GOLDMAN SACHS GROUP
(38141G104)
Funds Reporting Holdings of GOLDMAN SACHS GROUP according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| MOON Capital Management LLC | 18,480 | $3,781,008k | Jun 30, 2019 | Jul 11, 2019 | |
| Shapiro Capital Management LLC | 17,300 | $3,539,580k | Jun 30, 2019 | Aug 14, 2019 | |
| Rmsincerbeaux Capital Management LLC | 13,209 | $2,702,561k | Jun 30, 2019 | Aug 9, 2019 | |
| Dodge & COX | 11,492,419 | $2,351,349k | Jun 30, 2019 | Aug 13, 2019 | |
| Greenhaven Associates Inc | 3,378,421 | $691,225k | Jun 30, 2019 | Aug 7, 2019 | |
| Tower Bridge Advisors Inc | 2,682 | $548,737k | Jun 30, 2019 | Aug 6, 2019 | |
| Pzena Investment Management LLC | 1,126,616 | $230,506k | Jun 30, 2019 | Aug 2, 2019 | |
| Kiltearn Partners LLP | 1,105,523 | $226,190k | Jun 30, 2019 | Jul 30, 2019 | |
| Lakewood Capital Management LP | 901,000 | $184,345k | Jun 30, 2019 | Aug 14, 2019 | |
| Janus Capital Management LLC | 636,177 | $146,123k | Mar 31, 2017 | May 16, 2017 | |
| Value Financial Advisers Inc | 700,580 | $143,339k | Jun 30, 2019 | Aug 13, 2019 | |
| International Value Advisers LLC | 700,580 | $143,339k | Jun 30, 2019 | Aug 13, 2019 | |
| Investec Asset Management Limited | 549,907 | $112,511k | Jun 30, 2019 | Jul 30, 2019 | |
| GS Investments Inc | 500 | $102,300k | Jun 30, 2019 | Aug 9, 2019 | |
| Focused Investors LLC | 440,000 | $90,024k | Jun 30, 2019 | Jul 16, 2019 | |
| Gilder Gagnon HOWE & Co LLC | 433,841 | $88,764k | Jun 30, 2019 | Aug 13, 2019 | |
| Global Thematic Partners LLC | 432,453 | $88,480k | Jun 30, 2019 | Jul 23, 2019 | |
| New England Asset Management Inc | 431,063 | $88,195k | Jun 30, 2019 | Aug 14, 2019 | |
| Marshfield Associates Inc | 413,811 | $84,666k | Jun 30, 2019 | Aug 15, 2019 | |
| Renaissance Technologies LLC | 380,500 | $77,850k | Jun 30, 2019 | Aug 12, 2019 | |
| Locust WOOD Capital Advisers LLC | 333,426 | $68,219k | Jun 30, 2019 | Jul 24, 2019 | |
| Brandywine Global Investment Management LLC | 324,561 | $66,406k | Jun 30, 2019 | Aug 14, 2019 | |
| Artisan Partners Limited Partnership | 290,384 | $59,413k | Jun 30, 2019 | Aug 9, 2019 | |
| Cornerstone Investment Partners LLC | 280,626 | $57,416k | Jun 30, 2019 | Jul 19, 2019 | |
| Cornerstone Partners LLC | 280,626 | $57,416k | Jun 30, 2019 | Jul 19, 2019 | |
| Yacktman Asset Management LP | 256,900 | $52,562k | Jun 30, 2019 | Aug 2, 2019 | |
| RE Advisers Corporation | 220,500 | $45,114k | Jun 30, 2019 | Aug 12, 2019 | |
| Cacti Asset Management LLC | 206,664 | $42,366k | Jun 30, 2019 | Jul 1, 2019 | |
| Becker Capital Management Inc | 193,125 | $39,513k | Jun 30, 2019 | Aug 8, 2019 | |
| ECHO Street Capital Management LLC | 186,795 | $38,218k | Jun 30, 2019 | Aug 14, 2019 | |
