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HONEYWELL INTL INC
(438516106)

Funds Reporting Holdings of HONEYWELL INTL INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 21,387 $3,733,956k Jun 30, 2019 Aug 6, 2019
GS Investments Inc 12,675 $2,212,928k Jun 30, 2019 Aug 9, 2019
Cantab Capital Partners LLP 12,848 $1,821,000k Sep 30, 2017 Nov 14, 2017
Alphasimplex Group LLC 9,779 $1,707,316k Jun 30, 2019 Aug 14, 2019
MOON Capital Management LLC 2,559 $446,776k Jun 30, 2019 Jul 11, 2019
Investec Asset Management Limited 2,297,883 $401,187k Jun 30, 2019 Jul 30, 2019
Janus Capital Management LLC 3,185,488 $397,772k Mar 31, 2017 May 16, 2017
First Manhattan Co 1,674,712 $292,389k Jun 30, 2019 Aug 16, 2019
Mairs and Power Inc 1,298,713 $226,742k Jun 30, 2019 Aug 14, 2019
RE Advisers Corporation 1,029,500 $179,740k Jun 30, 2019 Aug 12, 2019
MAR Vista Investment Partners LLC 1,000,362 $174,653k Jun 30, 2019 Aug 13, 2019
Gabelli Funds LLC 883,313 $154,218k Jun 30, 2019 Aug 2, 2019
Panagora Asset Management Inc 869,006 $151,720k Jun 30, 2019 Aug 9, 2019
Santa Barbara Asset Management LLC 942,182 $149,732k Mar 31, 2019 May 14, 2019
Diamond Hill Capital Management Inc 851,045 $148,584k Jun 30, 2019 Aug 1, 2019
Waverton Investment Management Limited 588,174 $102,689k Jun 30, 2019 Jul 17, 2019
Scopus Asset Management LP 472,000 $82,406k Jun 30, 2019 Aug 14, 2019
Crawford Investment Counsel Inc 444,986 $77,690k Jun 30, 2019 Aug 12, 2019
Sawgrass Asset Management LLC 355,803 $62,120k Jun 30, 2019 Jul 23, 2019
Montag & Caldwell LLC 353,593 $61,734k Jun 30, 2019 Aug 1, 2019
Bowen Hanes & Co Inc 332,124 $57,986k Jun 30, 2019 Aug 13, 2019
Aristotle Capital Management LLC 329,775 $57,575k Jun 30, 2019 Aug 14, 2019
Cornerstone Partners LLC 319,326 $55,751k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 319,326 $55,751k Jun 30, 2019 Jul 19, 2019
Douglas Lane & Associates LLC 306,645 $53,537k Jun 30, 2019 Jul 8, 2019
Renaissance Technologies LLC 303,500 $52,988k Jun 30, 2019 Aug 12, 2019
Gabalex Capital Management LLC 250,000 $43,648k Jun 30, 2019 Aug 1, 2019
Woodley Farra Manion Portfolio Management Inc 232,333 $40,563k Jun 30, 2019 Aug 12, 2019
Columbus Circle Investors 231,642 $40,442k Jun 30, 2019 Aug 2, 2019
FORT PITT Capital Group LLC 231,632 $40,441k Jun 30, 2019 Aug 9, 2019
Adams Diversified Equity Fund Inc 203,000 $35,442k Jun 30, 2019 Jul 29, 2019
Interval Partners LP 196,459 $34,300k Jun 30, 2019 Aug 12, 2019
Atalanta Sosnoff Capital LLC 193,761 $33,829k Jun 30, 2019 Jul 15, 2019
Locust WOOD Capital Advisers LLC 185,625 $32,408k Jun 30, 2019 Jul 24, 2019
Klingenstein Fields & Co LLC 175,042 $30,561k Jun 30, 2019 Aug 12, 2019
Suncoast Equity Management LLC 161,793 $28,247k Jun 30, 2019 Jul 26, 2019
Chesley TAFT & Associates LLC 151,510 $26,452k Jun 30, 2019 Jul 10, 2019
Signature Estate & Investment Advisors LLC 145,404 $25,386k Jun 30, 2019 Aug 1, 2019
Wafra Inc 130,794 $22,835k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 124,355 $21,711k Jun 30, 2019 Aug 15, 2019
EP Wealth Advisors LLC 123,491 $21,560k Jun 30, 2019 Aug 27, 2019
Nippon Life Global Investors Americas Inc 120,710 $21,075k Jun 30, 2019 Jul 23, 2019
The Roosevelt Investment Group Inc 116,397 $20,322k Jun 30, 2019 Aug 8, 2019
Luminus Management LLC 114,700 $20,025k Jun 30, 2019 Aug 14, 2019
Crestwood Advisors Group LLC 114,562 $20,001k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 102,459 $17,888k Jun 30, 2019 Jul 31, 2019
America First Investment Advisors LLC 95,837 $16,732k Jun 30, 2019 Jul 29, 2019
Quest Investment Management LLC 95,391 $16,654k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 94,763 $16,545k Jun 30, 2019 Aug 14, 2019
Eagle Global Advisors LLC 90,979 $15,884k Jun 30, 2019 Aug 13, 2019
Tokio Marine Asset Management USA Ltd 89,730 $15,666k Jun 30, 2019 Jul 25, 2019
Janney Capital Management LLC 89,317 $15,594k Jun 30, 2019 Jul 29, 2019
Badgley Phelps and Bell Inc 88,313 $15,419k Jun 30, 2019 Jul 30, 2019
Abner Herrman & Brock LLC 87,056 $15,199k Jun 30, 2019 Jul 19, 2019
