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COSTCO WHSL CORP
(22160K105)

Funds Reporting Holdings of COSTCO WHSL CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 8,178 $2,161,118k Jun 30, 2019 Aug 6, 2019
GS Investments Inc 7,712 $2,037,973k Jun 30, 2019 Aug 9, 2019
Janus Capital Management LLC 4,302,603 $721,490k Mar 31, 2017 May 16, 2017
Cantab Capital Partners LLP 1,276 $210,000k Sep 30, 2017 Nov 14, 2017
Provident Trust Company 700,050 $184,995k Jun 30, 2019 Aug 1, 2019
Acadian Asset Management LLC 566,250 $149,636k Jun 30, 2019 Aug 8, 2019
Brown Brothers Harriman & Co 554,490 $146,530k Jun 30, 2019 Aug 14, 2019
Hosking Partners LLP 521,945 $137,929k Jun 30, 2019 Aug 13, 2019
Williams Jones & Associates LLC 487,257 $128,763k Jun 30, 2019 Aug 14, 2019
Congress Asset Management Company LLP 344,277 $90,979k Jun 30, 2019 Aug 7, 2019
Capital Guardian Trust Company 277,101 $73,245k Jun 30, 2019 Aug 14, 2019
Douglass Winthrop Advisors LLC 237,330 $62,717k Jun 30, 2019 Jul 10, 2019
Marathon Asset Management LLP 232,625 $61,470k Jun 30, 2019 Jul 15, 2019
Personal Capital Advisors Corporation 214,652 $56,724k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 196,000 $51,795k Jun 30, 2019 Aug 2, 2019
Clifford SWAN Investment Counsel LLC 181,436 $47,946k Jun 30, 2019 Aug 13, 2019
AMI Asset Management Corp 174,394 $46,085k Jun 30, 2019 Aug 5, 2019
William Blair Investment Management LLC 150,192 $39,690k Jun 30, 2019 Aug 9, 2019
Apertura Capital LLC 1,500 $39,639k Put Jun 30, 2019 Aug 12, 2019
Birch Hill Investment Advisors LLC 138,193 $36,519k Jun 30, 2019 Jul 22, 2019
Sawgrass Asset Management LLC 135,543 $35,819k Jun 30, 2019 Jul 23, 2019
Payden & Rygel 118,000 $31,183k Jun 30, 2019 Aug 6, 2019
Cadinha & Co LLC 117,589 $31,074k Jun 30, 2019 Aug 9, 2019
Managed Account Advisors LLC 209,954 $28,356k Jun 30, 2015 Aug 14, 2015
Lourd Capital LLC 106,793 $28,221k Jun 30, 2019 Jul 11, 2019
Chesley TAFT & Associates LLC 101,966 $26,946k Jun 30, 2019 Jul 10, 2019
Castleark Management LLC 94,704 $25,026k Jun 30, 2019 Aug 13, 2019
Panagora Asset Management Inc 90,259 $23,852k Jun 30, 2019 Aug 9, 2019
Trillium Asset Management LLC 89,426 $23,632k Jun 30, 2019 Aug 8, 2019
EP Wealth Advisors LLC 87,286 $23,066k Jun 30, 2019 Aug 27, 2019
Pacific Heights Asset Management LLC 85,000 $22,462k Jun 30, 2019 Jul 23, 2019
Crestwood Advisors Group LLC 83,959 $22,187k Jun 30, 2019 Aug 14, 2019
Capital Counsel LLC 80,257 $21,209k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 80,257 $21,209k Jun 30, 2019 Jul 26, 2019
Dupont Capital Management Corp 80,182 $21,189k Jun 30, 2019 Jul 30, 2019
Violich Capital Management 79,934 $21,123k Jun 30, 2019 Jul 22, 2019
Badgley Phelps and Bell Inc 79,760 $21,077k Jun 30, 2019 Jul 30, 2019
Guardian Capital LP 77,031 $20,356k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 74,300 $19,635k Jun 30, 2019 Jul 15, 2019
The Investment House LLC 74,229 $19,616k Jun 30, 2019 Aug 5, 2019
Friess Associates LLC 74,210 $19,611k Jun 30, 2019 Aug 14, 2019
Eulav Asset Management 73,000 $19,291k Jun 30, 2019 Aug 5, 2019
Cookson Peirce & Co Inc 72,532 $19,167k Jun 30, 2019 Jul 31, 2019
Pacer Advisors Inc 71,958 $19,016k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 70,300 $18,577k Jun 30, 2019 Jul 29, 2019
Asset Advisors Investment Management LLC 70,145 $18,537k Jun 30, 2019 Jul 25, 2019
Howard Capital Management Inc 64,980 $17,172k Jun 30, 2019 Jul 24, 2019
Cidel Asset Management Inc 64,935 $17,160k Jun 30, 2019 Aug 12, 2019
Chilton Capital Management LLC 58,390 $15,430k Jun 30, 2019 Aug 13, 2019
YHB Investment Advisors Inc 57,853 $15,288k Jun 30, 2019 Jul 15, 2019
Barometer Capital Management Inc 56,050 $14,812k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 55,431 $14,648k Jun 30, 2019 Aug 6, 2019
Nelson Roberts Investment Advisors LLC 55,192 $14,585k Jun 30, 2019 Jul 25, 2019
RWC Asset Management LLP 54,514 $14,407k Jun 30, 2019 Aug 13, 2019
GW&K Investment Management LLC 54,505 $14,403k Jun 30, 2019 Aug 6, 2019
Cambridge Investment Research Advisors Inc 53,576 $14,158k Jun 30, 2019 Aug 15, 2019