| Matthew 25 Management Corp | 176,500 | $36,112k | Jun 30, 2019 | Aug 13, 2019 | |
| Azora Capital LP | 175,534 | $35,914k | Jun 30, 2019 | Aug 14, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 164,958 | $33,750k | Jun 30, 2019 | Aug 13, 2019 | |
| Seizert Capital Partners LLC | 161,160 | $32,973k | Jun 30, 2019 | Aug 6, 2019 | |
| Lomas Capital Management LLC | 161,136 | $32,969k | Jun 30, 2019 | Aug 14, 2019 | |
| PRIO Wealth Limited Partnership | 125,792 | $25,737k | Jun 30, 2019 | Jul 18, 2019 | |
| Goldentree Asset Management LP | 125,367 | $25,635k | Jun 30, 2019 | Aug 14, 2019 | |
| Pacifica Capital Investments LLC | 117,463 | $24,033k | Jun 30, 2019 | Aug 7, 2019 | |
| Payden & Rygel | 104,100 | $21,299k | Jun 30, 2019 | Aug 6, 2019 | |
| Tweedy Browne Company LLC | 98,174 | $20,086k | Jun 30, 2019 | Aug 5, 2019 | |
| Springhouse Capital Management LP | 88,539 | $18,115k | Jun 30, 2019 | Aug 14, 2019 | |
| Interocean Capital LLC | 84,185 | $17,224k | Jun 30, 2019 | Aug 13, 2019 | |
| Howard Capital Management Inc | 66,674 | $13,641k | Jun 30, 2019 | Jul 24, 2019 | |
| Private Wealth Partners LLC | 55,816 | $11,420k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 55,816 | $11,420k | Jun 30, 2019 | Aug 6, 2019 | |
| Maltese Capital Management LLC | 55,700 | $11,396k | Jun 30, 2019 | Aug 14, 2019 | |
| Carleon Capital Partners LLC | 53,272 | $10,900k | Jun 30, 2019 | Aug 13, 2019 | |
| Tegean Capital Management LLC | 50,000 | $10,230k | Jun 30, 2019 | Aug 14, 2019 | |
| Highland Capital Management LLC | 49,631 | $10,155k | Jun 30, 2019 | Jul 29, 2019 | |
| Marco Investment Management LLC | 47,001 | $9,616k | Jun 30, 2019 | Aug 6, 2019 | |
| Premier Asset Management LLC | 46,815 | $9,578k | Jun 30, 2019 | Aug 7, 2019 | |
| Eubel Brady & Suttman Asset Management Inc | 45,915 | $9,394k | Jun 30, 2019 | Aug 12, 2019 | |
| Wafra Inc | 45,014 | $9,210k | Jun 30, 2019 | Aug 14, 2019 | |
| Hourglass Capital LLC | 43,214 | $8,842k | Jun 30, 2019 | Aug 12, 2019 | |
| Janney Capital Management LLC | 42,357 | $8,666k | Jun 30, 2019 | Jul 29, 2019 | |
| SCP Investment LP | 40,000 | $8,184k | Jun 30, 2019 | Aug 6, 2019 | |
| Markston International LLC | 37,007 | $7,572k | Jun 30, 2019 | Aug 6, 2019 | |
| Gabelli Funds LLC | 37,000 | $7,570k | Jun 30, 2019 | Aug 2, 2019 | |
| Rockshelter Capital Management LLC | 36,826 | $7,535k | Jun 30, 2019 | Aug 14, 2019 | |
| Olstein Capital Management LP | 36,500 | $7,468k | Jun 30, 2019 | Jul 31, 2019 | |
| LOWE Brockenbrough & Company Inc | 35,004 | $7,162k | Jun 30, 2019 | Aug 12, 2019 | |
| Grassi Investment Management LLC | 33,285 | $6,810k | Jun 30, 2019 | Jul 10, 2019 | |
| Arbiter Partners Capital Management LLC | 33,000 | $6,752k | Call | Jun 30, 2019 | Aug 16, 2019 |
