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GILEAD SCIENCES INC
(375558103)

Funds Reporting Holdings of GILEAD SCIENCES INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 506,248 $34,202,114k Jun 30, 2019 Jul 23, 2019
Cantab Capital Partners LLP 42,267 $3,424,000k Sep 30, 2017 Nov 14, 2017
Dodge & COX 17,226,811 $1,163,843k Jun 30, 2019 Aug 13, 2019
Renaissance Technologies LLC 12,740,248 $860,731k Jun 30, 2019 Aug 12, 2019
Sanders Capital LLC 11,526,033 $842,146k Jun 30, 2019 Jul 23, 2019
CI Global Investments Inc 5,400,386 $416,964k Sep 30, 2018 Nov 9, 2018
Platinum Investment Management Limited 2,015,993 $136,200k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 1,986,163 $134,185k Jun 30, 2019 Aug 16, 2019
Diamond Hill Capital Management Inc 1,972,604 $133,269k Jun 30, 2019 Aug 1, 2019
Tekla Capital Management LLC 1,836,112 $124,048k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 1,804,190 $121,892k Jun 30, 2019 Aug 14, 2019
Letko Brosseau & Associates Inc 1,378,020 $93,099k Jun 30, 2019 Aug 1, 2019
Partner Fund Management LP 1,364,288 $92,171k Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 818,657 $87,147k Sep 30, 2014 Nov 14, 2014
Janus Capital Management LLC 1,265,682 $85,961k Mar 31, 2017 May 16, 2017
Thornburg Investment Management Inc 1,236,457 $83,535k Jun 30, 2019 Aug 6, 2019
Confluence Investment Management LLC 1,209,052 $81,684k Jun 30, 2019 Jul 24, 2019
Holowesko Partners Ltd 1,137,000 $76,816k Jun 30, 2019 Aug 12, 2019
Camber Capital Management LP 1,000,000 $67,560k Jun 30, 2019 Aug 14, 2019
Mawer Investment Management Ltd 904,153 $61,085k Jun 30, 2019 Aug 6, 2019
NWQ Investment Management Company LLC 892,226 $60,279k Jun 30, 2019 Aug 14, 2019
Healthcor Management LP 763,300 $51,569k Jun 30, 2019 Aug 14, 2019
Becker Capital Management Inc 738,294 $49,879k Jun 30, 2019 Aug 8, 2019
Seizert Capital Partners LLC 604,306 $40,827k Jun 30, 2019 Aug 6, 2019
Chiron Investment Management LLC 579,965 $39,182k Jun 30, 2019 Aug 14, 2019
Avalon Advisors LLC 485,953 $32,831k Jun 30, 2019 Aug 14, 2019
Provident Investment Management Inc 429,895 $29,044k Jun 30, 2019 Aug 8, 2019
Sectoral Asset Management Inc 398,040 $26,892k Jun 30, 2019 Aug 14, 2019
Hamlin Capital Management LLC 391,970 $26,481k Jun 30, 2019 Jul 22, 2019
Spears Abacus Advisors LLC 389,260 $26,298k Jun 30, 2019 Aug 9, 2019
BECK MACK & Oliver LLC 364,990 $24,659k Jun 30, 2019 Aug 13, 2019
Renaissance Investment Group LLC 348,710 $23,559k Jun 30, 2019 Aug 13, 2019
Davidson Investment Advisors Inc 340,180 $22,983k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 281,315 $19,006k Jun 30, 2019 Aug 12, 2019
Quest Investment Management LLC 261,422 $17,662k Jun 30, 2019 Aug 13, 2019
Cohen & Steers Capital Management Inc 178,100 $17,477k Mar 31, 2015 May 15, 2015