Ashfield Capital Partners LLC 53,218 $14,063k Jun 30, 2019 Jul 29, 2019
Avalon Advisors LLC 52,761 $13,943k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 5,195 $13,691k Jun 30, 2019 Jul 31, 2019
Dowling & Yahnke LLC 49,729 $13,141k Jun 30, 2019 Jul 22, 2019
Motley FOOL Asset Management LLC 47,545 $12,564k Jun 30, 2019 Aug 14, 2019
Aureus Asset Management LLC 46,135 $12,192k Jun 30, 2019 Aug 14, 2019
Zevin Asset Management LLC 45,489 $12,021k Jun 30, 2019 Aug 6, 2019
Middleton & Company Inc 44,797 $11,838k Jun 30, 2019 Jul 25, 2019
Azimuth Capital Management LLC 44,774 $11,832k Jun 30, 2019 Aug 13, 2019
TDAM USA Inc 44,539 $11,770k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 43,783 $11,570k Jun 30, 2019 Jul 29, 2019
The Leuthold Group LLC 42,907 $11,339k Jun 30, 2019 Aug 14, 2019
CPWM LLC 42,419 $11,210k Jun 30, 2019 Aug 2, 2019
Gratus Capital LLC 41,318 $10,919k Jun 30, 2019 Aug 7, 2019
Foster Dykema Cabot & Co Incorporated 41,082 $10,856k Jun 30, 2019 Aug 6, 2019
Harvey Investment Company LLC 40,723 $10,761k Jun 30, 2019 Jul 16, 2019
Dividend Assets Capital LLC 39,794 $10,516k Jun 30, 2019 Jul 12, 2019
QS Investors LLC 39,030 $10,315k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 69,313 $10,021k Sep 30, 2015 Nov 16, 2015
Richard Bernstein Advisors LLC 37,675 $9,955k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisors LLC 39,500 $9,565k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 39,500 $9,565k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 39,500 $9,565k Mar 31, 2019 May 13, 2019
Nippon Life Global Investors Americas Inc 35,990 $9,511k Jun 30, 2019 Jul 23, 2019
Appleton Partners Inc 35,626 $9,415k Jun 30, 2019 Jul 25, 2019
Cobiz Wealth LLC 35,021 $9,255k Jun 30, 2019 Jul 8, 2019
Hoylecohen LLC 34,703 $9,171k Jun 30, 2019 Aug 9, 2019
Chelsea Counsel Company 43,384 $9,066k Jun 30, 2018 Oct 3, 2018
Private Wealth Partners LLC 33,314 $8,804k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 33,314 $8,804k Jun 30, 2019 Aug 6, 2019
Brightworth LLC 32,715 $8,645k Jun 30, 2019 Jul 31, 2019
Becker Capital Management Inc 32,001 $8,457k Jun 30, 2019 Aug 8, 2019
Mastrapasqua Asset Management Inc 31,810 $8,406k Jun 30, 2019 Aug 12, 2019
Abbrea Capital LLC 30,919 $8,171k Jun 30, 2019 Jul 31, 2019
Mengis Capital Management Inc 30,819 $8,144k Jun 30, 2019 Jul 18, 2019
Mccollum Christoferson Group LLC 30,530 $8,068k Jun 30, 2019 Jul 11, 2019
South Texas Money Management Ltd 29,781 $7,870k Jun 30, 2019 Jul 2, 2019
Cohen & Steers Capital Management Inc 50,600 $7,666k Mar 31, 2015 May 15, 2015
Sentry Management Inc 27,381 $7,236k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 27,381 $7,236k Jun 30, 2019 Aug 12, 2019
Madison Investment Holdings Inc 26,922 $7,114k Jun 30, 2019 Aug 13, 2019
Boston Common Asset Management LLC 26,899 $7,108k Jun 30, 2019 Jul 26, 2019
Woodstock Corporation 26,572 $7,022k Jun 30, 2019 Jul 3, 2019
The Central Trust Bank 25,422 $6,718k Jun 30, 2019 Jul 16, 2019
Marketfield Asset Management LLC 24,340 $6,432k Jun 30, 2019 Aug 6, 2019
Mcguire Investment Group LLC 22,721 $6,004k Jun 30, 2019 Jul 25, 2019
Bruderman Asset Management LLC 22,532 $5,954k Jun 30, 2019 Aug 12, 2019
Frontier Wealth Management LLC 22,322 $5,899k Jun 30, 2019 Aug 16, 2019
Hutner Capital Management Inc 22,078 $5,834k Jun 30, 2019 Aug 7, 2019
Lyell Wealth Management LP 22,055 $5,828k Jun 30, 2019 Aug 1, 2019
Thomas Story and SON LLC 21,780 $5,756k Jun 30, 2019 Jul 29, 2019
Liberty Capital Management Inc 21,035 $5,559k Jun 30, 2019 Jul 15, 2019
Addenda Capital Inc 21,032 $5,558k Jun 30, 2019 Jul 12, 2019
Capco Asset Management LLC 20,878 $5,517k Jun 30, 2019 Aug 8, 2019
Alley Company LLC 20,874 $5,516k Jun 30, 2019 Jul 30, 2019
Sitrin Capital Management LLC 20,822 $5,502k Jun 30, 2019 Jul 17, 2019
ACG Wealth Inc 20,509 $5,420k Jun 30, 2019 Aug 6, 2019
Greystone Managed Investments Inc 20,474 $5,410k Jun 30, 2019 Jul 23, 2019
SFE Investment Counsel Inc 19,844 $5,244k Jun 30, 2019 Jul 26, 2019
Bragg Financial Advisors Inc 19,591 $5,177k Jun 30, 2019 Aug 14, 2019