| Pacer Advisors Inc | 32,477 | $6,645k | Jun 30, 2019 | Aug 12, 2019 | |
| Wallington Asset Management LLC | 31,321 | $6,408k | Jun 30, 2019 | Aug 13, 2019 | |
| SNOW Capital Management LP | 30,580 | $6,257k | Jun 30, 2019 | Aug 13, 2019 | |
| Permit Capital LLC | 26,700 | $5,463k | Jun 30, 2019 | Aug 14, 2019 | |
| Hoylecohen LLC | 26,143 | $5,349k | Jun 30, 2019 | Aug 9, 2019 | |
| Westend Advisors LLC | 26 | $5,319k | Jun 30, 2019 | Jul 23, 2019 | |
| Amplify Investments LLC | 20,930 | $5,271k | Mar 31, 2018 | May 14, 2018 | |
| Cubic Asset Management LLC | 25,132 | $5,142k | Jun 30, 2019 | Jul 29, 2019 | |
| Stanley-Laman Group Ltd | 24,514 | $5,016k | Jun 30, 2019 | Aug 1, 2019 | |
| Stanley Capital Management LLC | 23,719 | $4,853k | Jun 30, 2019 | Aug 14, 2019 | |
| Crestline Management LP | 23,708 | $4,851k | Jun 30, 2019 | Aug 13, 2019 | |
| Dowling & Yahnke LLC | 22,711 | $4,647k | Jun 30, 2019 | Jul 22, 2019 | |
| Cambridge Investment Research Advisors Inc | 22,280 | $4,558k | Jun 30, 2019 | Aug 15, 2019 | |
| Calamos Wealth Management LLC | 21,673 | $4,434k | Jun 30, 2019 | Aug 7, 2019 | |
| California Capital Advisors Inc | 21,590 | $4,417k | Jun 30, 2019 | Jul 15, 2019 | |
| Westover Capital Advisors LLC | 21,470 | $4,393k | Jun 30, 2019 | Aug 13, 2019 | |
| Sentry Investment Management LLC | 21,145 | $4,326k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 21,145 | $4,326k | Jun 30, 2019 | Aug 12, 2019 | |
| Beese Fulmer Investment Management Inc | 20,675 | $4,230k | Jun 30, 2019 | Jul 5, 2019 | |
| LEE Danner & BASS Inc | 20,255 | $4,144k | Jun 30, 2019 | Jul 30, 2019 | |
| Broadleaf Partners LLC | 20,148 | $4,122k | Jun 30, 2019 | Jul 19, 2019 | |
| Interval Partners LP | 20,000 | $4,092k | Jun 30, 2019 | Aug 12, 2019 | |
| Marathon Trading Investment Management LLC | 19,450 | $3,979k | Jun 30, 2019 | Aug 14, 2019 | |
| QVT Financial LP | 18,990 | $3,885k | Jun 30, 2019 | Aug 14, 2019 | |
| Segment Wealth Management LLC | 18,799 | $3,846k | Jun 30, 2019 | Jul 29, 2019 | |
| Schwerin Boyle Capital Management Inc | 17,950 | $3,673k | Jun 30, 2019 | Aug 13, 2019 | |
| RNC Capital Management LLC | 17,915 | $3,665k | Jun 30, 2019 | Jul 25, 2019 | |
| Grand JEAN Capital Management Inc | 17,632 | $3,608k | Jun 30, 2019 | Aug 13, 2019 | |
| Channing Capital Management LLC | 17,404 | $3,561k | Jun 30, 2019 | Aug 14, 2019 | |
| OFI Advisors LLC | 20,234 | $3,516k | Sep 30, 2015 | Nov 16, 2015 | |
| Elgethun Capital Management | 16,886 | $3,455k | Jun 30, 2019 | Aug 8, 2019 | |
| Marietta Wealth Management LLC | 16,766 | $3,430k | Jun 30, 2019 | Aug 14, 2019 | |
| Appleton Partners Inc | 16,636 | $3,404k | Jun 30, 2019 | Jul 25, 2019 | |