Parsec Financial Management Inc 233,743 $15,792k Jun 30, 2019 Jul 23, 2019
Foundation Resource Management Inc 227,316 $15,357k Jun 30, 2019 Jul 10, 2019
Baring International Investment Ltd 169,505 $14,054k Jun 30, 2014 Jul 21, 2014
Capital Guardian Trust Company 196,965 $13,275k Jun 30, 2019 Aug 14, 2019
Lateef Investment Management LP 188,950 $12,765k Jun 30, 2019 Aug 12, 2019
Argent Capital Management LLC 186,269 $12,584k Jun 30, 2019 Aug 15, 2019
PENN Davis Mcfarland Inc 185,583 $12,538k Jun 30, 2019 Jul 16, 2019
Panagora Asset Management Inc 181,343 $12,252k Jun 30, 2019 Aug 9, 2019
PALO ALTO Investors LP 175,900 $11,884k Jun 30, 2019 Aug 14, 2019
Arnhold LLC 169,957 $11,482k Jun 30, 2019 Aug 8, 2019
SKBA Capital Management LLC 169,600 $11,458k Jun 30, 2019 Aug 12, 2019
Grandfield & DODD LLC 165,714 $11,196k Jun 30, 2019 Jul 29, 2019
Lombard Odier Asset Management USA Corp 150,000 $10,134k Call Jun 30, 2019 Aug 14, 2019
Copernicus Capital Management LLC 147,916 $9,993k Jun 30, 2019 Aug 14, 2019
Ostrum Asset Management US LLC 153,206 $9,960k Mar 31, 2019 May 15, 2019
Howland Capital Management LLC 144,893 $9,789k Jun 30, 2019 Jul 17, 2019
QS Investors LLC 142,407 $9,622k Jun 30, 2019 Aug 14, 2019
Decatur Capital Management Inc 141,015 $9,527k Jun 30, 2019 Jul 24, 2019
WBI Investments Inc 139,770 $9,443k Jun 30, 2019 Jul 23, 2019
Martin Investment Management LLC 135,184 $9,133k Jun 30, 2019 Aug 7, 2019
Greatmark Investment Partners Inc 116,710 $7,885k Jun 30, 2019 Aug 5, 2019
Cambridge Investment Research Advisors Inc 114,153 $7,712k Jun 30, 2019 Aug 15, 2019
Channing Capital Management LLC 112,914 $7,628k Jun 30, 2019 Aug 14, 2019
RPG Investment Advisory LLC 107,120 $7,244k Jun 30, 2019 Jul 10, 2019
Boston Family Office LLC 105,845 $7,151k Jun 30, 2019 Jul 30, 2019
Oak Grove Capital LLC 105,775 $7,146k Jun 30, 2019 Aug 9, 2019
Orbimed Advisors LLC 100,000 $6,756k Call Jun 30, 2019 Aug 14, 2019
PURA VIDA Investments LLC 100,000 $6,756k Jun 30, 2019 Aug 14, 2019
WE Donoghue & Co LLC 96,675 $6,531k Jun 30, 2019 Jul 23, 2019
Marco Investment Management LLC 95,391 $6,445k Jun 30, 2019 Aug 6, 2019
Edgewood Management LLC 94,585 $6,390k Jun 30, 2019 Aug 12, 2019
Nippon Life Global Investors Americas Inc 92,796 $6,270k Jun 30, 2019 Jul 23, 2019
Bridgewater Associates LP 91,889 $6,208k Jun 30, 2019 Aug 13, 2019
Palouse Capital Management Inc 91,807 $6,202k Jun 30, 2019 Aug 6, 2019
Goodman Financial Corporation 91,771 $6,200k Jun 30, 2019 Aug 9, 2019
Stoneridge Investment Partners LLC 91,165 $6,159k Jun 30, 2019 Jul 29, 2019
Pacific Heights Asset Management LLC 87,000 $5,878k Jun 30, 2019 Jul 23, 2019
Hoylecohen LLC 83,965 $5,673k Jun 30, 2019 Aug 9, 2019
Dorchester Wealth Management Company 80,458 $5,436k Jun 30, 2019 Jul 19, 2019