Cohen Klingenstein LLC 75,022 $13,098k Jun 30, 2019 Jul 15, 2019
Greystone Managed Investments Inc 74,829 $13,064k Jun 30, 2019 Jul 23, 2019
Grassi Investment Management LLC 71,767 $12,530k Jun 30, 2019 Jul 10, 2019
Dupont Capital Management Corp 70,349 $12,282k Jun 30, 2019 Jul 30, 2019
Vestor Capital LLC 69,748 $12,177k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 69,300 $12,099k Jun 30, 2019 Aug 12, 2019
Strategy Asset Managers LLC 66,324 $11,580k Jun 30, 2019 Aug 14, 2019
Chilton Capital Management LLC 65,234 $11,389k Jun 30, 2019 Aug 13, 2019
Wallington Asset Management LLC 61,648 $10,763k Jun 30, 2019 Aug 13, 2019
CCM Investment Advisers LLC 61,607 $10,756k Jun 30, 2019 Aug 5, 2019
Cookson Peirce & Co Inc 60,812 $10,617k Jun 30, 2019 Jul 31, 2019
Schafer Cullen Capital Management Inc 59,786 $10,590k Jun 30, 2019 Jul 30, 2019
Ashfield Capital Partners LLC 59,574 $10,401k Jun 30, 2019 Jul 29, 2019
Chelsea Counsel Company 70,454 $10,149k Jun 30, 2018 Oct 3, 2018
Shikiar Asset Management Inc 57,220 $9,990k Jun 30, 2019 Jul 25, 2019
Capwealth Advisors LLC 55,804 $9,743k Jun 30, 2019 Aug 13, 2019
The Bollard Group LLC 54,085 $9,443k Jun 30, 2019 Aug 13, 2019
Salem Capital Management Inc 52,659 $9,194k Jun 30, 2019 Jul 9, 2019
Clear Harbor Asset Management LLC 52,517 $9,169k Jun 30, 2019 Jul 22, 2019
Goelzer Investment Management Inc 52,034 $9,085k Jun 30, 2019 Jul 29, 2019
Cobiz Wealth LLC 51,699 $9,026k Jun 30, 2019 Jul 8, 2019
Granite Group Advisors LLC 49,644 $8,667k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 49,644 $8,667k Jun 30, 2019 Jul 23, 2019
Markston International LLC 49,481 $8,639k Jun 30, 2019 Aug 6, 2019
Crossvault Capital Management LLC 49,229 $8,595k Jun 30, 2019 Jul 19, 2019
Violich Capital Management 45,401 $7,927k Jun 30, 2019 Jul 22, 2019
GHP Investment Advisors Inc 45,304 $7,910k Jun 30, 2019 Aug 2, 2019
Sentry Management Inc 45,307 $7,910k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 45,307 $7,910k Jun 30, 2019 Aug 12, 2019
Independent Investors Inc 44,775 $7,817k Jun 30, 2019 Jul 18, 2019
Mastrapasqua Asset Management Inc 44,190 $7,715k Jun 30, 2019 Aug 12, 2019
Baker Avenue Asset Management LP 43,994 $7,680k Jun 30, 2019 Aug 14, 2019
Bragg Financial Advisors Inc 43,045 $7,515k Jun 30, 2019 Aug 14, 2019
Murphy Capital Management Inc 42,712 $7,457k Jun 30, 2019 Jul 22, 2019
1919 Investment Counsel LLC 79,050 $7,362k Sep 30, 2014 Nov 14, 2014
Beacon Investment Advisory Services Inc 40,487 $7,069k Jun 30, 2019 Aug 7, 2019
Wespac Advisors Socal LLC 39,665 $6,925k Jun 30, 2019 Jul 30, 2019
SVA Plumb Wealth Management LLC 39,572 $6,909k Jun 30, 2019 Aug 13, 2019
Mitchell Capital Management Co 39,575 $6,909k Jun 30, 2019 Jul 24, 2019
Bourgeon Capital Management LLC 39,151 $6,835k Jun 30, 2019 Jul 18, 2019
QS Investors LLC 38,702 $6,757k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 38,600 $6,739k Jun 30, 2019 Aug 8, 2019
Vision Capital Management Inc 38,119 $6,655k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 38,119 $6,655k Jun 30, 2019 Jul 29, 2019
Addenda Capital Inc 36,666 $6,401k Jun 30, 2019 Jul 12, 2019
Marvin & Palmer Associates 36,317 $6,341k Jun 30, 2019 Aug 19, 2019
Zweig-Dimenna Associates LLC 36,189 $6,318k Jun 30, 2019 Jul 10, 2019
Keating Investment Counselors Inc 35,415 $6,183k Jun 30, 2019 Aug 1, 2019
Deltec Asset Management LLC 33,927 $5,923k Jun 30, 2019 Jul 29, 2019
Bridgecreek Investment Management LLC 33,640 $5,873k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 33,561 $5,859k Jun 30, 2019 Aug 9, 2019
Haverford Financial Services Inc 32,529 $5,679k Jun 30, 2019 Aug 13, 2019
Cornerstone Investment Advisors LLC 35,000 $5,562k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 35,000 $5,562k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 35,000 $5,562k Mar 31, 2019 May 13, 2019
Lyell Wealth Management LP 31,614 $5,519k Jun 30, 2019 Aug 1, 2019
Heritage Financial LLC 31,575 $5,513k Jun 30, 2019 Aug 13, 2019
Carderock Capital Management Inc 31,281 $5,461k Jun 30, 2019 Jul 15, 2019
