Aug 8, 2019
Carret Asset Management LLC 109,166 $5,948k Jun 30, 2019 Aug 12, 2019
Westfield Capital Management Company LP 109,060 $5,943k Jun 30, 2019 Aug 13, 2019
Taylor Wealth Management Partners LLC 108,566 $5,916k Jun 30, 2019 Jul 17, 2019
Nepsis Inc 108,218 $5,897k Jun 30, 2019 Jul 22, 2019
Dorchester Wealth Management Company 108,230 $5,897k Jun 30, 2019 Jul 19, 2019
Cohen Capital Management Inc 105,814 $5,766k Jun 30, 2019 Aug 7, 2019
YHB Investment Advisors Inc 103,986 $5,666k Jun 30, 2019 Jul 15, 2019
Colrain Capital LLC 100,225 $5,461k Jun 30, 2019 Aug 6, 2019
Avalon Global Asset Management LLC 100,000 $5,449k Jun 30, 2019 Aug 14, 2019
Lombard Odier Asset Management USA Corp 100,000 $5,449k Call Jun 30, 2019 Aug 14, 2019
Valicenti Advisory Services Inc 97,477 $5,312k Jun 30, 2019 Jul 17, 2019
BTR Capital Management Inc 95,463 $5,202k Jun 30, 2019 Jul 18, 2019
Madison Investment Holdings Inc 94,685 $5,159k Jun 30, 2019 Aug 13, 2019
Wellington Shields Capital Management LLC 93,533 $5,097k Jun 30, 2019 Aug 8, 2019
RPG Investment Advisory LLC 92,487 $5,051k Jun 30, 2019 Jul 10, 2019
PRIO Wealth Limited Partnership 90,042 $4,906k Jun 30, 2019 Jul 18, 2019
Auxier Asset Management LLC 87,737 $4,781k Jun 30, 2019 Aug 15, 2019
Cubic Asset Management LLC 87,442 $4,765k Jun 30, 2019 Jul 29, 2019
Beese Fulmer Investment Management Inc 86,436 $4,710k Jun 30, 2019 Jul 5, 2019
Prime Capital Investment Advisors LLC 85,960 $4,684k Jun 30, 2019 Aug 6, 2019
DEAN Investment Associates LLC 82,818 $4,513k Jun 30, 2019 Aug 14, 2019
Klingenstein Fields & Co LLC 82,324 $4,486k Jun 30, 2019 Aug 12, 2019
Azimuth Capital Management LLC 79,570 $4,336k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 78,020 $4,251k Jun 30, 2019 Aug 14, 2019
Monte Financial Group LLC 77,788 $4,239k Jun 30, 2019 Aug 7, 2019
Poehling Capital Management Inc 77,763 $4,237k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisors Inc 78,080 $4,211k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 78,080 $4,211k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 78,080 $4,211k Mar 31, 2019 May 13, 2019
Hennessy Advisors Inc 75,700 $4,125k Jun 30, 2019 Jul 11, 2019
Lincoln Capital LLC 74,848 $4,078k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 74,848 $4,078k Jun 30, 2019 Jul 12, 2019
Arbor Wealth Management LLC 72,058 $3,926k Jun 30, 2019 Jul 16, 2019
Gibraltar Capital Management Inc 70,692 $3,852k Jun 30, 2019 Jul 17, 2019
Deltec Asset Management LLC 70,500 $3,842k Jun 30, 2019 Jul 29, 2019
Regent Investment Management LLC 69,929 $3,810k Jun 30, 2019 Jul 15, 2019
Meritage Portfolio Management Inc 69,125 $3,767k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 67,517 $3,679k Jun 30, 2019 Jul 30, 2019
Vishria BIRD Financial Group LLC 66,867 $3,644k Jun 30, 2019 Jul 15, 2019
Benson Investment Management Company Inc 65,035 $3,544k Jun 30, 2019 Jul 11, 2019
BOYS Arnold & Company Inc 64,967 $3,540k Jun 30, 2019 Aug 1, 2019
Strategic Financial Services Inc 64,626 $3,521k Jun 30, 2019 Aug 13, 2019