Sentry Management Inc 79,147 $5,347k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 79,147 $5,347k Jun 30, 2019 Aug 12, 2019
Hennessy Advisors Inc 77,600 $5,243k Jun 30, 2019 Jul 11, 2019
LOWE Brockenbrough & Company Inc 76,920 $5,197k Jun 30, 2019 Aug 12, 2019
Peninsula Wealth LLC 74,598 $5,041k Jun 30, 2019 Aug 2, 2019
Tokio Marine Asset Management USA Ltd 74,478 $5,032k Jun 30, 2019 Jul 25, 2019
Madison Investment Holdings Inc 72,600 $4,905k Jun 30, 2019 Aug 13, 2019
Columbus Macro LLC 71,417 $4,825k Jun 30, 2019 Jul 16, 2019
RDL Financial Inc 70,065 $4,734k Jun 30, 2019 Jul 17, 2019
The Leuthold Group LLC 67,928 $4,589k Jun 30, 2019 Aug 14, 2019
Kovitz Investment Group Partners LLC 66,412 $4,487k Jun 30, 2019 Aug 14, 2019
Hollow Brook Wealth Management LLC 66,178 $4,471k Jun 30, 2019 Aug 13, 2019
Vishria BIRD Financial Group LLC 65,149 $4,401k Jun 30, 2019 Jul 15, 2019
Jolley Asset Management LLC 61,848 $4,178k Jun 30, 2019 Jul 22, 2019
Gabelli Funds LLC 60,771 $4,106k Jun 30, 2019 Aug 2, 2019
PRIO Wealth Limited Partnership 59,164 $3,997k Jun 30, 2019 Jul 18, 2019
Augustine Asset Management Inc 58,541 $3,955k Jun 30, 2019 Aug 5, 2019
CWA Asset Management Group LLC 55,779 $3,768k Jun 30, 2019 Aug 13, 2019
Monarch Capital Management Inc 54,920 $3,710k Jun 30, 2019 Jul 31, 2019
Strategic Global Advisors LLC 54,503 $3,682k Jun 30, 2019 Aug 13, 2019
Richard Bernstein Advisors LLC 53,594 $3,620k Jun 30, 2019 Aug 9, 2019
United Asset Strategies Inc 53,527 $3,616k Jun 30, 2019 Jul 31, 2019
Wealth Enhancement Advisory Services LLC 53,052 $3,601k Jun 30, 2019 Aug 2, 2019
Monte Financial Group LLC 53,279 $3,600k Jun 30, 2019 Aug 7, 2019
Steinberg Global Asset Management Ltd 55,058 $3,579k Mar 31, 2019 Apr 24, 2019
Addenda Capital Inc 51,556 $3,483k Jun 30, 2019 Jul 12, 2019
Vontobel Swiss Wealth Advisors AG 50,379 $3,404k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 49,171 $3,322k Jun 30, 2019 Jul 22, 2019
SAND Hill Global Advisors LLC 48,256 $3,260k Jun 30, 2019 Aug 13, 2019
TT International 48,277 $3,258k Jun 30, 2019 Aug 12, 2019
MHI Funds LLC 47,970 $3,241k Jun 30, 2019 Jul 17, 2019
Needham Investment Management LLC 46,000 $3,108k Jun 30, 2019 Aug 14, 2019
Neumann Capital Management LLC 45,360 $3,065k Jun 30, 2019 Jul 25, 2019
Cardan Capital Partners LLC 44,993 $3,040k Jun 30, 2019 Jul 16, 2019
Stevens First Principles Investment Advisors 44,174 $2,984k Jun 30, 2019 Jul 22, 2019
Morgan Dempsey Capital Management LLC 43,877 $2,964k Jun 30, 2019 Aug 8, 2019
Vision Capital Management Corporation 43,697 $2,952k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 43,697 $2,952k Jun 30, 2019 Jul 29, 2019
FFCM LLC 43,027 $2,907k Jun 30, 2019 Jul 30, 2019
Fernwood Investment Management LLC 41,869 $2,829k Jun 30, 2019 Aug 1, 2019
Tocqueville Asset Management LP 41,491 $2,803k Jun 30, 2019 Jul 31, 2019
