DIAGEO P L C
(25243Q205)
Funds Reporting Holdings of DIAGEO P L C according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 74,926 | $12,911,248k | Jun 30, 2019 | Aug 6, 2019 | |
| Brown Brothers Harriman & Co | 2,666,707 | $459,527k | Jun 30, 2019 | Aug 14, 2019 | |
| Charles Schwab Investment Advisory Inc | 2,180,203 | $375,693k | Jun 30, 2019 | Aug 12, 2019 | |
| The London Company of Virginia LLC | 1,420,454 | $244,772k | Jun 30, 2019 | Aug 14, 2019 | |
| MOON Capital Management LLC | 1,396 | $240,559k | Jun 30, 2019 | Jul 11, 2019 | |
| Schafer Cullen Capital Management Inc | 1,175,258 | $200,099k | Jun 30, 2019 | Jul 30, 2019 | |
| Harding Loevner LP | 1,034,224 | $178,218k | Jun 30, 2019 | Aug 14, 2019 | |
| Confluence Investment Management LLC | 908,415 | $156,538k | Jun 30, 2019 | Jul 24, 2019 | |
| Gabelli Funds LLC | 666,500 | $114,851k | Jun 30, 2019 | Aug 2, 2019 | |
| Douglas Lane & Associates LLC | 440,676 | $75,937k | Jun 30, 2019 | Jul 8, 2019 | |
| HS Management Partners LLC | 373,849 | $64,422k | Jun 30, 2019 | Aug 13, 2019 | |
| Cullen Capital Management LLC | 346,075 | $59,636k | Jun 30, 2019 | Jul 30, 2019 | |
| Focused Investors LLC | 313,400 | $54,005k | Jun 30, 2019 | Jul 16, 2019 | |
| Capital Guardian Trust Company | 280,193 | $48,102k | Jun 30, 2019 | Aug 14, 2019 | |
| Gardner Russo & Gardner LLC | 241,341 | $41,588k | Jun 30, 2019 | Aug 13, 2019 | |
| Tweedy Browne Company LLC | 232,363 | $40,041k | Jun 30, 2019 | Aug 5, 2019 | |
| New England Asset Management Inc | 227,750 | $39,246k | Jun 30, 2019 | Aug 14, 2019 | |
| Tocqueville Asset Management LP | 200,166 | $34,493k | Jun 30, 2019 | Jul 31, 2019 | |
| Grandfield & DODD LLC | 191,361 | $32,975k | Jun 30, 2019 | Jul 29, 2019 | |
| Corda Investment Management LLC | 183,578 | $31,634k | Jun 30, 2019 | Aug 9, 2019 | |
| Clarkston Capital Partners LLC | 182,328 | $31,419k | Jun 30, 2019 | Jul 24, 2019 | |
| Renaissance Technologies LLC | 162,501 | $28,002k | Jun 30, 2019 | Aug 12, 2019 | |
| Levin Capital Strategies LP | 132,316 | $22,801k | Jun 30, 2019 | Aug 13, 2019 | |
| Weitz Investment Management Inc | 130,000 | $22,402k | Jun 30, 2019 | Aug 8, 2019 | |
| PRIO Wealth Limited Partnership | 127,017 | $21,887k | Jun 30, 2019 | Jul 18, 2019 | |
| America First Investment Advisors LLC | 93,158 | $16,053k | Jun 30, 2019 | Jul 29, 2019 | |
| Scout Investments Inc | 92,926 | $16,013k | Jun 30, 2019 | Jul 10, 2019 | |
| Douglass Winthrop Advisors LLC | 92,605 | $15,958k | Jun 30, 2019 | Jul 10, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 75,966 | $13,090k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategy Asset Managers LLC | 60,148 | $10,365k | Jun 30, 2019 | Aug 14, 2019 | |
| Greenwood Gearhart Inc | 58,984 | $10,164k | Jun 30, 2019 | Aug 7, 2019 | |
| North American Management Corp | 58,089 | $10,010k | Jun 30, 2019 | Jul 30, 2019 | |