Ipswich Investment Management Company Inc 31,106 $5,431k Jun 30, 2019 Jul 11, 2019
YHB Investment Advisors Inc 31,043 $5,420k Jun 30, 2019 Jul 15, 2019
Perkins Investment Management LLC 40,478 $5,054k Mar 31, 2017 May 15, 2017
Acadian Asset Management LLC 28,884 $5,044k Jun 30, 2019 Aug 8, 2019
Perella Weinberg Partners Capital Management LP 28,737 $5,017k Jun 30, 2019 Jul 22, 2019
Foothills Asset Management Ltd 28,726 $5,015k Jun 30, 2019 Jul 17, 2019
Segment Wealth Management LLC 28,720 $5,014k Jun 30, 2019 Jul 29, 2019
SAND Hill Global Advisors LLC 27,926 $4,876k Jun 30, 2019 Aug 13, 2019
Benedict Financial Advisors Inc 27,350 $4,775k Jun 30, 2019 Aug 1, 2019
Waters Parkerson & Co LLC 27,310 $4,768k Jun 30, 2019 Aug 6, 2019
Wendell David Associates Inc 27,041 $4,721k Jun 30, 2019 Jul 16, 2019
Mendel Money Management Inc 26,637 $4,651k Jun 30, 2019 Aug 8, 2019
Calamos Wealth Management LLC 26,558 $4,637k Jun 30, 2019 Aug 7, 2019
Oliver Luxxe Assets LLC 25,156 $4,419k Jun 30, 2019 Jul 10, 2019
Abbrea Capital LLC 24,942 $4,355k Jun 30, 2019 Jul 31, 2019
Barometer Capital Management Inc 24,095 $4,207k Jun 30, 2019 Aug 13, 2019
BLB & B Advisors LLC 23,721 $4,141k Jun 30, 2019 Jul 29, 2019
Mcguire Investment Group LLC 22,867 $3,992k Jun 30, 2019 Jul 25, 2019
Providence Wealth Advisors LLC 22,090 $3,910k Jun 30, 2019 Jul 22, 2019
Northpointe Capital LLC 22,084 $3,856k Jun 30, 2019 Jul 26, 2019
Marketfield Asset Management LLC 21,695 $3,788k Jun 30, 2019 Aug 6, 2019
Vontobel Swiss Wealth Advisors AG 21,228 $3,706k Jun 30, 2019 Aug 12, 2019
Brookmont Capital Management LLC 21,032 $3,672k Jun 30, 2019 Jul 18, 2019
DF DENT and Company Inc 20,986 $3,664k Jun 30, 2019 Aug 15, 2019
Harbour Capital Advisors LLC 20,516 $3,582k Jun 30, 2019 Jul 10, 2019
Marco Investment Management LLC 20,504 $3,580k Jun 30, 2019 Aug 6, 2019
Strategic Financial Services Inc 20,326 $3,549k Jun 30, 2019 Aug 13, 2019
Wellington Shields & Co LLC 20,159 $3,520k Jun 30, 2019 Aug 8, 2019
Baker Ellis Asset Management LLC 20,068 $3,504k Jun 30, 2019 Aug 12, 2019
Capital Planning Advisors LLC 19,835 $3,463k Jun 30, 2019 Aug 9, 2019
Searle & Co 19,768 $3,451k Jun 30, 2019 Jul 17, 2019
Azimuth Capital Management LLC 19,662 $3,433k Jun 30, 2019 Aug 13, 2019
ALL Terrain Financial Advisors LLC 19,593 $3,421k Jun 30, 2019 Aug 14, 2019
Benson Investment Management Company Inc 19,500 $3,405k Jun 30, 2019 Jul 11, 2019
Alley Company LLC 18,468 $3,224k Jun 30, 2019 Jul 30, 2019
Exchange Capital Management Inc 18,276 $3,191k Jun 30, 2019 Jul 22, 2019
OFI Advisors LLC 33,484 $3,171k Sep 30, 2015 Nov 16, 2015
ELCO Management Company LLC 17,603 $3,073k Jun 30, 2019 Aug 1, 2019
Stanley-Laman Group Ltd 17,378 $3,034k Jun 30, 2019 Aug 1, 2019
Northwest Investment Counselors LLC 17,164 $2,997k Jun 30, 2019 Jul 25, 2019
Folger Nolan Fleming Douglas Capital Management Inc 17,028 $2,973k Jun 30, 2019 Aug 9, 2019
Montag A & Associates Inc 16,166 $2,822k Jun 30, 2019 Aug 6, 2019
Capital Insight Partners LLC 15,891 $2,774k Jun 30, 2019 Jul 9, 2019
USA Mutuals Advisors Inc 15,700 $2,741k Jun 30, 2019 Aug 5, 2019
South Texas Money Management Ltd 15,593 $2,722k Jun 30, 2019 Jul 2, 2019
Stokes Capital Advisors LLC 15,559 $2,716k Jun 30, 2019 Jul 15, 2019
Pacific Global Investment Management Co 15,536 $2,712k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 22,246 $2,594k Sep 30, 2016 Nov 4, 2016
KARP Capital Management Corporation 14,696 $2,566k Jun 30, 2019 Aug 8, 2019
TDAM USA Inc 14,463 $2,525k Jun 30, 2019 Aug 1, 2019
The Rikoon Group LLC 14,015 $2,447k Jun 30, 2019 Aug 6, 2019
RAAB & Moskowitz Asset Management LLC 13,872 $2,421k Jun 30, 2019 Aug 9, 2019
Carret Asset Management LLC 13,791 $2,408k Jun 30, 2019 Aug 12, 2019
PFG Advisors LLC 13,496 $2,343k Jun 30, 2019 Aug 5, 2019
Karpas Strategies LLC 13,350 $2,331k Jun 30, 2019 Jul 25, 2019
White Pine Capital LLC 13,335 $2,328k Jun 30, 2019 Aug 14, 2019
Keeler Thomas Management LLC 13,200 $2,304k Jun 30, 2019 Jul 31, 2019
