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COLGATE PALMOLIVE CO
(194162103)

Funds Reporting Holdings of COLGATE PALMOLIVE CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 67,192 $4,815,651k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 13,479 $982,000k Sep 30, 2017 Nov 14, 2017
First Eagle Investment Management LLC 12,799,997 $917,376k Jun 30, 2019 Aug 13, 2019
Retirement Income Solutions Inc 9,543 $684,000k Jun 30, 2019 Jul 23, 2019
Alphasimplex Group LLC 8,231 $589,916k Jun 30, 2019 Aug 14, 2019
Renaissance Technologies LLC 4,889,302 $350,416k Jun 30, 2019 Aug 12, 2019
Brown Brothers Harriman & Co 3,396,697 $243,441k Jun 30, 2019 Aug 14, 2019
Rmsincerbeaux Capital Management LLC 3,332 $238,804k Jun 30, 2019 Aug 9, 2019
Charles Schwab Investment Advisory Inc 3,068,762 $219,939k Jun 30, 2019 Aug 12, 2019
Harding Loevner LP 2,634,143 $188,789k Jun 30, 2019 Aug 14, 2019
Acadian Asset Management LLC 2,352,665 $168,615k Jun 30, 2019 Aug 8, 2019
VGI Partners PTY Limited 1,937,412 $138,854k Jun 30, 2019 Aug 14, 2019
Santa Barbara Asset Management LLC 1,805,078 $123,720k Mar 31, 2019 May 14, 2019
Confluence Investment Management LLC 1,575,425 $112,911k Jun 30, 2019 Jul 24, 2019
Investec Asset Management Limited 1,277,239 $91,540k Jun 30, 2019 Jul 30, 2019
Yacktman Asset Management LP 1,257,600 $90,132k Jun 30, 2019 Aug 2, 2019
Marathon Asset Management LLP 1,113,618 $79,806k Jun 30, 2019 Jul 15, 2019
Janus Capital Management LLC 908,736 $66,510k Mar 31, 2017 May 16, 2017
Panagora Asset Management Inc 878,593 $62,969k Jun 30, 2019 Aug 9, 2019
Edgewood Management LLC 800,876 $57,399k Jun 30, 2019 Aug 12, 2019
LGT Capital Partners USA Inc 665,100 $47,668k Jun 30, 2019 Jul 10, 2019
Crawford Investment Counsel Inc 633,201 $45,382k Jun 30, 2019 Aug 12, 2019
Personal Capital Advisors Corporation 620,542 $44,474k Jun 30, 2019 Aug 14, 2019
Manikay Partners LLC 600,000 $43,002k Jun 30, 2019 Aug 14, 2019
YCG LLC 558,339 $40,082k Jun 30, 2019 Jul 23, 2019
Alkeon Capital Management LLC 460,900 $33,033k Call Jun 30, 2019 Aug 14, 2019
Bowen Hanes & Co Inc 445,020 $31,895k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 396,765 $28,436k Jun 30, 2019 Jul 31, 2019
Clifford SWAN Investment Counsel LLC 326,116 $23,373k Jun 30, 2019 Aug 13, 2019
Williams Jones & Associates LLC 262,687 $18,827k Jun 30, 2019 Aug 14, 2019
Spark Investment Management LLC 257,800 $18,476k Jun 30, 2019 Aug 12, 2019
DSAM Partners London Ltd 227,739 $16,322k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 192,400 $13,789k Jun 30, 2019 Jul 15, 2019
Birch Hill Investment Advisors LLC 191,874 $13,752k Jun 30, 2019 Jul 22, 2019
Taurus Asset Management LLC 186,755 $13,385k Jun 30, 2019 Aug 14, 2019
Prospector Partners LLC 178,250 $12,775k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 175,310 $12,564k Jun 30, 2019 Aug 16, 2019
10-15 Associates Inc 155,696 $11,159k Jun 30, 2019 Aug 12, 2019
Klingenstein Fields & Co LLC 154,145 $11,048k Jun 30, 2019 Aug 12, 2019
PRIO Wealth Limited Partnership 152,131 $10,903k Jun 30, 2019 Jul 18, 2019
