KIMBERLY CLARK CORP
(494368103)
Funds Reporting Holdings of KIMBERLY CLARK CORP according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 20,472 | $2,728,508k | Jun 30, 2019 | Aug 6, 2019 | |
| Cantab Capital Partners LLP | 15,923 | $1,874,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Janus Capital Management LLC | 2,180,724 | $287,049k | Mar 31, 2017 | May 16, 2017 | |
| Diamond Hill Capital Management Inc | 1,569,998 | $209,249k | Jun 30, 2019 | Aug 1, 2019 | |
| Schafer Cullen Capital Management Inc | 1,027,749 | $142,611k | Jun 30, 2019 | Jul 30, 2019 | |
| Suvretta Capital Management LLC | 730,100 | $97,308k | Jun 30, 2019 | Aug 14, 2019 | |
| Kiltearn Partners LLP | 591,499 | $78,835k | Jun 30, 2019 | Jul 30, 2019 | |
| Point72 Asset Management LP | 500,874 | $66,756k | Jun 30, 2019 | Aug 14, 2019 | |
| River ROAD Asset Management LLC | 464,588 | $61,920k | Jun 30, 2019 | Aug 12, 2019 | |
| Cullen Capital Management LLC | 442,490 | $58,975k | Jun 30, 2019 | Jul 30, 2019 | |
| Acadian Asset Management LLC | 431,922 | $57,566k | Jun 30, 2019 | Aug 8, 2019 | |
| Marathon Asset Management LLP | 332,195 | $44,609k | Jun 30, 2019 | Jul 15, 2019 | |
| FORT PITT Capital Group LLC | 330,359 | $44,030k | Jun 30, 2019 | Aug 9, 2019 | |
| Cornerstone Capital Inc | 178,462 | $23,785k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 178,462 | $23,785k | Jun 30, 2019 | Aug 14, 2019 | |
| Willis Investment Counsel Inc | 147,330 | $19,636k | Jun 30, 2019 | Aug 14, 2019 | |
| Mairs and Power Inc | 120,899 | $16,113k | Jun 30, 2019 | Aug 14, 2019 | |
| Janney Capital Management LLC | 114,983 | $15,325k | Jun 30, 2019 | Jul 29, 2019 | |
| Churchill Management Corp | 114,531 | $15,265k | Jun 30, 2019 | Jul 10, 2019 | |
| Guardian Capital LP | 108,454 | $14,455k | Jun 30, 2019 | Aug 14, 2019 | |
| Charles Schwab Investment Advisory Inc | 95,187 | $12,687k | Jun 30, 2019 | Aug 12, 2019 | |
| The Bollard Group LLC | 89,842 | $11,974k | Jun 30, 2019 | Aug 13, 2019 | |
| Lucia Wealth Services LLC | 89,190 | $11,887k | Jun 30, 2019 | Jul 23, 2019 | |
| Tocqueville Asset Management LP | 73,104 | $9,743k | Jun 30, 2019 | Jul 31, 2019 | |
| 1919 Investment Counsel LLC | 89,757 | $9,656k | Sep 30, 2014 | Nov 14, 2014 | |
| Azimuth Capital Management LLC | 71,069 | $9,472k | Jun 30, 2019 | Aug 13, 2019 | |
| QS Investors LLC | 65,537 | $8,735k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambridge Investment Research Advisors Inc | 62,858 | $8,378k | Jun 30, 2019 | Aug 15, 2019 | |
| Isthmus Partners LLC | 58,307 | $7,771k | Jun 30, 2019 | Aug 9, 2019 | |
| Asset Advisors Investment Management LLC | 56,705 | $7,558k | Jun 30, 2019 | Jul 25, 2019 | |
| SKBA Capital Management LLC | 49,420 | $6,587k | Jun 30, 2019 | Aug 12, 2019 | |
| CWA Asset Management Group LLC | 47,879 | $6,381k | Jun 30, 2019 | Aug 13, 2019 | |