Ascension Asset Management LLC 13,192 $2,303k Jun 30, 2019 Jul 23, 2019
Quadrant Capital Management LLC 12,696 $2,217k Jun 30, 2019 Aug 8, 2019
New Potomac Partners LLC 12,660 $2,210k Jun 30, 2019 Jul 26, 2019
PENN Davis Mcfarland Inc 12,409 $2,166k Jun 30, 2019 Jul 16, 2019
Hall Capital Management Company Inc 12,329 $2,153k Jun 30, 2019 Aug 14, 2019
Shepherd Financial Partners LLC 11,923 $2,082k Jun 30, 2019 Aug 5, 2019
Schulhoff & Co Inc 11,812 $2,062k Jun 30, 2019 Aug 7, 2019
Regent Investment Management LLC 11,687 $2,040k Jun 30, 2019 Jul 15, 2019
American National Registered Investment Advisor Inc 11,541 $2,015k Jun 30, 2019 Aug 5, 2019
Rossmore Private Capital LLC 11,467 $2,002k Jun 30, 2019 Aug 5, 2019
HCR Wealth Advisors 11,027 $1,925k Jun 30, 2019 Jul 25, 2019
Monte Financial Group LLC 10,751 $1,877k Jun 30, 2019 Aug 7, 2019
Wescap Management Group Inc 10,458 $1,825k Jun 30, 2019 Aug 6, 2019
Condor Capital Management 10,025 $1,750k Jun 30, 2019 Aug 5, 2019
Curbstone Financial Management Corporation 9,794 $1,710k Jun 30, 2019 Jul 9, 2019
SOL Capital Management Co 9,686 $1,691k Jun 30, 2019 Jul 17, 2019
ACG Wealth Inc 9,596 $1,675k Jun 30, 2019 Aug 6, 2019
SFE Investment Counsel Inc 9,503 $1,659k Jun 30, 2019 Jul 26, 2019
Sippican Capital Advisors LLC 9,401 $1,641k Jun 30, 2019 Jul 17, 2019
Brasada Capital Management LP 9,314 $1,640k Jun 30, 2019 Aug 7, 2019
The Burney Company 9,254 $1,616k Jun 30, 2019 Aug 12, 2019
Grandfield & DODD LLC 9,051 $1,580k Jun 30, 2019 Jul 29, 2019
Marietta Investment Partners LLC 9,012 $1,573k Jun 30, 2019 Aug 13, 2019
Middleton & Company Inc 8,920 $1,557k Jun 30, 2019 Jul 25, 2019
Murphy Middleton Hinkle & Parker Inc 8,882 $1,551k Jun 30, 2019 Jul 15, 2019
Harwood Advisory Group LLC 8,743 $1,526k Jun 30, 2019 Aug 7, 2019
Campbell Newman Asset Management Inc 8,650 $1,510k Jun 30, 2019 Jul 24, 2019
Dodge & COX 8,631 $1,507k Jun 30, 2019 Aug 13, 2019
Aristotle Atlantic Partners LLC 8,568 $1,496k Jun 30, 2019 Aug 13, 2019
Successful Portfolios LLC 8,415 $1,469k Jun 30, 2019 Jul 11, 2019
Carnick & Kubik Group LLC 8,368 $1,461k Jun 30, 2019 Jul 30, 2019
Miracle MILE Advisors LLC 8,281 $1,446k Jun 30, 2019 Aug 7, 2019
Altium Wealth Management LLC 8,226 $1,436k Jun 30, 2019 Jul 18, 2019
Albert D Mason Inc 8,225 $1,436k Jun 30, 2019 Jul 30, 2019
Alexandria Capital LLC 8,045 $1,404k Jun 30, 2019 Aug 12, 2019
Aureus Asset Management LLC 7,916 $1,382k Jun 30, 2019 Aug 14, 2019
DUFF & Phelps Investment Management Co 7,910 $1,381k Jun 30, 2019 Aug 2, 2019
Thomas White International Ltd 7,854 $1,371k Jun 30, 2019 Aug 13, 2019
Bigsur Wealth Management LLC 7,703 $1,362k Jun 30, 2019 Jul 5, 2019
Meridian Investment Counsel Inc 7,733 $1,350k Jun 30, 2019 Aug 13, 2019
Pictet North America Advisors SA 7,522 $1,313k Jun 30, 2019 Aug 7, 2019
Douglass Winthrop Advisors LLC 7,440 $1,299k Jun 30, 2019 Jul 10, 2019
Becker Capital Management Inc 7,405 $1,293k Jun 30, 2019 Aug 8, 2019
Marshwinds Advisory Company 9,718 $1,284k Dec 31, 2018 Jan 7, 2019
Howard Capital Management Inc 7,350 $1,283k Jun 30, 2019 Jul 24, 2019
Good Life Advisors LLC 7,149 $1,249k Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 7,150 $1,248k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 7,150 $1,248k Jun 30, 2019 Jul 3, 2019
Rodgers Brothers Inc 7,100 $1,240k Jun 30, 2019 Aug 14, 2019
Northrock Partners LLC 7,091 $1,239k Jun 30, 2019 Aug 12, 2019
Westbourne Investment Advisors Inc 7,080 $1,236k Jun 30, 2019 Jul 22, 2019
Carlson Capital Management LLC 7,081 $1,236k Jun 30, 2019 Jul 15, 2019
Boston Family Office LLC 6,993 $1,221k Jun 30, 2019 Jul 30, 2019
KCS Wealth Advisory LLC 6,960 $1,215k Jun 30, 2019 Jul 29, 2019
Modera Wealth Management LLC 6,951 $1,214k Jun 30, 2019 Aug 7, 2019
Choate Investment Advisors LLC 6,940 $1,212k Jun 30, 2019 Aug 14, 2019
Legacy Capital Partners Inc 6,940 $1,212k Jun 30, 2019 Jul 16, 2019
Front Barnett Associates LLC 6,904 $1,205k Jun 30, 2019 Aug 6, 2019