Garland Capital Management Inc 64,400 $3,509k Jun 30, 2019 Jul 24, 2019
Cohen Klingenstein LLC 63,939 $3,484k Jun 30, 2019 Jul 15, 2019
Oak Asset Management LLC 61,311 $3,402k Jun 30, 2019 Jul 25, 2019
Boston Research and Management Inc 62,213 $3,389k Jun 30, 2019 Aug 7, 2019
Perella Weinberg Partners Capital Management LP 60,600 $3,302k Jun 30, 2019 Jul 22, 2019
Spearhead Capital Advisors LLC 60,206 $3,281k Jun 30, 2019 Jul 17, 2019
Buckley Wealth Management LLC 59,890 $3,263k Jun 30, 2019 Jul 19, 2019
Punch & Associates Investment Management Inc 58,972 $3,213k Jun 30, 2019 Aug 14, 2019
Oarsman Capital Inc 58,838 $3,206k Jun 30, 2019 Aug 13, 2019
Wealth Enhancement Advisory Services LLC 55,200 $3,106k Jun 30, 2019 Aug 2, 2019
Crestline Management LP 56,500 $3,079k Jun 30, 2019 Aug 13, 2019
Westbourne Investment Advisors Inc 56,456 $3,076k Jun 30, 2019 Jul 22, 2019
Panagora Asset Management Inc 55,788 $3,040k Jun 30, 2019 Aug 9, 2019
GFS Advisors LLC 55,605 $3,030k Jun 30, 2019 Aug 1, 2019
BTC Capital Management Inc 55,555 $3,028k Jun 30, 2019 Jul 26, 2019
Eagle Global Advisors LLC 54,878 $2,990k Jun 30, 2019 Aug 13, 2019
Addenda Capital Inc 54,803 $2,986k Jun 30, 2019 Jul 12, 2019
Dowling & Yahnke LLC 54,568 $2,973k Jun 30, 2019 Jul 22, 2019
Selway Asset Management Inc 54,433 $2,966k Jun 30, 2019 Jul 30, 2019
Summit Financial Wealth Advisors LLC 53,442 $2,912k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 53,442 $2,912k Jun 30, 2019 Jul 16, 2019
Pring/Turner Capital Group Inc 43,475 $2,848k Dec 31, 2018 Feb 14, 2019
Mcguire Investment Group LLC 51,297 $2,795k Jun 30, 2019 Jul 25, 2019
Fernwood Investment Management LLC 50,140 $2,732k Jun 30, 2019 Aug 1, 2019
Glacier Peak Capital LLC 49,547 $2,700k Jun 30, 2019 Aug 12, 2019
Balter Liquid Alternatives LLC 48,348 $2,634k Jun 30, 2019 Jul 31, 2019
LEE Danner & BASS Inc 48,102 $2,621k Jun 30, 2019 Jul 30, 2019
Schafer Cullen Capital Management Inc 45,276 $2,606k Jun 30, 2019 Jul 30, 2019
Personal Resources Investment and Strategic Management Inc 47,691 $2,599k Jun 30, 2019 Aug 6, 2019
Polaris Greystone Financial Group LLC 47,063 $2,585k Jun 30, 2019 Jul 25, 2019
Vision Capital Management Inc 46,992 $2,561k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 46,992 $2,561k Jun 30, 2019 Jul 29, 2019
Excalibur Management Corp 46,332 $2,525k Jun 30, 2019 Jul 26, 2019
Marco Investment Management LLC 46,078 $2,511k Jun 30, 2019 Aug 6, 2019
KJ Harrison & Partners USA Inc 44,958 $2,450k Jun 30, 2019 Aug 5, 2019
Argyle Capital Management Inc 43,873 $2,391k Jun 30, 2019 Jul 25, 2019
Ancora Family Wealth Advisors LLC 26,641 $2,371k Sep 30, 2016 Nov 4, 2016
Neumann Capital Management LLC 43,033 $2,345k Jun 30, 2019 Jul 25, 2019
Marathon Capital Management LLC 40,818 $2,224k Jun 30, 2019 Jul 25, 2019
Ulysses Management LLC 40,000 $2,180k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 39,990 $2,179k Jun 30, 2019 Aug 2, 2019
The Investment House LLC 39,989 $2,179k Jun 30, 2019 Aug 5, 2019