| WE Donoghue & Co LLC | 45,513 | $6,066k | Jun 30, 2019 | Jul 23, 2019 | |
| Viking Fund Management LLC | 44,500 | $5,931k | Jun 30, 2019 | Jul 16, 2019 | |
| LOWE Brockenbrough & Company Inc | 43,689 | $5,823k | Jun 30, 2019 | Aug 12, 2019 | |
| CPWM LLC | 43,403 | $5,785k | Jun 30, 2019 | Aug 2, 2019 | |
| Richard Bernstein Advisors LLC | 42,930 | $5,721k | Jun 30, 2019 | Aug 9, 2019 | |
| Morgan Dempsey Capital Management LLC | 42,502 | $5,664k | Jun 30, 2019 | Aug 8, 2019 | |
| Keating Investment Counselors Inc | 42,078 | $5,608k | Jun 30, 2019 | Aug 1, 2019 | |
| First Manhattan Co | 37,433 | $4,989k | Jun 30, 2019 | Aug 16, 2019 | |
| Cambria Investment Management LP | 36,508 | $4,866k | Jun 30, 2019 | Aug 12, 2019 | |
| Summit Financial Wealth Advisors LLC | 35,859 | $4,779k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 35,859 | $4,779k | Jun 30, 2019 | Jul 16, 2019 | |
| Pacer Advisors Inc | 35,719 | $4,761k | Jun 30, 2019 | Aug 12, 2019 | |
| Cubic Asset Management LLC | 34,975 | $4,661k | Jun 30, 2019 | Jul 29, 2019 | |
| Allied Investment Advisors LLC | 34,770 | $4,634k | Jun 30, 2019 | Jul 17, 2019 | |
| Centenus Global Management LP | 34,000 | $4,532k | Jun 30, 2019 | Aug 14, 2019 | |
| Meritage Portfolio Management Inc | 30,951 | $4,125k | Jun 30, 2019 | Jul 30, 2019 | |
| KMS Financial Services Inc | 37,165 | $3,998k | Sep 30, 2014 | Nov 17, 2014 | |
| Chelsea Counsel Company | 37,016 | $3,899k | Jun 30, 2018 | Oct 3, 2018 | |
| Violich Capital Management | 29,224 | $3,895k | Jun 30, 2019 | Jul 22, 2019 | |
| Hamel Associates Inc | 29,158 | $3,886k | Jun 30, 2019 | Aug 5, 2019 | |
| TDAM USA Inc | 29,120 | $3,881k | Jun 30, 2019 | Aug 1, 2019 | |
| S & Co Inc | 27,817 | $3,707k | Jun 30, 2019 | Jul 23, 2019 | |
| Alley Company LLC | 25,829 | $3,442k | Jun 30, 2019 | Jul 30, 2019 | |
| GHP Investment Advisors Inc | 23,947 | $3,192k | Jun 30, 2019 | Aug 2, 2019 | |
| Rodgers Brothers Inc | 23,514 | $3,134k | Jun 30, 2019 | Aug 14, 2019 | |
| Intersect Capital LLC | 23,194 | $3,091k | Jun 30, 2019 | Aug 9, 2019 | |
| Bowen Hanes & Co Inc | 23,050 | $3,072k | Jun 30, 2019 | Aug 13, 2019 | |
| Benedict Financial Advisors Inc | 22,797 | $3,038k | Jun 30, 2019 | Aug 1, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 22,372 | $2,982k | Jun 30, 2019 | Aug 9, 2019 | |
| Strategic Global Advisors LLC | 22,295 | $2,971k | Jun 30, 2019 | Aug 13, 2019 | |
| KWMG LLC | 21,802 | $2,906k | Jun 30, 2019 | Jul 10, 2019 | |
| Tradition Capital Management LLC | 22,628 | $2,803k | Mar 31, 2019 | May 7, 2019 | |
| Colonial Trust Advisors Inc | 20,833 | $2,777k | Jun 30, 2019 | Aug 21, 2019 | |
| New England Research & Management Inc | 20,788 | $2,771k | Jun 30, 2019 | Jul 9, 2019 | |
| Woodstock Corporation | 20,722 | $2,762k | Jun 30, 2019 | Jul 3, 2019 | |
| Marco Investment Management LLC | 20,127 | $2,683k | Jun 30, 2019 | Aug 6, 2019 | |
