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JOHNSON & JOHNSON
(478160104)

Funds Reporting Holdings of JOHNSON & JOHNSON according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 240,272 $33,465,084k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 201,006 $27,996,168k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 18,245 $2,372,000k Sep 30, 2017 Nov 14, 2017
Alphasimplex Group LLC 10,324 $1,437,927k Jun 30, 2019 Aug 14, 2019
Independent Franchise Partners LLP 6,806,587 $948,021k Jun 30, 2019 Aug 13, 2019
GS Investments Inc 6,255 $871,196k Jun 30, 2019 Aug 9, 2019
Retirement Income Solutions Inc 5,450 $759,000k Jun 30, 2019 Jul 23, 2019
MOON Capital Management LLC 4,837 $673,697k Jun 30, 2019 Jul 11, 2019
Laffer Investments Inc 4,757 $662,554k Jun 30, 2019 Aug 15, 2019
Yacktman Asset Management LP 4,675,761 $651,240k Jun 30, 2019 Aug 2, 2019
Investec Asset Management Limited 4,316,480 $601,199k Jun 30, 2019 Jul 30, 2019
Charles Schwab Investment Advisory Inc 3,688,469 $513,730k Jun 30, 2019 Aug 12, 2019
Jensen Investment Management Inc 2,903,660 $404,422k Jun 30, 2019 Aug 2, 2019
Brandywine Global Investment Management LLC 2,640,783 $367,809k Jun 30, 2019 Aug 14, 2019
Burgundy Asset Management Ltd 2,441,270 $340,020k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 2,266,528 $315,683k Jun 30, 2019 Aug 16, 2019
Mawer Investment Management Ltd 2,087,242 $290,768k Jun 30, 2019 Aug 6, 2019
Mairs and Power Inc 2,064,729 $287,576k Jun 30, 2019 Aug 14, 2019
Tweedy Browne Company LLC 2,046,979 $285,103k Jun 30, 2019 Aug 5, 2019
Marathon Asset Management LLP 2,047,022 $285,059k Jun 30, 2019 Jul 15, 2019
The London Company of Virginia LLC 1,620,848 $225,752k Jun 30, 2019 Aug 14, 2019
Vontobel Asset Management Inc 1,544,686 $222,075k Jun 30, 2019 Aug 14, 2019
COHO Partners Ltd 1,349,133 $187,907k Jun 30, 2019 Aug 8, 2019
Schafer Cullen Capital Management Inc 1,358,054 $182,387k Jun 30, 2019 Jul 30, 2019
Focused Investors LLC 1,122,000 $156,272k Jun 30, 2019 Jul 16, 2019
Santa Barbara Asset Management LLC 932,087 $130,296k Mar 31, 2019 May 14, 2019
Tekla Capital Management LLC 890,004 $123,960k Jun 30, 2019 Aug 14, 2019
Cornerstone Investment Partners LLC 746,990 $104,041k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 746,990 $104,041k Jun 30, 2019 Jul 19, 2019
MAR Vista Investment Partners LLC 706,309 $98,375k Jun 30, 2019 Aug 13, 2019
Quattro Advisors LLC 700 $92,358k Jun 30, 2019 Jul 26, 2019
Quattro Financial Advisors LLC 700 $92,358k Jun 30, 2019 Jul 26, 2019
ACR Alpine Capital Research LLC 648,626 $90,341k Jun 30, 2019 Aug 5, 2019
Equity Investment Corporation 631,636 $87,974k Jun 30, 2019 Aug 5, 2019
Tocqueville Asset Management LP 598,677 $83,384k Jun 30, 2019 Jul 31, 2019
Crawford Investment Counsel Inc 562,012 $78,277k Jun 30, 2019 Aug 12, 2019
Perkins Investment Management LLC 608,707 $75,814k Mar 31, 2017 May 15, 2017
Cullen Capital Management LLC 517,795 $72,118k Jun 30, 2019 Jul 30, 2019
Scharf Investments LLC 420,563 $58,577k Jun 30, 2019 Aug 13, 2019
Cambridge Investment Research Advisors Inc 407,595 $56,770k Jun 30, 2019 Aug 15, 2019
Crestwood Advisors Group LLC 355,163 $49,467k Jun 30, 2019 Aug 14, 2019
Fairview Capital Investment Management LLC 342,522 $47,706k Jun 30, 2019 Aug 14, 2019
Bowen Hanes & Co Inc 324,302 $45,169k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 417,282 $44,479k Sep 30, 2014 Nov 14, 2014
Seizert Capital Partners LLC 318,038 $44,296k Jun 30, 2019 Aug 6, 2019
Becker Capital Management Inc 315,011 $43,875k Jun 30, 2019 Aug 8, 2019
Cambiar Investors LLC 308,284 $42,938k Jun 30, 2019 Jul 25, 2019
Cacti Asset Management LLC 270,917 $38,115k Jun 30, 2019 Jul 1, 2019
Willis Investment Counsel Inc 271,073 $37,755k Jun 30, 2019 Aug 14, 2019
Smead Capital Management Inc 259,139 $36,093k Jun 30, 2019 Jul 26, 2019
Gabelli Funds LLC 257,700 $35,892k Jun 30, 2019 Aug 2, 2019
Pacer Advisors Inc 255,091 $35,529k Jun 30, 2019 Aug 12, 2019
Woodley Farra Manion Portfolio Management Inc 253,742 $35,341k Jun 30, 2019 Aug 12, 2019
Birch Hill Investment Advisors LLC 249,628 $34,768k Jun 30, 2019 Jul 22, 2019
Morningstar Investment Services LLC 247,692 $34,499k Jun 30, 2019 Aug 13, 2019
Clarkston Capital Partners LLC 246,805 $34,375k Jun 30, 2019 Jul 24, 2019
Acadian Asset Management LLC 242,337 $33,754k Jun 30, 2019 Aug 8, 2019
Harvey Investment Company LLC 238,827 $33,264k Jun 30, 2019 Jul 16, 2019
Dupont Capital Management Corp 236,690 $32,966k Jun 30, 2019 Jul 30, 2019
Janney Capital Management LLC 236,228 $32,902k Jun 30, 2019 Jul 29, 2019
Gillespie Robinson & Grimm Inc 235,132 $32,749k Jun 30, 2019 Jul 22, 2019
Staley Capital Advisers Inc 227,291 $31,657k Jun 30, 2019 Aug 9, 2019
Compass Capital Management Inc 225,658 $31,430k Jun 30, 2019 Jul 31, 2019
Nuance Investments LLC 224,711 $31,298k Jun 30, 2019 Aug 12, 2019
RNC Capital Management LLC 224,689 $31,295k Jun 30, 2019 Jul 25, 2019
Saratoga Research & Investment Management 219,561 $30,580k Jun 30, 2019 Jul 24, 2019
Interocean Capital LLC 217,495 $30,293k Jun 30, 2019 Aug 13, 2019
Guardian Capital LP 212,861 $29,647k Jun 30, 2019 Aug 14, 2019
BEL AIR Investment Advisors LLC 339,857 $29,462k Sep 30, 2013 Nov 12, 2013
Cidel Asset Management Inc 208,894 $29,095k Jun 30, 2019 Aug 12, 2019
Partners Capital Investment Group LLP 208,296 $29,011k Jun 30, 2019 Aug 12, 2019
S & Co Inc 206,754 $28,797k Jun 30, 2019 Jul 23, 2019
Cooke & Bieler LP 206,400 $28,747k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 204,900 $28,538k Jun 30, 2019 Jul 29, 2019
Atalanta Sosnoff Capital LLC 204,180 $28,438k Jun 30, 2019 Jul 15, 2019
Chesley TAFT & Associates LLC 201,165 $28,018k Jun 30, 2019 Jul 10, 2019
North American Management Corp 200,235 $27,889k Jun 30, 2019 Jul 30, 2019
Azimuth Capital Management LLC 195,144 $27,180k Jun 30, 2019 Aug 13, 2019
Payden & Rygel 192,600 $26,825k Jun 30, 2019 Aug 6, 2019
QS Investors LLC 190,543 $26,539k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 185,102 $25,781k Jun 30, 2019 Jul 15, 2019
Corda Investment Management LLC 181,920 $25,337k Jun 30, 2019 Aug 9, 2019
The Roosevelt Investment Group Inc 172,997 $24,095k Jun 30, 2019 Aug 8, 2019
Hardman Johnston Global Advisors LLC 171,209 $23,846k Jun 30, 2019 Aug 5, 2019
Allen Investment Management LLC 171,168 $23,840k Jun 30, 2019 Aug 12, 2019
Badgley Phelps and Bell Inc 169,979 $23,675k Jun 30, 2019 Jul 30, 2019
Sentry Management Inc 166,263 $23,157k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 166,263 $23,157k Jun 30, 2019 Aug 12, 2019
Cornerstone Capital Inc 162,066 $22,573k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 162,066 $22,573k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 159,821 $22,260k Jun 30, 2019 Jul 25, 2019
ZWJ Investment Counsel Inc 158,803 $22,118k Jun 30, 2019 Jul 24, 2019
Cornerstone Investment Advisors LLC 156,700 $21,905k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 156,700 $21,905k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 156,700 $21,905k Mar 31, 2019 May 13, 2019
Waters Parkerson & Co LLC 156,525 $21,801k Jun 30, 2019 Aug 6, 2019