| Granite Group Advisors LLC | 55,374 | $9,542k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 55,374 | $9,542k | Jun 30, 2019 | Jul 23, 2019 | |
| Ramsay Stattman VELA & Price Inc | 51,468 | $8,869k | Jun 30, 2019 | Aug 9, 2019 | |
| Bowie Capital Management LLC | 48,000 | $8,271k | Jun 30, 2019 | Aug 9, 2019 | |
| Sather Financial Group Inc | 47,708 | $8,221k | Jun 30, 2019 | Jul 23, 2019 | |
| USA Mutuals Advisors Inc | 42,500 | $7,324k | Jun 30, 2019 | Aug 5, 2019 | |
| Brightworth LLC | 39,678 | $6,837k | Jun 30, 2019 | Jul 31, 2019 | |
| WEIK Capital Management Inc | 37,429 | $6,450k | Jun 30, 2019 | Aug 9, 2019 | |
| Callahan Advisors LLC | 36,644 | $6,314k | Jun 30, 2019 | Jul 17, 2019 | |
| Guardian Capital Advisors LP | 34,989 | $6,141k | Jun 30, 2019 | Aug 14, 2019 | |
| CWA Asset Management Group LLC | 34,393 | $5,927k | Jun 30, 2019 | Aug 13, 2019 | |
| Nelson Roberts Investment Advisors LLC | 33,293 | $5,737k | Jun 30, 2019 | Jul 25, 2019 | |
| Avalon Advisors LLC | 33,225 | $5,725k | Jun 30, 2019 | Aug 14, 2019 | |
| Azimuth Capital Management LLC | 32,737 | $5,641k | Jun 30, 2019 | Aug 13, 2019 | |
| Madison Investment Holdings Inc | 31,276 | $5,389k | Jun 30, 2019 | Aug 13, 2019 | |
| Smith Salley & Associates LLC | 31,240 | $5,383k | Jun 30, 2019 | Jul 12, 2019 | |
| Hutner Capital Management Inc | 29,165 | $5,026k | Jun 30, 2019 | Aug 7, 2019 | |
| Northstar Investment Advisors LLC | 28,022 | $4,829k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 28,022 | $4,829k | Jun 30, 2019 | Jul 17, 2019 | |
| Cambria Investment Management LP | 27,739 | $4,780k | Jun 30, 2019 | Aug 12, 2019 | |
| Ipswich Investment Management Company Inc | 26,341 | $4,539k | Jun 30, 2019 | Jul 11, 2019 | |
| First Manhattan Co | 26,192 | $4,513k | Jun 30, 2019 | Aug 16, 2019 | |
| KJ Harrison & Partners USA Inc | 25,971 | $4,475k | Jun 30, 2019 | Aug 5, 2019 | |
| Segment Wealth Management LLC | 23,895 | $4,118k | Jun 30, 2019 | Jul 29, 2019 | |
| LEE Danner & BASS Inc | 23,795 | $4,100k | Jun 30, 2019 | Jul 30, 2019 | |
| Benedict Financial Advisors Inc | 23,252 | $4,007k | Jun 30, 2019 | Aug 1, 2019 | |
| Hamel Associates Inc | 22,825 | $3,933k | Jun 30, 2019 | Aug 5, 2019 | |
| Dodge & COX | 22,613 | $3,897k | Jun 30, 2019 | Aug 13, 2019 | |
| Schwartz Investment Counsel Inc | 22,300 | $3,843k | Jun 30, 2019 | Jul 24, 2019 | |
| Allen Investment Management LLC | 21,991 | $3,789k | Jun 30, 2019 | Aug 12, 2019 | |
| Portland Global Advisors LLC | 21,160 | $3,646k | Jun 30, 2019 | Jul 26, 2019 | |
| Marble Harbor Investment Counsel LLC | 19,044 | $3,282k | Jun 30, 2019 | Aug 7, 2019 | |
| Mirador Capital Partners LP | 17,540 | $3,022k | Jun 30, 2019 | Aug 6, 2019 | |
| Cambridge Investment Research Advisors Inc | 16,990 | $2,928k | Jun 30, 2019 | Aug 15, 2019 | |
