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LILLY ELI & CO
(532457108)

Funds Reporting Holdings of LILLY ELI & CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Dodge & COX 8,861,157 $981,728k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 10,828 $926,000k Sep 30, 2017 Nov 14, 2017
Janus Capital Management LLC 8,442,416 $710,073k Mar 31, 2017 May 16, 2017
Rmsincerbeaux Capital Management LLC 6,200 $686,898k Jun 30, 2019 Aug 9, 2019
Investec Asset Management Limited 1,345,967 $149,120k Jun 30, 2019 Jul 30, 2019
Schafer Cullen Capital Management Inc 1,030,446 $111,587k Jun 30, 2019 Jul 30, 2019
Mairs and Power Inc 676,906 $74,994k Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 461,986 $51,183k Jun 30, 2019 Aug 9, 2019
Capital Guardian Trust Company 438,439 $48,591k Jun 30, 2019 Aug 14, 2019
Cullen Capital Management LLC 403,310 $44,683k Jun 30, 2019 Jul 30, 2019
Poplar Forest Capital LLC 387,899 $42,975k Jun 30, 2019 Aug 2, 2019
Atalanta Sosnoff Capital LLC 347,029 $38,447k Jun 30, 2019 Jul 15, 2019
The Bollard Group LLC 304,707 $33,759k Jun 30, 2019 Aug 13, 2019
Payden & Rygel 266,296 $29,503k Jun 30, 2019 Aug 6, 2019
Tekla Capital Management LLC 253,199 $28,052k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 221,340 $24,522k Jun 30, 2019 Jul 25, 2019
Foresters Investment Management Company Inc 217,358 $24,081k Jun 30, 2019 Aug 12, 2019
Cohen Klingenstein LLC 192,600 $21,338k Jun 30, 2019 Jul 15, 2019
Willis Investment Counsel Inc 131,921 $14,616k Jun 30, 2019 Aug 14, 2019
Impax Asset Management LLC 168,000 $14,335k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 168,000 $14,335k Jun 30, 2018 Aug 14, 2018
Madison Investment Holdings Inc 119,070 $13,192k Jun 30, 2019 Aug 13, 2019
First Manhattan Co 116,115 $12,864k Jun 30, 2019 Aug 16, 2019
Badgley Phelps and Bell Inc 113,663 $12,593k Jun 30, 2019 Jul 30, 2019
Sectoral Asset Management Inc 106,665 $11,817k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisors Inc 91,000 $11,808k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 91,000 $11,808k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 91,000 $11,808k Mar 31, 2019 May 13, 2019
CCM Investment Advisers LLC 103,947 $11,516k Jun 30, 2019 Aug 5, 2019
Cambridge Investment Research Advisors Inc 102,282 $11,332k Jun 30, 2019 Aug 15, 2019
South Street Advisors LLC 98,140 $10,873k Jun 30, 2019 Jul 22, 2019
Pacer Advisors Inc 89,200 $9,882k Jun 30, 2019 Aug 12, 2019
Parsec Financial Management Inc 88,749 $9,832k Jun 30, 2019 Jul 23, 2019
QS Investors LLC 86,732 $9,610k Jun 30, 2019 Aug 14, 2019
Rodgers Brothers Inc 86,311 $9,562k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 83,398 $9,240k Jun 30, 2019 Aug 2, 2019
Grassi Investment Management LLC 79,800 $8,841k Jun 30, 2019 Jul 10, 2019
Azimuth Capital Management LLC 78,752 $8,725k Jun 30, 2019 Aug 13, 2019