Madison Investment Holdings Inc 152,553 $21,248k Jun 30, 2019 Aug 13, 2019
Capwealth Advisors LLC 148,675 $20,707k Jun 30, 2019 Aug 13, 2019
Montrusco Bolton Investments Inc 147,277 $20,513k Jun 30, 2019 Aug 5, 2019
Howland Capital Management LLC 146,018 $20,337k Jun 30, 2019 Jul 17, 2019
Parthenon LLC 144,098 $20,070k Jun 30, 2019 Jul 29, 2019
Karpas Strategies LLC 137,170 $19,105k Jun 30, 2019 Jul 25, 2019
TDAM USA Inc 135,764 $18,909k Jun 30, 2019 Aug 1, 2019
Montag A & Associates Inc 135,070 $18,813k Jun 30, 2019 Aug 6, 2019
Lucia Wealth Services LLC 129,206 $17,996k Jun 30, 2019 Jul 23, 2019
LGT Capital Partners USA Inc 128,450 $17,891k Jun 30, 2019 Jul 10, 2019
Davidson Investment Advisors Inc 125,986 $17,547k Jun 30, 2019 Aug 13, 2019
Eubel Brady & Suttman Asset Management Inc 124,999 $17,410k Jun 30, 2019 Aug 12, 2019
Wallace Capital Management Inc 123,210 $17,161k Jun 30, 2019 Aug 12, 2019
Carret Asset Management LLC 121,616 $16,939k Jun 30, 2019 Aug 12, 2019
Meritage Portfolio Management Inc 121,575 $16,933k Jun 30, 2019 Jul 30, 2019
Condor Capital Management 119,648 $16,665k Jun 30, 2019 Aug 5, 2019
Abner Herrman & Brock LLC 117,717 $16,396k Jun 30, 2019 Jul 19, 2019
Vestor Capital LLC 117,361 $16,346k Jun 30, 2019 Aug 6, 2019
Wendell David Associates Inc 117,185 $16,322k Jun 30, 2019 Jul 16, 2019
Main Street Research LLC 116,541 $16,232k Jun 30, 2019 Aug 8, 2019
10-15 Associates Inc 114,149 $15,899k Jun 30, 2019 Aug 12, 2019
Sprucegrove Investment Management Ltd 113,800 $15,850k Jun 30, 2019 Aug 12, 2019
Folger Nolan Fleming Douglas Capital Management Inc 113,257 $15,774k Jun 30, 2019 Aug 9, 2019
Violich Capital Management 113,184 $15,764k Jun 30, 2019 Jul 22, 2019
Torray LLC 112,518 $15,672k Jun 30, 2019 Aug 8, 2019
Granite Group Advisors LLC 110,653 $15,412k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 110,653 $15,412k Jun 30, 2019 Jul 23, 2019
Cramer Rosenthal Mcglynn LLC 109,750 $15,286k Jun 30, 2019 Aug 13, 2019
The Investment House LLC 109,576 $15,262k Jun 30, 2019 Aug 5, 2019
Callahan Advisors LLC 108,998 $15,181k Jun 30, 2019 Jul 17, 2019
Sawgrass Asset Management LLC 108,267 $15,079k Jun 30, 2019 Jul 23, 2019
DF DENT and Company Inc 105,643 $14,714k Jun 30, 2019 Aug 15, 2019
Stokes & Hubbell Capital Management LLC 103,138 $14,418k Mar 31, 2019 Apr 24, 2019
Daiwa SB Investments Ltd 102,960 $14,393k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 102,960 $14,393k Mar 31, 2019 Apr 18, 2019
683 Capital Management LLC 100,000 $13,928k Put Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 99,445 $13,851k Jun 30, 2019 Aug 14, 2019
Guardian Capital Advisors LP 96,499 $13,716k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 98,242 $13,683k Jun 30, 2019 Aug 9, 2019
Beese Fulmer Investment Management Inc 97,688 $13,606k Jun 30, 2019 Jul 5, 2019
Grandfield & DODD LLC 97,207 $13,539k Jun 30, 2019 Jul 29, 2019
Chilton Capital Management LLC 96,719 $13,471k Jun 30, 2019 Aug 13, 2019
Northstar Investment Advisors LLC 95,053 $13,239k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 95,053 $13,239k Jun 30, 2019 Jul 17, 2019
RTW Investments LP 93,912 $13,080k Jun 30, 2019 Aug 14, 2019
Auxier Asset Management LLC 93,905 $13,079k Jun 30, 2019 Aug 15, 2019
The Rikoon Group LLC 93,391 $13,007k Jun 30, 2019 Aug 6, 2019
CWA Asset Management Group LLC 92,698 $12,911k Jun 30, 2019 Aug 13, 2019
Osterweis Capital Management Inc 92,319 $12,859k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 92,319 $12,859k Jun 30, 2019 Aug 14, 2019
SVA Plumb Wealth Management LLC 92,044 $12,820k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 91,989 $12,812k Jun 30, 2019 Aug 12, 2019
Wallington Asset Management LLC 91,905 $12,801k Jun 30, 2019 Aug 13, 2019
Gratus Capital LLC 90,251 $12,570k Jun 30, 2019 Aug 7, 2019
Woodstock Corporation 89,728 $12,497k Jun 30, 2019 Jul 3, 2019
Stack Financial Management Inc 89,688 $12,492k Jun 30, 2019 Jul 30, 2019
Murphy Capital Management Inc 89,267 $12,433k Jun 30, 2019 Jul 22, 2019
Thomas Story and SON LLC 88,630 $12,344k Jun 30, 2019 Jul 29, 2019
Choate Investment Advisors LLC 86,797 $12,089k Jun 30, 2019 Aug 14, 2019
Flippin Bruce & Porter Inc 85,592 $11,921k Jun 30, 2019 Aug 6, 2019
KMS Financial Services Inc 111,420 $11,876k Sep 30, 2014 Nov 17, 2014
Cobiz Wealth LLC 84,931 $11,829k Jun 30, 2019 Jul 8, 2019
Independent Investors Inc 83,285 $11,600k Jun 30, 2019 Jul 18, 2019
Steigerwald Gordon & KOCH Inc 81,725 $11,383k Jun 30, 2019 Jul 15, 2019
Baltimore-Washington Financial Advisors Inc 80,825 $11,257k Jun 30, 2019 Jul 25, 2019
YHB Investment Advisors Inc 80,184 $11,168k Jun 30, 2019 Jul 15, 2019
Strategy Asset Managers LLC 79,492 $11,072k Jun 30, 2019 Aug 14, 2019
Richard Bernstein Advisors LLC 78,464 $10,928k Jun 30, 2019 Aug 9, 2019
Tufton Capital Management LLC 78,388 $10,917k Jun 30, 2019 Jul 26, 2019
Buckhead Capital Management LLC 77,913 $10,852k Jun 30, 2019 Aug 1, 2019
Pacific Global Investment Management Co 76,280 $10,624k Jun 30, 2019 Aug 14, 2019
Bernzott Capital Advisors 76,132 $10,604k Jun 30, 2019 Aug 12, 2019
Wilkins Investment Counsel Inc 76,099 $10,599k Jun 30, 2019 Aug 9, 2019
Dorchester Wealth Management Company 75,247 $10,480k Jun 30, 2019 Jul 19, 2019
Greatmark Investment Partners Inc 74,296 $10,348k Jun 30, 2019 Aug 5, 2019
Appleton Partners Inc 73,976 $10,303k Jun 30, 2019 Jul 25, 2019
Cutler Investment Counsel LLC 73,252 $10,203k Jun 30, 2019 Aug 5, 2019
Hamel Associates Inc 70,006 $9,751k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 69,517 $9,682k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 69,517 $9,682k Jun 30, 2019 Aug 5, 2019
Grassi Investment Management LLC 69,262 $9,647k Jun 30, 2019 Jul 10, 2019
Hendershot Investments Inc 69,248 $9,645k Jun 30, 2019 Jul 31, 2019
Tradition Capital Management LLC 68,860 $9,625k Mar 31, 2019 May 7, 2019
Ramsay Stattman VELA & Price Inc 68,378 $9,524k Jun 30, 2019 Aug 9, 2019
DAVY Asset Management Limited 67,280 $9,371k Jun 30, 2019 Jul 19, 2019
Mastrapasqua Asset Management Inc 67,215 $9,362k Jun 30, 2019 Aug 12, 2019
Everence Capital Management Inc 66,751 $9,297k Jun 30, 2019 Aug 2, 2019
Abbrea Capital LLC 66,462 $9,257k Jun 30, 2019 Jul 31, 2019
Ipswich Investment Management Company Inc 65,971 $9,188k Jun 30, 2019 Jul 11, 2019
Overbrook Management Corporation 65,587 $9,135k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 64,098 $8,928k Jun 30, 2019 Jul 8, 2019
Martin Investment Management LLC 63,853 $8,893k Jun 30, 2019 Aug 7, 2019
Monarch Capital Management Inc 63,521 $8,847k Jun 30, 2019 Jul 31, 2019
Isthmus Partners LLC 63,505 $8,845k Jun 30, 2019 Aug 9, 2019
Taurus Asset Management LLC 63,367 $8,826k Jun 30, 2019 Aug 14, 2019
Haverford Financial Services Inc 63,214 $8,804k Jun 30, 2019 Aug 13, 2019
Hunter Associates Investment Management LLC 62,087 $8,647k Jun 30, 2019 Aug 8, 2019
Chatham Capital Group Inc 60,403 $8,413k Jun 30, 2019 Jul 24, 2019
Stonebridge Capital Advisors LLC 60,391 $8,411k Jun 30, 2019 Aug 15, 2019
Merriman Wealth Management LLC 6,029 $8,403k Jun 30, 2019 Jul 31, 2019