Dupont Capital Management Corp 41,298 $2,790k Jun 30, 2019 Jul 30, 2019
Azimuth Capital Management LLC 40,895 $2,763k Jun 30, 2019 Aug 13, 2019
Klingenstein Fields & Co LLC 40,900 $2,763k Jun 30, 2019 Aug 12, 2019
Prelude Capital Management LLC 40,000 $2,702k Put Jun 30, 2019 Aug 14, 2019
Stillwater Investment Management LLC 39,618 $2,677k Jun 30, 2019 Jul 3, 2019
Boston Common Asset Management LLC 39,220 $2,650k Jun 30, 2019 Jul 26, 2019
Cornerstone Capital Inc 38,696 $2,614k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 38,696 $2,614k Jun 30, 2019 Aug 14, 2019
Brookmont Capital Management LLC 38,622 $2,609k Jun 30, 2019 Jul 18, 2019
ARGA Investment Management LP 38,329 $2,590k Jun 30, 2019 Jul 31, 2019
BKD Wealth Advisors LLC 38,087 $2,573k Jun 30, 2019 Jul 10, 2019
Arlington Financial Advisors LLC 37,933 $2,563k Jun 30, 2019 Aug 5, 2019
Crossvault Capital Management LLC 37,851 $2,557k Jun 30, 2019 Jul 19, 2019
Violich Capital Management 37,010 $2,500k Jun 30, 2019 Jul 22, 2019
The Investment House LLC 36,406 $2,460k Jun 30, 2019 Aug 5, 2019
van Strum & Towne Inc 35,599 $2,405k Jun 30, 2019 Aug 12, 2019
Wheatland Advisors Inc 35,160 $2,375k Jun 30, 2019 Aug 7, 2019
Hallmark Capital Management Inc 34,300 $2,317k Jun 30, 2019 Aug 8, 2019
Euclidean Technologies Management LLC 34,275 $2,316k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 33,895 $2,290k Jun 30, 2019 Jul 19, 2019
Permit Capital LLC 33,700 $2,277k Jun 30, 2019 Aug 14, 2019
SVA Plumb Wealth Management LLC 33,453 $2,260k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 22,465 $2,206k Sep 30, 2015 Nov 16, 2015
Cubic Asset Management LLC 31,721 $2,143k Jun 30, 2019 Jul 29, 2019
Poehling Capital Management Inc 31,547 $2,131k Jun 30, 2019 Aug 9, 2019
Meridian Investment Counsel Inc 29,726 $2,008k Jun 30, 2019 Aug 13, 2019
CPWM LLC 29,456 $1,990k Jun 30, 2019 Aug 2, 2019
Cohen Klingenstein LLC 29,184 $1,972k Jun 30, 2019 Jul 15, 2019
Wealthtrust Axiom LLC 28,852 $1,949k Jun 30, 2019 Aug 7, 2019
Acadian Asset Management LLC 28,581 $1,932k Jun 30, 2019 Aug 8, 2019
BTR Capital Management Inc 28,194 $1,905k Jun 30, 2019 Jul 18, 2019
Ancora Family Wealth Advisors LLC 23,069 $1,825k Sep 30, 2016 Nov 4, 2016
WP Advisors LLC 26,943 $1,820k Jun 30, 2019 Jul 23, 2019
Stanley-Laman Group Ltd 26,856 $1,814k Jun 30, 2019 Aug 1, 2019
Bragg Financial Advisors Inc 26,818 $1,812k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 26,230 $1,772k Jun 30, 2019 Jul 29, 2019
Global Endowment Management LP 26,100 $1,764k Jun 30, 2019 Aug 12, 2019
LONG ROAD Investment Counsel LLC 25,600 $1,730k Jun 30, 2019 Aug 9, 2019
Alpha Cubed Investments LLC 25,592 $1,729k Jun 30, 2019 Jul 19, 2019
Benedict Financial Advisors Inc 25,485 $1,722k Jun 30, 2019 Aug 1, 2019
E & G Advisors LP 25,432 $1,718k Jun 30, 2019 Jul 12, 2019