Patton Albertson Miller Group LLC 36,204 $2,147k Jun 30, 2019 Aug 12, 2019
Middleton & Company Inc 38,020 $2,072k Jun 30, 2019 Jul 25, 2019
Yorktown Management and Research Co Inc 37,600 $2,049k Jun 30, 2019 Aug 2, 2019
Lejeune Puetz Investment Counsel 37,167 $2,025k Jun 30, 2019 Jul 29, 2019
Butensky & Cohen Financial Security Inc 36,915 $2,011k Jun 30, 2019 Jul 12, 2019
HIGH Pointe Capital Management LLC 36,700 $2,000k Jun 30, 2019 Aug 12, 2019
Curbstone Financial Management Corporation 36,456 $1,986k Jun 30, 2019 Jul 9, 2019
Wellington Shields & Co LLC 36,100 $1,967k Jun 30, 2019 Aug 8, 2019
DSC Advisors LP 36,000 $1,962k Call Jun 30, 2019 Aug 14, 2019
10-15 Associates Inc 35,778 $1,950k Jun 30, 2019 Aug 12, 2019
TDAM USA Inc 35,775 $1,949k Jun 30, 2019 Aug 1, 2019
Court Place Advisors LLC 35,571 $1,938k Jun 30, 2019 Jul 30, 2019
Coatue Management LLC 35,125 $1,914k Jun 30, 2019 Aug 14, 2019
Hussman Strategic Advisors Inc 35,000 $1,907k Jun 30, 2019 Jul 31, 2019
New England Research & Management Inc 34,950 $1,904k Jun 30, 2019 Jul 9, 2019
Bowling Portfolio Management LLC 34,679 $1,890k Jun 30, 2019 Jul 25, 2019
Sigma Investment Counselors Inc 33,523 $1,827k Jun 30, 2019 Jul 23, 2019
Cheviot Value Management LLC 33,037 $1,800k Jun 30, 2019 Aug 14, 2019
Callahan Advisors LLC 32,183 $1,754k Jun 30, 2019 Jul 17, 2019
Stansberry Asset Management LLC 32,074 $1,748k Jun 30, 2019 Aug 14, 2019
The WEIL Company 31,429 $1,713k Jun 30, 2019 Aug 12, 2019
Stevens First Principles Investment Advisors 31,249 $1,703k Jun 30, 2019 Jul 22, 2019
Homrich & BERG Inc 31,238 $1,702k Jun 30, 2019 Aug 5, 2019
Shepherd Financial Partners LLC 30,745 $1,675k Jun 30, 2019 Aug 5, 2019
Wealth Advisors of Tampa BAY LLC 30,086 $1,639k Jun 30, 2019 Jul 23, 2019
Summit X 29,862 $1,635k Jun 30, 2019 Aug 13, 2019
Frontier Wealth Management LLC 29,688 $1,618k Jun 30, 2019 Aug 16, 2019
MARK Sheptoff Financial Planning LLC 29,646 $1,615k Jun 30, 2019 Aug 12, 2019
First Heartland Consultants Inc 29,437 $1,604k Jun 30, 2019 Aug 12, 2019
Douglass Winthrop Advisors LLC 29,425 $1,603k Jun 30, 2019 Jul 10, 2019
Diligent Investors LLC 28,753 $1,567k Jun 30, 2019 Aug 1, 2019
Miracle MILE Advisors LLC 28,705 $1,564k Jun 30, 2019 Aug 7, 2019
Mengis Capital Management Inc 28,535 $1,554k Jun 30, 2019 Jul 18, 2019
Sawgrass Asset Management LLC 28,278 $1,541k Jun 30, 2019 Jul 23, 2019
SFE Investment Counsel Inc 27,905 $1,521k Jun 30, 2019 Jul 26, 2019
Westport Asset Management Inc 27,792 $1,514k Jun 30, 2019 Aug 9, 2019
SOL Capital Management Co 27,233 $1,484k Jun 30, 2019 Jul 17, 2019
Convergence Investment Partners LLC 27,000 $1,471k Jun 30, 2019 Jul 23, 2019
Montag A & Associates Inc 26,972 $1,470k Jun 30, 2019 Aug 6, 2019
Searle & Co 26,980 $1,470k Jun 30, 2019 Jul 17, 2019
Triangle Securities Wealth Management 26,068 $1,442k Jun 30, 2019 Jul 10, 2019
Altavista Wealth Management Inc 26,337 $1,435k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 26,130 $1,424k Jun 30, 2019 Aug 9, 2019
FFCM LLC 25,650 $1,398k Jun 30, 2019 Jul 30, 2019