Clean Yield Group Inc 59,451 $8,280k Jun 30, 2019 Jul 22, 2019
Southeast Asset Advisors Inc 59,255 $8,253k Jun 30, 2019 Aug 14, 2019
Thompson Investment Management Inc 58,897 $8,203k Jun 30, 2019 Aug 7, 2019
Weybosset Research & Management LLC 58,854 $8,197k Jun 30, 2019 Jul 22, 2019
Rodgers Brothers Inc 58,369 $8,130k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 58,112 $8,094k Jun 30, 2019 Aug 5, 2019
The Bollard Group LLC 57,703 $8,037k Jun 30, 2019 Aug 13, 2019
Cohen Capital Management Inc 57,324 $7,984k Jun 30, 2019 Aug 7, 2019
RWC Asset Management LLP 56,971 $7,934k Jun 30, 2019 Aug 13, 2019
Winslow Asset Management Inc 56,289 $7,840k Jun 30, 2019 Jul 29, 2019
Marble Harbor Investment Counsel LLC 56,140 $7,819k Jun 30, 2019 Aug 7, 2019
Mengis Capital Management Inc 55,903 $7,786k Jun 30, 2019 Jul 18, 2019
Altavista Wealth Management Inc 55,887 $7,784k Jun 30, 2019 Aug 13, 2019
Schulhoff & Co Inc 55,878 $7,782k Jun 30, 2019 Aug 7, 2019
Benedict Financial Advisors Inc 55,564 $7,739k Jun 30, 2019 Aug 1, 2019
Dillon & Associates Inc 55,642 $7,734k Jun 30, 2019 Jul 22, 2019
Mccollum Christoferson Group LLC 54,810 $7,634k Jun 30, 2019 Jul 11, 2019
Spears Abacus Advisors LLC 54,663 $7,613k Jun 30, 2019 Aug 9, 2019
Centre Asset Management LLC 54,200 $7,549k Jun 30, 2019 Jul 15, 2019
ACG Wealth Inc 54,055 $7,529k Jun 30, 2019 Aug 6, 2019
Sowell Financial Services LLC 53,740 $7,512k Mar 31, 2019 May 15, 2019
Hutner Capital Management Inc 53,684 $7,477k Jun 30, 2019 Aug 7, 2019
Salem Capital Management Inc 52,946 $7,374k Jun 30, 2019 Jul 9, 2019
Wespac Advisors Socal LLC 52,203 $7,270k Jun 30, 2019 Jul 30, 2019
Sitrin Capital Management LLC 52,182 $7,268k Jun 30, 2019 Jul 17, 2019
DEAN Investment Associates LLC 51,004 $7,104k Jun 30, 2019 Aug 14, 2019
Crossvault Capital Management LLC 50,665 $7,057k Jun 30, 2019 Jul 19, 2019
Origin Asset Management LLP 50,651 $7,055k Jun 30, 2019 Aug 9, 2019
Greenwood Gearhart Inc 50,579 $7,045k Jun 30, 2019 Aug 7, 2019
Athena Capital Advisors LLC 50,261 $7,000k Jun 30, 2019 Aug 9, 2019
Hendley & Co Inc 49,694 $6,921k Jun 30, 2019 Aug 8, 2019
BTR Capital Management Inc 49,546 $6,901k Jun 30, 2019 Jul 18, 2019
Osborne Partners Capital Management LLC 49,307 $6,868k Jun 30, 2019 Jul 18, 2019
SAND Hill Global Advisors LLC 48,442 $6,747k Jun 30, 2019 Aug 13, 2019
Lexaurum Advisors LLC 48,445 $6,747k Jun 30, 2019 Jul 19, 2019
Segment Wealth Management LLC 48,336 $6,732k Jun 30, 2019 Jul 29, 2019
RKL Wealth Management LLC 47,855 $6,662k Jun 30, 2019 Aug 2, 2019
CPWM LLC 47,764 $6,653k Jun 30, 2019 Aug 2, 2019
Joel Isaacson & Co LLC 47,167 $6,569k Jun 30, 2019 Jul 11, 2019
AULL & Monroe Investment Management Corp 46,882 $6,530k Jun 30, 2019 Jul 29, 2019
Keating Investment Counselors Inc 45,494 $6,336k Jun 30, 2019 Aug 1, 2019
Chelsea Counsel Company 52,088 $6,320k Jun 30, 2018 Oct 3, 2018
Punch & Associates Investment Management Inc 45,277 $6,306k Jun 30, 2019 Aug 14, 2019
Beddow Capital Management Inc 45,132 $6,286k Jun 30, 2019 Aug 9, 2019
Bronfman EL Rothschild LP 45,115 $6,284k Jun 30, 2019 Aug 12, 2019
WE Donoghue & Co LLC 45,060 $6,276k Jun 30, 2019 Jul 23, 2019
Morgan Dempsey Capital Management LLC 44,423 $6,187k Jun 30, 2019 Aug 8, 2019
WEIK Capital Management Inc 43,934 $6,119k Jun 30, 2019 Aug 9, 2019
Cubic Asset Management LLC 43,911 $6,116k Jun 30, 2019 Jul 29, 2019
Buckley Wealth Management LLC 43,651 $6,080k Jun 30, 2019 Jul 19, 2019
OFI Advisors LLC 65,000 $6,068k Sep 30, 2015 Nov 16, 2015
Beacon Investment Advisory Services Inc 43,258 $6,025k Jun 30, 2019 Aug 7, 2019
Hollow Brook Wealth Management LLC 43,082 $6,000k Jun 30, 2019 Aug 13, 2019
Fulcrum Capital LLC 41,953 $5,843k Jun 30, 2019 Jul 29, 2019
Northpointe Capital LLC 41,889 $5,834k Jun 30, 2019 Jul 26, 2019
Wells Trecaso Financial Group LLC 41,598 $5,794k Jun 30, 2019 Jul 22, 2019
The Burney Company 41,577 $5,791k Jun 30, 2019 Aug 12, 2019
Wealth Enhancement Advisory Services LLC 43,502 $5,787k Jun 30, 2019 Aug 2, 2019
Prospector Partners LLC 41,170 $5,734k Jun 30, 2019 Aug 14, 2019
Garland Capital Management Inc 41,007 $5,711k Jun 30, 2019 Jul 24, 2019
Paragon Wealth Strategies LLC 40,702 $5,669k Jun 30, 2019 Jul 17, 2019
Capital Planning Advisors LLC 40,483 $5,638k Jun 30, 2019 Aug 9, 2019
CAMG Solamere Management LLC 39,892 $5,558k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 39,860 $5,552k Jun 30, 2019 Aug 2, 2019
Nicholas Hoffman & Company LLC 39,697 $5,529k Jun 30, 2019 Aug 12, 2019
Legacy Capital Partners Inc 39,548 $5,508k Jun 30, 2019 Jul 16, 2019
Meristem Family Wealth LLC 39,529 $5,506k Jun 30, 2019 Aug 6, 2019
Aristotle Capital Management LLC 39,519 $5,504k Jun 30, 2019 Aug 14, 2019
Ascension Asset Management LLC 38,827 $5,408k Jun 30, 2019 Jul 23, 2019
Stearns Financial Services Group Inc 38,799 $5,404k Jun 30, 2019 Aug 14, 2019
Woodmont Investment Counsel LLC 38,704 $5,391k Jun 30, 2019 Aug 14, 2019
Lucas Capital Management LLC 38,680 $5,387k Jun 30, 2019 Jul 29, 2019
Searle & Co 38,510 $5,364k Jun 30, 2019 Jul 17, 2019
Clifford Capital Partners LLC 38,366 $5,344k Jun 30, 2019 Aug 14, 2019
Intersect Capital LLC 38,366 $5,344k Jun 30, 2019 Aug 9, 2019
Ancora Family Wealth Advisors LLC 45,206 $5,340k Sep 30, 2016 Nov 4, 2016
Exchange Capital Management Inc 38,313 $5,336k Jun 30, 2019 Jul 22, 2019
van Strum & Towne Inc 38,224 $5,324k Jun 30, 2019 Aug 12, 2019
Nepsis Inc 38,062 $5,303k Jun 30, 2019 Jul 22, 2019
Hamilton Point Investment Advisors LLC 37,768 $5,260k Jun 30, 2019 Jul 18, 2019
JGP Wealth Management LLC 37,658 $5,245k Jun 30, 2019 Jul 15, 2019
RAAB & Moskowitz Asset Management LLC 37,503 $5,223k Jun 30, 2019 Aug 9, 2019
Pecaut & Co 37,379 $5,206k Jun 30, 2019 Aug 8, 2019
Allied Investment Advisors LLC 37,354 $5,203k Jun 30, 2019 Jul 17, 2019
Venturi Wealth Management LLC 37,282 $5,193k Jun 30, 2019 Aug 7, 2019
Excalibur Management Corp 37,236 $5,186k Jun 30, 2019 Jul 26, 2019
Strategic Financial Services Inc 37,189 $5,180k Jun 30, 2019 Aug 13, 2019
White Pine Capital LLC 36,397 $5,069k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 36,311 $5,057k Jun 30, 2019 Aug 5, 2019
Northwest Investment Counselors LLC 36,275 $5,052k Jun 30, 2019 Jul 25, 2019
Fagan Associates Inc 35,867 $4,995k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 35,729 $4,976k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 35,729 $4,976k Jun 30, 2019 Jul 12, 2019
GFS Advisors LLC 35,551 $4,952k Jun 30, 2019 Aug 1, 2019
Argyle Capital Management Inc 34,968 $4,870k Jun 30, 2019 Jul 25, 2019
California Capital Advisors Inc 34,783 $4,845k Jun 30, 2019 Jul 15, 2019
Middleton & Company Inc 34,337 $4,782k Jun 30, 2019 Jul 25, 2019
Addenda Capital Inc 34,249 $4,770k Jun 30, 2019 Jul 12, 2019
Wealth Advisors Inc 34,159 $4,758k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 34,159 $4,758k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 34,159 $4,758k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 34,159 $4,758k Jun 30, 2019 Aug 7, 2019
Viking Fund Management LLC 34,000 $4,736k Jun 30, 2019 Jul 16, 2019