Cahill Financial Advisors Inc 6,754 $1,180k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 6,635 $1,158k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments USA Ltd 7,230 $1,149k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 7,230 $1,149k Mar 31, 2019 Apr 18, 2019
F3Logic LLC 6,510 $1,136k Jun 30, 2019 Aug 2, 2019
Ativo Capital Management LLC 6,436 $1,124k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors LLC 6,325 $1,104k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 6,325 $1,104k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 6,325 $1,104k Jun 30, 2019 Jul 22, 2019
Meristem Family Wealth LLC 6,278 $1,096k Jun 30, 2019 Aug 6, 2019
Congress Park Capital LLC 6,218 $1,080k Jun 30, 2019 Aug 2, 2019
Aries Wealth Management LLC 6,049 $1,068k Jun 30, 2019 Jul 15, 2019
Argent Capital Management LLC 6,100 $1,065k Jun 30, 2019 Aug 15, 2019
COHO Partners Ltd 6,060 $1,058k Jun 30, 2019 Aug 8, 2019
Miles Capital Inc 5,951 $1,039k Jun 30, 2019 Aug 13, 2019
Dearborn Partners LLC 5,801 $1,013k Jun 30, 2019 Jul 29, 2019
Terra NOVA Asset Management LLC 7,657 $1,012k Dec 31, 2018 Feb 15, 2019
Lejeune Puetz Investment Counsel 5,709 $997k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 5,619 $981k Jun 30, 2019 Jul 9, 2019
Fagan Associates Inc 5,525 $965k Jun 30, 2019 Jul 12, 2019
Northstar Wealth Partners LLC 5,468 $955k Jun 30, 2019 Aug 15, 2019
BTR Capital Management Inc 5,442 $950k Jun 30, 2019 Jul 18, 2019
Prelude Capital Management LLC 5,413 $945k Jun 30, 2019 Aug 14, 2019
Portland Global Advisors LLC 5,400 $943k Jun 30, 2019 Jul 26, 2019
Appleton Partners Inc 5,395 $942k Jun 30, 2019 Jul 25, 2019
New England Research & Management Inc 5,337 $932k Jun 30, 2019 Jul 9, 2019
Woodmont Investment Counsel LLC 5,310 $927k Jun 30, 2019 Aug 14, 2019
Alpha Cubed Investments LLC 5,201 $908k Jun 30, 2019 Jul 19, 2019
Steinberg Global Asset Management Ltd 5,663 $900k Mar 31, 2019 Apr 24, 2019
Hartwell J M Ltd Partnership 5,137 $897k Jun 30, 2019 Jul 31, 2019
Symphony Asset Management LLC 5,102 $891k Jun 30, 2019 Aug 14, 2019
Wellesley Investment Partners LLC 5,094 $889k Jun 30, 2019 Aug 5, 2019
Oak Grove Capital LLC 5,049 $882k Jun 30, 2019 Aug 9, 2019
180 Wealth Advisors LLC 5,179 $878k Jun 30, 2019 Aug 5, 2019
Brave Asset Management Inc 5,014 $875k Jun 30, 2019 Aug 5, 2019
Cramer Rosenthal Mcglynn LLC 5,000 $873k Jun 30, 2019 Aug 13, 2019
CI Global Investments Inc 5,072 $844k Sep 30, 2018 Nov 9, 2018
Harfst and Associates Inc 4,767 $832k Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 4,722 $824k Jun 30, 2019 Aug 7, 2019
Triangle Securities Wealth Management 4,634 $814k Jun 30, 2019 Jul 10, 2019
CWA Asset Management Group LLC 4,539 $792k Jun 30, 2019 Aug 13, 2019
DAVY Asset Management Limited 4,529 $791k Jun 30, 2019 Jul 19, 2019
Shamrock Asset Management LLC 4,503 $786k Jun 30, 2019 Aug 9, 2019
Measured Wealth Private Client Group LLC 4,468 $780k Jun 30, 2019 Jul 26, 2019
Nicholas Hoffman & Company LLC 4,388 $766k Jun 30, 2019 Aug 12, 2019
Bingham Osborn & Scarborough LLC 4,382 $765k Jun 30, 2019 Aug 2, 2019
WSFS Capital Management LLC 4,317 $754k Jun 30, 2019 Aug 14, 2019
Bienville Capital Management LLC 4,266 $745k Jun 30, 2019 Aug 14, 2019
Legacy Financial Strategies LLC 4,252 $742k Jun 30, 2019 Jul 15, 2019
WE ARE One Seven LLC 4,216 $736k Jun 30, 2019 Jul 16, 2019
Vivaldi Capital Management LLC 4,160 $726k Jun 30, 2019 Aug 14, 2019
Dillon & Associates Inc 4,049 $709k Jun 30, 2019 Jul 22, 2019
Joel Isaacson & Co LLC 3,968 $693k Jun 30, 2019 Jul 11, 2019
Cypress Wealth Services LLC 3,962 $692k Jun 30, 2019 Jul 24, 2019
Confluence Wealth Management LLC 3,895 $680k Jun 30, 2019 Aug 9, 2019
Perritt Capital Management Inc 3,889 $679k Jun 30, 2019 Aug 13, 2019
RNC Capital Management LLC 3,857 $673k Jun 30, 2019 Jul 25, 2019
Stony Point Wealth Management Inc 3,963 $668k Jun 30, 2019 Jul 23, 2019
Ifrah Financial Services Inc 3,821 $667k Jun 30, 2019 Aug 6, 2019
Tradition Capital Management LLC 3,934 $625k Mar 31, 2019 May 7, 2019
Hunter Associates Investment Management LLC 3,518 $614k Jun 30, 2019 Aug 8, 2019
