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ISHA
(464287101)

Funds Reporting Holdings of ISHA according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Meristem Family Wealth LLC 700,906 $90,830k Jun 30, 2019 Aug 6, 2019
Pictet North America Advisors SA 382,858 $49,615k Jun 30, 2019 Aug 7, 2019
SAND Hill Global Advisors LLC 160,918 $20,853k Jun 30, 2019 Aug 13, 2019
Baring International Investment Ltd 187,094 $16,225k Jun 30, 2014 Jul 21, 2014
Harwood Advisory Group LLC 99,468 $12,890k Jun 30, 2019 Aug 7, 2019
Berkshire Money Management Inc 82,307 $10,666k Jun 30, 2019 Jul 29, 2019
The Genwealth Group Inc 72,572 $9,528k Jun 30, 2019 Jul 10, 2019
Measured Wealth Private Client Group LLC 72,366 $9,378k Jun 30, 2019 Jul 26, 2019
Segment Wealth Management LLC 64,925 $8,414k Jun 30, 2019 Jul 29, 2019
KARP Capital Management Corporation 59,032 $7,650k Jun 30, 2019 Aug 8, 2019
LGL Partners LLC 52,325 $6,781k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 39,623 $5,135k Jun 30, 2019 Aug 15, 2019
Carret Asset Management LLC 32,696 $4,237k Jun 30, 2019 Aug 12, 2019
Quest Investment Management LLC 31,355 $4,063k Jun 30, 2019 Aug 13, 2019
GFS Advisors LLC 30,010 $3,889k Jun 30, 2019 Aug 1, 2019
Canal Capital Management LLC 27,155 $3,519k Jun 30, 2019 Jul 31, 2019
New England Asset Management Inc 19,500 $2,527k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 14,794 $1,917k Jun 30, 2019 Aug 13, 2019
Access Financial Services Inc 13,050 $1,691k Jun 30, 2019 Jul 24, 2019
Athena Capital Advisors LLC 11,120 $1,441k Jun 30, 2019 Aug 9, 2019
Oliver Luxxe Assets LLC 10,289 $1,352k Jun 30, 2019 Jul 10, 2019
Lejeune Puetz Investment Counsel 9,868 $1,279k Jun 30, 2019 Jul 29, 2019
USA Financial Portformulas Corporation 10,092 $1,264k Jun 30, 2019 Aug 12, 2019
Financial Services Advisory Inc 8,711 $1,129k Jun 30, 2019 Jul 23, 2019
Alexandria Capital LLC 7,964 $1,032k Jun 30, 2019 Aug 12, 2019
BEL AIR Investment Advisors LLC 13,357 $1,000k Sep 30, 2013 Nov 12, 2013
Allen Investment Management LLC 6,353 $823k Jun 30, 2019 Aug 12, 2019
Stony Point Wealth Management Inc 5,239 $692k Jun 30, 2019 Jul 23, 2019
Curbstone Financial Management Corporation 5,300 $687k Jun 30, 2019 Jul 9, 2019
Hourglass Capital LLC 4,920 $638k Jun 30, 2019 Aug 12, 2019
The Fiduciary Group LLC 4,646 $602k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 4,504 $584k Jun 30, 2019 Aug 6, 2019
Sentry Investment Management LLC 4,100 $531k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 4,100 $531k Jun 30, 2019 Aug 12, 2019
Darrell & King LLC 4,086 $530k Jun 30, 2019 Aug 15, 2019
Iconiq Capital LLC 3,444 $446k Jun 30, 2019 Aug 15, 2019
Bingham Osborn & Scarborough LLC 3,210 $416k Jun 30, 2019 Aug 2, 2019
East Coast Asset Management LLC 3,179 $412k Jun 30, 2019 Aug 14, 2019
Signet Financial Management LLC 3,032 $407k Jun 30, 2019 Aug 13, 2019
Paulson Wealth Management Inc 2,900 $385k Jun 30, 2019 Jul 30, 2019
Vista Investment Management LLC 2,810 $364k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 2,611 $338k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 2,611 $338k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 2,611 $338k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 2,611 $338k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 2,611 $338k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 2,611 $338k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 3,599 $317k Sep 30, 2014 Nov 17, 2014
Clifford SWAN Investment Counsel LLC 2,425 $314k Jun 30, 2019 Aug 13, 2019
Hollow Brook Wealth Management LLC 2,418 $313k Jun 30, 2019 Aug 13, 2019
Sheets Smith Wealth Management 2,410 $312k Jun 30, 2019 Jul 12, 2019
Portland Global Advisors LLC 2,402 $311k Jun 30, 2019 Jul 26, 2019
S R Schill & Associates Inc 2,383 $309k Jun 30, 2019 Aug 19, 2019
Mcguire Investment Group LLC 2,344 $304k Jun 30, 2019 Jul 25, 2019
Thomas Story and SON LLC 1,980 $257k Jun 30, 2019 Jul 29, 2019
Willis Investment Counsel Inc 1,822 $236k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 1,678 $217k Jun 30, 2019 Jul 26, 2019
Granite Investment Advisors LLC 1,653 $214k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 1,653 $214k Jun 30, 2019 Jul 23, 2019
Wealth and Pension Services Group Inc 1,640 $213k Jun 30, 2019 Aug 15, 2019
Stewardship Financial Advisors LLC 600 $78k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 600 $78k Jun 30, 2019 Aug 12, 2019
Summit Financial Group Inc 238 $31k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 238 $31k Jun 30, 2019 Jul 3, 2019

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