KMS Financial Services Inc 17,528 $1,395k Sep 30, 2014 Nov 17, 2014
Camelot Portfolios LLC 25,448 $1,387k Jun 30, 2019 Jul 19, 2019
Prelude Capital Management LLC 25,000 $1,362k Put Jun 30, 2019 Aug 14, 2019
Rodgers Brothers Inc 24,672 $1,344k Jun 30, 2019 Aug 14, 2019
Exchange Capital Management Inc 23,832 $1,299k Jun 30, 2019 Jul 22, 2019
Stokes & Hubbell Capital Management LLC 23,405 $1,262k Mar 31, 2019 Apr 24, 2019
Joel Isaacson & Co LLC 23,032 $1,255k Jun 30, 2019 Jul 11, 2019
The Caprock Group Inc 22,682 $1,236k Jun 30, 2019 Jul 23, 2019
Blackhawk Capital Partners LLC 22,581 $1,230k Jun 30, 2019 Aug 13, 2019
Motley FOOL Asset Management LLC 22,553 $1,229k Jun 30, 2019 Aug 14, 2019
Northstar Company LLC 22,537 $1,228k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 22,537 $1,228k Jun 30, 2019 Jul 12, 2019
Stanley-Laman Group Ltd 22,459 $1,224k Jun 30, 2019 Aug 1, 2019
BLB & B Advisors LLC 22,176 $1,208k Jun 30, 2019 Jul 29, 2019
ARGA Investment Management LP 20,850 $1,136k Jun 30, 2019 Jul 31, 2019
New England Asset Management Inc 20,431 $1,113k Jun 30, 2019 Aug 14, 2019
Clinton Group Inc 14,098 $1,110k Sep 30, 2018 Oct 10, 2018
Bigsur Wealth Management LLC 20,000 $1,099k Jun 30, 2019 Jul 5, 2019
Spears Abacus Advisors LLC 20,125 $1,097k Jun 30, 2019 Aug 9, 2019
Blue FIN Capital Inc 20,134 $1,097k Jun 30, 2019 Jul 22, 2019
Venturi Wealth Management LLC 20,021 $1,091k Jun 30, 2019 Aug 7, 2019
Northwest Investment Counselors LLC 19,991 $1,089k Jun 30, 2019 Jul 25, 2019
Cottage Street Advisors LLC 19,236 $1,048k Jun 30, 2019 Aug 2, 2019
Choate Investment Advisors LLC 18,987 $1,035k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 18,539 $1,010k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 18,337 $999k Jun 30, 2019 Aug 8, 2019
Formidable Asset Management LLC 15,235 $998k Dec 31, 2018 Feb 6, 2019
Perkins Investment Management LLC 12,702 $997k Mar 31, 2017 May 15, 2017
Hedeker Wealth LLC 18,274 $995k Jun 30, 2019 Jul 26, 2019
Monetary Management Group Inc 18,221 $993k Jun 30, 2019 Aug 13, 2019
Independent Investors Inc 18,195 $991k Jun 30, 2019 Jul 18, 2019
Cribstone Capital Management LLC 17,578 $958k Jun 30, 2019 Jul 22, 2019
The Mathes Company Inc 17,500 $954k Jun 30, 2019 Jul 29, 2019
Campbell & Company Investment Adviser LLC 17,397 $948k Jun 30, 2019 Jul 10, 2019
GAME Creek Capital LP 17,250 $940k Jun 30, 2019 Aug 5, 2019
Jaffetilchin Investment Partners LLC 17,206 $938k Jun 30, 2019 Aug 13, 2019
Guardian Capital Advisors LP 16,559 $914k Jun 30, 2019 Aug 14, 2019
Grace Capital 16,922 $912k Jun 30, 2019 Aug 14, 2019
Dumont & Blake Investment Advisors LLC 16,677 $909k Jun 30, 2019 Aug 1, 2019
Gideon Capital Advisors Inc 16,422 $895k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 16,232 $884k Jun 30, 2019 Jul 31, 2019
Spinnaker Investment Group LLC 16,211 $883k Jun 30, 2019 Jul 11, 2019
Karpas Strategies LLC 16,148 $880k Jun 30, 2019 Jul 25, 2019
Neuberger Berman Breton Hill ULC 10,790 $877k Sep 30, 2017 Nov 3, 2017