Cottage Street Advisors LLC 3,452 $603k Jun 30, 2019 Aug 2, 2019
Summit X 3,419 $595k Jun 30, 2019 Aug 13, 2019
Marathon Capital Management LLC 3,390 $591k Jun 30, 2019 Jul 25, 2019
Cohen Capital Management Inc 3,350 $585k Jun 30, 2019 Aug 7, 2019
Whitnell & Co 3,297 $576k Jun 30, 2019 Jul 16, 2019
Baldwin Investment Management LLC 3,250 $567k Jun 30, 2019 Aug 6, 2019
Aspiriant LLC 3,220 $562k Jun 30, 2019 Aug 6, 2019
Harvest Capital Management Inc 3,178 $554k Jun 30, 2019 Aug 7, 2019
TLWM LLC 3,180 $552k Jun 30, 2019 Jul 12, 2019
Johanson Financial Advisors Inc 3,131 $549k Jun 30, 2019 Jul 29, 2019
Brown Advisory Securities LLC 3,099 $541k Jun 30, 2019 Aug 12, 2019
Quadrant Private Wealth Management LLC 3,060 $534k Jun 30, 2019 Aug 13, 2019
Mcrae Capital Management Inc 3,052 $533k Jun 30, 2019 Jul 29, 2019
Sunbelt Securities Inc 3,044 $532k Jun 30, 2019 Aug 1, 2019
BRAY Capital Advisors LLC 3,014 $526k Jun 30, 2019 Jul 29, 2019
Lucia Wealth Services LLC 2,998 $523k Jun 30, 2019 Jul 23, 2019
SWS Partners LLC 2,978 $518k Jun 30, 2019 Aug 13, 2019
Howland Capital Management LLC 2,964 $517k Jun 30, 2019 Jul 17, 2019
Cubic Asset Management LLC 2,950 $515k Jun 30, 2019 Jul 29, 2019
Canal Capital Management LLC 2,945 $514k Jun 30, 2019 Jul 31, 2019
Willow Creek Wealth Management Inc 2,925 $511k Jun 30, 2019 Jul 22, 2019
Apriem Advisors 2,912 $508k Jun 30, 2019 Aug 14, 2019
Andesa Financial Management Inc 2,838 $498k Jun 30, 2019 Jul 30, 2019
Calton & Associates Inc 2,813 $491k Jun 30, 2019 Jul 9, 2019
West Oak Capital LLC 2,806 $490k Jun 30, 2019 Jul 12, 2019
The Genwealth Group Inc 2,762 $487k Jun 30, 2019 Jul 10, 2019
KWMG LLC 2,777 $485k Jun 30, 2019 Jul 10, 2019
Argus Investors' Counsel Inc 2,769 $483k Jun 30, 2019 Jul 10, 2019
New England Private Wealth Advisors LLC 2,740 $478k Jun 30, 2019 Aug 8, 2019
Woodstock Corporation 2,733 $477k Jun 30, 2019 Jul 3, 2019
Biltmore Wealth Management LLC 2,735 $477k Jun 30, 2019 Jul 23, 2019
Cornell Pochily Investment Advisors Inc 2,701 $472k Jun 30, 2019 Jul 22, 2019
Point72 Asset Management LP 2,700 $471k Jun 30, 2019 Aug 14, 2019
Lakeview Capital Partners LLC 2,694 $470k Jun 30, 2019 Aug 5, 2019
Arnhold LLC 2,650 $463k Jun 30, 2019 Aug 8, 2019
CPWM LLC 2,581 $451k Jun 30, 2019 Aug 2, 2019
Birch Hill Investment Advisors LLC 2,557 $446k Jun 30, 2019 Jul 22, 2019
UNIO Capital LLC 2,500 $441k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 2,518 $440k Jun 30, 2019 Jul 19, 2019
Shakespeare Wealth Management Inc 2,508 $438k Jun 30, 2019 Aug 12, 2019
Needham Investment Management LLC 2,500 $436k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 2,484 $434k Jun 30, 2019 Jul 5, 2019
Crabel Capital Management LLC 2,474 $432k Jun 30, 2019 Aug 13, 2019
CIM LLC 2,451 $428k Jun 30, 2019 Jul 22, 2019
JAG Capital Management LLC 2,407 $420k Jun 30, 2019 Jul 22, 2019
Mountain Capital Investment Advisors Inc 2,493 $419k Jun 30, 2019 Aug 14, 2019
Donald L Hagan LLC 2,401 $419k Jun 30, 2019 Jul 18, 2019
GM Advisory Group Inc 2,379 $415k Jun 30, 2019 Aug 9, 2019
Wealth Alliance Advisory Group LLC 2,355 $412k Jun 30, 2019 Jul 17, 2019
Barrett Asset Management LLC 2,350 $410k Jun 30, 2019 Aug 5, 2019
Minneapolis Portfolio Management Group LLC 2,350 $410k Jun 30, 2019 Aug 2, 2019
Marble Harbor Investment Counsel LLC 2,314 $404k Jun 30, 2019 Aug 7, 2019
DT Investment Partners LLC 2,305 $402k Jun 30, 2019 Jul 30, 2019
Crescent Grove Advisors LLC 2,299 $401k Jun 30, 2019 Aug 6, 2019
van Hulzen Asset Management LLC 2,283 $399k Jun 30, 2019 Aug 8, 2019
GSB Wealth Management LLC 2,280 $398k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisory LLC 2,274 $397k Jun 30, 2019 Aug 8, 2019
Cooper/Haims Advisors LLC 2,269 $396k Jun 30, 2019 Jul 26, 2019
Eagle Ridge Investment Management LLC 2,259 $394k Jun 30, 2019 Aug 1, 2019
van Strum & Towne Inc 2,256 $394k Jun 30, 2019 Aug 12, 2019
Tufton Capital Management LLC 2,252 $393k Jun 30, 2019 Jul 26, 2019
Intersect Capital LLC 2,242 $391k Jun 30, 2019 Aug 9, 2019