| YHB Investment Advisors Inc | 16,510 | $3,378k | Jun 30, 2019 | Jul 15, 2019 | |
| Birinyi Associates Inc | 16,443 | $3,364k | Jun 30, 2019 | Aug 5, 2019 | |
| The Bollard Group LLC | 15,127 | $3,095k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacific Global Investment Management Co | 15,030 | $3,075k | Jun 30, 2019 | Aug 14, 2019 | |
| Wells Trecaso Financial Group LLC | 14,893 | $3,047k | Jun 30, 2019 | Jul 22, 2019 | |
| Carret Asset Management LLC | 13,293 | $2,720k | Jun 30, 2019 | Aug 12, 2019 | |
| Toroso Investments LLC | 13,260 | $2,713k | Jun 30, 2019 | Aug 15, 2019 | |
| Precept Management LLC | 13,000 | $2,660k | Jun 30, 2019 | Aug 14, 2019 | |
| Tradition Capital Management LLC | 13,805 | $2,650k | Mar 31, 2019 | May 7, 2019 | |
| Sigma Investment Counselors Inc | 12,652 | $2,589k | Jun 30, 2019 | Jul 23, 2019 | |
| Balter Liquid Alternatives LLC | 12,621 | $2,582k | Jun 30, 2019 | Jul 31, 2019 | |
| Miracle MILE Advisors LLC | 12,208 | $2,498k | Jun 30, 2019 | Aug 7, 2019 | |
| KJ Harrison & Partners USA Inc | 11,680 | $2,390k | Jun 30, 2019 | Aug 5, 2019 | |
| United Asset Strategies Inc | 11,017 | $2,254k | Jun 30, 2019 | Jul 31, 2019 | |
| Stillwater Investment Management LLC | 10,657 | $2,180k | Jun 30, 2019 | Jul 3, 2019 | |
| KMS Financial Services Inc | 11,542 | $2,119k | Sep 30, 2014 | Nov 17, 2014 | |
| Mcguire Investment Group LLC | 10,202 | $2,087k | Jun 30, 2019 | Jul 25, 2019 | |
| Prelude Capital Management LLC | 9,900 | $2,026k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Sawgrass Asset Management LLC | 9,780 | $2,001k | Jun 30, 2019 | Jul 23, 2019 | |
| Wealthstreet Investment Advisors LLC | 9,775 | $2,000k | Jun 30, 2019 | Jul 16, 2019 | |
| Bell & Brown Wealth Advisors LLC | 9,557 | $1,955k | Jun 30, 2019 | Aug 6, 2019 | |
| The Mathes Company Inc | 9,499 | $1,943k | Jun 30, 2019 | Jul 29, 2019 | |
| Panagora Asset Management Inc | 9,196 | $1,881k | Jun 30, 2019 | Aug 9, 2019 | |
| Palouse Capital Management Inc | 7,919 | $1,620k | Jun 30, 2019 | Aug 6, 2019 | |
| Burleson & Company LLC | 7,617 | $1,612k | Jun 30, 2019 | Aug 5, 2019 | |
| Triangle Securities Wealth Management | 7,836 | $1,612k | Jun 30, 2019 | Jul 10, 2019 | |
| Bigsur Wealth Management LLC | 7,635 | $1,579k | Jun 30, 2019 | Jul 5, 2019 | |
| Valicenti Advisory Services Inc | 7,396 | $1,513k | Jun 30, 2019 | Jul 17, 2019 | |
| Delphi Management Inc | 7,146 | $1,462k | Jun 30, 2019 | Aug 20, 2019 | |
| Crystal Rock Capital Management LLC | 7,050 | $1,442k | Jun 30, 2019 | Aug 9, 2019 | |
| Baldwin Investment Management LLC | 6,865 | $1,405k | Jun 30, 2019 | Aug 6, 2019 | |
| Investment Counselors of Maryland LLC | 6,836 | $1,399k | Jun 30, 2019 | Aug 5, 2019 | |
| Ridgewood Investments LLC | 6,795 | $1,390k | Jun 30, 2019 | Jul 12, 2019 | |