Stralem & Company Incorporated 33,570 $4,676k Jun 30, 2019 Jul 16, 2019
The RICE Partnership LLC 33,308 $4,639k Jun 30, 2019 Jul 25, 2019
New England Research & Management Inc 32,827 $4,572k Jun 30, 2019 Jul 9, 2019
Cambria Investment Management LP 32,828 $4,572k Jun 30, 2019 Aug 12, 2019
Hartwell J M Ltd Partnership 32,405 $4,513k Jun 30, 2019 Jul 31, 2019
American Money Management LLC 32,369 $4,508k Jun 30, 2019 Aug 12, 2019
Oarsman Capital Inc 32,175 $4,481k Jun 30, 2019 Aug 13, 2019
Newfocus Financial Group LLC 32,095 $4,470k Jun 30, 2019 Jul 23, 2019
Keystone Financial Planning Inc 31,517 $4,390k Jun 30, 2019 Aug 5, 2019
New England Asset Management Inc 31,457 $4,381k Jun 30, 2019 Aug 14, 2019
Family Management Corporation 31,336 $4,364k Jun 30, 2019 Aug 14, 2019
Baker Ellis Asset Management LLC 31,207 $4,347k Jun 30, 2019 Aug 12, 2019
Calamos Wealth Management LLC 30,999 $4,318k Jun 30, 2019 Aug 7, 2019
Curbstone Financial Management Corporation 30,966 $4,313k Jun 30, 2019 Jul 9, 2019
Strategic Investment Advisors LLC 30,624 $4,265k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 30,624 $4,265k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 30,624 $4,265k Jun 30, 2019 Jul 22, 2019
Elgethun Capital Management 30,590 $4,261k Jun 30, 2019 Aug 8, 2019
Spearhead Capital Advisors LLC 30,290 $4,219k Jun 30, 2019 Jul 17, 2019
Campbell Newman Asset Management Inc 30,254 $4,214k Jun 30, 2019 Jul 24, 2019
Hall Capital Management Company Inc 30,197 $4,206k Jun 30, 2019 Aug 14, 2019
Private Counsel Group Ltd 31,367 $4,156k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 31,367 $4,156k Jun 30, 2019 Jul 29, 2019
Dodge & COX 29,822 $4,154k Jun 30, 2019 Aug 13, 2019
Guardian Investment Management LLC 29,743 $4,142k Jun 30, 2019 Aug 16, 2019
Harwood Advisory Group LLC 29,698 $4,136k Jun 30, 2019 Aug 7, 2019
Matthew GOFF Investment Advisor LLC 29,591 $4,121k Jun 30, 2019 Aug 5, 2019
Argus Investors' Counsel Inc 29,365 $4,090k Jun 30, 2019 Jul 10, 2019
DUFF & Phelps Investment Management Co 29,055 $4,047k Jun 30, 2019 Aug 2, 2019
Marco Investment Management LLC 28,930 $4,029k Jun 30, 2019 Aug 6, 2019
The Mathes Company Inc 28,777 $4,008k Jun 30, 2019 Jul 29, 2019
Alexandria Capital LLC 28,755 $4,005k Jun 30, 2019 Aug 12, 2019
Stillwater Investment Management LLC 28,715 $3,999k Jun 30, 2019 Jul 3, 2019
Aries Wealth Management LLC 28,423 $3,995k Jun 30, 2019 Jul 15, 2019
Founders Capital Management LLC 28,639 $3,989k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 28,639 $3,989k Jun 30, 2019 Jul 11, 2019
Chickasaw Capital Management LLC 28,536 $3,974k Jun 30, 2019 Jul 15, 2019
Kayne Anderson Rudnick Investment Management LLC 28,477 $3,966k Jun 30, 2019 Aug 14, 2019
and Wealth Partners LLC 28,440 $3,961k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 28,440 $3,961k Jun 30, 2019 Aug 6, 2019
Telos Capital Management Inc 28,301 $3,942k Jun 30, 2019 Jul 19, 2019
Aldebaran Financial Inc 28,024 $3,903k Jun 30, 2019 Aug 14, 2019
Keeler Thomas Management LLC 28,008 $3,900k Jun 30, 2019 Jul 31, 2019
Mcmillion Capital Management Inc 27,924 $3,889k Jun 30, 2019 Jul 25, 2019
LVW Advisors LLC 27,900 $3,886k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 27,706 $3,859k Jun 30, 2019 Jul 10, 2019
Tealwood Asset Management Inc 27,675 $3,855k Jun 30, 2019 Aug 6, 2019
Impax Asset Management Ltd 31,751 $3,853k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 31,751 $3,853k Jun 30, 2018 Aug 14, 2018
Murphy Middleton Hinkle & Parker Inc 27,574 $3,841k Jun 30, 2019 Jul 15, 2019
Pratt Collard Advisory Partners LLC 27,303 $3,803k Jun 30, 2019 Jul 16, 2019
Quadrant Private Wealth Management LLC 27,067 $3,770k Jun 30, 2019 Aug 13, 2019
Cornell Pochily Investment Advisors Inc 26,860 $3,741k Jun 30, 2019 Jul 22, 2019
Mcguire Investment Group LLC 26,748 $3,725k Jun 30, 2019 Jul 25, 2019
Harvest Capital Management Inc 26,675 $3,715k Jun 30, 2019 Aug 7, 2019
Eagle Ridge Investment Management LLC 26,634 $3,710k Jun 30, 2019 Aug 1, 2019
Whitnell & Co 26,256 $3,657k Jun 30, 2019 Jul 16, 2019
Baugh & Associates LLC 25,981 $3,619k Jun 30, 2019 Jul 23, 2019
BRAY Capital Advisors LLC 25,771 $3,589k Jun 30, 2019 Jul 29, 2019
Marietta Wealth Management LLC 25,737 $3,585k Jun 30, 2019 Aug 14, 2019
Arlington Financial Advisors LLC 25,597 $3,565k Jun 30, 2019 Aug 5, 2019
Arnhold LLC 25,572 $3,562k Jun 30, 2019 Aug 8, 2019
KARP Capital Management Corporation 25,563 $3,560k Jun 30, 2019 Aug 8, 2019
Lombard Odier Transatlantic Limited 29,355 $3,473k Sep 30, 2016 Nov 14, 2016
Brightworth LLC 24,835 $3,459k Jun 30, 2019 Jul 31, 2019
Nippon Life Global Investors Americas Inc 24,806 $3,455k Jun 30, 2019 Jul 23, 2019
Lejeune Puetz Investment Counsel 24,645 $3,433k Jun 30, 2019 Jul 29, 2019
FORT PITT Capital Group LLC 24,361 $3,393k Jun 30, 2019 Aug 9, 2019
Triangle Securities Wealth Management 23,909 $3,370k Jun 30, 2019 Jul 10, 2019
The Fiduciary Group LLC 24,186 $3,369k Jun 30, 2019 Aug 14, 2019
Riverbridge Partners LLC 24,111 $3,358k Jun 30, 2019 Jul 10, 2019
Arjuna Capital LLC 23,969 $3,338k Jun 30, 2019 Aug 21, 2019
Security Asset Management Inc 23,823 $3,318k Jun 30, 2019 Aug 6, 2019
Meridian Investment Counsel Inc 23,696 $3,300k Jun 30, 2019 Aug 13, 2019
Oliver Luxxe Assets LLC 23,302 $3,285k Jun 30, 2019 Jul 10, 2019
Greystone Managed Investments Inc 23,576 $3,284k Jun 30, 2019 Jul 23, 2019
BFSG LLC 23,333 $3,250k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 23,289 $3,244k Jun 30, 2019 Jul 30, 2019
Harbor Advisory Corporation 23,289 $3,244k Jun 30, 2019 Jul 30, 2019
Aureus Asset Management LLC 23,191 $3,230k Jun 30, 2019 Aug 14, 2019
Vontobel Swiss Wealth Advisors AG 23,182 $3,229k Jun 30, 2019 Aug 12, 2019
Abbot Financial Management Inc 23,125 $3,221k Jun 30, 2019 Aug 8, 2019
FFCM LLC 22,889 $3,188k Jun 30, 2019 Jul 30, 2019
WE ARE One Seven LLC 22,790 $3,174k Jun 30, 2019 Jul 16, 2019
Stokes Capital Advisors LLC 22,753 $3,169k Jun 30, 2019 Jul 15, 2019
Hedeker Wealth LLC 22,713 $3,163k Jun 30, 2019 Jul 26, 2019
Marathon Capital Management LLC 22,703 $3,162k Jun 30, 2019 Jul 25, 2019
Fieldpoint Private Securities LLC 22,626 $3,151k Jun 30, 2019 Aug 14, 2019
Brookmont Capital Management LLC 22,600 $3,148k Jun 30, 2019 Jul 18, 2019
Financial Asset Management Corp 22,483 $3,131k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 22,483 $3,131k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 22,483 $3,131k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 22,483 $3,131k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 22,483 $3,131k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 22,483 $3,131k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 22,419 $3,122k Jun 30, 2019 Aug 2, 2019
Oak Asset Management LLC 24,125 $3,103k Jun 30, 2019 Jul 25, 2019
Foothills Asset Management Ltd 22,138 $3,083k Jun 30, 2019 Jul 17, 2019
ARS Investment Partners LLC 22,100 $3,078k Jun 30, 2019 Aug 12, 2019
Monte Financial Group LLC 22,095 $3,077k Jun 30, 2019 Aug 7, 2019
MRAZ Amerine & Associates Inc 22,031 $3,068k Jun 30, 2019 Aug 2, 2019
Certified Advisory Corp 21,482 $2,992k Jun 30, 2019 Aug 7, 2019