Twin Capital Management Inc 70,510 $7,812k Jun 30, 2019 Aug 1, 2019
Venturi Wealth Management LLC 67,379 $7,465k Jun 30, 2019 Aug 7, 2019
TSP Capital Management Group LLC 66,252 $7,340k Jun 30, 2019 Aug 9, 2019
Winslow Asset Management Inc 62,182 $6,889k Jun 30, 2019 Jul 29, 2019
Sivik Global Healthcare LLC 55,000 $6,093k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 53,621 $5,941k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 53,621 $5,941k Jun 30, 2019 Aug 12, 2019
Colonial Trust Advisors Inc 50,911 $5,640k Jun 30, 2019 Aug 21, 2019
Alexandria Capital LLC 48,219 $5,342k Jun 30, 2019 Aug 12, 2019
Dupont Capital Management Corp 46,871 $5,193k Jun 30, 2019 Jul 30, 2019
NTV Asset Management LLC 44,989 $4,984k Jun 30, 2019 Jul 29, 2019
New England Asset Management Inc 41,189 $4,563k Jun 30, 2019 Aug 14, 2019
Marshwinds Advisory Company 39,030 $4,517k Dec 31, 2018 Jan 7, 2019
Richard Bernstein Advisors LLC 40,347 $4,470k Jun 30, 2019 Aug 9, 2019
Wendell David Associates Inc 40,253 $4,460k Jun 30, 2019 Jul 16, 2019
Argyle Capital Management Inc 37,532 $4,158k Jun 30, 2019 Jul 25, 2019
Cambria Investment Management LP 37,512 $4,156k Jun 30, 2019 Aug 12, 2019
Morris Capital Advisors Inc 37,502 $4,155k Jun 30, 2019 Jul 15, 2019
Klingenstein Fields & Co LLC 36,974 $4,096k Jun 30, 2019 Aug 12, 2019
Wealthstreet Investment Advisors LLC 36,700 $4,066k Jun 30, 2019 Jul 16, 2019
The Investment House LLC 36,050 $3,994k Jun 30, 2019 Aug 5, 2019
KMS Financial Services Inc 51,587 $3,345k Sep 30, 2014 Nov 17, 2014
The London Company of Virginia LLC 29,022 $3,215k Jun 30, 2019 Aug 14, 2019
Wheatland Advisors Inc 28,841 $3,195k Jun 30, 2019 Aug 7, 2019
Wealth Enhancement Advisory Services LLC 29,178 $3,172k Jun 30, 2019 Aug 2, 2019
FFCM LLC 24,898 $2,758k Jun 30, 2019 Jul 30, 2019
Tower VIEW Investment Management & Research LLC 24,546 $2,719k Jun 30, 2019 Jul 17, 2019
Northpointe Capital LLC 23,998 $2,659k Jun 30, 2019 Jul 26, 2019
Everence Capital Management Inc 23,284 $2,580k Jun 30, 2019 Aug 2, 2019
Trust & Investment Advisors Inc 22,610 $2,505k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 22,610 $2,505k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 22,610 $2,505k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 22,610 $2,505k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 22,610 $2,505k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 22,610 $2,505k Jun 30, 2019 Jul 30, 2019
Harbour Capital Advisors LLC 21,771 $2,412k Jun 30, 2019 Jul 10, 2019
Chesley TAFT & Associates LLC 21,485 $2,380k Jun 30, 2019 Jul 10, 2019
1919 Investment Counsel LLC 36,175 $2,346k Sep 30, 2014 Nov 14, 2014
Woodley Farra Manion Portfolio Management Inc 20,939 $2,320k Jun 30, 2019 Aug 12, 2019
Chesapeake Asset Management LLC 20,290 $2,248k Jun 30, 2019 Aug 6, 2019
Murphy Capital Management Inc 19,635 $2,175k Jun 30, 2019 Jul 22, 2019