Hunter Associates Investment Management LLC 24,820 $1,677k Jun 30, 2019 Aug 8, 2019
Lehman Financial Resources Inc 21,703 $1,675k Sep 30, 2018 Nov 14, 2018
BOYS Arnold & Company Inc 24,635 $1,664k Jun 30, 2019 Aug 1, 2019
Brown Advisory Securities LLC 23,773 $1,607k Jun 30, 2019 Aug 12, 2019
Annex Advisory Services LLC 23,632 $1,597k Jun 30, 2019 Jul 18, 2019
Payden & Rygel 22,800 $1,540k Jun 30, 2019 Aug 6, 2019
Sippican Capital Advisors LLC 22,435 $1,516k Jun 30, 2019 Jul 17, 2019
Motley FOOL Asset Management LLC 21,840 $1,476k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 21,775 $1,471k Jun 30, 2019 Jul 29, 2019
YHB Investment Advisors Inc 21,776 $1,471k Jun 30, 2019 Jul 15, 2019
Bennicas & Associates Inc 21,550 $1,456k Jun 30, 2019 Jul 12, 2019
Aristotle Atlantic Partners LLC 21,200 $1,432k Jun 30, 2019 Aug 13, 2019
Harbour Capital Advisors LLC 20,577 $1,390k Jun 30, 2019 Jul 10, 2019
Rodgers Brothers Inc 20,550 $1,388k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 12,852 $1,368k Sep 30, 2014 Nov 17, 2014
Wendell David Associates Inc 20,060 $1,355k Jun 30, 2019 Jul 16, 2019
Bell & Brown Wealth Advisors LLC 19,152 $1,294k Jun 30, 2019 Aug 6, 2019
Beacon Investment Advisory Services Inc 18,877 $1,275k Jun 30, 2019 Aug 7, 2019
Oak Asset Management LLC 19,256 $1,250k Jun 30, 2019 Jul 25, 2019
Premier Asset Management LLC 18,335 $1,238k Jun 30, 2019 Aug 7, 2019
Unison Advisors LLC 17,996 $1,216k Jun 30, 2019 Jul 11, 2019
Crestline Management LP 18,000 $1,216k Jun 30, 2019 Aug 13, 2019
Carnick & Kubik Group LLC 17,872 $1,207k Jun 30, 2019 Jul 30, 2019
Malaga COVE Capital LLC 16,290 $1,101k Jun 30, 2019 Aug 14, 2019
Curbstone Financial Management Corporation 16,270 $1,099k Jun 30, 2019 Jul 9, 2019
JAG Capital Management LLC 15,877 $1,073k Jun 30, 2019 Jul 22, 2019
Chilton Capital Management LLC 15,758 $1,065k Jun 30, 2019 Aug 13, 2019
Dedora Capital Inc 15,149 $1,023k Jun 30, 2019 Aug 8, 2019
Fairpointe Capital LLC 15,000 $1,013k Jun 30, 2019 Aug 14, 2019
Shepherd Kaplan Krochuk LLC 14,031 $948k Jun 30, 2019 Aug 12, 2019
DUFF & Phelps Investment Management Co 13,760 $930k Jun 30, 2019 Aug 2, 2019
Miles Capital Inc 13,686 $925k Jun 30, 2019 Aug 13, 2019
Wellington Shields & Co LLC 13,550 $915k Jun 30, 2019 Aug 8, 2019
Heritage Financial LLC 13,416 $906k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 13,416 $906k Jun 30, 2019 Aug 13, 2019
IMS Capital Management Inc 13,307 $899k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 13,196 $892k Jun 30, 2019 Aug 8, 2019
Ridgewood Investments LLC 13,182 $891k Jun 30, 2019 Jul 12, 2019
Wellesley Investment Partners LLC 12,983 $877k Jun 30, 2019 Aug 5, 2019
Excalibur Management Corp 12,811 $866k Jun 30, 2019 Jul 26, 2019
Choate Investment Advisors LLC 12,674 $856k Jun 30, 2019 Aug 14, 2019