Impax Asset Management Ltd 167,000 $10,823k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 167,000 $10,823k Jun 30, 2018 Aug 14, 2018
Managed Account Advisors LLC 129,232 $8,453k Jun 30, 2015 Aug 14, 2015
van Hulzen Asset Management LLC 115,587 $8,284k Jun 30, 2019 Aug 8, 2019
Wendell David Associates Inc 112,660 $8,074k Jun 30, 2019 Jul 16, 2019
Jensen Investment Management Inc 112,159 $8,038k Jun 30, 2019 Aug 2, 2019
Dillon & Associates Inc 111,359 $8,018k Jun 30, 2019 Jul 22, 2019
Azimuth Capital Management LLC 109,045 $7,815k Jun 30, 2019 Aug 13, 2019
Richard Bernstein Advisors LLC 107,831 $7,728k Jun 30, 2019 Aug 9, 2019
Boston Common Asset Management LLC 105,079 $7,531k Jun 30, 2019 Jul 26, 2019
The Bollard Group LLC 100,435 $7,198k Jun 30, 2019 Aug 13, 2019
Apertura Capital LLC 100,000 $7,167k Jun 30, 2019 Aug 12, 2019
Congress Asset Management Company LLP 95,607 $6,852k Jun 30, 2019 Aug 7, 2019
Ramsay Stattman VELA & Price Inc 92,500 $6,629k Jun 30, 2019 Aug 9, 2019
Port Capital LLC 88,850 $6,368k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 87,487 $6,270k Jun 30, 2019 Aug 12, 2019
1919 Investment Counsel LLC 94,418 $6,158k Sep 30, 2014 Nov 14, 2014
Tufton Capital Management LLC 82,515 $5,913k Jun 30, 2019 Jul 26, 2019
Middleton & Company Inc 80,735 $5,786k Jun 30, 2019 Jul 25, 2019
Cambridge Investment Research Advisors Inc 79,817 $5,720k Jun 30, 2019 Aug 15, 2019
Mccollum Christoferson Group LLC 77,250 $5,537k Jun 30, 2019 Jul 11, 2019
Anchor Capital Advisors LLC 76,862 $5,509k Jun 30, 2019 Aug 1, 2019
Symons Capital Management Inc 75,466 $5,409k Jun 30, 2019 Aug 12, 2019
TDAM USA Inc 72,699 $5,210k Jun 30, 2019 Aug 1, 2019
QS Investors LLC 68,772 $4,929k Jun 30, 2019 Aug 14, 2019
Weybosset Research & Management LLC 68,434 $4,905k Jun 30, 2019 Jul 22, 2019
Rodgers Brothers Inc 63,997 $4,587k Jun 30, 2019 Aug 14, 2019
Wallington Asset Management LLC 63,697 $4,565k Jun 30, 2019 Aug 13, 2019
Wilkins Investment Counsel Inc 63,500 $4,551k Jun 30, 2019 Aug 9, 2019
Zevin Asset Management LLC 62,112 $4,452k Jun 30, 2019 Aug 6, 2019
Woodley Farra Manion Portfolio Management Inc 60,549 $4,340k Jun 30, 2019 Aug 12, 2019
Dupont Capital Management Corp 57,661 $4,133k Jun 30, 2019 Jul 30, 2019
Boston Research and Management Inc 56,071 $4,018k Jun 30, 2019 Aug 7, 2019
Tradition Capital Management LLC 58,493 $4,009k Mar 31, 2019 May 7, 2019
YHB Investment Advisors Inc 54,547 $3,909k Jun 30, 2019 Jul 15, 2019
Dowling & Yahnke LLC 53,693 $3,848k Jun 30, 2019 Jul 22, 2019
Calamos Wealth Management LLC 49,670 $3,560k Jun 30, 2019 Aug 7, 2019
JGP Wealth Management LLC 48,380 $3,467k Jun 30, 2019 Jul 15, 2019
Waverton Investment Management Limited 47,519 $3,406k Jun 30, 2019 Jul 17, 2019
Legacy Capital Partners Inc 47,496 $3,404k Jun 30, 2019 Jul 16, 2019
Independent Investors Inc 44,540 $3,192k Jun 30, 2019 Jul 18, 2019
Maverick Capital Ltd 44,270 $3,173k Jun 30, 2019 Aug 14, 2019
Gideon Capital Advisors Inc 43,233 $3,099k Jun 30, 2019 Aug 14, 2019
Howland Capital Management LLC 42,981 $3,080k Jun 30, 2019 Jul 17, 2019
Court Place Advisors LLC 41,780 $2,994k Jun 30, 2019 Jul 30, 2019