| Tradition Capital Management LLC | 16,618 | $2,718k | Mar 31, 2019 | May 7, 2019 | |
| Eagle Global Advisors LLC | 15,746 | $2,713k | Jun 30, 2019 | Aug 13, 2019 | |
| Hansberger Growth Investors LP | 15,519 | $2,674k | Jun 30, 2019 | Aug 13, 2019 | |
| Ancora Family Wealth Advisors LLC | 22,458 | $2,606k | Sep 30, 2016 | Nov 4, 2016 | |
| Rodgers Brothers Inc | 13,489 | $2,324k | Jun 30, 2019 | Aug 14, 2019 | |
| Searle & Co | 13,350 | $2,300k | Jun 30, 2019 | Jul 17, 2019 | |
| Auxier Asset Management LLC | 13,099 | $2,257k | Jun 30, 2019 | Aug 15, 2019 | |
| Dillon & Associates Inc | 12,635 | $2,173k | Jun 30, 2019 | Jul 22, 2019 | |
| Fagan Associates Inc | 12,480 | $2,151k | Jun 30, 2019 | Jul 12, 2019 | |
| Northwest Investment Counselors LLC | 12,434 | $2,143k | Jun 30, 2019 | Jul 25, 2019 | |
| 1919 Investment Counsel LLC | 18,357 | $2,119k | Sep 30, 2014 | Nov 14, 2014 | |
| West Coast Financial LLC | 11,944 | $2,058k | Jun 30, 2019 | Jul 16, 2019 | |
| Boston Family Office LLC | 11,700 | $2,016k | Jun 30, 2019 | Jul 30, 2019 | |
| Brookmont Capital Management LLC | 11,617 | $2,002k | Jun 30, 2019 | Jul 18, 2019 | |
| Stokes & Hubbell Capital Management LLC | 11,694 | $1,913k | Mar 31, 2019 | Apr 24, 2019 | |
| WE ARE One Seven LLC | 9,384 | $1,617k | Jun 30, 2019 | Jul 16, 2019 | |
| Taurus Asset Management LLC | 9,275 | $1,598k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Insight Partners LLC | 8,689 | $1,497k | Jun 30, 2019 | Jul 9, 2019 | |
| Ativo Capital Management LLC | 8,478 | $1,461k | Jun 30, 2019 | Aug 14, 2019 | |
| Woodmont Investment Counsel LLC | 8,282 | $1,427k | Jun 30, 2019 | Aug 14, 2019 | |
| Stony Point Wealth Management Inc | 8,320 | $1,422k | Jun 30, 2019 | Jul 23, 2019 | |
| Stillwater Investment Management LLC | 7,698 | $1,327k | Jun 30, 2019 | Jul 3, 2019 | |
| Clear Harbor Asset Management LLC | 7,168 | $1,235k | Jun 30, 2019 | Jul 22, 2019 | |
| KCS Wealth Advisory LLC | 7,093 | $1,222k | Jun 30, 2019 | Jul 29, 2019 | |
| Joel Isaacson & Co LLC | 6,866 | $1,183k | Jun 30, 2019 | Jul 11, 2019 | |
| Maverick Capital Ltd | 6,750 | $1,163k | Jun 30, 2019 | Aug 14, 2019 | |
| GQG Partners LLC | 6,652 | $1,146k | Jun 30, 2019 | Aug 14, 2019 | |
| DB Root & Company LLC | 6,596 | $1,136k | Jun 30, 2019 | Jul 19, 2019 | |
| Strategic Global Advisors LLC | 6,533 | $1,126k | Jun 30, 2019 | Aug 13, 2019 | |
| Abbot Financial Management Inc | 5,975 | $1,030k | Jun 30, 2019 | Aug 8, 2019 | |
| Probity Advisors Inc | 5,917 | $1,020k | Jun 30, 2019 | Aug 8, 2019 | |
| Regent Investment Management LLC | 5,900 | $1,017k | Jun 30, 2019 | Jul 15, 2019 | |
| JGP Wealth Management LLC | 5,754 | $992k | Jun 30, 2019 | Jul 15, 2019 | |
| Hartwell J M Ltd Partnership | 5,627 | $970k | Jun 30, 2019 | Jul 31, 2019 | |
| Port Capital LLC | 5,332 | $919k | Jun 30, 2019 | Aug 14, 2019 | |
| Frontier Wealth Management LLC | 5,022 | $865k | Jun 30, 2019 | Aug 16, 2019 | |