| Gabelli Funds LLC | 20,000 | $2,666k | Jun 30, 2019 | Aug 2, 2019 | |
| Marietta Investment Partners LLC | 18,896 | $2,518k | Jun 30, 2019 | Aug 13, 2019 | |
| Newsquare Capital LLC | 18,403 | $2,453k | Jun 30, 2019 | Aug 20, 2019 | |
| Waters Parkerson & Co LLC | 18,030 | $2,403k | Jun 30, 2019 | Aug 6, 2019 | |
| Dupont Capital Management Corp | 17,152 | $2,286k | Jun 30, 2019 | Jul 30, 2019 | |
| Murphy Pohlad Asset Management LLC | 16,940 | $2,257k | Jun 30, 2019 | Aug 6, 2019 | |
| Golub Group LLC | 16,916 | $2,255k | Jun 30, 2019 | Aug 13, 2019 | |
| Pinkerton Retirement Specialists LLC | 16,499 | $2,199k | Jun 30, 2019 | Aug 6, 2019 | |
| Abbot Financial Management Inc | 16,338 | $2,178k | Jun 30, 2019 | Aug 8, 2019 | |
| Woodley Farra Manion Portfolio Management Inc | 16,315 | $2,174k | Jun 30, 2019 | Aug 12, 2019 | |
| Merriman Wealth Management LLC | 1,593 | $2,157k | Jun 30, 2019 | Jul 31, 2019 | |
| Pacific Global Investment Management Co | 15,747 | $2,099k | Jun 30, 2019 | Aug 14, 2019 | |
| Omnistar Financial Group Inc | 15,500 | $2,066k | Jun 30, 2019 | Jul 30, 2019 | |
| Stillwater Investment Management LLC | 15,068 | $2,008k | Jun 30, 2019 | Jul 3, 2019 | |
| Carret Asset Management LLC | 14,305 | $1,907k | Jun 30, 2019 | Aug 12, 2019 | |
| Hall Capital Management Company Inc | 14,276 | $1,903k | Jun 30, 2019 | Aug 14, 2019 | |
| Hartwell J M Ltd Partnership | 13,805 | $1,840k | Jun 30, 2019 | Jul 31, 2019 | |
| Oarsman Capital Inc | 13,718 | $1,828k | Jun 30, 2019 | Aug 13, 2019 | |
| Shoker Investment Counsel Inc | 13,710 | $1,827k | Jun 30, 2019 | Aug 9, 2019 | |
| ALTA Capital Management LLC | 13,637 | $1,817k | Jun 30, 2019 | Jul 26, 2019 | |
| Schulhoff & Co Inc | 13,452 | $1,792k | Jun 30, 2019 | Aug 7, 2019 | |
| Investment Counsel Inc | 12,720 | $1,762k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 12,720 | $1,762k | Jun 30, 2019 | Jul 29, 2019 | |
| JGP Wealth Management LLC | 13,155 | $1,753k | Jun 30, 2019 | Jul 15, 2019 | |
| OFI Advisors LLC | 15,845 | $1,728k | Sep 30, 2015 | Nov 16, 2015 | |
| Nicholas Hoffman & Company LLC | 12,879 | $1,717k | Jun 30, 2019 | Aug 12, 2019 | |
| Capital Investment Counsel Inc | 12,779 | $1,703k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 12,779 | $1,703k | Jun 30, 2019 | Jul 26, 2019 | |
| Crestwood Advisors Group LLC | 12,015 | $1,601k | Jun 30, 2019 | Aug 14, 2019 | |
| Murphy Capital Management Inc | 12,006 | $1,600k | Jun 30, 2019 | Jul 22, 2019 | |
| Woodmont Investment Counsel LLC | 11,516 | $1,535k | Jun 30, 2019 | Aug 14, 2019 | |
| Marble Harbor Investment Counsel LLC | 11,122 | $1,482k | Jun 30, 2019 | Aug 7, 2019 | |
| Thompson Investment Management Inc | 10,940 | $1,458k | Jun 30, 2019 | Aug 7, 2019 | |
| Ascension Asset Management LLC | 10,900 | $1,453k | Jun 30, 2019 | Jul 23, 2019 | |