North American Management Corp 41,558 $2,978k Jun 30, 2019 Jul 30, 2019
LOWE Brockenbrough & Company Inc 41,057 $2,943k Jun 30, 2019 Aug 12, 2019
Perella Weinberg Partners Capital Management LP 40,994 $2,938k Jun 30, 2019 Jul 22, 2019
Hamilton Point Investment Advisors LLC 40,511 $2,903k Jun 30, 2019 Jul 18, 2019
BKD Wealth Advisors LLC 39,731 $2,848k Jun 30, 2019 Jul 10, 2019
GHP Investment Advisors Inc 39,200 $2,809k Jun 30, 2019 Aug 2, 2019
Abbrea Capital LLC 39,176 $2,808k Jun 30, 2019 Jul 31, 2019
Bowie Capital Management LLC 37,000 $2,652k Jun 30, 2019 Aug 9, 2019
AULL & Monroe Investment Management Corp 35,238 $2,526k Jun 30, 2019 Jul 29, 2019
Woodstock Corporation 34,921 $2,503k Jun 30, 2019 Jul 3, 2019
East Coast Asset Management LLC 34,401 $2,466k Jun 30, 2019 Aug 14, 2019
Boston Family Office LLC 34,055 $2,441k Jun 30, 2019 Jul 30, 2019
Mengis Capital Management Inc 33,300 $2,386k Jun 30, 2019 Jul 18, 2019
KMS Financial Services Inc 36,160 $2,358k Sep 30, 2014 Nov 17, 2014
Foothills Asset Management Ltd 32,096 $2,300k Jun 30, 2019 Jul 17, 2019
Bragg Financial Advisors Inc 30,622 $2,195k Jun 30, 2019 Aug 14, 2019
ARS Investment Partners LLC 30,484 $2,185k Jun 30, 2019 Aug 12, 2019
Merriman Wealth Management LLC 3,013 $2,172k Jun 30, 2019 Jul 31, 2019
Gabelli Funds LLC 30,250 $2,168k Jun 30, 2019 Aug 2, 2019
Douglas Lane & Associates LLC 30,198 $2,164k Jun 30, 2019 Jul 8, 2019
DAVY Asset Management Limited 30,110 $2,158k Jun 30, 2019 Jul 19, 2019
Parsec Financial Management Inc 30,081 $2,156k Jun 30, 2019 Jul 23, 2019
Frontier Wealth Management LLC 29,480 $2,113k Jun 30, 2019 Aug 16, 2019
West Oak Capital LLC 28,999 $2,078k Jun 30, 2019 Jul 12, 2019
Riverbridge Partners LLC 28,630 $2,052k Jun 30, 2019 Jul 10, 2019
JAG Capital Management LLC 28,351 $2,032k Jun 30, 2019 Jul 22, 2019
Parthenon LLC 28,318 $2,030k Jun 30, 2019 Jul 29, 2019
BEL AIR Investment Advisors LLC 34,191 $2,028k Sep 30, 2013 Nov 12, 2013
Northwest Investment Counselors LLC 27,158 $1,946k Jun 30, 2019 Jul 25, 2019
ELCO Management Company LLC 27,020 $1,937k Jun 30, 2019 Aug 1, 2019
Clearstead Advisors LLC 26,939 $1,931k Jun 30, 2019 Aug 8, 2019
Aristotle Capital Management LLC 26,785 $1,920k Jun 30, 2019 Aug 14, 2019
Patton Albertson Miller Group LLC 26,683 $1,908k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 26,303 $1,885k Jun 30, 2019 Aug 7, 2019
Albert D Mason Inc 26,168 $1,875k Jun 30, 2019 Jul 30, 2019
Grandfield & DODD LLC 25,506 $1,828k Jun 30, 2019 Jul 29, 2019
Murphy Pohlad Asset Management LLC 24,909 $1,785k Jun 30, 2019 Aug 6, 2019
Point72 Asset Management LP 24,700 $1,770k Jun 30, 2019 Aug 14, 2019
Dorchester Wealth Management Company 24,551 $1,760k Jun 30, 2019 Jul 19, 2019
Miracle MILE Advisors LLC 24,442 $1,752k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 24,215 $1,736k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 24,215 $1,736k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 24,215 $1,736k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 24,215 $1,736k Jun 30, 2019 Aug 7, 2019
Bristlecone Advisors LLC 23,656 $1,695k Jun 30, 2019 Jul 19, 2019