| QS Investors LLC | 6,680 | $1,367k | Jun 30, 2019 | Aug 14, 2019 | |
| Joel Isaacson & Co LLC | 6,342 | $1,297k | Jun 30, 2019 | Jul 11, 2019 | |
| E & G Advisors LP | 6,100 | $1,248k | Jun 30, 2019 | Jul 12, 2019 | |
| Thompson Investment Management Inc | 5,976 | $1,223k | Jun 30, 2019 | Aug 7, 2019 | |
| Condor Capital Management | 5,788 | $1,184k | Jun 30, 2019 | Aug 5, 2019 | |
| KCS Wealth Advisory LLC | 5,783 | $1,183k | Jun 30, 2019 | Jul 29, 2019 | |
| Murphy Capital Management Inc | 5,585 | $1,142k | Jun 30, 2019 | Jul 22, 2019 | |
| Capital Investment Counsel Inc | 5,521 | $1,130k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 5,521 | $1,130k | Jun 30, 2019 | Jul 26, 2019 | |
| 1919 Investment Counsel LLC | 6,097 | $1,120k | Sep 30, 2014 | Nov 14, 2014 | |
| The Investment House LLC | 5,465 | $1,118k | Jun 30, 2019 | Aug 5, 2019 | |
| Cohen Klingenstein LLC | 5,350 | $1,095k | Jun 30, 2019 | Jul 15, 2019 | |
| Klingenstein Fields & Co LLC | 5,321 | $1,089k | Jun 30, 2019 | Aug 12, 2019 | |
| Gentrust LLC | 5,220 | $1,068k | Jun 30, 2019 | Aug 2, 2019 | |
| Athena Capital Advisors LLC | 5,108 | $1,045k | Jun 30, 2019 | Aug 9, 2019 | |
| ODEY Asset Management LLP | 5,100 | $1,043k | Jun 30, 2019 | Aug 14, 2019 | |
| Dupont Capital Management Corp | 5,056 | $1,034k | Jun 30, 2019 | Jul 30, 2019 | |
| The Rock Creek Group LP | 5,000 | $1,023k | Jun 30, 2019 | Aug 14, 2019 | |
| Berkeley Capital Partners LLC | 4,839 | $990k | Jun 30, 2019 | Aug 8, 2019 | |
| Cipher Capital LP | 4,678 | $957k | Jun 30, 2019 | Aug 13, 2019 | |
| Good Life Advisors LLC | 4,616 | $947k | Jun 30, 2019 | Aug 6, 2019 | |
| Heritage Investment Group Inc | 4,582 | $937k | Jun 30, 2019 | Aug 13, 2019 | |
| First Manhattan Co | 4,577 | $936k | Jun 30, 2019 | Aug 16, 2019 | |
| American National Registered Investment Advisor Inc | 4,527 | $926k | Jun 30, 2019 | Aug 5, 2019 | |
| Excalibur Management Corp | 4,460 | $913k | Jun 30, 2019 | Jul 26, 2019 | |
| Probity Advisors Inc | 4,371 | $894k | Jun 30, 2019 | Aug 8, 2019 | |
| Poehling Capital Management Inc | 4,277 | $875k | Jun 30, 2019 | Aug 9, 2019 | |
| Shayne & Co LLC | 4,218 | $863k | Jun 30, 2019 | Jul 24, 2019 | |
| NTV Asset Management LLC | 4,141 | $847k | Jun 30, 2019 | Jul 29, 2019 | |
| Independent Investors Inc | 4,096 | $838k | Jun 30, 2019 | Jul 18, 2019 | |
| Shepherd Financial Partners LLC | 3,955 | $809k | Jun 30, 2019 | Aug 5, 2019 | |
| Lejeune Puetz Investment Counsel | 3,950 | $808k | Jun 30, 2019 | Jul 29, 2019 | |
| Congress Park Capital LLC | 3,492 | $776k | Jun 30, 2019 | Aug 2, 2019 | |
| DUFF & Phelps Investment Management Co | 3,660 | $749k | Jun 30, 2019 | Aug 2, 2019 | |