TDAM USA Inc 12,526 $846k Jun 30, 2019 Aug 1, 2019
The Mathes Company Inc 12,500 $845k Jun 30, 2019 Jul 29, 2019
Quadrant Capital Management LLC 12,461 $842k Jun 30, 2019 Aug 8, 2019
Westport Asset Management Inc 12,000 $811k Jun 30, 2019 Aug 9, 2019
American Money Management LLC 11,965 $808k Jun 30, 2019 Aug 12, 2019
van Hulzen Asset Management LLC 11,909 $805k Jun 30, 2019 Aug 8, 2019
Peak Asset Management LLC 11,723 $792k Jun 30, 2019 Aug 15, 2019
Bristlecone Advisors LLC 11,594 $783k Jun 30, 2019 Jul 19, 2019
Mcmahon Financial Advisors LLC 11,447 $773k Jun 30, 2019 Aug 6, 2019
Capwealth Advisors LLC 11,359 $767k Jun 30, 2019 Aug 13, 2019
SOL Capital Management Co 10,996 $743k Jun 30, 2019 Jul 17, 2019
Douglass Winthrop Advisors LLC 10,645 $719k Jun 30, 2019 Jul 10, 2019
Mitchell Mcleod PUGH & Williams Inc 10,446 $706k Jun 30, 2019 Jul 9, 2019
Barry Investment Advisors LLC 10,299 $696k Jun 30, 2019 Jul 26, 2019
Point72 Asset Management LP 10,100 $682k Jun 30, 2019 Aug 14, 2019
Auxier Asset Management LLC 10,050 $679k Jun 30, 2019 Aug 15, 2019
Cornell Pochily Investment Advisors Inc 9,987 $675k Jun 30, 2019 Jul 22, 2019
Selway Asset Management Inc 9,825 $664k Jun 30, 2019 Jul 30, 2019
Mirador Capital Partners LP 9,533 $644k Jun 30, 2019 Aug 6, 2019
New England Research & Management Inc 9,430 $637k Jun 30, 2019 Jul 9, 2019
American National Registered Investment Advisor Inc 9,339 $631k Jun 30, 2019 Aug 5, 2019
Twin Capital Management Inc 9,314 $629k Jun 30, 2019 Aug 1, 2019
Beech Hill Advisors Inc 8,900 $601k Jun 30, 2019 Jul 15, 2019
Clear Harbor Asset Management LLC 8,889 $601k Jun 30, 2019 Jul 22, 2019
Appleton Partners Inc 8,710 $588k Jun 30, 2019 Jul 25, 2019
Omnistar Financial Group Inc 8,623 $583k Jun 30, 2019 Jul 30, 2019
Drexel Morgan & Co 8,606 $581k Jun 30, 2019 Aug 8, 2019
Interocean Capital LLC 8,450 $571k Jun 30, 2019 Aug 13, 2019
Ipswich Investment Management Company Inc 8,431 $570k Jun 30, 2019 Jul 11, 2019
Legacy Capital Partners Inc 8,263 $558k Jun 30, 2019 Jul 16, 2019
Shoker Investment Counsel Inc 8,236 $556k Jun 30, 2019 Aug 9, 2019
Bienville Capital Management LLC 8,195 $554k Jun 30, 2019 Aug 14, 2019
Altium Wealth Management LLC 7,993 $540k Jun 30, 2019 Jul 18, 2019
Regent Investment Management LLC 7,795 $527k Jun 30, 2019 Jul 15, 2019
Cambridge Advisors Inc 7,764 $525k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 7,764 $525k Jun 30, 2019 Jul 26, 2019
Obermeyer WOOD Investment Counsel LLLP 7,630 $515k Jun 30, 2019 Aug 13, 2019
Northside Capital Management LLC 7,535 $509k Jun 30, 2019 Jul 16, 2019
The Rikoon Group LLC 7,501 $507k Jun 30, 2019 Aug 6, 2019
GHP Investment Advisors Inc 7,485 $506k Jun 30, 2019 Aug 2, 2019
Calton & Associates Inc 7,485 $506k Jun 30, 2019 Jul 9, 2019
Meritage Portfolio Management Inc 7,448 $503k Jun 30, 2019 Jul 30, 2019