The Roosevelt Investment Group Inc 16,097 $877k Jun 30, 2019 Aug 8, 2019
Cipher Capital LP 16,013 $873k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 15,686 $855k Jun 30, 2019 Aug 12, 2019
Benin Management Corp 15,389 $839k Jun 30, 2019 Jul 31, 2019
ELCO Management Company LLC 15,360 $837k Jun 30, 2019 Aug 1, 2019
ST Johns Investment Management Company LLC 15,217 $829k Jun 30, 2019 Jul 24, 2019
Baldwin Investment Management LLC 15,190 $828k Jun 30, 2019 Aug 6, 2019
The Rock Creek Group LP 15,156 $826k Jun 30, 2019 Aug 14, 2019
Wellesley Investment Partners LLC 14,988 $816k Jun 30, 2019 Aug 5, 2019
Guardian Capital LP 14,968 $816k Jun 30, 2019 Aug 14, 2019
Abbot Financial Management Inc 14,895 $812k Jun 30, 2019 Aug 8, 2019
Boyar Asset Management Inc 14,739 $803k Jun 30, 2019 Aug 6, 2019
180 Wealth Advisors LLC 14,341 $794k Jun 30, 2019 Aug 5, 2019
Fagan Associates Inc 14,445 $787k Jun 30, 2019 Jul 12, 2019
DUFF & Phelps Investment Management Co 14,205 $774k Jun 30, 2019 Aug 2, 2019
Impax Asset Management LLC 11,999 $772k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 11,999 $772k Jun 30, 2018 Aug 14, 2018
CWA Asset Management Group LLC 14,130 $770k Jun 30, 2019 Aug 13, 2019
Whitebox Advisors LLC 13,568 $739k Jun 30, 2019 Aug 14, 2019
Strategic Advisors LLC 13,397 $730k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 13,397 $730k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 13,397 $730k Jun 30, 2019 Jul 22, 2019
Meridian Investment Counsel Inc 13,360 $728k Jun 30, 2019 Aug 13, 2019
Clear Harbor Asset Management LLC 13,181 $718k Jun 30, 2019 Jul 22, 2019
Shufro ROSE & Co LLC 13,103 $714k Jun 30, 2019 Jul 24, 2019
DB Root & Company LLC 13,013 $709k Jun 30, 2019 Jul 19, 2019
North American Management Corp 12,482 $680k Jun 30, 2019 Jul 30, 2019
Rossmore Private Capital LLC 12,425 $677k Jun 30, 2019 Aug 5, 2019
LESA Sroufe & Company Inc 12,355 $673k Jun 30, 2019 Jul 29, 2019
Cypress Capital Management LLC 12,035 $656k Jun 30, 2019 Aug 5, 2019
White Pine Capital LLC 11,965 $652k Jun 30, 2019 Aug 14, 2019
Northside Capital Management LLC 11,618 $633k Jun 30, 2019 Jul 16, 2019
RWC Asset Management LLP 11,183 $609k Jun 30, 2019 Aug 13, 2019
IHT Wealth Management LLC 11,104 $605k Jun 30, 2019 Aug 12, 2019
American National Registered Investment Advisor Inc 11,039 $602k Jun 30, 2019 Aug 5, 2019
Pratt Collard Advisory Partners LLC 10,875 $593k Jun 30, 2019 Jul 16, 2019
BKD Wealth Advisors LLC 10,755 $586k Jun 30, 2019 Jul 10, 2019
The Rikoon Group LLC 10,743 $585k Jun 30, 2019 Aug 6, 2019
Bragg Financial Advisors Inc 10,649 $580k Jun 30, 2019 Aug 14, 2019
Albert D Mason Inc 10,585 $577k Jun 30, 2019 Jul 30, 2019
Providence Wealth Advisors LLC 10,440 $570k Jun 30, 2019 Jul 22, 2019
BECK MACK & Oliver LLC 9,977 $544k Jun 30, 2019 Aug 13, 2019
Aries Wealth Management LLC 9,757 $542k Jun 30, 2019 Jul 15, 2019
Chickasaw Capital Management LLC 9,933 $541k Jun 30, 2019 Jul 15, 2019
Hoylecohen LLC 9,865 $538k Jun 30, 2019 Aug 9, 2019