| Burgundy Asset Management Ltd | 4,736 | $816k | Jun 30, 2019 | Aug 14, 2019 | |
| Mitchell Capital Management Co | 4,454 | $768k | Jun 30, 2019 | Jul 24, 2019 | |
| Brown Advisory Securities LLC | 4,384 | $756k | Jun 30, 2019 | Aug 12, 2019 | |
| American Asset Management Inc | 4,305 | $742k | Jun 30, 2019 | Jul 31, 2019 | |
| Rossmore Private Capital LLC | 4,300 | $741k | Jun 30, 2019 | Aug 5, 2019 | |
| Traynor Capital Management Inc | 4,300 | $735k | Jun 30, 2019 | Jul 26, 2019 | |
| Shamrock Asset Management LLC | 4,228 | $729k | Jun 30, 2019 | Aug 9, 2019 | |
| Murphy Pohlad Asset Management LLC | 4,152 | $715k | Jun 30, 2019 | Aug 6, 2019 | |
| Harbour Capital Advisors LLC | 4,058 | $699k | Jun 30, 2019 | Jul 10, 2019 | |
| Golub Group LLC | 3,965 | $683k | Jun 30, 2019 | Aug 13, 2019 | |
| Dorchester Wealth Management Company | 3,900 | $672k | Jun 30, 2019 | Jul 19, 2019 | |
| Becker Capital Management Inc | 3,810 | $657k | Jun 30, 2019 | Aug 8, 2019 | |
| Hardman Johnston Global Advisors LLC | 3,770 | $650k | Jun 30, 2019 | Aug 5, 2019 | |
| Murphy Capital Management Inc | 3,740 | $644k | Jun 30, 2019 | Jul 22, 2019 | |
| Parsec Financial Management Inc | 3,695 | $637k | Jun 30, 2019 | Jul 23, 2019 | |
| Wealthplan Partners Inc | 3,857 | $632k | Jun 30, 2019 | Aug 19, 2019 | |
| Private Wealth Partners LLC | 3,540 | $610k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 3,540 | $610k | Jun 30, 2019 | Aug 6, 2019 | |
| Henry James International Management Inc | 3,472 | $598k | Jun 30, 2019 | Jul 17, 2019 | |
| Peak Financial Management Inc | 3,397 | $585k | Jun 30, 2019 | Aug 1, 2019 | |
| Crawford Investment Counsel Inc | 3,379 | $582k | Jun 30, 2019 | Aug 12, 2019 | |
| Birch Hill Investment Advisors LLC | 3,295 | $568k | Jun 30, 2019 | Jul 22, 2019 | |
| Loudon Investment Management LLC | 3,195 | $551k | Jun 30, 2019 | Aug 13, 2019 | |
| KMS Financial Services Inc | 4,746 | $548k | Sep 30, 2014 | Nov 17, 2014 | |
| Triangle Securities Wealth Management | 3,149 | $545k | Jun 30, 2019 | Jul 10, 2019 | |
| American Research & Management Company | 3,158 | $544k | Jun 30, 2019 | Jul 18, 2019 | |
| NTV Asset Management LLC | 3,050 | $526k | Jun 30, 2019 | Jul 29, 2019 | |
| BOYS Arnold & Company Inc | 3,033 | $523k | Jun 30, 2019 | Aug 1, 2019 | |
| 180 Wealth Advisors LLC | 3,087 | $521k | Jun 30, 2019 | Aug 5, 2019 | |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $517k | Jun 30, 2019 | Aug 12, 2019 | |
| LVW Advisors LLC | 2,902 | $500k | Jun 30, 2019 | Aug 14, 2019 | |
| Marietta Wealth Management LLC | 2,839 | $489k | Jun 30, 2019 | Aug 14, 2019 | |
| HUGH Johnson Advisors LLC | 2,814 | $485k | Jun 30, 2019 | Aug 6, 2019 | |
| Eagle Ridge Investment Management LLC | 2,815 | $485k | Jun 30, 2019 | Aug 1, 2019 | |
| ICON Advisers Inc | 2,800 | $482k | Jun 30, 2019 | Aug 2, 2019 | |