Dumont & Blake Investment Advisors LLC 21,335 $2,971k Jun 30, 2019 Aug 1, 2019
RDL Financial Inc 21,200 $2,953k Jun 30, 2019 Jul 17, 2019
Pinkerton Retirement Specialists LLC 21,024 $2,928k Jun 30, 2019 Aug 6, 2019
Boyar Asset Management Inc 20,749 $2,890k Jun 30, 2019 Aug 6, 2019
Family Legacy Inc 20,621 $2,872k Jun 30, 2019 Jul 25, 2019
Mitchell Mcleod PUGH & Williams Inc 20,602 $2,869k Jun 30, 2019 Jul 9, 2019
Boston Common Asset Management LLC 20,481 $2,853k Jun 30, 2019 Jul 26, 2019
Biltmore Family Office LLC 20,463 $2,850k Jun 30, 2019 Jul 31, 2019
Cowen Prime Services LLC 20,142 $2,805k Jun 30, 2019 Jul 31, 2019
Churchill Management Corp 20,053 $2,793k Jun 30, 2019 Jul 10, 2019
Blue FIN Capital Inc 19,970 $2,781k Jun 30, 2019 Jul 22, 2019
Vision Capital Management Inc 19,838 $2,763k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 19,838 $2,763k Jun 30, 2019 Jul 29, 2019
Uncommon Cents Investing LLC 19,829 $2,762k Jun 30, 2019 Jul 12, 2019
Murphy Pohlad Asset Management LLC 19,792 $2,756k Jun 30, 2019 Aug 6, 2019
American National Registered Investment Advisor Inc 19,695 $2,743k Jun 30, 2019 Aug 5, 2019
Mcrae Capital Management Inc 19,644 $2,736k Jun 30, 2019 Jul 29, 2019
Hourglass Capital LLC 19,563 $2,725k Jun 30, 2019 Aug 12, 2019
Westbourne Investment Advisors Inc 19,542 $2,722k Jun 30, 2019 Jul 22, 2019
DAY & Ennis LLC 19,492 $2,715k Jun 30, 2019 Aug 2, 2019
Kiley Juergens Wealth Management LLC 19,483 $2,713k Jun 30, 2019 Jul 11, 2019
Edgewood Management LLC 19,354 $2,696k Jun 30, 2019 Aug 12, 2019
Hengehold Capital Management LLC 19,306 $2,689k Jun 30, 2019 Jul 23, 2019
West Oak Capital LLC 19,097 $2,660k Jun 30, 2019 Jul 12, 2019
Acropolis Investment Management LLC 19,044 $2,652k Jun 30, 2019 Jul 11, 2019
Canal Capital Management LLC 18,894 $2,632k Jun 30, 2019 Jul 31, 2019
Tiemann Investment Advisors LLC 18,870 $2,628k Jun 30, 2019 Aug 13, 2019
Cambridge Advisors LLC 18,861 $2,627k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 18,861 $2,627k Jun 30, 2019 Jul 26, 2019
Tuttle Tactical Management LLC 18,705 $2,605k Jun 30, 2019 Jul 29, 2019
Capital Insight Partners LLC 18,688 $2,603k Jun 30, 2019 Jul 9, 2019
Altfest L J & Co Inc 18,655 $2,598k Jun 30, 2019 Jul 15, 2019
Golub Group LLC 18,443 $2,569k Jun 30, 2019 Aug 13, 2019
Cadinha & Co LLC 18,234 $2,540k Jun 30, 2019 Aug 9, 2019
Advanced Asset Management Advisors Inc 18,170 $2,531k Jun 30, 2019 Aug 2, 2019
Fernwood Investment Management LLC 18,161 $2,529k Jun 30, 2019 Aug 1, 2019
LONG ROAD Investment Counsel LLC 18,019 $2,510k Jun 30, 2019 Aug 9, 2019
Shoker Investment Counsel Inc 17,943 $2,499k Jun 30, 2019 Aug 9, 2019
Traynor Capital Management Inc 17,755 $2,474k Jun 30, 2019 Jul 26, 2019
Butensky & Cohen Financial Security Inc 17,744 $2,471k Jun 30, 2019 Jul 12, 2019
HCR Wealth Advisors 17,634 $2,456k Jun 30, 2019 Jul 25, 2019
West Branch Capital LLC 17,628 $2,455k Jun 30, 2019 Aug 5, 2019
Beach Investment Management LLC 17,600 $2,451k Jun 30, 2019 Jul 17, 2019
Wheatland Advisors Inc 17,562 $2,446k Jun 30, 2019 Aug 7, 2019
Waverton Investment Management Limited 17,434 $2,428k Jun 30, 2019 Jul 17, 2019
CWH Capital Management Inc 17,074 $2,378k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 17,046 $2,374k Jun 30, 2019 Aug 13, 2019
Howard Capital Management Inc 17,037 $2,373k Jun 30, 2019 Jul 24, 2019
Burleson & Company LLC 18,209 $2,372k Jun 30, 2019 Aug 5, 2019
Wasatch Advisors Inc 17,001 $2,368k Jun 30, 2019 Aug 7, 2019
Court Place Advisors LLC 16,972 $2,364k Jun 30, 2019 Jul 30, 2019
Marshwinds Advisory Company 18,061 $2,331k Dec 31, 2018 Jan 7, 2019
Poplar Forest Capital LLC 16,657 $2,320k Jun 30, 2019 Aug 2, 2019
Johanson Financial Advisors Inc 16,643 $2,317k Jun 30, 2019 Jul 29, 2019
Kingfisher Capital LLC 16,608 $2,313k Jun 30, 2019 Aug 14, 2019
Obermeyer WOOD Investment Counsel LLLP 16,469 $2,294k Jun 30, 2019 Aug 13, 2019
New England Investment & Retirement Group Inc 16,301 $2,270k Jun 30, 2019 Jul 31, 2019
Foster Dykema Cabot & Co Incorporated 16,254 $2,264k Jun 30, 2019 Aug 6, 2019
Bourne LENT Asset Management Inc 16,166 $2,252k Jun 30, 2019 Jul 29, 2019
Glynn Capital Management LLC 16,128 $2,246k Jun 30, 2019 Aug 2, 2019
Grace Capital 15,994 $2,228k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 15,875 $2,211k Jun 30, 2019 Jul 19, 2019
Jackson Grant Investment Advisers Inc 15,821 $2,204k Jun 30, 2019 Aug 13, 2019
Omnistar Financial Group Inc 15,696 $2,186k Jun 30, 2019 Jul 30, 2019
Wellington Shields & Co LLC 15,653 $2,180k Jun 30, 2019 Aug 8, 2019
HT Partners LLC 15,143 $2,109k Jun 30, 2019 Jul 9, 2019
Bigelow Investment Advisors LLC 15,091 $2,102k Jun 30, 2019 Jul 17, 2019
Mitchell Capital Management Co 15,008 $2,090k Jun 30, 2019 Jul 24, 2019
Bruderman Asset Management LLC 14,972 $2,085k Jun 30, 2019 Aug 12, 2019
Modera Wealth Management LLC 14,754 $2,055k Jun 30, 2019 Aug 7, 2019
Wealth Alliance Advisory Group LLC 15,206 $2,048k Jun 30, 2019 Jul 17, 2019
Drexel Morgan & Co 14,583 $2,031k Jun 30, 2019 Aug 8, 2019
LLBH Private Wealth Management LLC 14,575 $2,030k Jun 30, 2019 Aug 13, 2019
Stony Point Wealth Management Inc 15,311 $2,019k Jun 30, 2019 Jul 23, 2019
Krueger & Catalano Capital Partners LLC 14,469 $2,015k Jun 30, 2019 Jul 22, 2019
Access Financial Services Inc 14,394 $2,005k Jun 30, 2019 Jul 24, 2019
Cookson Peirce & Co Inc 14,371 $2,002k Jun 30, 2019 Jul 31, 2019
Lakeview Capital Partners LLC 14,343 $1,998k Jun 30, 2019 Aug 5, 2019
Clear Perspective Advisors LLC 14,103 $1,964k Jun 30, 2019 Aug 12, 2019
Tokio Marine Asset Management USA Ltd 14,052 $1,957k Jun 30, 2019 Jul 25, 2019
HM Capital Management LLC 14,054 $1,957k Jun 30, 2019 Jul 24, 2019
Holowesko Partners Ltd 14,000 $1,950k Jun 30, 2019 Aug 12, 2019
Port Capital LLC 13,830 $1,926k Jun 30, 2019 Aug 14, 2019
Financial Advisory Service Inc 13,817 $1,924k Jun 30, 2019 Jul 25, 2019
KLCM Advisors Inc 13,740 $1,914k Jun 30, 2019 Aug 15, 2019
Connecticut Wealth Management LLC 13,702 $1,908k Jun 30, 2019 Jul 29, 2019
S R Schill & Associates Inc 13,654 $1,902k Jun 30, 2019 Aug 19, 2019
UNIO Capital LLC 13,440 $1,889k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 13,540 $1,886k Jun 30, 2019 Aug 13, 2019
Summit Asset Management LLC 13,343 $1,858k Jun 30, 2019 Aug 7, 2019
Ballast Inc 13,313 $1,854k Jun 30, 2019 Jul 26, 2019
Probity Advisors Inc 13,302 $1,853k Jun 30, 2019 Aug 8, 2019
Platinum Investment Management Limited 13,279 $1,849k Jun 30, 2019 Aug 14, 2019
Selway Asset Management Inc 13,255 $1,846k Jun 30, 2019 Jul 30, 2019
Pagnatokarp Partners LLC 12,949 $1,804k Jun 30, 2019 Aug 8, 2019
Sicart Associates LLC 12,946 $1,803k Jun 30, 2019 Jul 23, 2019
Edgemoor Investment Advisors Inc 12,841 $1,789k Jun 30, 2019 Aug 9, 2019
ST Johns Investment Management Company LLC 12,835 $1,788k Jun 30, 2019 Jul 24, 2019
Dividend Assets Capital LLC 12,668 $1,764k Jun 30, 2019 Jul 12, 2019
Bell & Brown Wealth Advisors LLC 12,505 $1,742k Jun 30, 2019 Aug 6, 2019
Peak Asset Management LLC 12,227 $1,703k Jun 30, 2019 Aug 15, 2019
The WEIL Company 12,206 $1,700k Jun 30, 2019 Aug 12, 2019