Drexel Morgan & Co 23,431 $1,679k Jun 30, 2019 Aug 8, 2019
Convergence Investment Partners LLC 22,134 $1,586k Jun 30, 2019 Jul 23, 2019
Element Capital Management LLC 21,955 $1,574k Jun 30, 2019 Aug 14, 2019
United Asset Strategies Inc 21,737 $1,558k Jun 30, 2019 Jul 31, 2019
Montag A & Associates Inc 21,197 $1,519k Jun 30, 2019 Aug 6, 2019
Appleton Partners Inc 21,017 $1,506k Jun 30, 2019 Jul 25, 2019
Waters Parkerson & Co LLC 20,885 $1,497k Jun 30, 2019 Aug 6, 2019
Stokes Capital Advisors LLC 20,865 $1,495k Jun 30, 2019 Jul 15, 2019
Newfocus Financial Group LLC 20,693 $1,483k Jun 30, 2019 Jul 23, 2019
Murphy Capital Management Inc 20,581 $1,475k Jun 30, 2019 Jul 22, 2019
Carret Asset Management LLC 20,583 $1,475k Jun 30, 2019 Aug 12, 2019
OFI Advisors LLC 22,888 $1,452k Sep 30, 2015 Nov 16, 2015
Cohen Capital Management Inc 20,000 $1,433k Jun 30, 2019 Aug 7, 2019
Wilmington Trust Investment Management LLC 20,872 $1,423k Jun 30, 2014 Aug 13, 2014
Palladium Partners LLC 19,736 $1,414k Jun 30, 2019 Aug 7, 2019
Homrich & BERG Inc 19,474 $1,396k Jun 30, 2019 Aug 5, 2019
Blue FIN Capital Inc 19,259 $1,380k Jun 30, 2019 Jul 22, 2019
Wallace Capital Management Inc 18,887 $1,354k Jun 30, 2019 Aug 12, 2019
Wealth Enhancement Advisory Services LLC 17,617 $1,331k Jun 30, 2019 Aug 2, 2019
Algert Global LLC 17,993 $1,290k Jun 30, 2019 Aug 14, 2019
Pratt Collard Advisory Partners LLC 17,998 $1,290k Jun 30, 2019 Jul 16, 2019
Marble Harbor Investment Counsel LLC 17,863 $1,280k Jun 30, 2019 Aug 7, 2019
Global Financial Private Capital LLC 17,800 $1,276k Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 17,637 $1,264k Jun 30, 2019 Aug 7, 2019
Eagle Ridge Investment Management LLC 17,620 $1,263k Jun 30, 2019 Aug 1, 2019
North Star Investment Management Corporation 17,522 $1,256k Jun 30, 2019 Jul 15, 2019
Searle & Co 17,120 $1,227k Jun 30, 2019 Jul 17, 2019
Curbstone Financial Management Corporation 16,870 $1,209k Jun 30, 2019 Jul 9, 2019
Vision Capital Management Corporation 16,860 $1,208k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 16,860 $1,208k Jun 30, 2019 Jul 29, 2019
EP Wealth Advisors LLC 16,722 $1,198k Jun 30, 2019 Aug 27, 2019
Violich Capital Management 16,660 $1,194k Jun 30, 2019 Jul 22, 2019
Capital Insight Partners LLC 16,560 $1,187k Jun 30, 2019 Jul 9, 2019
NTV Asset Management LLC 16,504 $1,183k Jun 30, 2019 Jul 29, 2019
Ashfield Capital Partners LLC 16,308 $1,169k Jun 30, 2019 Jul 29, 2019
Arnhold LLC 16,200 $1,161k Jun 30, 2019 Aug 8, 2019
Chickasaw Capital Management LLC 15,645 $1,121k Jun 30, 2019 Jul 15, 2019
Aries Wealth Management LLC 14,848 $1,086k Jun 30, 2019 Jul 15, 2019
Hamel Associates Inc 14,875 $1,066k Jun 30, 2019 Aug 5, 2019
Choate Investment Advisors LLC 14,864 $1,065k Jun 30, 2019 Aug 14, 2019
Triangle Securities Wealth Management 14,177 $1,040k Jun 30, 2019 Jul 10, 2019
Sanders Morris Harris LLC 14,165 $1,017k Jun 30, 2019 Jul 10, 2019
Castle Rock Wealth Management LLC 14,125 $1,011k Jun 30, 2019 Aug 8, 2019
Dodge & COX 14,000 $1,003k Jun 30, 2019 Aug 13, 2019
Barrett Asset Management LLC 13,943 $999k Jun 30, 2019 Aug 5, 2019