Bell & Brown Wealth Advisors LLC 19,442 $2,154k Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 17,805 $1,973k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 17,805 $1,973k Jun 30, 2019 Jul 3, 2019
Wellington Shields & Co LLC 17,574 $1,947k Jun 30, 2019 Aug 8, 2019
Northside Capital Management LLC 17,403 $1,928k Jun 30, 2019 Jul 16, 2019
Tocqueville Asset Management LP 17,271 $1,913k Jun 30, 2019 Jul 31, 2019
Burleson & Company LLC 16,879 $1,865k Jun 30, 2019 Aug 5, 2019
Mount Lucas Management LP 16,386 $1,815k Jun 30, 2019 Aug 14, 2019
Monetary Management Group Inc 15,850 $1,756k Jun 30, 2019 Aug 13, 2019
Providence Wealth Advisors LLC 15,536 $1,753k Jun 30, 2019 Jul 22, 2019
Marietta Investment Partners LLC 15,471 $1,714k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 20,265 $1,696k Sep 30, 2015 Nov 16, 2015
American National Registered Investment Advisor Inc 15,026 $1,665k Jun 30, 2019 Aug 5, 2019
AULL & Monroe Investment Management Corp 14,657 $1,624k Jun 30, 2019 Jul 29, 2019
Harvey Investment Company LLC 14,655 $1,624k Jun 30, 2019 Jul 16, 2019
Bennicas & Associates Inc 14,345 $1,589k Jun 30, 2019 Jul 12, 2019
Nicholas Hoffman & Company LLC 14,341 $1,589k Jun 30, 2019 Aug 12, 2019
Glynn Capital Management LLC 13,490 $1,495k Jun 30, 2019 Aug 2, 2019
Torch Wealth Management LLC 13,413 $1,486k Jun 30, 2019 Aug 2, 2019
Curbstone Financial Management Corporation 13,126 $1,454k Jun 30, 2019 Jul 9, 2019
Probity Advisors Inc 12,889 $1,428k Jun 30, 2019 Aug 8, 2019
Triangle Securities Wealth Management 12,545 $1,399k Jun 30, 2019 Jul 10, 2019
Mitchell Capital Management Co 12,523 $1,387k Jun 30, 2019 Jul 24, 2019
Copperwynd Financial LLC 12,183 $1,350k Jun 30, 2019 Aug 7, 2019
Waverton Investment Management Limited 12,155 $1,347k Jun 30, 2019 Jul 17, 2019
Crossvault Capital Management LLC 12,045 $1,334k Jun 30, 2019 Jul 19, 2019
Strategic Capital Advisers Inc 11,713 $1,298k Jun 30, 2019 Jul 30, 2019
TDAM USA Inc 11,636 $1,289k Jun 30, 2019 Aug 1, 2019
Blue FIN Capital Inc 11,619 $1,287k Jun 30, 2019 Jul 22, 2019
Waters Parkerson & Co LLC 11,369 $1,260k Jun 30, 2019 Aug 6, 2019
Crawford Investment Counsel Inc 11,362 $1,259k Jun 30, 2019 Aug 12, 2019
Hunter Associates Investment Management LLC 10,913 $1,209k Jun 30, 2019 Aug 8, 2019
Cornerstone Investment Partners LLC 10,790 $1,195k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 10,790 $1,195k Jun 30, 2019 Jul 19, 2019
Pagnatokarp Partners LLC 10,061 $1,115k Jun 30, 2019 Aug 8, 2019
LOWE Brockenbrough & Company Inc 9,995 $1,107k Jun 30, 2019 Aug 12, 2019
Plancorp LLC 9,867 $1,093k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 9,870 $1,093k Jun 30, 2019 Aug 9, 2019
SYM Financial Corporation 9,837 $1,090k Jun 30, 2019 Jul 29, 2019
Boston Family Office LLC 9,776 $1,083k Jun 30, 2019 Jul 30, 2019
Tradition Capital Management LLC 8,325 $1,080k Mar 31, 2019 May 7, 2019