Capital Counsel LLC 12,156 $1,693k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 12,156 $1,693k Jun 30, 2019 Jul 26, 2019
IMS Capital Management Inc 12,147 $1,692k Jun 30, 2019 Aug 14, 2019
Cottage Street Advisors LLC 12,134 $1,690k Jun 30, 2019 Aug 2, 2019
SOL Capital Management Co 12,075 $1,682k Jun 30, 2019 Jul 17, 2019
Stewardship Advisors LLC 12,038 $1,677k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 12,038 $1,677k Jun 30, 2019 Aug 12, 2019
SFE Investment Counsel Inc 12,031 $1,676k Jun 30, 2019 Jul 26, 2019
Cfo4Life Group LLC 11,879 $1,655k Jun 30, 2019 Jul 29, 2019
GM Advisory Group Inc 11,712 $1,631k Jun 30, 2019 Aug 9, 2019
Evermay Wealth Management LLC 11,712 $1,631k Jun 30, 2019 Jul 23, 2019
Mckinley Carter Wealth Services Inc 11,642 $1,621k Jun 30, 2019 Aug 2, 2019
Capital Investment Services of America Inc 11,601 $1,616k Jun 30, 2019 Jul 12, 2019
Neumann Capital Management LLC 11,578 $1,613k Jun 30, 2019 Jul 25, 2019
Armor Investment Advisors LLC 11,498 $1,601k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 11,498 $1,601k Jun 30, 2019 Aug 13, 2019
Lehman Financial Resources Inc 11,585 $1,600k Sep 30, 2018 Nov 14, 2018
Baldwin Investment Management LLC 11,201 $1,560k Jun 30, 2019 Aug 6, 2019
YCG LLC 11,140 $1,552k Jun 30, 2019 Jul 23, 2019
Arbor Wealth Management LLC 11,089 $1,544k Jun 30, 2019 Jul 16, 2019
Sather Financial Group Inc 11,058 $1,540k Jun 30, 2019 Jul 23, 2019
Signature Financial Management Inc 11,876 $1,531k Dec 31, 2018 Feb 13, 2019
Northside Capital Management LLC 10,903 $1,519k Jun 30, 2019 Jul 16, 2019
East Coast Asset Management LLC 10,878 $1,515k Jun 30, 2019 Aug 14, 2019
STA Wealth Management LLC 10,823 $1,507k Jun 30, 2019 Aug 14, 2019
AFT Forsyth and Company Inc 10,728 $1,494k Jun 30, 2019 Jul 29, 2019
Affiance Financial LLC 10,723 $1,494k Jun 30, 2019 Jul 11, 2019
Brave Asset Management Inc 10,676 $1,487k Jun 30, 2019 Aug 5, 2019
Bridgecreek Investment Management LLC 10,535 $1,467k Jun 30, 2019 Aug 14, 2019
Investment Counselors of Maryland LLC 10,505 $1,463k Jun 30, 2019 Aug 5, 2019
Lourd Capital LLC 10,454 $1,456k Jun 30, 2019 Jul 11, 2019
Andesa Financial Management Inc 10,163 $1,418k Jun 30, 2019 Jul 30, 2019
Front Barnett Associates LLC 10,128 $1,411k Jun 30, 2019 Aug 6, 2019
Pictet North America Advisors SA 10,086 $1,405k Jun 30, 2019 Aug 7, 2019
KJ Harrison & Partners USA Inc 9,825 $1,368k Jun 30, 2019 Aug 5, 2019
Bingham Osborn & Scarborough LLC 9,768 $1,360k Jun 30, 2019 Aug 2, 2019
Carlson Capital Management LLC 9,650 $1,344k Jun 30, 2019 Jul 15, 2019
Capital Guardian Trust Company 9,607 $1,338k Jun 30, 2019 Aug 14, 2019
E & G Advisors LP 9,576 $1,334k Jun 30, 2019 Jul 12, 2019
Wellesley Investment Partners LLC 9,551 $1,330k Jun 30, 2019 Aug 5, 2019
Boston Research and Management Inc 9,475 $1,319k Jun 30, 2019 Aug 7, 2019
Dafna Capital Management LLC 9,400 $1,309k Jun 30, 2019 Aug 14, 2019
White Lighthouse Investment Management Inc 9,298 $1,295k Jun 30, 2019 Jul 31, 2019
EOS Management LP 9,236 $1,286k Jun 30, 2019 Aug 6, 2019
Barry Investment Advisors LLC 9,178 $1,278k Jun 30, 2019 Jul 26, 2019
Doliver Capital Advisors LP 9,129 $1,271k Jun 30, 2019 Jul 25, 2019
Windsor Capital Management LLC 9,088 $1,265k Jun 30, 2019 Aug 2, 2019
Insight 2811 Inc 8,854 $1,259k Jun 30, 2019 Jul 9, 2019
Measured Wealth Private Client Group LLC 9,012 $1,255k Jun 30, 2019 Jul 26, 2019
WSFS Capital Management LLC 8,979 $1,251k Jun 30, 2019 Aug 14, 2019
Benin Management Corp 8,898 $1,239k Jun 30, 2019 Jul 31, 2019
Unison Advisors LLC 8,887 $1,238k Jun 30, 2019 Jul 11, 2019
Poehling Capital Management Inc 8,821 $1,229k Jun 30, 2019 Aug 9, 2019
South Street Advisors LLC 8,777 $1,222k Jun 30, 2019 Jul 22, 2019
Argent Capital Management LLC 8,767 $1,221k Jun 30, 2019 Aug 15, 2019
West Coast Financial LLC 8,747 $1,218k Jun 30, 2019 Jul 16, 2019
Sandhill Capital Partners LLC 8,735 $1,217k Jun 30, 2019 Aug 13, 2019
Birinyi Associates Inc 8,700 $1,212k Jun 30, 2019 Aug 5, 2019
Arlington Partners LLC 8,686 $1,210k Jun 30, 2019 Jul 10, 2019
Portland Global Advisors LLC 8,666 $1,207k Jun 30, 2019 Jul 26, 2019
Berkeley Capital Partners LLC 8,559 $1,192k Jun 30, 2019 Aug 8, 2019
Bennicas & Associates Inc 8,450 $1,177k Jun 30, 2019 Jul 12, 2019
Bridgeworth LLC 8,384 $1,167k Jun 30, 2019 Jul 25, 2019
Stanley-Laman Group Ltd 8,311 $1,158k Jun 30, 2019 Aug 1, 2019
Sigma Investment Counselors Inc 8,303 $1,156k Jun 30, 2019 Jul 23, 2019
Congress Park Capital LLC 8,800 $1,150k Jun 30, 2019 Aug 2, 2019
Deroy & Devereaux Private Investment Counsel Inc 8,227 $1,146k Jun 30, 2019 Jul 22, 2019
Diligent Investors LLC 8,167 $1,137k Jun 30, 2019 Aug 1, 2019
SFMG LLC 8,685 $1,135k Jun 30, 2019 Aug 5, 2019
Gilman Hill Asset Management LLC 8,137 $1,133k Jun 30, 2019 Jul 17, 2019
Shepherd Financial Partners LLC 7,952 $1,108k Jun 30, 2019 Aug 5, 2019
Liberty Capital Management Inc 7,948 $1,107k Jun 30, 2019 Jul 15, 2019
Vivaldi Capital Management LLC 7,766 $1,082k Jun 30, 2019 Aug 14, 2019
Quantum Capital Management LLC 7,753 $1,080k Jun 30, 2019 Aug 14, 2019
Founders Financial Securities LLC 7,702 $1,073k Jun 30, 2019 Jul 22, 2019
Progressive Investment Management Corporation 7,607 $1,060k Jun 30, 2019 Aug 12, 2019
Zevenbergen Capital Investments LLC 7,585 $1,056k Jun 30, 2019 Aug 13, 2019
Providence Wealth Advisors LLC 7,564 $1,054k Jun 30, 2019 Jul 22, 2019
Alesco Advisors LLC 7,517 $1,047k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 7,514 $1,046k Jun 30, 2019 Jul 19, 2019
Ridgewood Investments LLC 7,466 $1,040k Jun 30, 2019 Jul 12, 2019
Motley FOOL Wealth Management LLC 7,370 $1,026k Jun 30, 2019 Aug 14, 2019
ORCA Investment Management LLC 7,350 $1,024k Jun 30, 2019 Jul 17, 2019
Sadoff Investment Management LLC 7,202 $1,003k Jun 30, 2019 Aug 7, 2019
Gradient Capital Advisors LLC 7,136 $994k Jun 30, 2019 Jul 16, 2019
Mirador Capital Partners LP 7,013 $977k Jun 30, 2019 Aug 6, 2019
Managed Asset Portfolios LLC 6,900 $961k Jun 30, 2019 Aug 8, 2019
Dimension Capital Management LLC 6,849 $953k Jun 30, 2019 Aug 12, 2019
HUGH Johnson Advisors LLC 6,810 $949k Jun 30, 2019 Aug 6, 2019
Highland Private Wealth Management 6,762 $942k Jun 30, 2019 Aug 13, 2019
Stadion Money Management LLC 6,586 $917k Jun 30, 2019 Aug 14, 2019
Ativo Capital Management LLC 6,537 $910k Jun 30, 2019 Aug 14, 2019
Beech Hill Advisors Inc 6,525 $909k Jun 30, 2019 Jul 15, 2019
HIGH Falls Advisors Inc 6,516 $908k Jun 30, 2019 Aug 15, 2019
Blue CHIP Wealth Management Inc 6,451 $899k Jun 30, 2019 Aug 13, 2019
RB Capital Management LLC 6,449 $898k Jun 30, 2019 Aug 7, 2019
Successful Portfolios LLC 6,443 $897k Jun 30, 2019 Jul 11, 2019
Bienville Capital Management LLC 6,405 $892k Jun 30, 2019 Aug 14, 2019
Allsquare Wealth Management LLC 6,400 $891k Jun 30, 2019 Aug 13, 2019
Ironwood Investment Management LLC 6,389 $890k Jun 30, 2019 Aug 14, 2019
ELM Advisors LLC 6,349 $884k Jun 30, 2019 Jul 3, 2019
Wedgewood Partners Inc 6,300 $877k Jun 30, 2019 Aug 14, 2019
Valmark Advisers Inc 6,297 $877k Jun 30, 2019 Aug 7, 2019
Midas Management Corporation 6,300 $877k Jun 30, 2019 Jul 9, 2019