| Overbrook Management Corporation | 3,611 | $739k | Jun 30, 2019 | Aug 13, 2019 | |
| IMS Capital Management Inc | 3,520 | $720k | Jun 30, 2019 | Aug 14, 2019 | |
| Ironwood Investment Management LLC | 3,337 | $683k | Jun 30, 2019 | Aug 14, 2019 | |
| Gargoyle Investment Advisor LLC | 3,300 | $675k | Jun 30, 2019 | Aug 13, 2019 | |
| Campbell Newman Asset Management Inc | 3,280 | $671k | Jun 30, 2019 | Jul 24, 2019 | |
| Twin Capital Management Inc | 3,223 | $659k | Jun 30, 2019 | Aug 1, 2019 | |
| Brave Asset Management Inc | 3,164 | $647k | Jun 30, 2019 | Aug 5, 2019 | |
| Blue CHIP Wealth Management Inc | 2,945 | $603k | Jun 30, 2019 | Aug 13, 2019 | |
| Gillespie Robinson & Grimm Inc | 2,900 | $593k | Jun 30, 2019 | Jul 22, 2019 | |
| Profit Investment Management LLC | 2,831 | $579k | Jun 30, 2019 | Jul 16, 2019 | |
| Tocqueville Asset Management LP | 2,804 | $574k | Jun 30, 2019 | Jul 31, 2019 | |
| WEIK Capital Management Inc | 2,775 | $568k | Jun 30, 2019 | Aug 9, 2019 | |
| SVA Plumb Wealth Management LLC | 2,760 | $565k | Jun 30, 2019 | Aug 13, 2019 | |
| GAME Creek Capital LP | 2,750 | $563k | Jun 30, 2019 | Aug 5, 2019 | |
| Altium Wealth Management LLC | 2,719 | $556k | Jun 30, 2019 | Jul 18, 2019 | |
| Quadrant Private Wealth Management LLC | 2,684 | $549k | Jun 30, 2019 | Aug 13, 2019 | |
| Acadian Asset Management LLC | 2,602 | $532k | Jun 30, 2019 | Aug 8, 2019 | |
| Signature Financial Management Inc | 3,167 | $529k | Dec 31, 2018 | Feb 13, 2019 | |
| EJF Capital LLC | 2,500 | $512k | Jun 30, 2019 | Aug 14, 2019 | |
| Northside Capital Management LLC | 2,426 | $496k | Jun 30, 2019 | Jul 16, 2019 | |
| ORCA Investment Management LLC | 2,415 | $494k | Jun 30, 2019 | Jul 17, 2019 | |
| Pagnatokarp Partners LLC | 2,390 | $489k | Jun 30, 2019 | Aug 8, 2019 | |
| Quantum Capital Management LLC | 2,342 | $479k | Jun 30, 2019 | Aug 14, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 2,312 | $473k | Jun 30, 2019 | Aug 9, 2019 | |
| Vista Investment Management LLC | 2,299 | $470k | Jun 30, 2019 | Aug 14, 2019 | |
| Dumont & Blake Investment Advisors LLC | 2,230 | $456k | Jun 30, 2019 | Aug 1, 2019 | |
| Douglass Winthrop Advisors LLC | 2,210 | $452k | Jun 30, 2019 | Jul 10, 2019 | |
| Tiemann Investment Advisors LLC | 2,189 | $448k | Jun 30, 2019 | Aug 13, 2019 | |
| Diligent Investors LLC | 2,152 | $440k | Jun 30, 2019 | Aug 1, 2019 | |
| Fieldpoint Private Securities LLC | 2,139 | $438k | Jun 30, 2019 | Aug 14, 2019 | |
| Birch Hill Investment Advisors LLC | 2,117 | $433k | Jun 30, 2019 | Jul 22, 2019 | |
| Stony Point Wealth Management Inc | 1,994 | $425k | Jun 30, 2019 | Jul 23, 2019 | |
| Telos Capital Management Inc | 2,061 | $422k | Jun 30, 2019 | Jul 19, 2019 | |
| Global Endowment Management LP | 2,040 | $418k | Jun 30, 2019 | Aug 12, 2019 | |