The Caprock Group Inc 19,587 $5,176k Jun 30, 2019 Jul 23, 2019
Semper Augustus Investments Group LLC 19,530 $5,161k Jun 30, 2019 Aug 13, 2019
The Northstar Group Inc 19,396 $5,125k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 19,396 $5,125k Jun 30, 2019 Jul 12, 2019
NWAM LLC 19,196 $5,073k Jun 30, 2019 Jul 18, 2019
Vision Capital Management Corporation 18,865 $4,985k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 18,865 $4,985k Jun 30, 2019 Jul 29, 2019
Argus Investors' Counsel Inc 18,425 $4,869k Jun 30, 2019 Jul 10, 2019
Mcmillion Capital Management Inc 18,257 $4,825k Jun 30, 2019 Jul 25, 2019
Progressive Investment Management Corporation 18,193 $4,808k Jun 30, 2019 Aug 12, 2019
Wealthplan Partners Inc 17,372 $4,799k Jun 30, 2019 Aug 19, 2019
RKL Wealth Management LLC 18,173 $4,798k Jun 30, 2019 Aug 2, 2019
California Capital Advisors Inc 18,126 $4,790k Jun 30, 2019 Jul 15, 2019
Capital Planning Advisors LLC 17,738 $4,687k Jun 30, 2019 Aug 9, 2019
Mckinley Carter Wealth Services Inc 17,653 $4,665k Jun 30, 2019 Aug 2, 2019
LEE Financial Group Hawaii Inc 17,526 $4,631k Jun 30, 2019 Jul 30, 2019
Monetta Financial Services Inc 17,500 $4,625k Jun 30, 2019 Aug 9, 2019
Carderock Capital Management Inc 17,222 $4,551k Jun 30, 2019 Jul 15, 2019
Goelzer Investment Management Inc 17,098 $4,518k Jun 30, 2019 Jul 29, 2019
Beese Fulmer Investment Management Inc 16,886 $4,462k Jun 30, 2019 Jul 5, 2019
Ipswich Investment Management Company Inc 16,723 $4,419k Jun 30, 2019 Jul 11, 2019
Motley FOOL Wealth Management LLC 16,586 $4,383k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 16,396 $4,333k Jun 30, 2019 Aug 13, 2019
Kiley Juergens Wealth Management LLC 16,369 $4,325k Jun 30, 2019 Jul 11, 2019
Arlington Financial Advisors LLC 16,039 $4,238k Jun 30, 2019 Aug 5, 2019
Sigma Investment Counselors Inc 15,748 $4,162k Jun 30, 2019 Jul 23, 2019
First Manhattan Co 15,576 $4,116k Jun 30, 2019 Aug 16, 2019
Contravisory Investment Management Inc 15,514 $4,100k Jun 30, 2019 Jul 9, 2019
GHP Investment Advisors Inc 15,469 $4,088k Jun 30, 2019 Aug 2, 2019
Dearborn Partners LLC 14,191 $3,750k Jun 30, 2019 Jul 29, 2019
BLB & B Advisors LLC 14,169 $3,744k Jun 30, 2019 Jul 29, 2019
BOYS Arnold & Company Inc 14,092 $3,724k Jun 30, 2019 Aug 1, 2019
BFSG LLC 14,094 $3,724k Jun 30, 2019 Jul 30, 2019
Mitchell Capital Management Co 13,960 $3,689k Jun 30, 2019 Jul 24, 2019
Montag A & Associates Inc 13,629 $3,602k Jun 30, 2019 Aug 6, 2019
RAAB & Moskowitz Asset Management LLC 13,601 $3,594k Jun 30, 2019 Aug 9, 2019
Carnick & Kubik Group LLC 13,519 $3,573k Jun 30, 2019 Jul 30, 2019
Stokes Capital Advisors LLC 13,504 $3,569k Jun 30, 2019 Jul 15, 2019
van Hulzen Asset Management LLC 13,336 $3,524k Jun 30, 2019 Aug 8, 2019
WEIK Capital Management Inc 13,158 $3,477k Jun 30, 2019 Aug 9, 2019
Quadrant Capital Management LLC 13,099 $3,462k Jun 30, 2019 Aug 8, 2019
Broadleaf Partners LLC 13,037 $3,445k Jun 30, 2019 Jul 19, 2019
Navellier & Associates Inc 13,032 $3,444k Jun 30, 2019 Jul 17, 2019
180 Wealth Advisors LLC 12,532 $3,441k Jun 30, 2019 Aug 5, 2019
Element Capital Management LLC 13,017 $3,440k Jun 30, 2019 Aug 14, 2019
NEXT Century Growth Investors LLC 12,540 $3,313k Jun 30, 2019 Aug 14, 2019
Brasada Capital Management LP 12,233 $3,292k Jun 30, 2019 Aug 7, 2019
Stillwater Investment Management LLC 11,906 $3,146k Jun 30, 2019 Jul 3, 2019
Hennessy Advisors Inc 11,800 $3,118k Jun 30, 2019 Jul 11, 2019
Pecaut & Co 11,770 $3,110k Jun 30, 2019 Aug 8, 2019
Clearstead Advisors LLC 11,763 $3,109k Jun 30, 2019 Aug 8, 2019
HCR Wealth Advisors 11,654 $3,080k Jun 30, 2019 Jul 25, 2019
Sowell Financial Services LLC 12,707 $3,077k Mar 31, 2019 May 15, 2019
BECK MACK & Oliver LLC 11,635 $3,075k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 11,540 $3,050k Jun 30, 2019 Jul 19, 2019
Hartline Investment Corp 11,525 $3,046k Jun 30, 2019 Aug 8, 2019
BRAY Capital Advisors LLC 11,357 $3,001k Jun 30, 2019 Jul 29, 2019
Strategic Financial Services Inc 11,186 $2,956k Jun 30, 2019 Aug 13, 2019