Wendell David Associates Inc 9,835 $536k Jun 30, 2019 Jul 16, 2019
Augustine Asset Management Inc 9,770 $532k Jun 30, 2019 Aug 5, 2019
Becker Capital Management Inc 9,649 $526k Jun 30, 2019 Aug 8, 2019
Pacific Global Investment Management Co 9,562 $521k Jun 30, 2019 Aug 14, 2019
Vista Investment Management LLC 9,551 $520k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 9,503 $518k Jun 30, 2019 Jul 12, 2019
Malaga COVE Capital LLC 9,469 $516k Jun 30, 2019 Aug 14, 2019
Alpine Woods Capital Investors LLC 9,456 $515k Jun 30, 2019 Aug 5, 2019
Westover Capital Advisors LLC 9,439 $514k Jun 30, 2019 Aug 13, 2019
Northstar Wealth Partners LLC 9,267 $505k Jun 30, 2019 Aug 15, 2019
DEAN Capital Management LLC 9,229 $503k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 9,229 $503k Jun 30, 2019 Aug 12, 2019
UNIO Capital LLC 8,877 $493k Jun 30, 2019 Aug 14, 2019
Wright Investors Service Inc 8,972 $489k Jun 30, 2019 Aug 1, 2019
Gargoyle Investment Advisor LLC 8,794 $479k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 8,656 $472k Jun 30, 2019 Aug 14, 2019
Mitchell Capital Management Co 8,653 $472k Jun 30, 2019 Jul 24, 2019
Castle Rock Wealth Management LLC 8,567 $462k Jun 30, 2019 Aug 8, 2019
Congress Park Capital LLC 8,103 $450k Jun 30, 2019 Aug 2, 2019
New Vernon Investment Management LLC 8,165 $445k Jun 30, 2019 Aug 14, 2019
Hourglass Capital LLC 8,153 $444k Jun 30, 2019 Aug 12, 2019
Folger Nolan Fleming Douglas Capital Management Inc 8,050 $439k Jun 30, 2019 Aug 9, 2019
United Asset Strategies Inc 7,981 $435k Jun 30, 2019 Jul 31, 2019
Insight 2811 Inc 7,888 $435k Jun 30, 2019 Jul 9, 2019
HUGH Johnson Advisors LLC 7,925 $432k Jun 30, 2019 Aug 6, 2019
B Riley Wealth Management Inc 7,687 $419k Jun 30, 2019 Aug 14, 2019
Copperwynd Financial LLC 7,672 $418k Jun 30, 2019 Aug 7, 2019
RAAB & Moskowitz Asset Management LLC 7,636 $416k Jun 30, 2019 Aug 9, 2019
Sippican Capital Advisors LLC 7,605 $414k Jun 30, 2019 Jul 17, 2019
Sentry Management Inc 7,503 $409k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 7,503 $409k Jun 30, 2019 Aug 12, 2019
Credit Capital Investments LLC 7,500 $409k Jun 30, 2019 Aug 14, 2019
WEIK Capital Management Inc 7,495 $408k Jun 30, 2019 Aug 9, 2019
Capital Planning Advisors LLC 7,409 $404k Jun 30, 2019 Aug 9, 2019
S & Co Inc 7,263 $396k Jun 30, 2019 Jul 23, 2019
Quadrant Private Wealth Management LLC 7,225 $394k Jun 30, 2019 Aug 13, 2019
Clark Capital Management Group Inc 7,197 $392k Jun 30, 2019 Jul 12, 2019
Pentwater Capital Management LP 7,200 $392k Jun 30, 2019 Aug 14, 2019
Savant Capital LLC 7,123 $388k Jun 30, 2019 Aug 6, 2019
Levin Capital Strategies LP 7,055 $384k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 6,747 $368k Jun 30, 2019 Aug 8, 2019
Doliver Capital Advisors LP 6,722 $366k Jun 30, 2019 Jul 25, 2019
JGP Wealth Management LLC 6,531 $356k Jun 30, 2019 Jul 15, 2019
Cornerstone Advisory LLC 6,367 $347k Jun 30, 2019 Aug 8, 2019
Bigelow Investment Advisors LLC 6,311 $344k Jun 30, 2019 Jul 17, 2019
KCS Wealth Advisory LLC 6,240 $340k Jun 30, 2019 Jul 29, 2019