Columbus Macro LLC 6,297 $877k Jun 30, 2019 Jul 16, 2019
Broadleaf Partners LLC 6,260 $872k Jun 30, 2019 Jul 19, 2019
Independence Financial Advisors LLC 6,259 $872k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 6,259 $872k Jun 30, 2019 Aug 12, 2019
Thomas White International Ltd 6,218 $866k Jun 30, 2019 Aug 13, 2019
Pettee Investors Inc 6,208 $865k Jun 30, 2019 Aug 7, 2019
Cahill Financial Advisors Inc 6,171 $860k Jun 30, 2019 Aug 14, 2019
Epstein and White Financial LLC 6,110 $851k Jun 30, 2019 Jul 19, 2019
West Chester Capital Advisors Inc 5,927 $828k Jun 30, 2019 Jul 30, 2019
Sippican Capital Advisors LLC 5,821 $811k Jun 30, 2019 Jul 17, 2019
Strategic Capital Advisers Inc 5,750 $801k Jun 30, 2019 Jul 30, 2019
Alliance Wealth Management Group LLC 5,700 $794k Jun 30, 2019 Aug 12, 2019
New England Private Wealth Advisors LLC 5,619 $786k Jun 30, 2019 Aug 8, 2019
Confluence Wealth Management LLC 5,577 $777k Jun 30, 2019 Aug 9, 2019
Alley Company LLC 5,530 $770k Jun 30, 2019 Jul 30, 2019
Loudon Investment Management LLC 5,532 $770k Jun 30, 2019 Aug 13, 2019
RPG Investment Advisory LLC 5,516 $769k Jun 30, 2019 Jul 10, 2019
Accredited Investors Inc 5,515 $768k Jun 30, 2019 Aug 13, 2019
Gagnon Securities LLC 5,495 $765k Jun 30, 2019 Aug 12, 2019
Round Table Services LLC 5,482 $764k Jun 30, 2019 Jul 17, 2019
Strategic International Limited 5,475 $763k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 5,475 $763k Jun 30, 2019 Jul 29, 2019
The Family FIRM Inc 5,474 $762k Jun 30, 2019 Aug 6, 2019
Castle Rock Wealth Management LLC 5,459 $761k Jun 30, 2019 Aug 8, 2019
Miles Capital Inc 5,420 $755k Jun 30, 2019 Aug 13, 2019
Mcadam LLC 5,412 $754k Jun 30, 2019 Jul 30, 2019
Schwartz Investment Counsel Inc 5,400 $752k Jun 30, 2019 Jul 24, 2019
United Asset Strategies Inc 5,379 $749k Jun 30, 2019 Jul 31, 2019
IRON Financial LLC 5,295 $740k Jun 30, 2019 Aug 2, 2019
MANA Advisors LLC 5,220 $727k Jun 30, 2019 Aug 14, 2019
Donald L Hagan LLC 5,197 $724k Jun 30, 2019 Jul 18, 2019
SPC Financial Inc 5,135 $715k Jun 30, 2019 Aug 1, 2019
Marietta Investment Partners LLC 5,121 $713k Jun 30, 2019 Aug 13, 2019
Wiley Bros-Aintree Capital LLC 5,095 $710k Jun 30, 2019 Jul 10, 2019
Carderock Capital Management Inc 5,039 $702k Jun 30, 2019 Jul 15, 2019
Kelman Lazarov Inc 5,043 $702k Jun 30, 2019 Jul 22, 2019
Sonata Capital Group Inc 4,991 $695k Jun 30, 2019 Aug 5, 2019
F3Logic LLC 4,955 $691k Jun 30, 2019 Aug 2, 2019
Nottingham Advisors Inc 4,955 $690k Jun 30, 2019 Jul 17, 2019
LGL Partners LLC 4,944 $689k Jun 30, 2019 Aug 14, 2019
Suncoast Equity Management LLC 4,939 $688k Jun 30, 2019 Jul 26, 2019
Harfst and Associates Inc 4,910 $683k Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 4,893 $681k Jun 30, 2019 Aug 6, 2019
Provident Trust Company 4,858 $677k Jun 30, 2019 Aug 1, 2019
Zevin Asset Management LLC 4,778 $665k Jun 30, 2019 Aug 6, 2019
Driehaus Capital Management LLC 4,669 $650k Jun 30, 2019 Aug 14, 2019
Glovista Investments LLC 4,600 $641k Jun 30, 2019 Aug 14, 2019
Perritt Capital Management Inc 4,604 $641k Jun 30, 2019 Aug 13, 2019
ELCO Management Company LLC 4,515 $629k Jun 30, 2019 Aug 1, 2019
Bouchey Financial Group Ltd 4,483 $624k Jun 30, 2019 Jul 11, 2019
Washington Capital Management Inc 4,465 $622k Jun 30, 2019 Aug 7, 2019
America First Investment Advisors LLC 4,405 $614k Jun 30, 2019 Jul 29, 2019
HMS Capital Management LLC 4,400 $613k Put Jun 30, 2019 Jul 12, 2019
Mendel Money Management Inc 4,240 $591k Jun 30, 2019 Aug 8, 2019
American Financial Network Advisory Services LLC 4,167 $586k Jun 30, 2019 Aug 9, 2019
Vista Investment Management LLC 4,194 $584k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 4,165 $580k Jun 30, 2019 Jul 26, 2019
Paulson Wealth Management Inc 4,452 $574k Jun 30, 2019 Jul 30, 2019
Premier Asset Management LLC 4,100 $571k Jun 30, 2019 Aug 7, 2019
Premia Global Advisors LLC 4,102 $571k Jun 30, 2019 Aug 13, 2019
EFG Asset Management Americas Corp 4,087 $569k Jun 30, 2019 Jul 9, 2019
Smith & Howard Wealth Management LLC 4,081 $568k Jun 30, 2019 Jul 23, 2019
Westover Capital Advisors LLC 4,073 $567k Jun 30, 2019 Aug 13, 2019
Biegel & Waller LLC 4,047 $564k Jun 30, 2019 Jul 23, 2019
O'Brien Wealth Partners LLC 4,000 $562k Jun 30, 2019 Jul 8, 2019
KWMG LLC 3,965 $552k Jun 30, 2019 Jul 10, 2019
Polaris Greystone Financial Group LLC 3,951 $551k Jun 30, 2019 Jul 25, 2019
Private Harbour Investment Management & Counsel LLC 3,926 $547k Jun 30, 2019 Aug 6, 2019
Shikiar Asset Management Inc 3,900 $543k Jun 30, 2019 Jul 25, 2019
Peavine Capital LLC 3,890 $542k Jun 30, 2019 Jul 24, 2019
Madden Advisory Services Inc 3,861 $537k Jun 30, 2019 Jul 22, 2019
FORT Point Capital Partners LLC 3,790 $528k Jun 30, 2019 Aug 9, 2019
Conestoga Capital Advisors LLC 3,781 $527k Jun 30, 2019 Aug 2, 2019
BHK Investment Advisors LLC 3,737 $521k Jun 30, 2019 Aug 2, 2019
KOPP Investment Advisors LLC 3,744 $521k Jun 30, 2019 Aug 14, 2019
Riverpoint Wealth Management Holdings LLC 3,732 $520k Jun 30, 2019 Aug 12, 2019
Armbruster Capital Management Inc 3,723 $519k Jun 30, 2019 Jul 18, 2019
Provident Investment Management Inc 3,697 $515k Jun 30, 2019 Aug 8, 2019
LBMC Investment Advisors LLC 3,685 $513k Jun 30, 2019 Jul 18, 2019
The O'Dell Group LLC 3,674 $512k Jun 30, 2019 Jul 24, 2019
Summit Financial Group Inc 3,590 $500k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 3,590 $500k Jun 30, 2019 Jul 3, 2019
Huntington Steele LLC 3,878 $497k Mar 31, 2018 Apr 18, 2018
Willow Creek Wealth Management Inc 3,555 $495k Jun 30, 2019 Jul 22, 2019
Highvista Strategies LLC 3,500 $487k Jun 30, 2019 Aug 14, 2019
LESA Sroufe & Company Inc 3,492 $486k Jun 30, 2019 Jul 29, 2019
Deltec Asset Management LLC 3,425 $477k Jun 30, 2019 Jul 29, 2019
TODD Asset Management LLC 3,388 $472k Jun 30, 2019 Aug 6, 2019
Spectrum Group Management LLC 3,380 $471k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 3,380 $471k Jun 30, 2019 Aug 2, 2019
Shakespeare Wealth Management Inc 3,326 $463k Jun 30, 2019 Aug 12, 2019
Blankinship & Foster LLC 3,319 $462k Jun 30, 2019 Jul 30, 2019
Gilbert & COOK Inc 3,292 $459k Jun 30, 2019 Aug 5, 2019
American Asset Management Inc 3,284 $457k Jun 30, 2019 Jul 31, 2019
ALL Terrain Financial Advisors LLC 3,274 $456k Jun 30, 2019 Aug 14, 2019
Shepherd Kaplan Krochuk LLC 3,258 $454k Jun 30, 2019 Aug 12, 2019
Dedora Capital Inc 3,246 $452k Jun 30, 2019 Aug 8, 2019
New Vernon Investment Management LLC 3,241 $451k Jun 30, 2019 Aug 14, 2019
Lyell Wealth Management LP 3,212 $447k Jun 30, 2019 Aug 1, 2019
SNOW Capital Management LP 3,200 $446k Jun 30, 2019 Aug 13, 2019
CIM LLC 3,189 $444k Jun 30, 2019 Jul 22, 2019
Bigsur Wealth Management LLC 3,162 $441k Jun 30, 2019 Jul 5, 2019
Signature Estate & Investment Advisors LLC 3,159 $440k Jun 30, 2019 Aug 1, 2019
Moody Aldrich Partners LLC 3,123 $435k Jun 30, 2019 Jul 26, 2019
Cooper/Haims Advisors LLC 3,100 $432k Jun 30, 2019 Jul 26, 2019
Annex Advisory Services LLC 3,095 $431k Jun 30, 2019 Jul 18, 2019
REDW Stanley Financial Advisors LLC 3,077 $429k Jun 30, 2019 Aug 9, 2019