Marietta Wealth Management LLC 10,984 $2,903k Jun 30, 2019 Aug 14, 2019
Mount Lucas Management LP 10,843 $2,865k Jun 30, 2019 Aug 14, 2019
Pacific Global Investment Management Co 10,198 $2,695k Jun 30, 2019 Aug 14, 2019
PFG Advisors LLC 9,495 $2,672k Jun 30, 2019 Aug 5, 2019
Main Street Research LLC 10,092 $2,667k Jun 30, 2019 Aug 8, 2019
Auxier Asset Management LLC 9,829 $2,597k Jun 30, 2019 Aug 15, 2019
PRIO Wealth Limited Partnership 9,665 $2,554k Jun 30, 2019 Jul 18, 2019
Baldwin Investment Management LLC 9,435 $2,493k Jun 30, 2019 Aug 6, 2019
Salem Capital Management Inc 9,345 $2,470k Jun 30, 2019 Jul 9, 2019
Cohen Capital Management Inc 9,204 $2,432k Jun 30, 2019 Aug 7, 2019
West Oak Capital LLC 9,190 $2,429k Jun 30, 2019 Jul 12, 2019
Centenus Global Management LP 9,000 $2,378k Jun 30, 2019 Aug 14, 2019
Miracle MILE Advisors LLC 8,856 $2,340k Jun 30, 2019 Aug 7, 2019
Telos Capital Management Inc 8,826 $2,333k Jun 30, 2019 Jul 19, 2019
KMS Financial Services Inc 18,546 $2,324k Sep 30, 2014 Nov 17, 2014
Nikulski Financial Inc 8,195 $2,307k Jun 30, 2019 Jul 22, 2019
Woodmont Investment Counsel LLC 8,461 $2,236k Jun 30, 2019 Aug 14, 2019
Baker Ellis Asset Management LLC 8,453 $2,234k Jun 30, 2019 Aug 12, 2019
Harbour Capital Advisors LLC 8,379 $2,214k Jun 30, 2019 Jul 10, 2019
SVA Plumb Wealth Management LLC 7,991 $2,112k Jun 30, 2019 Aug 13, 2019
Somerset Group LLC 7,780 $2,056k Jun 30, 2019 Aug 12, 2019
Alpha Cubed Investments LLC 7,596 $2,007k Jun 30, 2019 Jul 19, 2019
Hall Capital Management Company Inc 7,508 $1,984k Jun 30, 2019 Aug 14, 2019
BTR Capital Management Inc 7,383 $1,951k Jun 30, 2019 Jul 18, 2019
1919 Investment Counsel LLC 15,476 $1,940k Sep 30, 2014 Nov 14, 2014
Cavalier Investments LLC 7,200 $1,903k Jun 30, 2019 Jul 31, 2019
Benin Management Corp 6,990 $1,847k Jun 30, 2019 Jul 31, 2019
Tradition Capital Management LLC 7,538 $1,825k Mar 31, 2019 May 7, 2019
CWA Asset Management Group LLC 6,876 $1,817k Jun 30, 2019 Aug 13, 2019
Kingfisher Capital LLC 6,693 $1,769k Jun 30, 2019 Aug 14, 2019
Wright Investors Service Inc 6,677 $1,764k Jun 30, 2019 Aug 1, 2019
Tiemann Investment Advisors LLC 6,509 $1,720k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 6,400 $1,691k Jun 30, 2019 Jul 15, 2019
Tocqueville Asset Management LP 6,388 $1,688k Jun 30, 2019 Jul 31, 2019
The Rikoon Group LLC 6,340 $1,676k Jun 30, 2019 Aug 6, 2019
Geneva Capital Management LLC 13,221 $1,657k Sep 30, 2014 Nov 14, 2014
Cypress Wealth Services LLC 6,226 $1,645k Jun 30, 2019 Jul 24, 2019
SOL Capital Management Co 6,164 $1,629k Jun 30, 2019 Jul 17, 2019
Altium Wealth Management LLC 6,076 $1,606k Jun 30, 2019 Jul 18, 2019
Willow Creek Wealth Management Inc 6,012 $1,589k Jun 30, 2019 Jul 22, 2019
Profit Investment Management LLC 6,012 $1,589k Jun 30, 2019 Jul 16, 2019
Ascension Asset Management LLC 5,960 $1,575k Jun 30, 2019 Jul 23, 2019
KCS Wealth Advisory LLC 5,933 $1,568k Jun 30, 2019 Jul 29, 2019
Venturi Wealth Management LLC 5,935 $1,568k Jun 30, 2019 Aug 7, 2019
Steinberg Global Asset Management Ltd 6,381 $1,545k Mar 31, 2019 Apr 24, 2019
West Coast Financial LLC 5,739 $1,517k Jun 30, 2019 Jul 16, 2019
Baker Avenue Asset Management LP 5,725 $1,513k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 5,711 $1,509k Jun 30, 2019 Aug 7, 2019
Aristotle Atlantic Partners LLC 5,697 $1,506k Jun 30, 2019 Aug 13, 2019
Confluence Wealth Management LLC 5,633 $1,489k Jun 30, 2019 Aug 9, 2019
Savant Capital LLC 5,457 $1,442k Jun 30, 2019 Aug 6, 2019
Northstar Wealth Partners LLC 5,357 $1,416k Jun 30, 2019 Aug 15, 2019
Brown Advisory Securities LLC 5,347 $1,416k Jun 30, 2019 Aug 12, 2019
Hanseatic Management Services Inc 5,095 $1,346k Jun 30, 2019 Jul 19, 2019
Gardner Russo & Gardner LLC 5,092 $1,346k Jun 30, 2019 Aug 13, 2019
Crawford Investment Counsel Inc 5,070 $1,340k Jun 30, 2019 Aug 12, 2019
Dedora Capital Inc 5,048 $1,334k Jun 30, 2019 Aug 8, 2019
COE Capital Management LLC 4,959 $1,310k Jun 30, 2019 Aug 14, 2019
Tiedemann Advisors LLC 4,942 $1,307k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 4,820 $1,274k Jun 30, 2019 Jul 8, 2019