| Lombard Odier Transatlantic Limited | 3,870 | $448k | Sep 30, 2016 | Nov 14, 2016 | |
| Cooke & Bieler LP | 2,600 | $448k | Jun 30, 2019 | Aug 12, 2019 | |
| Altman Advisors Inc | 2,600 | $448k | Jun 30, 2019 | Jul 12, 2019 | |
| Beacon Investment Advisory Services Inc | 2,534 | $437k | Jun 30, 2019 | Aug 7, 2019 | |
| Nuance Investments LLC | 2,437 | $420k | Jun 30, 2019 | Aug 12, 2019 | |
| HIGH Pointe Capital Management LLC | 2,420 | $417k | Jun 30, 2019 | Aug 12, 2019 | |
| American Investment Services Inc | 2,384 | $411k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellesley Investment Partners LLC | 2,390 | $411k | Jun 30, 2019 | Aug 5, 2019 | |
| Addenda Capital Inc | 2,243 | $386k | Jun 30, 2019 | Jul 12, 2019 | |
| Jolley Asset Management LLC | 2,164 | $373k | Jun 30, 2019 | Jul 22, 2019 | |
| Pacer Advisors Inc | 2,150 | $370k | Jun 30, 2019 | Aug 12, 2019 | |
| Zuckerman Investment Group LLC | 2,125 | $366k | Jun 30, 2019 | Aug 14, 2019 | |
| Parthenon LLC | 2,100 | $362k | Jun 30, 2019 | Jul 29, 2019 | |
| Legacy Capital Partners Inc | 2,085 | $359k | Jun 30, 2019 | Jul 16, 2019 | |
| Doliver Capital Advisors LP | 2,020 | $348k | Jun 30, 2019 | Jul 25, 2019 | |
| Kelman Lazarov Inc | 2,000 | $345k | Jun 30, 2019 | Jul 22, 2019 | |
| New England Private Wealth Advisors LLC | 1,985 | $342k | Jun 30, 2019 | Aug 8, 2019 | |
| Wheatland Advisors Inc | 1,960 | $338k | Jun 30, 2019 | Aug 7, 2019 | |
| Carnick & Kubik Group LLC | 1,940 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| Boston Advisors LLC | 1,900 | $327k | Jun 30, 2019 | Jul 30, 2019 | |
| Howland Capital Management LLC | 1,821 | $314k | Jun 30, 2019 | Jul 17, 2019 | |
| Dearborn Partners LLC | 1,799 | $310k | Jun 30, 2019 | Jul 29, 2019 | |
| Chickasaw Capital Management LLC | 1,800 | $310k | Jun 30, 2019 | Jul 15, 2019 | |
| Carret Asset Management LLC | 1,798 | $310k | Jun 30, 2019 | Aug 12, 2019 | |
| Personal Capital Advisors Corporation | 1,717 | $296k | Jun 30, 2019 | Aug 14, 2019 | |
| Lyell Wealth Management LP | 1,670 | $288k | Jun 30, 2019 | Aug 1, 2019 | |
| Biltmore Family Office LLC | 1,591 | $274k | Jun 30, 2019 | Jul 31, 2019 | |
| Hallmark Capital Management Inc | 1,584 | $273k | Jun 30, 2019 | Aug 8, 2019 | |
| FORT PITT Capital Group LLC | 1,567 | $270k | Jun 30, 2019 | Aug 9, 2019 | |
| Nicholas Hoffman & Company LLC | 1,550 | $267k | Jun 30, 2019 | Aug 12, 2019 | |
| Patton Albertson Miller Group LLC | 1,625 | $266k | Jun 30, 2019 | Aug 12, 2019 | |
| Planning Directions Inc | 1,522 | $262k | Jun 30, 2019 | Jul 15, 2019 | |
| River ROAD Asset Management LLC | 1,502 | $259k | Jun 30, 2019 | Aug 12, 2019 | |
| Argyle Capital Management Inc | 1,500 | $258k | Jun 30, 2019 | Jul 25, 2019 | |
| Schulhoff & Co Inc | 1,489 | $256k | Jun 30, 2019 | Aug 7, 2019 | |
| van Hulzen Asset Management LLC | 1,463 | $252k | Jun 30, 2019 | Aug 8, 2019 | |