Confluence Investment Management LLC 2,222 $388k Jun 30, 2019 Jul 24, 2019
Affiance Financial LLC 2,213 $386k Jun 30, 2019 Jul 11, 2019
Pratt Collard Advisory Partners LLC 2,200 $384k Jun 30, 2019 Jul 16, 2019
Annex Advisory Services LLC 2,185 $381k Jun 30, 2019 Jul 18, 2019
Patton Albertson Miller Group LLC 2,283 $380k Jun 30, 2019 Aug 12, 2019
North American Management Corp 2,177 $380k Jun 30, 2019 Jul 30, 2019
Parsec Financial Management Inc 2,160 $377k Jun 30, 2019 Jul 23, 2019
The Family FIRM Inc 2,156 $376k Jun 30, 2019 Aug 6, 2019
Northstar Company LLC 2,143 $374k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 2,143 $374k Jun 30, 2019 Jul 12, 2019
Blue FIN Capital Inc 2,138 $373k Jun 30, 2019 Jul 22, 2019
Wrapmanager Inc 2,118 $370k Jun 30, 2019 Jul 31, 2019
LLBH Private Wealth Management LLC 2,082 $364k Jun 30, 2019 Aug 13, 2019
Global Endowment Management LP 2,070 $361k Jun 30, 2019 Aug 12, 2019
Maryland Capital Management LLC 2,060 $360k Jun 30, 2019 Aug 13, 2019
Stordahl Capital Management Inc 2,051 $358k Jun 30, 2019 Jul 22, 2019
Edgestream Partners LP 2,035 $355k Jun 30, 2019 Aug 8, 2019
Partnervest Advisory Services LLC 2,005 $350k Jun 30, 2019 Aug 7, 2019
Taurus Asset Management LLC 2,001 $349k Jun 30, 2019 Aug 14, 2019
First Pacific Advisors LP 2,000 $349k Jun 30, 2019 Aug 14, 2019
Klingman and Associates LLC 1,994 $348k Jun 30, 2019 Jul 24, 2019
The Fiduciary Group LLC 1,982 $346k Jun 30, 2019 Aug 14, 2019
Driehaus Capital Management LLC 1,938 $338k Jun 30, 2019 Aug 14, 2019
RFG Advisory LLC 1,914 $333k Jun 30, 2019 Aug 23, 2019
Torch Wealth Management LLC 1,892 $330k Jun 30, 2019 Aug 2, 2019
Alphastar Capital Management LLC 1,857 $324k Jun 30, 2019 Aug 14, 2019
Hourglass Capital LLC 1,850 $323k Jun 30, 2019 Aug 12, 2019
Cypress Capital Management LLC 1,848 $323k Jun 30, 2019 Aug 5, 2019
ST Johns Investment Management Company LLC 1,850 $323k Jun 30, 2019 Jul 24, 2019
FFCM LLC 1,812 $316k Jun 30, 2019 Jul 30, 2019
KMS Financial Services Inc 3,370 $314k Sep 30, 2014 Nov 17, 2014
Asset Advisors Investment Management LLC 1,800 $314k Jun 30, 2019 Jul 25, 2019
Independence Financial Advisors LLC 1,787 $312k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,787 $312k Jun 30, 2019 Aug 12, 2019
The Investment House LLC 1,775 $310k Jun 30, 2019 Aug 5, 2019
Private Wealth Partners LLC 1,739 $304k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 1,739 $304k Jun 30, 2019 Aug 6, 2019
Court Place Advisors LLC 1,744 $304k Jun 30, 2019 Jul 30, 2019
Thompson Investment Management Inc 1,742 $304k Jun 30, 2019 Aug 7, 2019
The RICE Partnership LLC 1,731 $302k Jun 30, 2019 Jul 25, 2019
Torray LLC 1,726 $301k Jun 30, 2019 Aug 8, 2019
Strategic Capital Advisers Inc 1,713 $299k Jun 30, 2019 Jul 30, 2019
DSC Advisors LP 1,701 $297k Jun 30, 2019 Aug 14, 2019
Altavista Wealth Management Inc 1,702 $297k Jun 30, 2019 Aug 13, 2019
STA Wealth Management LLC 1,697 $296k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 1,695 $296k Jun 30, 2019 Jul 11, 2019
Hartline Investment Corp 1,674 $292k Jun 30, 2019 Aug 8, 2019
Sadoff Investment Management LLC 1,673 $292k Jun 30, 2019 Aug 7, 2019
American Financial Network Advisory Services LLC 1,648 $286k Jun 30, 2019 Aug 9, 2019
Fairview Capital Investment Management LLC 1,641 $286k Jun 30, 2019 Aug 14, 2019
BHK Investment Advisors LLC 1,626 $284k Jun 30, 2019 Aug 2, 2019
Tiemann Investment Advisors LLC 1,625 $284k Jun 30, 2019 Aug 13, 2019
Diligent Investors LLC 1,626 $284k Jun 30, 2019 Aug 1, 2019
SFMG LLC 1,626 $282k Jun 30, 2019 Aug 5, 2019
Paulson Wealth Management Inc 1,600 $280k Jun 30, 2019 Jul 30, 2019
Northstar Investment Advisors LLC 1,600 $279k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 1,600 $279k Jun 30, 2019 Jul 17, 2019
White Lighthouse Investment Management Inc 1,588 $277k Jun 30, 2019 Jul 31, 2019
Firsthand Capital Management Inc 1,580 $276k Jun 30, 2019 Aug 14, 2019
Newsquare Capital LLC 1,576 $275k Jun 30, 2019 Aug 20, 2019
Morningstar Investment Services LLC 1,567 $274k Jun 30, 2019 Aug 13, 2019