American Financial Network Advisory Services LLC 7,464 $501k Jun 30, 2019 Aug 9, 2019
Clear Perspective Advisors LLC 7,388 $499k Jun 30, 2019 Aug 12, 2019
Northstar Wealth Partners LLC 7,341 $496k Jun 30, 2019 Aug 15, 2019
Bigelow Investment Advisors LLC 7,322 $495k Jun 30, 2019 Jul 17, 2019
RNC Capital Management LLC 7,327 $495k Jun 30, 2019 Jul 25, 2019
Abner Herrman & Brock LLC 7,170 $484k Jun 30, 2019 Jul 19, 2019
Shamrock Asset Management LLC 7,154 $483k Jun 30, 2019 Aug 9, 2019
Carret Asset Management LLC 7,054 $477k Jun 30, 2019 Aug 12, 2019
Lyell Wealth Management LP 7,000 $473k Jun 30, 2019 Aug 1, 2019
Callahan Advisors LLC 6,646 $449k Jun 30, 2019 Jul 17, 2019
Badgley Phelps and Bell Inc 6,651 $449k Jun 30, 2019 Jul 30, 2019
S & Co Inc 6,625 $448k Jun 30, 2019 Jul 23, 2019
Baldwin Investment Management LLC 6,600 $446k Jun 30, 2019 Aug 6, 2019
Main Street Research LLC 6,337 $428k Jun 30, 2019 Aug 8, 2019
PFG Advisors LLC 6,387 $427k Jun 30, 2019 Aug 5, 2019
Oarsman Capital Inc 6,304 $426k Jun 30, 2019 Aug 13, 2019
Ausdal Financial Partners Inc 6,317 $424k Jun 30, 2019 Aug 5, 2019
Perkins Investment Management LLC 6,200 $421k Mar 31, 2017 May 15, 2017
Traynor Capital Management Inc 6,219 $421k Jun 30, 2019 Jul 26, 2019
DAVY Asset Management Limited 6,074 $410k Jun 30, 2019 Jul 19, 2019
Cfo4Life Group LLC 6,036 $408k Jun 30, 2019 Jul 29, 2019
Quantum Capital Management LLC 5,983 $404k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 5,799 $392k Jun 30, 2019 Aug 8, 2019
Biltmore Family Office LLC 5,447 $368k Jun 30, 2019 Jul 31, 2019
Thomas White International Ltd 5,325 $360k Jun 30, 2019 Aug 13, 2019
Guardian Capital LP 5,272 $356k Jun 30, 2019 Aug 14, 2019
Douglas Lane & Associates LLC 5,260 $355k Jun 30, 2019 Jul 8, 2019
Brave Asset Management Inc 5,230 $353k Jun 30, 2019 Aug 5, 2019
Newfocus Financial Group LLC 5,159 $349k Jun 30, 2019 Jul 23, 2019
Strategic Advisors LLC 5,159 $348k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 5,159 $348k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 5,159 $348k Jun 30, 2019 Jul 22, 2019
Keeler Thomas Management LLC 5,100 $344k Jun 30, 2019 Jul 31, 2019
RAAB & Moskowitz Asset Management LLC 5,093 $344k Jun 30, 2019 Aug 9, 2019
Investec Asset Management Limited 4,995 $337k Jun 30, 2019 Jul 30, 2019
Bigsur Wealth Management LLC 4,670 $317k Jun 30, 2019 Jul 5, 2019
Grace Capital 4,665 $315k Jun 30, 2019 Aug 14, 2019
Lakeview Capital Partners LLC 4,562 $308k Jun 30, 2019 Aug 5, 2019
ALL Terrain Financial Advisors LLC 4,462 $301k Jun 30, 2019 Aug 14, 2019
LVW Advisors LLC 4,219 $285k Jun 30, 2019 Aug 14, 2019
EP Wealth Advisors LLC 4,210 $284k Jun 30, 2019 Aug 27, 2019
STA Wealth Management LLC 4,206 $284k Jun 30, 2019 Aug 14, 2019
Intersect Capital LLC 4,097 $277k Jun 30, 2019 Aug 9, 2019