Hunter Associates Investment Management LLC 13,800 $989k Jun 30, 2019 Aug 8, 2019
Pacific Global Investment Management Co 13,672 $980k Jun 30, 2019 Aug 14, 2019
Burleson & Company LLC 13,715 $977k Jun 30, 2019 Aug 5, 2019
Wealth Advisors of Tampa BAY LLC 13,483 $966k Jun 30, 2019 Jul 23, 2019
Main Street Research LLC 13,329 $955k Jun 30, 2019 Aug 8, 2019
Cadinha & Co LLC 13,294 $953k Jun 30, 2019 Aug 9, 2019
Plancorp LLC 13,280 $952k Jun 30, 2019 Aug 13, 2019
HUGH Johnson Advisors LLC 13,286 $952k Jun 30, 2019 Aug 6, 2019
Sawgrass Asset Management LLC 13,215 $947k Jun 30, 2019 Jul 23, 2019
Badgley Phelps and Bell Inc 12,996 $931k Jun 30, 2019 Jul 30, 2019
Independence Financial Advisors LLC 12,917 $926k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 12,917 $926k Jun 30, 2019 Aug 12, 2019
Cleararc Capital Inc 12,804 $918k Jun 30, 2019 Aug 7, 2019
Joel Isaacson & Co LLC 12,779 $916k Jun 30, 2019 Jul 11, 2019
Provise Management Group LLC 12,627 $905k Jun 30, 2019 Aug 9, 2019
Salem Capital Management Inc 12,450 $892k Jun 30, 2019 Jul 9, 2019
BOYS Arnold & Company Inc 12,412 $890k Jun 30, 2019 Aug 1, 2019
Addenda Capital Inc 12,389 $887k Jun 30, 2019 Jul 12, 2019
Colonial Trust Advisors Inc 12,294 $881k Jun 30, 2019 Aug 21, 2019
The Roosevelt Investment Group Inc 11,940 $856k Jun 30, 2019 Aug 8, 2019
CPWM LLC 11,897 $853k Jun 30, 2019 Aug 2, 2019
Provident Investment Management Inc 11,858 $850k Jun 30, 2019 Aug 8, 2019
DF DENT and Company Inc 11,800 $846k Jun 30, 2019 Aug 15, 2019
Cornell Pochily Investment Advisors Inc 11,523 $826k Jun 30, 2019 Jul 22, 2019
The Investment House LLC 11,060 $793k Jun 30, 2019 Aug 5, 2019
Foster Dykema Cabot & Co Incorporated 10,834 $776k Jun 30, 2019 Aug 6, 2019
Douglass Winthrop Advisors LLC 10,468 $750k Jun 30, 2019 Jul 10, 2019
Sippican Capital Advisors LLC 10,455 $749k Jun 30, 2019 Jul 17, 2019
Dearborn Partners LLC 10,329 $740k Jun 30, 2019 Jul 29, 2019
Tuttle Tactical Management LLC 10,209 $732k Jun 30, 2019 Jul 29, 2019
Hourglass Capital LLC 10,198 $731k Jun 30, 2019 Aug 12, 2019
Chesley TAFT & Associates LLC 10,166 $729k Jun 30, 2019 Jul 10, 2019
Financial & Investment Management Group Ltd 12,200 $726k Dec 31, 2018 Jan 30, 2019
Investment Management Corporation 12,200 $726k Dec 31, 2018 Jan 30, 2019
Financial Management Inc 12,200 $726k Dec 31, 2018 Jan 30, 2019
Private Management Group Inc 12,200 $726k Dec 31, 2018 Jan 30, 2019
Evanson Asset Management LLC 10,066 $721k Jun 30, 2019 Jul 11, 2019
Karpas Strategies LLC 10,000 $717k Jun 30, 2019 Jul 25, 2019
Biltmore Family Office LLC 10,000 $717k Jun 30, 2019 Jul 31, 2019
FORT PITT Capital Group LLC 9,561 $685k Jun 30, 2019 Aug 9, 2019
DUFF & Phelps Investment Management Co 9,560 $685k Jun 30, 2019 Aug 2, 2019
Glovista Investments LLC 9,450 $677k Jun 30, 2019 Aug 14, 2019
Monetary Management Group Inc 9,350 $670k Jun 30, 2019 Aug 13, 2019
Sandhill Capital Partners LLC 9,317 $668k Jun 30, 2019 Aug 13, 2019
Oarsman Capital Inc 9,315 $668k Jun 30, 2019 Aug 13, 2019
BLB & B Advisors LLC 9,270 $664k Jun 30, 2019 Jul 29, 2019
BECK MACK & Oliver LLC 9,259 $664k Jun 30, 2019 Aug 13, 2019