DUFF & Phelps Investment Management Co 9,510 $1,054k Jun 30, 2019 Aug 2, 2019
New England Research & Management Inc 9,200 $1,019k Jun 30, 2019 Jul 9, 2019
Mastrapasqua Asset Management Inc 9,185 $1,018k Jun 30, 2019 Aug 12, 2019
Elgethun Capital Management 9,166 $1,016k Jun 30, 2019 Aug 8, 2019
Sippican Capital Advisors LLC 9,115 $1,010k Jun 30, 2019 Jul 17, 2019
S & Co Inc 8,995 $997k Jun 30, 2019 Jul 23, 2019
Altfest L J & Co Inc 8,999 $997k Jun 30, 2019 Jul 15, 2019
Pratt Collard Advisory Partners LLC 8,835 $979k Jun 30, 2019 Jul 16, 2019
Strategy Asset Managers LLC 8,763 $971k Jun 30, 2019 Aug 14, 2019
Bernicke Wealth Management Ltd 8,530 $945k Jun 30, 2019 Aug 5, 2019
BRAY Capital Advisors LLC 8,500 $942k Jun 30, 2019 Jul 29, 2019
CPWM LLC 8,474 $939k Jun 30, 2019 Aug 2, 2019
Hanseatic Management Services Inc 8,358 $926k Jun 30, 2019 Jul 19, 2019
Ipswich Investment Management Company Inc 8,307 $920k Jun 30, 2019 Jul 11, 2019
Cadinha & Co LLC 8,300 $920k Jun 30, 2019 Aug 9, 2019
Sadoff Investment Management LLC 8,190 $907k Jun 30, 2019 Aug 7, 2019
Mitchell Mcleod PUGH & Williams Inc 7,892 $874k Jun 30, 2019 Jul 9, 2019
Carret Asset Management LLC 7,831 $868k Jun 30, 2019 Aug 12, 2019
Ifrah Financial Services Inc 7,762 $860k Jun 30, 2019 Aug 6, 2019
Pacific Global Investment Management Co 7,726 $856k Jun 30, 2019 Aug 14, 2019
AFT Forsyth and Company Inc 7,679 $851k Jun 30, 2019 Jul 29, 2019
Stewart & Patten Co LLC 7,656 $848k Jun 30, 2019 Jul 17, 2019
Marble Harbor Investment Counsel LLC 7,640 $846k Jun 30, 2019 Aug 7, 2019
Stadion Money Management LLC 7,602 $842k Jun 30, 2019 Aug 14, 2019
Secrest Blakey & Associates LLC 7,500 $831k Jun 30, 2019 Aug 13, 2019
Rossmore Private Capital LLC 7,415 $822k Jun 30, 2019 Aug 5, 2019
Vision Capital Management Inc 7,396 $819k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 7,396 $819k Jun 30, 2019 Jul 29, 2019
DF DENT and Company Inc 7,229 $801k Jun 30, 2019 Aug 15, 2019
Osterweis Capital Management Inc 7,188 $796k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 7,188 $796k Jun 30, 2019 Aug 14, 2019
Schulhoff & Co Inc 7,100 $786k Jun 30, 2019 Aug 7, 2019
Family Legacy Inc 6,994 $775k Jun 30, 2019 Jul 25, 2019
West Chester Capital Advisors Inc 6,777 $751k Jun 30, 2019 Jul 30, 2019
Spinnaker Investment Group LLC 6,745 $747k Jun 30, 2019 Jul 11, 2019
Shepherd Financial Partners LLC 6,466 $716k Jun 30, 2019 Aug 5, 2019
Hoylecohen LLC 6,360 $705k Jun 30, 2019 Aug 9, 2019
Cypress Capital Management LLC 6,349 $703k Jun 30, 2019 Aug 5, 2019
Joel Isaacson & Co LLC 6,328 $701k Jun 30, 2019 Jul 11, 2019
Blackhawk Capital Partners LLC 6,209 $688k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 6,201 $687k Jun 30, 2019 Aug 21, 2019
Parthenon LLC 6,008 $666k Jun 30, 2019 Jul 29, 2019
Oak Ridge Investments LLC 5,941 $658k Jun 30, 2019 Aug 14, 2019