Grandfield & DODD LLC 4,799 $1,268k Jun 30, 2019 Jul 29, 2019
DUFF & Phelps Investment Management Co 4,725 $1,249k Jun 30, 2019 Aug 2, 2019
S & Co Inc 4,715 $1,246k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 4,690 $1,239k Jun 30, 2019 Aug 5, 2019
Keeler Thomas Management LLC 4,640 $1,226k Jun 30, 2019 Jul 31, 2019
Exchange Capital Management Inc 4,551 $1,203k Jun 30, 2019 Jul 22, 2019
Seabridge Investment Advisors LLC 4,522 $1,195k Jun 30, 2019 Jul 18, 2019
Arrowmark Colorado Holdings LLC 4,483 $1,185k Jun 30, 2019 Aug 14, 2019
Wespac Advisors Socal LLC 4,460 $1,178k Jun 30, 2019 Jul 30, 2019
Transamerica Financial Advisors Inc 4,452 $1,177k Jun 30, 2019 Aug 21, 2019
Sonata Capital Group Inc 4,451 $1,176k Jun 30, 2019 Aug 5, 2019
Ancora Family Wealth Advisors LLC 7,686 $1,172k Sep 30, 2016 Nov 4, 2016
Advisors Capital Management LLC 4,361 $1,153k Jun 30, 2019 Aug 15, 2019
Lakeview Capital Partners LLC 4,310 $1,139k Jun 30, 2019 Aug 5, 2019
Intersect Capital LLC 4,288 $1,133k Jun 30, 2019 Aug 9, 2019
Pratt Collard Advisory Partners LLC 4,273 $1,129k Jun 30, 2019 Jul 16, 2019
SAND Hill Global Advisors LLC 4,251 $1,123k Jun 30, 2019 Aug 13, 2019
Bernicke Wealth Management Ltd 4,210 $1,112k Jun 30, 2019 Aug 5, 2019
Twin Capital Management Inc 4,188 $1,107k Jun 30, 2019 Aug 1, 2019
Lucia Wealth Services LLC 3,991 $1,055k Jun 30, 2019 Jul 23, 2019
Daiwa SB Investments Ltd 4,350 $1,053k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 4,350 $1,053k Mar 31, 2019 Apr 18, 2019
Cahill Financial Advisors Inc 3,977 $1,051k Jun 30, 2019 Aug 14, 2019
Monetary Management Group Inc 3,875 $1,024k Jun 30, 2019 Aug 13, 2019
Boston Family Office LLC 3,865 $1,021k Jun 30, 2019 Jul 30, 2019
Bingham Osborn & Scarborough LLC 3,803 $1,005k Jun 30, 2019 Aug 2, 2019
Mission Wealth Management LP 3,753 $992k Jun 30, 2019 Aug 9, 2019
Marble Harbor Investment Counsel LLC 3,736 $987k Jun 30, 2019 Aug 7, 2019
Gideon Capital Advisors Inc 3,704 $979k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 3,675 $971k Jun 30, 2019 Aug 13, 2019
Taurus Asset Management LLC 3,657 $966k Jun 30, 2019 Aug 14, 2019
Dorchester Wealth Management Company 3,565 $942k Jun 30, 2019 Jul 19, 2019
Princeton Capital Management LLC 3,545 $937k Jun 30, 2019 Aug 12, 2019
Clark Capital Management Group Inc 3,452 $912k Jun 30, 2019 Jul 12, 2019
Independent Investors Inc 3,446 $910k Jun 30, 2019 Jul 18, 2019
Mairs and Power Inc 3,422 $904k Jun 30, 2019 Aug 14, 2019
Harfst and Associates Inc 3,349 $885k Jun 30, 2019 Aug 14, 2019
Shikiar Asset Management Inc 3,350 $885k Jun 30, 2019 Jul 25, 2019
BTC Capital Management Inc 3,301 $871k Jun 30, 2019 Jul 26, 2019
CWH Capital Management Inc 3,273 $865k Jun 30, 2019 Aug 14, 2019
Family Legacy Inc 3,167 $837k Jun 30, 2019 Jul 25, 2019
Aries Wealth Management LLC 3,092 $829k Jun 30, 2019 Jul 15, 2019
Zevenbergen Capital Investments LLC 3,100 $819k Jun 30, 2019 Aug 13, 2019
United Asset Strategies Inc 3,090 $817k Jun 30, 2019 Jul 31, 2019
Capwealth Advisors LLC 3,077 $813k Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 3,074 $812k Jun 30, 2019 Jul 30, 2019
Murphy Capital Management Inc 3,035 $802k Jun 30, 2019 Jul 22, 2019
Grassi Investment Management LLC 3,010 $795k Jun 30, 2019 Jul 10, 2019
Spinnaker Investment Group LLC 3,010 $795k Jun 30, 2019 Jul 11, 2019
American National Registered Investment Advisor Inc 3,005 $794k Jun 30, 2019 Aug 5, 2019
Johanson Financial Advisors Inc 2,990 $791k Jun 30, 2019 Jul 29, 2019
ELM Advisors LLC 2,985 $789k Jun 30, 2019 Jul 3, 2019
Homrich & BERG Inc 2,986 $789k Jun 30, 2019 Aug 5, 2019
DB Root & Company LLC 2,985 $788k Jun 30, 2019 Jul 19, 2019
The Roosevelt Investment Group Inc 2,928 $774k Jun 30, 2019 Aug 8, 2019
Tributary Capital Management LLC 2,900 $766k Jun 30, 2019 Jul 11, 2019
Accuvest Global Advisors 2,895 $765k Jun 30, 2019 Jul 17, 2019
Fieldpoint Private Securities LLC 2,891 $764k Jun 30, 2019 Aug 14, 2019
Joel Isaacson & Co LLC 2,813 $743k Jun 30, 2019 Jul 11, 2019
Horan Securities Inc 2,813 $743k Jun 30, 2019 Jul 24, 2019