| Spears Abacus Advisors LLC | 2,040 | $417k | Jun 30, 2019 | Aug 9, 2019 | |
| Windsor Capital Management LLC | 2,024 | $414k | Jun 30, 2019 | Aug 2, 2019 | |
| Telemetry Investments LLC | 2,000 | $409k | Jun 30, 2019 | Aug 14, 2019 | |
| Beech Hill Advisors Inc | 1,950 | $399k | Jun 30, 2019 | Jul 15, 2019 | |
| MANA Advisors LLC | 1,832 | $375k | Jun 30, 2019 | Aug 14, 2019 | |
| SFMG LLC | 1,673 | $372k | Jun 30, 2019 | Aug 5, 2019 | |
| Intersect Capital LLC | 1,776 | $363k | Jun 30, 2019 | Aug 9, 2019 | |
| Granite Group Advisors LLC | 1,770 | $362k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 1,770 | $362k | Jun 30, 2019 | Jul 23, 2019 | |
| Northstar Asset Management Inc | 1,750 | $358k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 1,750 | $358k | Jun 30, 2019 | Jul 16, 2019 | |
| Baring International Investment Ltd | 2,127 | $356k | Jun 30, 2014 | Jul 21, 2014 | |
| Calton & Associates Inc | 2,109 | $351k | Jun 30, 2019 | Jul 9, 2019 | |
| TDAM USA Inc | 1,708 | $349k | Jun 30, 2019 | Aug 1, 2019 | |
| Strategic Advisors LLC | 1,707 | $349k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 1,707 | $349k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 1,707 | $349k | Jun 30, 2019 | Jul 22, 2019 | |
| SOL Capital Management Co | 1,652 | $338k | Jun 30, 2019 | Jul 17, 2019 | |
| Wellington Shields & Co LLC | 1,650 | $338k | Jun 30, 2019 | Aug 8, 2019 | |
| Grandfield & DODD LLC | 1,568 | $321k | Jun 30, 2019 | Jul 29, 2019 | |
| Jasper Ridge Partners LP | 1,550 | $317k | Jun 30, 2019 | Aug 9, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 1,510 | $309k | Jun 30, 2019 | Aug 12, 2019 | |
| Beacon Investment Advisory Services Inc | 1,500 | $307k | Jun 30, 2019 | Aug 7, 2019 | |
| Choate Investment Advisors LLC | 1,496 | $306k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealth Alliance Advisory Group LLC | 1,425 | $301k | Jun 30, 2019 | Jul 17, 2019 | |
| Crestwood Advisors Group LLC | 1,465 | $300k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpha Cubed Investments LLC | 1,450 | $297k | Jun 30, 2019 | Jul 19, 2019 | |
| CWA Asset Management Group LLC | 1,423 | $291k | Jun 30, 2019 | Aug 13, 2019 | |
| Private Wealth Advisors Inc | 1,403 | $287k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 1,403 | $287k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 1,403 | $287k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 1,403 | $287k | Jun 30, 2019 | Aug 7, 2019 | |
| The Fiduciary Group LLC | 1,365 | $279k | Jun 30, 2019 | Aug 14, 2019 | |
| Oak Asset Management LLC | 1,285 | $275k | Jun 30, 2019 | Jul 25, 2019 | |
| Harbour Capital Advisors LLC | 1,290 | $264k | Jun 30, 2019 | Jul 10, 2019 | |
