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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
Pettee Investors Inc 3,036 $405k Jun 30, 2019 Aug 7, 2019
Greatmark Investment Partners Inc 3,042 $405k Jun 30, 2019 Aug 5, 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
Wellington Shields & Co LLC 2,400 $320k Jun 30, 2019 Aug 8, 2019
Gilman Hill Asset Management LLC 2,404 $320k Jun 30, 2019 Jul 17, 2019
SFMG LLC 2,259 $310k Jun 30, 2019 Aug 5, 2019
AULL & Monroe Investment Management Corp 2,303 $307k Jun 30, 2019 Jul 29, 2019
SPC Financial Inc 2,300 $307k Jun 30, 2019 Aug 1, 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
Northstar Company LLC 2,216 $295k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 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
Independence Financial Advisors LLC 1,713 $228k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,713 $228k Jun 30, 2019 Aug 12, 2019
Smith & Howard Wealth Management LLC 1,709 $228k Jun 30, 2019 Jul 23, 2019
Meristem Family Wealth LLC 1,707 $227k Jun 30, 2019 Aug 6, 2019
Castle Rock Wealth Management LLC 1,693 $224k Jun 30, 2019 Aug 8, 2019
FFCM LLC 1,680 $224k Jun 30, 2019 Jul 30, 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
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
Affiance Financial LLC 1,635 $218k Jun 30, 2019 Jul 11, 2019
DT Investment Partners LLC 1,625 $217k Jun 30, 2019 Jul 30, 2019
Arlington Financial Advisors LLC 1,615 $215k Jun 30, 2019 Aug 5, 2019
Diligent Investors LLC 1,611 $215k Jun 30, 2019 Aug 1, 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
Beese Fulmer Investment Management Inc 1,556 $207k Jun 30, 2019 Jul 5, 2019
Searle & Co 1,550 $207k Jun 30, 2019 Jul 17, 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

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