JGP Wealth Management LLC 2,787 $736k Jun 30, 2019 Jul 15, 2019
Summit X 2,767 $735k Jun 30, 2019 Aug 13, 2019
Arjuna Capital LLC 2,741 $725k Jun 30, 2019 Aug 21, 2019
Alkeon Capital Management LLC 2,722 $719k Jun 30, 2019 Aug 14, 2019
Keating Investment Counselors Inc 2,693 $712k Jun 30, 2019 Aug 1, 2019
Rossmore Private Capital LLC 2,633 $696k Jun 30, 2019 Aug 5, 2019
Sequoia Financial Advisors LLC 2,605 $688k Jun 30, 2019 Jul 31, 2019
SFMG LLC 2,439 $686k Jun 30, 2019 Aug 5, 2019
MARK Sheptoff Financial Planning LLC 2,535 $670k Jun 30, 2019 Aug 12, 2019
Secrest Blakey & Associates LLC 2,515 $665k Jun 30, 2019 Aug 13, 2019
SNS Financial Group LLC 2,509 $663k Jun 30, 2019 Jul 26, 2019
Lenox Wealth Advisors LLC 2,500 $661k Jun 30, 2019 Jul 12, 2019
Cornell Pochily Investment Advisors Inc 2,490 $658k Jun 30, 2019 Jul 22, 2019
Ruane Cunniff & Goldfarb LP 2,479 $655k Jun 30, 2019 Aug 14, 2019
MRAZ Amerine & Associates Inc 2,479 $655k Jun 30, 2019 Aug 2, 2019
Nicholas Hoffman & Company LLC 2,473 $654k Jun 30, 2019 Aug 12, 2019
Choate Investment Advisors LLC 2,422 $640k Jun 30, 2019 Aug 14, 2019
Conestoga Capital Advisors LLC 2,410 $637k Jun 30, 2019 Aug 2, 2019
Asset Management Advisors LLC 2,400 $634k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors Inc 2,400 $634k Jun 30, 2019 Jul 26, 2019
Tufton Capital Management LLC 2,375 $627k Jun 30, 2019 Jul 26, 2019
Mitchell Mcleod PUGH & Williams Inc 2,374 $627k Jun 30, 2019 Jul 9, 2019
Paulson Wealth Management Inc 2,216 $621k Jun 30, 2019 Jul 30, 2019
CWM Advisors LLC 2,324 $614k Jun 30, 2019 Jul 16, 2019
The O'Dell Group LLC 2,273 $601k Jun 30, 2019 Jul 24, 2019
Accredited Investors Inc 2,238 $592k Jun 30, 2019 Aug 13, 2019
Montag & Caldwell LLC 2,231 $590k Jun 30, 2019 Aug 1, 2019
S R Schill & Associates Inc 2,166 $572k Jun 30, 2019 Aug 19, 2019
Maryland Capital Management LLC 2,125 $562k Jun 30, 2019 Aug 13, 2019
Castle Rock Wealth Management LLC 2,124 $562k Jun 30, 2019 Aug 8, 2019
Sunbelt Securities Inc 2,126 $562k Jun 30, 2019 Aug 1, 2019
The Mathes Company Inc 2,100 $555k Jun 30, 2019 Jul 29, 2019
Harvest Capital Management Inc 2,100 $554k Jun 30, 2019 Aug 7, 2019
Northstar Investment Advisors LLC 2,093 $553k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 2,093 $553k Jun 30, 2019 Jul 17, 2019
Huntington Steele LLC 2,871 $541k Mar 31, 2018 Apr 18, 2018
South Street Advisors LLC 2,025 $535k Jun 30, 2019 Jul 22, 2019
Mcrae Capital Management Inc 1,967 $520k Jun 30, 2019 Jul 29, 2019
Crescent Grove Advisors LLC 1,943 $513k Jun 30, 2019 Aug 6, 2019
Howland Capital Management LLC 1,943 $513k Jun 30, 2019 Jul 17, 2019
ZWJ Investment Counsel Inc 1,913 $506k Jun 30, 2019 Jul 24, 2019
Pagnatokarp Partners LLC 1,917 $506k Jun 30, 2019 Aug 8, 2019
Sheets Smith Wealth Management 1,911 $505k Jun 30, 2019 Jul 12, 2019
Vivaldi Capital Management LLC 1,911 $505k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 1,890 $499k Jun 30, 2019 Aug 8, 2019
Sander Capital Advisors Inc 1,885 $499k Jun 30, 2019 Jul 25, 2019
MANA Advisors LLC 1,884 $498k Jun 30, 2019 Aug 14, 2019
Seizert Capital Partners LLC 1,880 $497k Jun 30, 2019 Aug 6, 2019
Hourglass Capital LLC 1,872 $495k Jun 30, 2019 Aug 12, 2019
Quest Investment Management LLC 1,865 $493k Jun 30, 2019 Aug 13, 2019
WE ARE One Seven LLC 1,856 $490k Jun 30, 2019 Jul 16, 2019
KJ Harrison & Partners USA Inc 1,835 $485k Jun 30, 2019 Aug 5, 2019
Fundx Investment Group LLC 1,832 $484k Jun 30, 2019 Aug 5, 2019
Stokes & Hubbell Capital Management LLC 1,995 $483k Mar 31, 2019 Apr 24, 2019
UNIO Capital LLC 1,820 $481k Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 1,816 $480k Jun 30, 2019 Jul 25, 2019
Peak Asset Management LLC 1,814 $479k Jun 30, 2019 Aug 15, 2019
Northstar Asset Management Inc 1,760 $465k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 1,760 $465k Jun 30, 2019 Jul 16, 2019
The London Company of Virginia LLC 1,730 $457k Jun 30, 2019 Aug 14, 2019
Ensemble Capital Management LLC 1,700 $449k Jun 30, 2019 Aug 14, 2019
Westover Capital Advisors LLC 1,700 $449k Jun 30, 2019 Aug 13, 2019