Summit Asset Management LLC 6,169 $336k Jun 30, 2019 Aug 7, 2019
Abbrea Capital LLC 6,143 $335k Jun 30, 2019 Jul 31, 2019
Equity Investment Corporation 6,130 $334k Jun 30, 2019 Aug 5, 2019
Clear Perspective Advisors LLC 6,110 $333k Jun 30, 2019 Aug 12, 2019
First Wilshire Securities Management Inc 6,100 $332k Jun 30, 2019 Aug 14, 2019
Cullen Capital Management LLC 6,074 $331k Jun 30, 2019 Jul 30, 2019
E & G Advisors LP 6,071 $331k Jun 30, 2019 Jul 12, 2019
Brookstone Capital Management LLC 6,053 $330k Jun 30, 2019 Jul 25, 2019
Badgley Phelps and Bell Inc 6,062 $330k Jun 30, 2019 Jul 30, 2019
Secrest Blakey & Associates LLC 5,883 $321k Jun 30, 2019 Aug 13, 2019
Pettee Investors Inc 5,875 $320k Jun 30, 2019 Aug 7, 2019
Teza Capital Management LLC 5,765 $314k Jun 30, 2019 Aug 8, 2019
Driehaus Capital Management LLC 5,710 $311k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 5,690 $310k Jun 30, 2019 Jul 31, 2019
Acadian Asset Management LLC 5,553 $303k Jun 30, 2019 Aug 8, 2019
Sequoia Financial Advisors LLC 5,541 $302k Jun 30, 2019 Jul 31, 2019
RFG Advisory LLC 5,520 $300k Jun 30, 2019 Aug 23, 2019
Birinyi Associates Inc 5,500 $300k Jun 30, 2019 Aug 5, 2019
Elgethun Capital Management 5,373 $293k Jun 30, 2019 Aug 8, 2019
Measured Wealth Private Client Group LLC 5,339 $291k Jun 30, 2019 Jul 26, 2019
Family Legacy Inc 5,225 $285k Jun 30, 2019 Jul 25, 2019
JAG Capital Management LLC 5,235 $285k Jun 30, 2019 Jul 22, 2019
Spark Investment Management LLC 5,200 $283k Jun 30, 2019 Aug 12, 2019
Fulcrum Capital LLC 5,100 $278k Jun 30, 2019 Jul 29, 2019
Salem Capital Management Inc 5,105 $278k Jun 30, 2019 Jul 9, 2019
Brookmont Capital Management LLC 5,056 $276k Jun 30, 2019 Jul 18, 2019
Connecticut Wealth Management LLC 5,057 $276k Jun 30, 2019 Jul 29, 2019
Hall Capital Management Company Inc 4,990 $272k Jun 30, 2019 Aug 14, 2019
Aspiriant LLC 4,979 $271k Jun 30, 2019 Aug 6, 2019
American Financial Advisors Inc 4,924 $268k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 4,924 $268k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 4,924 $268k Jun 30, 2019 Aug 12, 2019
Signet Financial Management LLC 4,675 $260k Jun 30, 2019 Aug 13, 2019
Shamrock Asset Management LLC 4,769 $260k Jun 30, 2019 Aug 9, 2019
Nicholas Hoffman & Company LLC 4,731 $258k Jun 30, 2019 Aug 12, 2019
Heritage Investment Group Inc 4,600 $251k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 4,600 $251k Jun 30, 2019 Aug 13, 2019
Mirador Capital Partners LP 4,561 $249k Jun 30, 2019 Aug 6, 2019
Altfest L J & Co Inc 4,470 $244k Jun 30, 2019 Jul 15, 2019
SPC Financial Inc 4,460 $243k Jun 30, 2019 Aug 1, 2019
Mission Wealth Management LP 4,467 $243k Jun 30, 2019 Aug 9, 2019
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Tiedemann Advisors LLC 4,385 $238k Jun 30, 2019 Aug 13, 2019
Trust Advisors LLC 4,373 $238k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 4,373 $238k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 4,373 $238k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 4,373 $238k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 4,373 $238k Jun 30, 2019 Jul 30, 2019