First Western Capital Management Company 1,567 $274k Jun 30, 2019 Aug 14, 2019
Breiter Capital Management Inc 1,560 $272k Jun 30, 2019 Aug 23, 2019
Valmark Advisers Inc 1,544 $270k Jun 30, 2019 Aug 7, 2019
Round Table Services LLC 1,548 $270k Jun 30, 2019 Jul 17, 2019
United Asset Strategies Inc 1,532 $268k Jun 30, 2019 Jul 31, 2019
BSW Wealth Partners LLC 1,512 $264k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 1,500 $262k Jun 30, 2019 Jul 12, 2019
SRB Corporation 1,497 $261k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 1,497 $261k Jun 30, 2019 Jul 23, 2019
Keeley-Teton Advisors LLC 1,484 $259k Jun 30, 2019 Aug 12, 2019
Pagnatokarp Partners LLC 1,474 $257k Jun 30, 2019 Aug 8, 2019
Cumberland Advisors Inc 1,470 $257k Jun 30, 2019 Jul 11, 2019
BKD Wealth Advisors LLC 1,464 $256k Jun 30, 2019 Jul 10, 2019
Clarkston Capital Partners LLC 1,435 $251k Jun 30, 2019 Jul 24, 2019
Gillespie Robinson & Grimm Inc 1,414 $247k Jun 30, 2019 Jul 22, 2019
Burleson & Company LLC 1,452 $246k Jun 30, 2019 Aug 5, 2019
Signature Financial Management Inc 1,857 $246k Dec 31, 2018 Feb 13, 2019
Edgemoor Investment Advisors Inc 1,373 $240k Jun 30, 2019 Aug 9, 2019
Elgethun Capital Management 1,375 $240k Jun 30, 2019 Aug 8, 2019
Port Capital LLC 1,363 $238k Jun 30, 2019 Aug 14, 2019
Barber Financial Group 1,359 $237k Jun 30, 2019 Aug 9, 2019
Interocean Capital LLC 1,316 $230k Jun 30, 2019 Aug 13, 2019
FORT Point Capital Partners LLC 1,317 $230k Jun 30, 2019 Aug 9, 2019
Pinnacle Family Advisors LLC 1,281 $224k Jun 30, 2019 Aug 14, 2019
BFSG LLC 1,280 $223k Jun 30, 2019 Jul 30, 2019
Benin Management Corp 1,274 $222k Jun 30, 2019 Jul 31, 2019
Doliver Capital Advisors LP 1,262 $220k Jun 30, 2019 Jul 25, 2019
First Wilshire Securities Management Inc 1,243 $217k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 1,229 $215k Jun 30, 2019 Jul 31, 2019
Polaris Greystone Financial Group LLC 1,210 $214k Jun 30, 2019 Jul 25, 2019
Somerset Group LLC 1,207 $211k Jun 30, 2019 Aug 12, 2019
KJ Harrison & Partners USA Inc 1,200 $210k Jun 30, 2019 Aug 5, 2019
Gabelli & Company Investment Advisers Inc 1,200 $210k Jun 30, 2019 Aug 2, 2019
Spark Investment Management LLC 1,200 $209k Jun 30, 2019 Aug 12, 2019
Parthenon LLC 1,179 $206k Jun 30, 2019 Jul 29, 2019
Huber Financial Advisors LLC 1,160 $203k Jun 30, 2019 Aug 5, 2019
Accredited Investors Inc 1,159 $202k Jun 30, 2019 Aug 13, 2019
Evanson Asset Management LLC 1,152 $201k Jun 30, 2019 Jul 11, 2019
Stevens First Principles Investment Advisors 1,129 $197k Jun 30, 2019 Jul 22, 2019
Hallmark Capital Management Inc 600 $105k Jun 30, 2019 Aug 8, 2019
Spectrum Group Management LLC 589 $103k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 589 $103k Jun 30, 2019 Aug 2, 2019
New England Asset Management Inc 575 $100k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 478 $83k Jun 30, 2019 Aug 13, 2019
Jackson Grant Investment Advisers Inc 460 $80k Jun 30, 2019 Aug 13, 2019
HMS Capital Management LLC 400 $70k Put Jun 30, 2019 Jul 12, 2019
Horan Securities Inc 311 $54k Jun 30, 2019 Jul 24, 2019
Lifeplan Financial Group Inc 304 $53k Jun 30, 2019 Jul 15, 2019
Arbor Wealth Management LLC 252 $44k Jun 30, 2019 Jul 16, 2019
Litman Gregory Asset Management LLC 231 $40k Jun 30, 2019 Jul 31, 2019
The Central Trust Bank 202 $35k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 200 $35k Jun 30, 2019 Jul 16, 2019
Lombard Odier Transatlantic Limited 300 $35k Sep 30, 2016 Nov 14, 2016
Northstar Asset Management LLC 200 $35k Jun 30, 2019 Jul 16, 2019
Avondale Wealth Management LLC 195 $34k Jun 30, 2019 Jul 26, 2019
Transamerica Financial Advisors Inc 173 $31k Jun 30, 2019 Aug 21, 2019
Mcmillion Capital Management Inc 178 $31k Jun 30, 2019 Jul 25, 2019
Stewart & Patten Co LLC 155 $27k Jun 30, 2019 Jul 17, 2019
Tower VIEW Investment Management & Research LLC 42 $7k Jun 30, 2019 Jul 17, 2019
Spiderrock Advisors LLC 1,400 $6k Put Jun 30, 2019 Jul 29, 2019
Larson Financial Group LLC 6 $1k Jun 30, 2019 Jul 16, 2019

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