LLBH Private Wealth Management LLC 9,208 $660k Jun 30, 2019 Aug 13, 2019
New England Research & Management Inc 9,088 $651k Jun 30, 2019 Jul 9, 2019
Campbell Newman Asset Management Inc 9,000 $645k Jun 30, 2019 Jul 24, 2019
Mairs and Power Inc 8,876 $636k Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 8,642 $619k Jun 30, 2019 Jul 25, 2019
RKL Wealth Management LLC 8,548 $614k Jun 30, 2019 Aug 2, 2019
Savant Capital LLC 8,332 $597k Jun 30, 2019 Aug 6, 2019
MARK Sheptoff Financial Planning LLC 8,272 $593k Jun 30, 2019 Aug 12, 2019
Ancora Family Wealth Advisors LLC 7,882 $584k Sep 30, 2016 Nov 4, 2016
Baldwin Investment Management LLC 8,130 $583k Jun 30, 2019 Aug 6, 2019
BTR Capital Management Inc 8,126 $582k Jun 30, 2019 Jul 18, 2019
Mitchell Mcleod PUGH & Williams Inc 8,121 $582k Jun 30, 2019 Jul 9, 2019
Arrowmark Colorado Holdings LLC 8,000 $573k Jun 30, 2019 Aug 14, 2019
Cutler Investment Counsel LLC 8,000 $573k Jun 30, 2019 Aug 5, 2019
Lakeview Capital Partners LLC 7,702 $552k Jun 30, 2019 Aug 5, 2019
Monarch Capital Management Inc 7,515 $539k Jun 30, 2019 Jul 31, 2019
West Coast Financial LLC 7,405 $531k Jun 30, 2019 Jul 16, 2019
Alliance Wealth Management Group LLC 7,301 $523k Jun 30, 2019 Aug 12, 2019
Buckley Wealth Management LLC 7,155 $513k Jun 30, 2019 Jul 19, 2019
Beacon Investment Advisory Services Inc 6,941 $497k Jun 30, 2019 Aug 7, 2019
Wheatland Advisors Inc 6,900 $495k Jun 30, 2019 Aug 7, 2019
Hall Capital Management Company Inc 6,894 $494k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 6,864 $492k Jun 30, 2019 Aug 8, 2019
Kingfisher Capital LLC 6,588 $472k Jun 30, 2019 Aug 14, 2019
Wealth and Pension Services Group Inc 6,539 $469k Jun 30, 2019 Aug 15, 2019
F3Logic LLC 6,485 $465k Jun 30, 2019 Aug 2, 2019
Jackson Grant Investment Advisers Inc 6,475 $464k Jun 30, 2019 Aug 13, 2019
Tiemann Investment Advisors LLC 6,455 $463k Jun 30, 2019 Aug 13, 2019
Spears Abacus Advisors LLC 6,457 $463k Jun 30, 2019 Aug 9, 2019
Spinnaker Investment Group LLC 6,441 $461k Jun 30, 2019 Jul 11, 2019
Folger Nolan Fleming Douglas Capital Management Inc 6,252 $448k Jun 30, 2019 Aug 9, 2019
Steinberg Global Asset Management Ltd 6,521 $447k Mar 31, 2019 Apr 24, 2019
American Investment Services Inc 6,195 $444k Jun 30, 2019 Aug 6, 2019
Brown Advisory Securities LLC 6,161 $444k Jun 30, 2019 Aug 12, 2019
The Rikoon Group LLC 6,160 $441k Jun 30, 2019 Aug 6, 2019
Omnistar Financial Group Inc 6,066 $435k Jun 30, 2019 Jul 30, 2019
Moloney Securities Asset Management LLC 6,038 $433k Jun 30, 2019 Jul 29, 2019
Neuberger Berman Breton Hill ULC 5,900 $430k Sep 30, 2017 Nov 3, 2017
Hendley & Co Inc 5,960 $427k Jun 30, 2019 Aug 8, 2019
Ferguson Wellman Capital Management Inc 5,950 $426k Jun 30, 2019 Jul 16, 2019
Portland Global Advisors LLC 5,904 $423k Jun 30, 2019 Jul 26, 2019
Gyroscope Capital Management Group LLC 5,585 $408k Jun 30, 2019 Jul 11, 2019
Thompson Investment Management Inc 5,620 $403k Jun 30, 2019 Aug 7, 2019
Connecticut Wealth Management LLC 5,620 $403k Jun 30, 2019 Jul 29, 2019
The Caprock Group Inc 5,558 $398k Jun 30, 2019 Jul 23, 2019
Crabel Capital Management LLC 5,515 $395k Jun 30, 2019 Aug 13, 2019