PURE Financial Advisors Inc 3,046 $424k Jun 30, 2019 Jul 11, 2019
The Financial Consulate Inc 2,957 $412k Jun 30, 2019 Jul 24, 2019
Gyroscope Capital Management Group LLC 2,913 $410k Jun 30, 2019 Jul 11, 2019
The Genwealth Group Inc 2,809 $393k Jun 30, 2019 Jul 10, 2019
JMG Financial Group Ltd 2,795 $389k Jun 30, 2019 Aug 2, 2019
HITE Hedge Asset Management LLC 2,771 $386k Jun 30, 2019 Aug 13, 2019
Stone RUN Capital LLC 2,750 $383k Jun 30, 2019 Aug 14, 2019
Oberweis Asset Management Inc 2,743 $382k Jun 30, 2019 Aug 14, 2019
Vishria BIRD Financial Group LLC 2,736 $381k Jun 30, 2019 Jul 15, 2019
Darrell & King LLC 2,700 $376k Jun 30, 2019 Aug 15, 2019
Night OWL Capital Management LLC 2,682 $374k Jun 30, 2019 Aug 14, 2019
Parkside Advisors LLC 2,681 $373k Jun 30, 2019 Jul 10, 2019
First Wilshire Securities Management Inc 2,646 $369k Jun 30, 2019 Aug 14, 2019
Schaller Investment Group Inc 2,622 $365k Jun 30, 2019 Aug 9, 2019
Affinity Investment Advisors LLC 2,557 $356k Jun 30, 2019 Aug 8, 2019
Fundx Investment Group LLC 2,500 $348k Jun 30, 2019 Aug 5, 2019
Minichmacgregor Wealth Management LLC 2,503 $348k Jun 30, 2019 Aug 5, 2019
TMD & Associates Inc 2,480 $345k Jun 30, 2019 Aug 9, 2019
ARGA Investment Management LP 2,460 $343k Jun 30, 2019 Jul 31, 2019
Wescap Management Group Inc 2,469 $343k Jun 30, 2019 Aug 6, 2019
Valicenti Advisory Services Inc 2,457 $342k Jun 30, 2019 Jul 17, 2019
Huber Financial Advisors LLC 2,456 $342k Jun 30, 2019 Aug 5, 2019
Brown Capital Management LLC 2,437 $339k Jun 30, 2019 Aug 13, 2019
Stratford Consulting LLC 2,404 $335k Jun 30, 2019 Aug 2, 2019
Geller Advisors LLC 2,390 $333k Jun 30, 2019 Aug 14, 2019
Somerset Group LLC 2,380 $331k Jun 30, 2019 Aug 12, 2019
Cedar Wealth Management LLC 2,348 $327k Jun 30, 2019 Jul 24, 2019
Legacy Financial Strategies LLC 2,321 $325k Jun 30, 2019 Jul 15, 2019
FORD Financial Group Inc 2,317 $322k Jun 30, 2019 Jul 25, 2019
Apriem Advisors 2,279 $317k Jun 30, 2019 Aug 14, 2019
Guinness Atkinson Asset Management Inc 2,276 $317k Jun 30, 2019 Jul 26, 2019
Sander Capital Advisors Inc 2,250 $313k Jun 30, 2019 Jul 25, 2019
Chesapeake Asset Management LLC 2,209 $308k Jun 30, 2019 Aug 6, 2019
SYM Financial Corporation 2,205 $307k Jun 30, 2019 Jul 29, 2019
Youngs Advisory Group Inc 2,195 $306k Jun 30, 2019 Jul 16, 2019
First Western Capital Management Company 2,180 $304k Jun 30, 2019 Aug 14, 2019
DSC Advisors LP 2,165 $302k Jun 30, 2019 Aug 14, 2019
First Light Asset Management LLC 2,161 $301k Jun 30, 2019 Aug 14, 2019
Summit Financial Wealth Advisors LLC 2,160 $301k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,160 $301k Jun 30, 2019 Jul 16, 2019
Rothschild Capital Partners LLC 2,156 $300k Jun 30, 2019 Jul 17, 2019
KCS Wealth Advisory LLC 2,120 $295k Jun 30, 2019 Jul 29, 2019
Wooster Corthell Wealth Management Inc 2,105 $293k Jun 30, 2019 Jul 31, 2019
Inspirion Wealth Advisors LLC 2,100 $292k Jun 30, 2019 Jul 15, 2019
ALTA Capital Management LLC 2,102 $292k Jun 30, 2019 Jul 26, 2019
Blackhawk Capital Partners LLC 2,080 $290k Jun 30, 2019 Aug 13, 2019
Landmark Financial Advisors LLC 2,057 $286k Jun 30, 2019 Aug 2, 2019
Conservest Capital Advisors Inc 2,042 $284k Jun 30, 2019 Jul 10, 2019
The Jentner Corporation 2,017 $281k Jun 30, 2019 Jul 16, 2019
Toroso Investments LLC 2,036 $280k Jun 30, 2019 Aug 15, 2019
BSW Wealth Partners LLC 2,000 $279k Jun 30, 2019 Aug 13, 2019
GSB Wealth Management LLC 1,970 $274k Jun 30, 2019 Aug 9, 2019
Acorn Wealth Advisors LLC 2,047 $274k Jun 30, 2019 Aug 14, 2019
Navellier & Associates Inc 1,942 $270k Jun 30, 2019 Jul 17, 2019
Horizon Investment Services LLC 1,910 $266k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 1,910 $266k Jun 30, 2019 Aug 13, 2019
Brickley Wealth Management 1,820 $253k Jun 30, 2019 Aug 9, 2019
Jordan Park Group LLC 1,807 $252k Jun 30, 2019 Jul 22, 2019
Twin Focus Capital Partners LLC 1,803 $251k Jun 30, 2019 Aug 14, 2019
Personal Resources Investment and Strategic Management Inc 1,788 $249k Jun 30, 2019 Aug 6, 2019
Bourgeon Capital Management LLC 1,788 $249k Jun 30, 2019 Jul 18, 2019
DOCK Street Asset Management Inc 1,766 $246k Jun 30, 2019 Jul 31, 2019
Northrock Partners LLC 1,734 $241k Jun 30, 2019 Aug 12, 2019
Diker Management LLC 1,700 $237k Jun 30, 2019 Aug 14, 2019
Barber Financial Group 1,697 $236k Jun 30, 2019 Aug 9, 2019
Magellan Asset Management Limited 1,685 $235k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 1,680 $234k Jun 30, 2019 Jul 22, 2019
Newsquare Capital LLC 1,666 $232k Jun 30, 2019 Aug 20, 2019
Cornerstone Advisory LLC 1,632 $227k Jun 30, 2019 Aug 8, 2019
Santori & Peters Inc 1,615 $224k Jun 30, 2019 Jul 30, 2019
Integre Asset Management LLC 1,600 $223k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 1,560 $217k Jun 30, 2019 Jul 23, 2019
Adirondack Research & Management Inc 1,558 $217k Jun 30, 2019 Aug 6, 2019
Forest Hill Capital LLC 1,550 $216k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 1,516 $212k Jun 30, 2019 Aug 21, 2019
Cahaba Wealth Management Inc 1,521 $211k Jun 30, 2019 Jul 31, 2019
Foundation Resource Management Inc 1,509 $210k Jun 30, 2019 Jul 10, 2019
Aristotle Atlantic Partners LLC 1,500 $209k Jun 30, 2019 Aug 13, 2019
Grand JEAN Capital Management Inc 1,497 $209k Jun 30, 2019 Aug 13, 2019
Dragon Financial and Investment Group LLC 1,506 $208k Sep 30, 2018 Oct 19, 2018
Wakefield Asset Management LLLP 1,476 $206k Jun 30, 2019 Aug 13, 2019
Lenox Wealth Advisors LLC 1,477 $206k Jun 30, 2019 Jul 12, 2019
Ifrah Financial Services Inc 1,470 $205k Jun 30, 2019 Aug 6, 2019
Breiter Capital Management Inc 1,465 $204k Jun 30, 2019 Aug 23, 2019
Gibraltar Capital Management Inc 1,450 $202k Jun 30, 2019 Jul 17, 2019
Nikulski Financial Inc 1,533 $202k Jun 30, 2019 Jul 22, 2019
Larson Financial Group LLC 1,147 $160k Jun 30, 2019 Jul 16, 2019
Lifeplan Financial Group Inc 1,057 $147k Jun 30, 2019 Jul 15, 2019
Cohen & Steers Capital Management Inc 1,400 $141k Mar 31, 2015 May 15, 2015
Harding Loevner LP 800 $111k Jun 30, 2019 Aug 14, 2019
Shayne & Co LLC 600 $84k Jun 30, 2019 Jul 24, 2019
Peninsula Asset Management Inc 595 $83k Jun 30, 2019 Aug 15, 2019
Clearbridge Investments LLC 574 $74k Dec 31, 2018 Feb 14, 2019
Dearborn Partners LLC 515 $72k Jun 30, 2019 Jul 29, 2019
Horan Securities Inc 438 $61k Jun 30, 2019 Jul 24, 2019
Turim 21 Investimentos LTDA 425 $59k Jun 30, 2019 Aug 13, 2019
Regent Investment Management LLC 400 $56k Jun 30, 2019 Jul 15, 2019
Permanens Capital LP 300 $42k Jun 30, 2019 Aug 9, 2019
Northstar Asset Management LLC 290 $40k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 290 $40k Jun 30, 2019 Jul 16, 2019
Stewart & Patten Co LLC 250 $35k Jun 30, 2019 Jul 17, 2019
Secrest Blakey & Associates LLC 100 $14k Call Jun 30, 2019 Aug 13, 2019
Colonial Trust Advisors Inc 100 $14k Jun 30, 2019 Aug 21, 2019
Interactive Financial Advisors Inc 100 $14k Jun 30, 2019 Jul 17, 2019
Ironwood Wealth Management LLC 86 $12k Jun 30, 2019 Aug 14, 2019
Janus Capital Management LLC 63 $8k Mar 31, 2017 May 16, 2017
Spiderrock Advisors LLC 3,300 $5k Put Jun 30, 2019 Jul 29, 2019

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