American Asset Management Inc 1,695 $448k Jun 30, 2019 Jul 31, 2019
Murphy Pohlad Asset Management LLC 1,680 $443k Jun 30, 2019 Aug 6, 2019
Steigerwald Gordon & KOCH Inc 1,656 $438k Jun 30, 2019 Jul 15, 2019
Obermeyer WOOD Investment Counsel LLLP 1,658 $438k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 1,600 $423k Jun 30, 2019 Jul 17, 2019
Brookmont Capital Management LLC 1,569 $415k Jun 30, 2019 Jul 18, 2019
Nottingham Advisors Inc 1,559 $412k Jun 30, 2019 Jul 17, 2019
Evanson Asset Management LLC 1,558 $412k Jun 30, 2019 Jul 11, 2019
Biltmore Family Office LLC 1,560 $412k Jun 30, 2019 Jul 31, 2019
Edgestream Partners LP 1,539 $407k Jun 30, 2019 Aug 8, 2019
STA Wealth Management LLC 1,532 $405k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 1,533 $405k Jun 30, 2019 Jul 10, 2019
Harwood Advisory Group LLC 1,518 $401k Jun 30, 2019 Aug 7, 2019
Birinyi Associates Inc 1,500 $396k Jun 30, 2019 Aug 5, 2019
The RICE Partnership LLC 1,499 $396k Jun 30, 2019 Jul 25, 2019
Apriem Advisors 1,498 $396k Jun 30, 2019 Aug 14, 2019
Regent Investment Management LLC 1,485 $392k Jun 30, 2019 Jul 15, 2019
Convergence Investment Partners LLC 1,484 $392k Jun 30, 2019 Jul 23, 2019
Confluence Investment Management LLC 1,481 $391k Jun 30, 2019 Jul 24, 2019
Oak Ridge Investments LLC 1,481 $391k Jun 30, 2019 Aug 14, 2019
Greatmark Investment Partners Inc 1,460 $386k Jun 30, 2019 Aug 5, 2019
Clarkston Capital Partners LLC 1,450 $383k Jun 30, 2019 Jul 24, 2019
Aldebaran Financial Inc 1,450 $383k Jun 30, 2019 Aug 14, 2019
Calton & Associates Inc 1,439 $381k Jun 30, 2019 Jul 9, 2019
New England Asset Management Inc 1,425 $377k Jun 30, 2019 Aug 14, 2019
AFT Forsyth and Company Inc 1,421 $376k Jun 30, 2019 Jul 29, 2019
Gentrust LLC 1,409 $372k Jun 30, 2019 Aug 2, 2019
Yorktown Management and Research Co Inc 1,400 $370k Jun 30, 2019 Aug 2, 2019
Heritage Financial LLC 1,401 $370k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 1,401 $370k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 1,397 $369k Jun 30, 2019 Jul 23, 2019
Wendell David Associates Inc 1,359 $359k Jun 30, 2019 Jul 16, 2019
Beech Hill Advisors Inc 1,350 $357k Jun 30, 2019 Jul 15, 2019
Spears Abacus Advisors LLC 1,335 $353k Jun 30, 2019 Aug 9, 2019
Sadoff Investment Management LLC 1,320 $349k Jun 30, 2019 Aug 7, 2019
Clear Perspective Advisors LLC 1,266 $335k Jun 30, 2019 Aug 12, 2019
Meristem Family Wealth LLC 1,263 $334k Jun 30, 2019 Aug 6, 2019
The Family FIRM Inc 1,247 $329k Jun 30, 2019 Aug 6, 2019
Oak Asset Management LLC 1,172 $328k Jun 30, 2019 Jul 25, 2019
Strategy Asset Managers LLC 1,226 $324k Jun 30, 2019 Aug 14, 2019
Peterson Wealth Advisors LLC 1,222 $323k Jun 30, 2019 Jul 15, 2019
Good Life Advisors LLC 1,216 $322k Jun 30, 2019 Aug 6, 2019
Miles Capital Inc 1,217 $322k Jun 30, 2019 Aug 13, 2019
Grace Capital 1,213 $321k Jun 30, 2019 Aug 14, 2019
Burleson & Company LLC 1,166 $320k Jun 30, 2019 Aug 5, 2019
Prescott Group Capital Management LLC 1,200 $317k Jun 30, 2019 Aug 9, 2019
Oxbow Advisors LLC 1,195 $316k Jun 30, 2019 Aug 7, 2019
Aspiriant LLC 1,173 $310k Jun 30, 2019 Aug 6, 2019
Waters Parkerson & Co LLC 1,163 $307k Jun 30, 2019 Aug 6, 2019
IMS Capital Management Inc 1,157 $306k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 1,154 $305k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 1,154 $305k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,154 $305k Jun 30, 2019 Aug 12, 2019
Parthenon LLC 1,149 $304k Jun 30, 2019 Jul 29, 2019
Eagle Global Advisors LLC 1,103 $291k Jun 30, 2019 Aug 13, 2019
Carlson Capital Management LLC 1,100 $291k Jun 30, 2019 Jul 15, 2019
Aristotle Capital Management LLC 1,100 $291k Jun 30, 2019 Aug 14, 2019
BSW Wealth Partners LLC 1,096 $290k Jun 30, 2019 Aug 13, 2019
Coatue Management LLC 1,084 $286k Jun 30, 2019 Aug 14, 2019
Fulcrum Capital LLC 1,075 $284k Jun 30, 2019 Jul 29, 2019
Modera Wealth Management LLC 1,059 $280k Jun 30, 2019 Aug 7, 2019
Thompson Investment Management Inc 1,060 $280k Jun 30, 2019 Aug 7, 2019
American Financial Network Advisory Services LLC 1,047 $278k Jun 30, 2019 Aug 9, 2019