Harvest Capital Management Inc 5,525 $395k Jun 30, 2019 Aug 7, 2019
Summit X 5,540 $395k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 5,438 $390k Jun 30, 2019 Jul 17, 2019
DEAN Capital Investments Management LLC 5,270 $378k Jun 30, 2019 Aug 12, 2019
DEAN Capital Management LLC 5,270 $378k Jun 30, 2019 Aug 12, 2019
The WEIL Company 5,220 $374k Jun 30, 2019 Aug 12, 2019
Ridgewood Investments LLC 5,202 $373k Jun 30, 2019 Jul 12, 2019
Sequoia Financial Advisors LLC 5,188 $372k Jun 30, 2019 Jul 31, 2019
KLCM Advisors Inc 5,132 $368k Jun 30, 2019 Aug 15, 2019
Northstar Company LLC 5,043 $361k Jun 30, 2019 Jul 12, 2019
Greatmark Investment Partners Inc 5,042 $361k Jun 30, 2019 Aug 5, 2019
The Northstar Group Inc 5,043 $361k Jun 30, 2019 Jul 12, 2019
Huntington Steele LLC 4,998 $358k Mar 31, 2018 Apr 18, 2018
WEIK Capital Management Inc 5,000 $358k Jun 30, 2019 Aug 9, 2019
American Research & Management Company 4,961 $356k Jun 30, 2019 Jul 18, 2019
Strategic Financial Services Inc 4,965 $356k Jun 30, 2019 Aug 13, 2019
Trillium Asset Management LLC 4,953 $355k Jun 30, 2019 Aug 8, 2019
FFCM LLC 4,931 $353k Jun 30, 2019 Jul 30, 2019
Overbrook Management Corporation 4,920 $353k Jun 30, 2019 Aug 13, 2019
Rossmore Private Capital LLC 4,875 $349k Jun 30, 2019 Aug 5, 2019
GSB Wealth Management LLC 4,840 $347k Jun 30, 2019 Aug 9, 2019
White Pine Capital LLC 4,810 $345k Jun 30, 2019 Aug 14, 2019
Winslow Asset Management Inc 4,800 $344k Jun 30, 2019 Jul 29, 2019
Abner Herrman & Brock LLC 4,792 $343k Jun 30, 2019 Jul 19, 2019
Maryland Capital Management LLC 4,784 $343k Jun 30, 2019 Aug 13, 2019
Focused Wealth Management Inc 4,749 $340k Jun 30, 2019 Jul 19, 2019
Modera Wealth Management LLC 4,727 $339k Jun 30, 2019 Aug 7, 2019
Zebra Capital Management LLC 4,645 $333k Jun 30, 2019 Aug 14, 2019
Wealthtrust Axiom LLC 4,560 $326k Jun 30, 2019 Aug 7, 2019
Allen Investment Management LLC 4,506 $323k Jun 30, 2019 Aug 12, 2019
Mckinley Carter Wealth Services Inc 4,457 $319k Jun 30, 2019 Aug 2, 2019
Nikulski Financial Inc 4,290 $316k Jun 30, 2019 Jul 22, 2019
Fernwood Investment Management LLC 4,400 $315k Jun 30, 2019 Aug 1, 2019
Stewardship Financial Advisors LLC 4,370 $313k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 4,370 $313k Jun 30, 2019 Aug 12, 2019
PFG Advisors LLC 4,218 $311k Jun 30, 2019 Aug 5, 2019
Mount Yale Investment Advisors LLC 4,375 $308k Jun 30, 2019 Aug 13, 2019
ELM Advisors LLC 4,230 $303k Jun 30, 2019 Jul 3, 2019
Bingham Osborn & Scarborough LLC 4,157 $298k Jun 30, 2019 Aug 2, 2019
Premier Asset Management LLC 4,135 $296k Jun 30, 2019 Aug 7, 2019
Goelzer Investment Management Inc 4,074 $292k Jun 30, 2019 Jul 29, 2019
Northstar Asset Management Inc 4,055 $291k Jun 30, 2019 Jul 16, 2019
STA Wealth Management LLC 4,066 $291k Jun 30, 2019 Aug 14, 2019
Northstar Asset Management LLC 4,055 $291k Jun 30, 2019 Jul 16, 2019
Hartline Investment Corp 4,034 $289k Jun 30, 2019 Aug 8, 2019
Montag & Caldwell LLC 4,000 $287k Jun 30, 2019 Aug 1, 2019
Hollow Brook Wealth Management LLC 4,000 $287k Jun 30, 2019 Aug 13, 2019