Calton & Associates Inc 4,370 $238k Jun 30, 2019 Jul 9, 2019
Trust Advisors Inc 4,373 $238k Jun 30, 2019 Jul 30, 2019
RB Capital Management LLC 4,237 $231k Jun 30, 2019 Aug 7, 2019
Blue CHIP Wealth Management Inc 4,228 $230k Jun 30, 2019 Aug 13, 2019
KLCM Advisors Inc 4,228 $230k Jun 30, 2019 Aug 15, 2019
Clifford SWAN Investment Counsel LLC 4,184 $228k Jun 30, 2019 Aug 13, 2019
Meristem Family Wealth LLC 4,151 $226k Jun 30, 2019 Aug 6, 2019
Tiemann Investment Advisors LLC 4,088 $223k Jun 30, 2019 Aug 13, 2019
Altium Wealth Management LLC 4,078 $222k Jun 30, 2019 Jul 18, 2019
GM Advisory Group Inc 4,036 $220k Jun 30, 2019 Aug 9, 2019
Horizon Investments LLC 4,022 $219k Jun 30, 2019 Aug 14, 2019
Morris Capital Advisors Inc 4,008 $218k Jun 30, 2019 Jul 15, 2019
The Fiduciary Group LLC 3,958 $216k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 3,966 $216k Jun 30, 2019 Aug 8, 2019
Bruderman Asset Management LLC 3,970 $216k Jun 30, 2019 Aug 12, 2019
Douglas Lane & Associates LLC 3,938 $215k Jun 30, 2019 Jul 8, 2019
LVW Advisors LLC 3,940 $215k Jun 30, 2019 Aug 14, 2019
Good Life Advisors LLC 3,903 $213k Jun 30, 2019 Aug 6, 2019
BSW Wealth Partners LLC 3,827 $209k Jun 30, 2019 Aug 13, 2019
Chesley TAFT & Associates LLC 3,759 $205k Jun 30, 2019 Jul 10, 2019
The Central Trust Bank 3,209 $175k Jun 30, 2019 Jul 16, 2019
Hallmark Capital Management Inc 2,951 $161k Jun 30, 2019 Aug 8, 2019
Teewinot Capital Advisers LLC 2,910 $159k Jun 30, 2019 Aug 15, 2019
American Research & Management Company 2,445 $133k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 2,220 $121k Jun 30, 2019 Jul 12, 2019
Focused Wealth Management Inc 1,894 $103k Jun 30, 2019 Jul 19, 2019
Birch Hill Investment Advisors LLC 1,500 $82k Jun 30, 2019 Jul 22, 2019
BRAY Capital Advisors LLC 1,300 $71k Jun 30, 2019 Jul 29, 2019
Janus Capital Management LLC 886 $70k Mar 31, 2017 May 16, 2017
Dearborn Partners LLC 1,260 $69k Jun 30, 2019 Jul 29, 2019
Princeton Capital Management LLC 1,195 $65k Jun 30, 2019 Aug 12, 2019
The Pacific Center FOR Financial Services 911 $50k Jun 30, 2019 Aug 15, 2019
Seabridge Investment Advisors LLC 500 $27k Jun 30, 2019 Jul 18, 2019
Centerstar Asset Management LLC 6,000 $26k Call Jun 30, 2019 Aug 2, 2019
Accurate Investment Solutions Inc 404 $22k Jun 30, 2019 Jul 12, 2019
Nelson Roberts Investment Advisors LLC 360 $20k Jun 30, 2019 Jul 25, 2019
Partnervest Advisory Services LLC 4,500 $18k Call Jun 30, 2019 Aug 7, 2019
Concorde Asset Management LLC 297 $16k Jun 30, 2019 Aug 8, 2019
Transamerica Financial Advisors Inc 286 $16k Jun 30, 2019 Aug 21, 2019
Horan Securities Inc 100 $5k Jun 30, 2019 Jul 24, 2019
Mitchell Mcleod PUGH & Williams Inc 62 $3k Jun 30, 2019 Jul 9, 2019
Litman Gregory Asset Management LLC 20 $1k Jun 30, 2019 Jul 31, 2019
Independent Advisor Alliance LLC 3,391 $0k Jun 30, 2019 Aug 12, 2019

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