| Bennicas & Associates Inc | 10,500 | $1,399k | Jun 30, 2019 | Jul 12, 2019 | |
| Rossmore Private Capital LLC | 10,500 | $1,399k | Jun 30, 2019 | Aug 5, 2019 | |
| Aristotle Capital Management LLC | 10,290 | $1,371k | Jun 30, 2019 | Aug 14, 2019 | |
| Argyle Capital Management Inc | 10,250 | $1,366k | Jun 30, 2019 | Jul 25, 2019 | |
| Albert D Mason Inc | 10,223 | $1,363k | Jun 30, 2019 | Jul 30, 2019 | |
| Loudon Investment Management LLC | 10,175 | $1,356k | Jun 30, 2019 | Aug 13, 2019 | |
| Buckhead Capital Management LLC | 9,977 | $1,330k | Jun 30, 2019 | Aug 1, 2019 | |
| Gratus Capital LLC | 9,343 | $1,245k | Jun 30, 2019 | Aug 7, 2019 | |
| The Rikoon Group LLC | 9,179 | $1,233k | Jun 30, 2019 | Aug 6, 2019 | |
| Abbrea Capital LLC | 8,724 | $1,171k | Jun 30, 2019 | Jul 31, 2019 | |
| Grandfield & DODD LLC | 8,263 | $1,101k | Jun 30, 2019 | Jul 29, 2019 | |
| WE ARE One Seven LLC | 8,140 | $1,084k | Jun 30, 2019 | Jul 16, 2019 | |
| Bell & Brown Wealth Advisors LLC | 8,035 | $1,071k | Jun 30, 2019 | Aug 6, 2019 | |
| Bristlecone Advisors LLC | 7,789 | $1,038k | Jun 30, 2019 | Jul 19, 2019 | |
| Strategic Capital Advisers Inc | 7,576 | $1,010k | Jun 30, 2019 | Jul 30, 2019 | |
| Meridian Investment Counsel Inc | 7,515 | $1,002k | Jun 30, 2019 | Aug 13, 2019 | |
| Cornell Pochily Investment Advisors Inc | 7,157 | $954k | Jun 30, 2019 | Jul 22, 2019 | |
| Crawford Investment Counsel Inc | 7,123 | $949k | Jun 30, 2019 | Aug 12, 2019 | |
| Beacon Investment Advisory Services Inc | 6,643 | $885k | Jun 30, 2019 | Aug 7, 2019 | |
| Salem Capital Management Inc | 6,500 | $866k | Jun 30, 2019 | Jul 9, 2019 | |
| DEAN Investment Associates LLC | 6,310 | $841k | Jun 30, 2019 | Aug 14, 2019 | |
| Mastrapasqua Asset Management Inc | 6,203 | $827k | Jun 30, 2019 | Aug 12, 2019 | |
| Hunter Associates Investment Management LLC | 6,169 | $822k | Jun 30, 2019 | Aug 8, 2019 | |
| Whitnell & Co | 6,108 | $814k | Jun 30, 2019 | Jul 16, 2019 | |
| Drexel Morgan & Co | 6,030 | $804k | Jun 30, 2019 | Aug 8, 2019 | |
| Marietta Wealth Management LLC | 5,649 | $753k | Jun 30, 2019 | Aug 14, 2019 | |
| Holowesko Partners Ltd | 5,600 | $746k | Jun 30, 2019 | Aug 12, 2019 | |
| BTR Capital Management Inc | 5,552 | $740k | Jun 30, 2019 | Jul 18, 2019 | |
| BFSG LLC | 5,478 | $730k | Jun 30, 2019 | Jul 30, 2019 | |
| Monarch Capital Management Inc | 5,369 | $716k | Jun 30, 2019 | Jul 31, 2019 | |
| Aries Wealth Management LLC | 4,892 | $670k | Jun 30, 2019 | Jul 15, 2019 | |
| Joel Isaacson & Co LLC | 4,995 | $666k | Jun 30, 2019 | Jul 11, 2019 | |
| Johanson Financial Advisors Inc | 4,924 | $654k | Jun 30, 2019 | Jul 29, 2019 | |
| Argent Capital Management LLC | 4,875 | $650k | Jun 30, 2019 | Aug 15, 2019 | |
| Coatue Management LLC | 4,875 | $650k | Jun 30, 2019 | Aug 14, 2019 | |
| The Financial Consulate Inc | 4,755 | $634k | Jun 30, 2019 | Jul 24, 2019 | |