RFG Advisory LLC 3,998 $286k Jun 30, 2019 Aug 23, 2019
Stearns Financial Services Group Inc 3,996 $286k Jun 30, 2019 Aug 14, 2019
Windsor Capital Management LLC 3,996 $286k Jun 30, 2019 Aug 2, 2019
Mission Wealth Management LP 3,972 $285k Jun 30, 2019 Aug 9, 2019
Westover Capital Advisors LLC 3,953 $283k Jun 30, 2019 Aug 13, 2019
BFSG LLC 3,899 $279k Jun 30, 2019 Jul 30, 2019
Loudon Investment Management LLC 3,870 $277k Jun 30, 2019 Aug 13, 2019
Santori & Peters Inc 3,869 $277k Jun 30, 2019 Jul 30, 2019
ZWJ Investment Counsel Inc 3,850 $276k Jun 30, 2019 Jul 24, 2019
BSW Wealth Partners LLC 3,819 $274k Jun 30, 2019 Aug 13, 2019
SFE Investment Counsel Inc 3,815 $273k Jun 30, 2019 Jul 26, 2019
Altfest L J & Co Inc 3,757 $269k Jun 30, 2019 Jul 15, 2019
Gables Capital Management Inc 3,700 $265k Jun 30, 2019 Jul 31, 2019
Fairview Capital Investment Management LLC 3,630 $260k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 3,584 $257k Jun 30, 2019 Jul 22, 2019
Avalon Advisors LLC 3,518 $252k Jun 30, 2019 Aug 14, 2019
Baker Avenue Asset Management LP 3,488 $250k Jun 30, 2019 Aug 14, 2019
B Riley Wealth Management Inc 3,461 $248k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 3,410 $244k Jun 30, 2019 Jul 10, 2019
Hengehold Capital Management LLC 3,331 $239k Jun 30, 2019 Jul 23, 2019
American Trust Investment Advisors LLC 3,316 $238k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 3,316 $238k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 3,316 $238k Jun 30, 2019 Aug 12, 2019
Dividend Assets Capital LLC 3,274 $235k Jun 30, 2019 Jul 12, 2019
Altium Wealth Management LLC 3,254 $233k Jun 30, 2019 Jul 18, 2019
Wellesley Investment Partners LLC 3,207 $229k Jun 30, 2019 Aug 5, 2019
Becker Capital Management Inc 3,134 $225k Jun 30, 2019 Aug 8, 2019
NWAM LLC 3,059 $219k Jun 30, 2019 Jul 18, 2019
Summit Financial LLC 3,000 $215k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 3,000 $215k Jun 30, 2019 Jul 3, 2019
Carnick & Kubik Group LLC 2,892 $207k Jun 30, 2019 Jul 30, 2019
Prime Capital Investment Advisors LLC 2,850 $204k Jun 30, 2019 Aug 6, 2019
Clark Capital Management Group Inc 2,800 $201k Jun 30, 2019 Jul 12, 2019
Edgemoor Investment Advisors Inc 2,797 $200k Jun 30, 2019 Aug 9, 2019
Grace Capital 3,100 $179k Jun 30, 2019 Aug 14, 2019
Smith Salley & Associates LLC 2,461 $176k Jun 30, 2019 Jul 12, 2019
Penobscot Investment Management Company Inc 2,250 $161k Jun 30, 2019 Aug 2, 2019
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Autus Asset Management LLC 1,770 $127k Jun 30, 2019 Jul 15, 2019
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Cipher Capital LP 706 $51k Jun 30, 2019 Aug 13, 2019
Payden & Rygel 600 $43k Jun 30, 2019 Aug 6, 2019
Asset Planning Services Inc 556 $40k Jun 30, 2019 Jul 17, 2019
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Prelude Capital Management LLC 330 $24k Jun 30, 2019 Aug 14, 2019
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BRAY Capital Advisors LLC 95 $7k Jun 30, 2019 Jul 29, 2019
Tower VIEW Investment Management & Research LLC 40 $3k Jun 30, 2019 Jul 17, 2019

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