| ACG Wealth Inc | 1,288 | $263k | Jun 30, 2019 | Aug 6, 2019 | |
| Insight 2811 Inc | 1,262 | $260k | Jun 30, 2019 | Jul 9, 2019 | |
| Uncommon Cents Investing LLC | 1,260 | $258k | Jun 30, 2019 | Jul 12, 2019 | |
| Jolley Asset Management LLC | 1,213 | $248k | Jun 30, 2019 | Jul 22, 2019 | |
| Abbrea Capital LLC | 1,192 | $244k | Jun 30, 2019 | Jul 31, 2019 | |
| LGL Partners LLC | 1,189 | $243k | Jun 30, 2019 | Aug 14, 2019 | |
| Green Square Capital LLC | 1,158 | $237k | Jun 30, 2019 | Aug 14, 2019 | |
| RFG Advisory LLC | 1,167 | $236k | Jun 30, 2019 | Aug 23, 2019 | |
| Chickasaw Capital Management LLC | 1,150 | $235k | Jun 30, 2019 | Jul 15, 2019 | |
| Woodmont Investment Counsel LLC | 1,145 | $234k | Jun 30, 2019 | Aug 14, 2019 | |
| Cypress Capital Management LLC | 1,142 | $234k | Jun 30, 2019 | Aug 5, 2019 | |
| Azimuth Capital Management LLC | 1,135 | $232k | Jun 30, 2019 | Aug 13, 2019 | |
| Traynor Capital Management Inc | 1,089 | $225k | Jun 30, 2019 | Jul 26, 2019 | |
| Steinberg Global Asset Management Ltd | 1,159 | $223k | Mar 31, 2019 | Apr 24, 2019 | |
| Blue FIN Capital Inc | 1,090 | $223k | Jun 30, 2019 | Jul 22, 2019 | |
| Nottingham Advisors Inc | 1,064 | $218k | Jun 30, 2019 | Jul 17, 2019 | |
| WP Advisors LLC | 1,054 | $216k | Jun 30, 2019 | Jul 23, 2019 | |
| Violich Capital Management | 1,037 | $212k | Jun 30, 2019 | Jul 22, 2019 | |
| EP Wealth Advisors LLC | 1,026 | $210k | Jun 30, 2019 | Aug 27, 2019 | |
| West Chester Capital Advisors Inc | 1,000 | $206k | Jun 30, 2019 | Jul 30, 2019 | |
| Cornerstone Capital Inc | 1,000 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
| Hennessy Advisors Inc | 1,000 | $205k | Jun 30, 2019 | Jul 11, 2019 | |
| Cornerstone Capital Corp | 1,000 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
| HGI Capital Management LLC | 1,000 | $205k | Call | Jun 30, 2019 | Jul 26, 2019 |
| Buckley Wealth Management LLC | 1,000 | $205k | Jun 30, 2019 | Jul 19, 2019 | |
| Aspiriant LLC | 980 | $200k | Jun 30, 2019 | Aug 6, 2019 | |
| Allsquare Wealth Management LLC | 727 | $149k | Jun 30, 2019 | Aug 13, 2019 | |
| Cedar Wealth Management LLC | 709 | $145k | Jun 30, 2019 | Jul 24, 2019 | |
| Heritage Financial LLC | 576 | $118k | Jun 30, 2019 | Aug 13, 2019 | |
| Arbor Wealth Management LLC | 104 | $21k | Jun 30, 2019 | Jul 16, 2019 | |
| Clean Yield Group Inc | 100 | $20k | Jun 30, 2019 | Jul 22, 2019 | |
| Horan Securities Inc | 50 | $10k | Jun 30, 2019 | Jul 24, 2019 | |
| Newsquare Capital LLC | 26 | $5k | Jun 30, 2019 | Aug 20, 2019 | |
| Mcmillion Capital Management Inc | 20 | $4k | Jun 30, 2019 | Jul 25, 2019 | |
| Colonial Trust Advisors Inc | 10 | $2k | Jun 30, 2019 | Aug 21, 2019 | |
| Newfound Research LLC | 5 | $1k | Jun 30, 2019 | Aug 13, 2019 |