| Brave Asset Management Inc | 4,738 | $631k | Jun 30, 2019 | Aug 5, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 4,616 | $615k | Jun 30, 2019 | Aug 13, 2019 | |
| Conestoga Capital Advisors LLC | 4,250 | $566k | Jun 30, 2019 | Aug 2, 2019 | |
| Court Place Advisors LLC | 4,074 | $543k | Jun 30, 2019 | Jul 30, 2019 | |
| North American Management Corp | 4,068 | $542k | Jun 30, 2019 | Jul 30, 2019 | |
| Stony Point Wealth Management Inc | 3,809 | $526k | Jun 30, 2019 | Jul 23, 2019 | |
| COHO Partners Ltd | 3,940 | $525k | Jun 30, 2019 | Aug 8, 2019 | |
| Stearns Financial Services Group Inc | 3,915 | $522k | Jun 30, 2019 | Aug 14, 2019 | |
| Dodge & COX | 3,860 | $514k | Jun 30, 2019 | Aug 13, 2019 | |
| Summit Financial Group Inc | 3,850 | $513k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 3,850 | $513k | Jun 30, 2019 | Jul 3, 2019 | |
| ACG Wealth Inc | 3,835 | $511k | Jun 30, 2019 | Aug 6, 2019 | |
| Cipher Capital LP | 3,832 | $511k | Jun 30, 2019 | Aug 13, 2019 | |
| Legacy Capital Partners Inc | 3,759 | $501k | Jun 30, 2019 | Jul 16, 2019 | |
| Douglas Lane & Associates LLC | 3,710 | $494k | Jun 30, 2019 | Jul 8, 2019 | |
| New Vernon Investment Management LLC | 3,680 | $490k | Jun 30, 2019 | Aug 14, 2019 | |
| Epstein and White Financial LLC | 3,883 | $480k | Jun 30, 2019 | Jul 19, 2019 | |
| RNC Capital Management LLC | 3,588 | $478k | Jun 30, 2019 | Jul 25, 2019 | |
| FORT Point Capital Partners LLC | 3,563 | $475k | Jun 30, 2019 | Aug 9, 2019 | |
| Annex Advisory Services LLC | 3,544 | $472k | Jun 30, 2019 | Jul 18, 2019 | |
| Marshwinds Advisory Company | 4,079 | $465k | Dec 31, 2018 | Jan 7, 2019 | |
| Krueger & Catalano Capital Partners LLC | 3,393 | $452k | Jun 30, 2019 | Jul 22, 2019 | |
| Perritt Capital Management Inc | 3,331 | $444k | Jun 30, 2019 | Aug 13, 2019 | |
| Impax Asset Management LLC | 4,169 | $439k | Jun 30, 2018 | Aug 14, 2018 | |
| Tiemann Investment Advisors LLC | 3,295 | $439k | Jun 30, 2019 | Aug 13, 2019 | |
| Impax Asset Management Ltd | 4,169 | $439k | Jun 30, 2018 | Aug 14, 2018 | |
| Martin Investment Management LLC | 3,225 | $430k | Jun 30, 2019 | Aug 7, 2019 | |
| Harvest Capital Management Inc | 3,216 | $428k | Jun 30, 2019 | Aug 7, 2019 | |
| Lakeview Capital Partners LLC | 3,213 | $428k | Jun 30, 2019 | Aug 5, 2019 | |
| Boston Research and Management Inc | 3,185 | $424k | Jun 30, 2019 | Aug 7, 2019 | |
| ORCA Investment Management LLC | 3,164 | $422k | Jun 30, 2019 | Jul 17, 2019 | |
| YHB Investment Advisors Inc | 3,153 | $420k | Jun 30, 2019 | Jul 15, 2019 | |
| Bigelow Investment Advisors LLC | 3,132 | $417k | Jun 30, 2019 | Jul 17, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 3,100 | $413k | Jun 30, 2019 | Jul 15, 2019 | |
| ELM Advisors LLC | 3,077 | $410k | Jun 30, 2019 | Jul 3, 2019 | |
| Ballast Inc | 3,038 | $408k | Jun 30, 2019 | Jul 26, 2019 | |