| GFS Advisors LLC | 1,460 | $252k | Jun 30, 2019 | Aug 1, 2019 | |
| Sunbelt Securities Inc | 1,449 | $250k | Jun 30, 2019 | Aug 1, 2019 | |
| Mission Wealth Management LP | 1,439 | $248k | Jun 30, 2019 | Aug 9, 2019 | |
| Chilton Capital Management LLC | 1,385 | $239k | Jun 30, 2019 | Aug 13, 2019 | |
| Wrapmanager Inc | 1,385 | $239k | Jun 30, 2019 | Jul 31, 2019 | |
| Baker Ellis Asset Management LLC | 1,385 | $239k | Jun 30, 2019 | Aug 12, 2019 | |
| SOL Capital Management Co | 1,380 | $238k | Jun 30, 2019 | Jul 17, 2019 | |
| ACG Wealth Inc | 1,366 | $235k | Jun 30, 2019 | Aug 6, 2019 | |
| TDAM USA Inc | 1,343 | $231k | Jun 30, 2019 | Aug 1, 2019 | |
| Independent Investors Inc | 1,300 | $224k | Jun 30, 2019 | Jul 18, 2019 | |
| CPWM LLC | 1,268 | $219k | Jun 30, 2019 | Aug 2, 2019 | |
| Cardan Capital Partners LLC | 1,244 | $214k | Jun 30, 2019 | Jul 16, 2019 | |
| Dowling & Yahnke LLC | 1,233 | $212k | Jun 30, 2019 | Jul 22, 2019 | |
| Bruderman Asset Management LLC | 1,212 | $209k | Jun 30, 2019 | Aug 12, 2019 | |
| MARK Sheptoff Financial Planning LLC | 1,200 | $207k | Jun 30, 2019 | Aug 12, 2019 | |
| Choate Investment Advisors LLC | 1,176 | $203k | Jun 30, 2019 | Aug 14, 2019 | |
| Aspiriant LLC | 1,165 | $201k | Jun 30, 2019 | Aug 6, 2019 | |
| Plante Moran Financial Advisors LLC | 919 | $158k | Jun 30, 2019 | Aug 13, 2019 | |
| The Fiduciary Group LLC | 759 | $131k | Jun 30, 2019 | Aug 14, 2019 | |
| The Bollard Group LLC | 742 | $128k | Jun 30, 2019 | Aug 13, 2019 | |
| Litman Gregory Asset Management LLC | 553 | $95k | Jun 30, 2019 | Jul 31, 2019 | |
| OFI Advisors LLC | 681 | $73k | Sep 30, 2015 | Nov 16, 2015 | |
| Contravisory Investment Management Inc | 377 | $65k | Jun 30, 2019 | Jul 9, 2019 | |
| Global Trust Asset Management LLC | 243 | $42k | Jun 30, 2019 | Jul 23, 2019 | |
| West Oak Capital LLC | 172 | $30k | Jun 30, 2019 | Jul 12, 2019 | |
| Thomas J Herzfeld Advisors Inc | 168 | $29k | Jun 30, 2019 | Aug 13, 2019 | |
| Horan Securities Inc | 152 | $26k | Jun 30, 2019 | Jul 24, 2019 | |
| Princeton Capital Management LLC | 150 | $26k | Jun 30, 2019 | Aug 12, 2019 | |
| BRAY Capital Advisors LLC | 141 | $24k | Jun 30, 2019 | Jul 29, 2019 | |
| The Pacific Center FOR Financial Services | 113 | $19k | Jun 30, 2019 | Aug 15, 2019 | |
| Clean Yield Group Inc | 107 | $18k | Jun 30, 2019 | Jul 22, 2019 | |
| Jackson Grant Investment Advisers Inc | 63 | $11k | Jun 30, 2019 | Aug 13, 2019 | |
| Arbor Wealth Management LLC | 65 | $11k | Jun 30, 2019 | Jul 16, 2019 | |
| Allsquare Wealth Management LLC | 40 | $7k | Jun 30, 2019 | Aug 13, 2019 | |
| Transamerica Financial Advisors Inc | 11 | $2k | Jun 30, 2019 | Aug 21, 2019 | |
| Beacon Capital Management Inc | 1 | $0k | Jun 30, 2019 | Jul 18, 2019 | |
| Beacon Capital Management LLC | 1 | $0k | Jun 30, 2019 | Jul 18, 2019 |