Northwest Investment Counselors LLC 1,044 $276k Jun 30, 2019 Jul 25, 2019
Parsec Financial Management Inc 1,019 $269k Jun 30, 2019 Jul 23, 2019
Levin Capital Strategies LP 1,000 $264k Jun 30, 2019 Aug 13, 2019
Wheatland Advisors Inc 1,000 $264k Jun 30, 2019 Aug 7, 2019
RNC Capital Management LLC 985 $260k Jun 30, 2019 Jul 25, 2019
Hunter Associates Investment Management LLC 975 $258k Jun 30, 2019 Aug 8, 2019
JAG Capital Management LLC 976 $258k Jun 30, 2019 Jul 22, 2019
First Heartland Consultants Inc 944 $249k Jun 30, 2019 Aug 12, 2019
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Ballast Inc 930 $245k Jun 30, 2019 Jul 26, 2019
RFG Advisory LLC 930 $245k Jun 30, 2019 Aug 23, 2019
Moloney Securities Asset Management LLC 923 $244k Jun 30, 2019 Jul 29, 2019
Eagle Ridge Investment Management LLC 921 $243k Jun 30, 2019 Aug 1, 2019
Highland Private Wealth Management 921 $243k Jun 30, 2019 Aug 13, 2019
Epstein and White Financial LLC 913 $242k Jun 30, 2019 Jul 19, 2019
West Branch Capital LLC 914 $242k Jun 30, 2019 Aug 5, 2019
Summit Asset Management LLC 913 $241k Jun 30, 2019 Aug 7, 2019
LLBH Private Wealth Management LLC 908 $240k Jun 30, 2019 Aug 13, 2019
Successful Portfolios LLC 906 $239k Jun 30, 2019 Jul 11, 2019
Lehman Financial Resources Inc 1,010 $237k Sep 30, 2018 Nov 14, 2018
Chickasaw Capital Management LLC 890 $235k Jun 30, 2019 Jul 15, 2019
Leonard Rickey Investment Advisors PLLC 885 $234k Jun 30, 2019 Jul 10, 2019
Cheviot Value Management LLC 881 $233k Jun 30, 2019 Aug 14, 2019
Triangle Securities Wealth Management 865 $233k Jun 30, 2019 Jul 10, 2019
White Pine Capital LLC 880 $233k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 875 $231k Jun 30, 2019 Jul 29, 2019
Interocean Capital LLC 861 $228k Jun 30, 2019 Aug 13, 2019
Newfocus Financial Group LLC 857 $226k Jun 30, 2019 Jul 23, 2019
Meridian Investment Counsel Inc 856 $226k Jun 30, 2019 Aug 13, 2019
Patton Albertson Miller Group LLC 819 $224k Jun 30, 2019 Aug 12, 2019
New England Private Wealth Advisors LLC 823 $218k Jun 30, 2019 Aug 8, 2019
Spearhead Capital Advisors LLC 813 $215k Jun 30, 2019 Jul 17, 2019
Polaris Greystone Financial Group LLC 817 $215k Jun 30, 2019 Jul 25, 2019
Deroy & Devereaux Private Investment Counsel Inc 800 $211k Jun 30, 2019 Jul 22, 2019
Cornerstone Advisory LLC 800 $211k Jun 30, 2019 Aug 8, 2019
Isthmus Partners LLC 757 $200k Jun 30, 2019 Aug 9, 2019
FORD Financial Group Inc 759 $200k Jun 30, 2019 Jul 25, 2019
Clean Yield Group Inc 716 $189k Jun 30, 2019 Jul 22, 2019
Kayne Anderson Rudnick Investment Management LLC 710 $188k Jun 30, 2019 Aug 14, 2019
Cipher Capital LP 694 $183k Jun 30, 2019 Aug 13, 2019
Vestor Capital LLC 637 $168k Jun 30, 2019 Aug 6, 2019
Arlington Partners LLC 619 $164k Jun 30, 2019 Jul 10, 2019
HMS Capital Management LLC 501 $132k Jun 30, 2019 Jul 12, 2019
The Pacific Center FOR Financial Services 487 $129k Jun 30, 2019 Aug 15, 2019
The Fiduciary Group LLC 460 $122k Jun 30, 2019 Aug 14, 2019
Vigilant Capital Management LLC 441 $117k Jun 30, 2019 Jul 18, 2019
Hallmark Capital Management Inc 400 $106k Jun 30, 2019 Aug 8, 2019
Prelude Capital Management LLC 399 $105k Jun 30, 2019 Aug 14, 2019
Abbot Financial Management Inc 300 $79k Call Jun 30, 2019 Aug 8, 2019
Permanens Capital LP 250 $66k Jun 30, 2019 Aug 9, 2019
Prime Capital Investment Advisors LLC 176 $46k Jun 30, 2019 Aug 6, 2019
Arbor Wealth Management LLC 163 $43k Jun 30, 2019 Jul 16, 2019
American Research & Management Company 140 $37k Jun 30, 2019 Jul 18, 2019
Avondale Wealth Management LLC 104 $27k Jun 30, 2019 Jul 26, 2019
Jackson Grant Investment Advisers Inc 94 $25k Jun 30, 2019 Aug 13, 2019
Cranbrook Wealth Management LLC 80 $21k Jun 30, 2019 Aug 7, 2019
Gables Capital Management Inc 77 $20k Jun 30, 2019 Jul 31, 2019
Colonial Trust Advisors Inc 50 $13k Jun 30, 2019 Aug 21, 2019
Smith Salley & Associates LLC 25 $7k Jun 30, 2019 Jul 12, 2019
RB Capital Management LLC 200 $1k Call Jun 30, 2019 Aug 7, 2019
Independent Advisor Alliance LLC 1,073 $0k Jun 30, 2019 Aug 12, 2019

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