| Greatmark Investment Partners Inc | 3,042 | $405k | Jun 30, 2019 | Aug 5, 2019 | |
| Pettee Investors Inc | 3,036 | $405k | Jun 30, 2019 | Aug 7, 2019 | |
| Northpointe Capital LLC | 3,033 | $404k | Jun 30, 2019 | Jul 26, 2019 | |
| The WEIL Company | 2,964 | $395k | Jun 30, 2019 | Aug 12, 2019 | |
| Pictet North America Advisors SA | 2,925 | $390k | Jun 30, 2019 | Aug 7, 2019 | |
| Cottage Street Advisors LLC | 2,890 | $385k | Jun 30, 2019 | Aug 2, 2019 | |
| S R Schill & Associates Inc | 2,875 | $383k | Jun 30, 2019 | Aug 19, 2019 | |
| Osborne Partners Capital Management LLC | 2,873 | $383k | Jun 30, 2019 | Jul 18, 2019 | |
| Acropolis Investment Management LLC | 2,836 | $378k | Jun 30, 2019 | Jul 11, 2019 | |
| Cambridge Advisors Inc | 2,805 | $374k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 2,805 | $374k | Jun 30, 2019 | Jul 26, 2019 | |
| Bingham Osborn & Scarborough LLC | 2,779 | $370k | Jun 30, 2019 | Aug 2, 2019 | |
| Plancorp LLC | 2,763 | $368k | Jun 30, 2019 | Aug 13, 2019 | |
| Ipswich Investment Management Company Inc | 2,743 | $366k | Jun 30, 2019 | Jul 11, 2019 | |
| DF DENT and Company Inc | 2,713 | $362k | Jun 30, 2019 | Aug 15, 2019 | |
| UNIO Capital LLC | 2,612 | $358k | Jun 30, 2019 | Aug 14, 2019 | |
| Crabel Capital Management LLC | 2,641 | $352k | Jun 30, 2019 | Aug 13, 2019 | |
| Hartline Investment Corp | 2,629 | $350k | Jun 30, 2019 | Aug 8, 2019 | |
| Mckinley Carter Wealth Services Inc | 2,628 | $350k | Jun 30, 2019 | Aug 2, 2019 | |
| Midwest Professional Planners Ltd | 2,589 | $345k | Jun 30, 2019 | Aug 12, 2019 | |
| Kelman Lazarov Inc | 2,576 | $343k | Jun 30, 2019 | Jul 22, 2019 | |
| Ridgewood Investments LLC | 2,555 | $341k | Jun 30, 2019 | Jul 12, 2019 | |
| Pagnatokarp Partners LLC | 2,532 | $340k | Jun 30, 2019 | Aug 8, 2019 | |
| STA Wealth Management LLC | 2,519 | $336k | Jun 30, 2019 | Aug 14, 2019 | |
| Smith Salley & Associates LLC | 2,500 | $333k | Jun 30, 2019 | Jul 12, 2019 | |
| Crossvault Capital Management LLC | 2,450 | $327k | Jun 30, 2019 | Jul 19, 2019 | |
| Financial Advisory Service Inc | 2,443 | $326k | Jun 30, 2019 | Jul 25, 2019 | |
| Arjuna Capital LLC | 2,431 | $324k | Jun 30, 2019 | Aug 21, 2019 | |
| Altavista Wealth Management Inc | 2,409 | $321k | Jun 30, 2019 | Aug 13, 2019 | |
| Gilman Hill Asset Management LLC | 2,404 | $320k | Jun 30, 2019 | Jul 17, 2019 | |
| Wellington Shields & Co LLC | 2,400 | $320k | Jun 30, 2019 | Aug 8, 2019 | |
| SFMG LLC | 2,259 | $310k | Jun 30, 2019 | Aug 5, 2019 | |
| SPC Financial Inc | 2,300 | $307k | Jun 30, 2019 | Aug 1, 2019 | |
| AULL & Monroe Investment Management Corp | 2,303 | $307k | Jun 30, 2019 | Jul 29, 2019 | |
| Measured Wealth Private Client Group LLC | 2,268 | $302k | Jun 30, 2019 | Jul 26, 2019 | |
| AFT Forsyth and Company Inc | 2,260 | $301k | Jun 30, 2019 | Jul 29, 2019 | |