Patton Albertson Miller Group LLC 4,141 $270k Jun 30, 2019 Aug 12, 2019
Portland Global Advisors LLC 3,978 $269k Jun 30, 2019 Jul 26, 2019
ZWJ Investment Counsel Inc 3,947 $267k Jun 30, 2019 Jul 24, 2019
KCS Wealth Advisory LLC 3,929 $265k Jun 30, 2019 Jul 29, 2019
Hourglass Capital LLC 3,900 $263k Jun 30, 2019 Aug 12, 2019
SRB Corporation 3,854 $260k Jun 30, 2019 Aug 14, 2019
Gilman Hill Asset Management LLC 3,775 $255k Jun 30, 2019 Jul 17, 2019
Woodley Farra Manion Portfolio Management Inc 3,720 $251k Jun 30, 2019 Aug 12, 2019
Mckinley Carter Wealth Services Inc 3,699 $250k Jun 30, 2019 Aug 2, 2019
Twin Focus Capital Partners LLC 3,700 $250k Jun 30, 2019 Aug 14, 2019
Leonard Rickey Investment Advisors PLLC 3,581 $242k Jun 30, 2019 Jul 10, 2019
Aspiriant LLC 3,592 $241k Jun 30, 2019 Aug 6, 2019
Congress Park Capital LLC 3,500 $234k Jun 30, 2019 Aug 2, 2019
RFG Advisory LLC 3,408 $231k Jun 30, 2019 Aug 23, 2019
Vivaldi Capital Management LLC 3,369 $228k Jun 30, 2019 Aug 14, 2019
Bourgeon Capital Management LLC 3,350 $226k Jun 30, 2019 Jul 18, 2019
Round Table Services LLC 3,320 $224k Jun 30, 2019 Jul 17, 2019
BLB & B Advisors LLC 3,300 $223k Jun 30, 2019 Jul 29, 2019
Wakefield Asset Management LLLP 3,276 $221k Jun 30, 2019 Aug 13, 2019
Diligent Investors LLC 3,245 $219k Jun 30, 2019 Aug 1, 2019
Pagnatokarp Partners LLC 3,177 $215k Jun 30, 2019 Aug 8, 2019
Goelzer Investment Management Inc 3,104 $210k Jun 30, 2019 Jul 29, 2019
UNIO Capital LLC 3,100 $209k Jun 30, 2019 Aug 14, 2019
Cohen Capital Management Inc 3,100 $209k Jun 30, 2019 Aug 7, 2019
Midwest Professional Planners Ltd 3,026 $204k Jun 30, 2019 Aug 12, 2019
Financial Sense Advisors Inc 3,000 $203k Jun 30, 2019 Aug 2, 2019
Alpine Woods Capital Investors LLC 3,000 $203k Jun 30, 2019 Aug 5, 2019
Princeton Capital Management LLC 2,976 $201k Jun 30, 2019 Aug 12, 2019
Whitnell & Co 2,400 $162k Jun 30, 2019 Jul 16, 2019
Stelac Advisory Services LLC 2,001 $135k Jun 30, 2019 Jul 29, 2019
Vestor Capital LLC 1,800 $122k Jun 30, 2019 Aug 6, 2019
Lombard Odier Transatlantic Limited 1,400 $112k Sep 30, 2016 Nov 14, 2016
DT Investment Partners LLC 1,601 $108k Jun 30, 2019 Jul 30, 2019
BSW Wealth Partners LLC 1,275 $86k Jun 30, 2019 Aug 13, 2019
West Oak Capital LLC 1,064 $72k Jun 30, 2019 Jul 12, 2019
Clearbridge Investments LLC 931 $58k Dec 31, 2018 Feb 14, 2019
Jackson Grant Investment Advisers Inc 827 $56k Jun 30, 2019 Aug 13, 2019
Dearborn Partners LLC 742 $50k Jun 30, 2019 Jul 29, 2019
Transamerica Financial Advisors Inc 328 $23k Jun 30, 2019 Aug 21, 2019
The Fiduciary Group LLC 300 $20k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 100 $7k Jun 30, 2019 Aug 5, 2019
Permanens Capital LP 46 $3k Jun 30, 2019 Aug 9, 2019
Newfound Research LLC 22 $1k Jun 30, 2019 Aug 13, 2019

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