| TODD Asset Management LLC | 2,215 | $295k | Jun 30, 2019 | Aug 6, 2019 | |
| The Northstar Group Inc | 2,216 | $295k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 2,216 | $295k | Jun 30, 2019 | Jul 12, 2019 | |
| Boyar Asset Management Inc | 2,200 | $293k | Jun 30, 2019 | Aug 6, 2019 | |
| DAY & Ennis LLC | 2,200 | $293k | Jun 30, 2019 | Aug 2, 2019 | |
| Insight 2811 Inc | 2,100 | $291k | Jun 30, 2019 | Jul 9, 2019 | |
| Becker Capital Management Inc | 2,174 | $290k | Jun 30, 2019 | Aug 8, 2019 | |
| CAMG Solamere Management LLC | 2,155 | $288k | Jun 30, 2019 | Aug 13, 2019 | |
| Burleson & Company LLC | 2,100 | $284k | Jun 30, 2019 | Aug 5, 2019 | |
| Confluence Wealth Management LLC | 2,110 | $281k | Jun 30, 2019 | Aug 9, 2019 | |
| Sigma Investment Counselors Inc | 2,070 | $276k | Jun 30, 2019 | Jul 23, 2019 | |
| Bruderman Asset Management LLC | 2,072 | $276k | Jun 30, 2019 | Aug 12, 2019 | |
| Nikulski Financial Inc | 1,970 | $272k | Jun 30, 2019 | Jul 22, 2019 | |
| Berkeley Capital Partners LLC | 2,030 | $271k | Jun 30, 2019 | Aug 8, 2019 | |
| Howland Capital Management LLC | 2,020 | $269k | Jun 30, 2019 | Jul 17, 2019 | |
| Jackson Grant Investment Advisers Inc | 2,003 | $267k | Jun 30, 2019 | Aug 13, 2019 | |
| Apriem Advisors | 2,000 | $267k | Jun 30, 2019 | Aug 14, 2019 | |
| Modera Wealth Management LLC | 1,993 | $266k | Jun 30, 2019 | Aug 7, 2019 | |
| SVA Plumb Wealth Management LLC | 1,998 | $266k | Jun 30, 2019 | Aug 13, 2019 | |
| BECK Capital Management LLC | 1,986 | $265k | Jun 30, 2019 | Aug 14, 2019 | |
| Cadinha & Co LLC | 1,891 | $252k | Jun 30, 2019 | Aug 9, 2019 | |
| Private Vista LLC | 1,875 | $250k | Jun 30, 2019 | Jul 19, 2019 | |
| ZWJ Investment Counsel Inc | 1,870 | $249k | Jun 30, 2019 | Jul 24, 2019 | |
| Ancora Family Wealth Advisors LLC | 1,966 | $248k | Sep 30, 2016 | Nov 4, 2016 | |
| BEL AIR Investment Advisors LLC | 2,624 | $247k | Sep 30, 2013 | Nov 12, 2013 | |
| Clear Perspective Advisors LLC | 1,823 | $243k | Jun 30, 2019 | Aug 12, 2019 | |
| West Branch Capital LLC | 1,803 | $240k | Jun 30, 2019 | Aug 5, 2019 | |
| Traynor Capital Management Inc | 1,756 | $237k | Jun 30, 2019 | Jul 26, 2019 | |
| KLCM Advisors Inc | 1,757 | $234k | Jun 30, 2019 | Aug 15, 2019 | |
| Probity Advisors Inc | 1,717 | $229k | Jun 30, 2019 | Aug 8, 2019 | |
| MANA Advisors LLC | 1,720 | $229k | Jun 30, 2019 | Aug 14, 2019 | |
| Smith & Howard Wealth Management LLC | 1,709 | $228k | Jun 30, 2019 | Jul 23, 2019 | |
| Independence Advisors LLC | 1,713 | $228k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 1,713 | $228k | Jun 30, 2019 | Aug 12, 2019 | |
| Meristem Family Wealth LLC | 1,707 | $227k | Jun 30, 2019 | Aug 6, 2019 | |
| FFCM LLC | 1,680 | $224k | Jun 30, 2019 | Jul 30, 2019 | |
| Castle Rock Wealth Management LLC | 1,693 | $224k | Jun 30, 2019 | Aug 8, 2019 | |
| Mendel Money Management Inc | 1,665 | $222k | Jun 30, 2019 | Aug 8, 2019 | |
| Lehman Financial Resources Inc | 1,936 | $220k | Sep 30, 2018 | Nov 14, 2018 | |
| Affiance Financial LLC | 1,635 | $218k | Jun 30, 2019 | Jul 11, 2019 | |
| Punch & Associates Investment Management Inc | 1,634 | $218k | Jun 30, 2019 | Aug 14, 2019 | |
| Hapanowicz & Associates Financial Services Inc | 1,635 | $218k | Jun 30, 2019 | Jul 29, 2019 | |
| DT Investment Partners LLC | 1,625 | $217k | Jun 30, 2019 | Jul 30, 2019 | |
| Diligent Investors LLC | 1,611 | $215k | Jun 30, 2019 | Aug 1, 2019 | |
| Arlington Financial Advisors LLC | 1,615 | $215k | Jun 30, 2019 | Aug 5, 2019 | |
| Main Street Research LLC | 1,604 | $214k | Jun 30, 2019 | Aug 8, 2019 | |
| Stevens First Principles Investment Advisors | 2,900 | $213k | Jun 30, 2019 | Jul 22, 2019 | |
| Andesa Financial Management Inc | 1,592 | $213k | Jun 30, 2019 | Jul 30, 2019 | |
| Cornerstone Advisory LLC | 1,584 | $211k | Jun 30, 2019 | Aug 8, 2019 | |
| Searle & Co | 1,550 | $207k | Jun 30, 2019 | Jul 17, 2019 | |
| Beese Fulmer Investment Management Inc | 1,556 | $207k | Jun 30, 2019 | Jul 5, 2019 | |
| Parthenon LLC | 1,535 | $205k | Jun 30, 2019 | Jul 29, 2019 | |
| Interocean Capital LLC | 1,531 | $204k | Jun 30, 2019 | Aug 13, 2019 | |
| Clean Yield Group Inc | 1,387 | $185k | Jun 30, 2019 | Jul 22, 2019 | |
| Arbor Wealth Management LLC | 1,333 | $178k | Jun 30, 2019 | Jul 16, 2019 | |
| Transamerica Financial Advisors Inc | 1,164 | $156k | Jun 30, 2019 | Aug 21, 2019 | |
| New England Asset Management Inc | 1,100 | $147k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcmillion Capital Management Inc | 1,090 | $145k | Jun 30, 2019 | Jul 25, 2019 | |
| Cowen Prime Services LLC | 900 | $120k | Jun 30, 2019 | Jul 31, 2019 | |
| Spectrum Management Group Inc | 845 | $113k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 845 | $113k | Jun 30, 2019 | Aug 2, 2019 | |
| Prelude Capital Management LLC | 820 | $109k | Jun 30, 2019 | Aug 14, 2019 | |
| Regent Investment Management LLC | 800 | $107k | Jun 30, 2019 | Jul 15, 2019 | |
| Payden & Rygel | 400 | $53k | Jun 30, 2019 | Aug 6, 2019 | |
| Vestor Capital LLC | 395 | $53k | Jun 30, 2019 | Aug 6, 2019 | |
| West Oak Capital LLC | 345 | $46k | Jun 30, 2019 | Jul 12, 2019 | |
| Vigilant Capital Management LLC | 254 | $34k | Jun 30, 2019 | Jul 18, 2019 | |
| HMS Capital Management LLC | 213 | $28k | Jun 30, 2019 | Jul 12, 2019 | |
| The Fiduciary Group LLC | 152 | $20k | Jun 30, 2019 | Aug 14, 2019 | |
| Horan Securities Inc | 66 | $9k | Jun 30, 2019 | Jul 24, 2019 | |
| Permanens Capital LP | 56 | $7k | Jun 30, 2019 | Aug 9, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 43 | $6k | Jun 30, 2019 | Jul 9, 2019 | |
| Dearborn Partners LLC | 40 | $5k | Jun 30, 2019 | Jul 29, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $3k | Jun 30, 2019 | Aug 14, 2019 |