KLCM Advisors Inc 5,939 $658k Jun 30, 2019 Aug 15, 2019
Grandfield & DODD LLC 5,925 $656k Jun 30, 2019 Jul 29, 2019
Aldebaran Financial Inc 5,850 $648k Jun 30, 2019 Aug 14, 2019
Andesa Financial Management Inc 5,768 $638k Jun 30, 2019 Jul 30, 2019
Tributary Capital Management LLC 5,600 $620k Jun 30, 2019 Jul 11, 2019
Cedar Wealth Management LLC 5,580 $618k Jun 30, 2019 Jul 24, 2019
BSW Wealth Partners LLC 5,561 $616k Jun 30, 2019 Aug 13, 2019
DAVY Asset Management Limited 5,494 $609k Jun 30, 2019 Jul 19, 2019
Douglas Lane & Associates LLC 5,469 $606k Jun 30, 2019 Jul 8, 2019
Wallace Capital Management Inc 5,444 $603k Jun 30, 2019 Aug 12, 2019
Woodmont Investment Counsel LLC 5,431 $602k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 5,430 $602k Jun 30, 2019 Jul 31, 2019
West Oak Capital LLC 5,360 $594k Jun 30, 2019 Jul 12, 2019
Appleton Partners Inc 5,324 $590k Jun 30, 2019 Jul 25, 2019
Bristlecone Advisors LLC 5,308 $588k Jun 30, 2019 Jul 19, 2019
Acadian Asset Management LLC 5,285 $586k Jun 30, 2019 Aug 8, 2019
ZWJ Investment Counsel Inc 5,275 $584k Jun 30, 2019 Jul 24, 2019
Bourne LENT Asset Management Inc 5,253 $582k Jun 30, 2019 Jul 29, 2019
Meritage Portfolio Management Inc 5,200 $576k Jun 30, 2019 Jul 30, 2019
Omnistar Financial Group Inc 5,120 $567k Jun 30, 2019 Jul 30, 2019
Northstar Wealth Partners LLC 5,112 $566k Jun 30, 2019 Aug 15, 2019
Salem Capital Management Inc 5,041 $558k Jun 30, 2019 Jul 9, 2019
Gratus Capital LLC 5,024 $557k Jun 30, 2019 Aug 7, 2019
S R Schill & Associates Inc 4,937 $547k Jun 30, 2019 Aug 19, 2019
Pictet North America Advisors SA 4,900 $543k Jun 30, 2019 Aug 7, 2019
Gilman Hill Asset Management LLC 4,885 $541k Jun 30, 2019 Jul 17, 2019
Folger Nolan Fleming Douglas Capital Management Inc 4,822 $534k Jun 30, 2019 Aug 9, 2019
Ballast Inc 4,761 $527k Jun 30, 2019 Jul 26, 2019
Wallington Asset Management LLC 4,888 $525k Jun 30, 2019 Aug 13, 2019
Financial Advisory Service Inc 4,630 $513k Jun 30, 2019 Jul 25, 2019
Guardian Capital Advisors LP 4,450 $509k Jun 30, 2019 Aug 14, 2019
Moloney Securities Asset Management LLC 4,544 $503k Jun 30, 2019 Jul 29, 2019
Chatham Capital Group Inc 4,490 $497k Jun 30, 2019 Jul 24, 2019
Boston Research and Management Inc 4,473 $495k Jun 30, 2019 Aug 7, 2019
Clear Perspective Advisors LLC 4,433 $491k Jun 30, 2019 Aug 12, 2019
HT Partners LLC 4,367 $484k Jun 30, 2019 Jul 9, 2019
The Rikoon Group LLC 4,356 $483k Jun 30, 2019 Aug 6, 2019
Stokes & Hubbell Capital Management LLC 3,575 $464k Mar 31, 2019 Apr 24, 2019
Foster Dykema Cabot & Co Incorporated 4,150 $460k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 4,100 $454k Jun 30, 2019 Aug 5, 2019
Sawgrass Asset Management LLC 4,020 $445k Jun 30, 2019 Jul 23, 2019
SVA Plumb Wealth Management LLC 3,991 $442k Jun 30, 2019 Aug 13, 2019
Murphy Middleton Hinkle & Parker Inc 3,977 $441k Jun 30, 2019 Jul 15, 2019
Monarch Capital Management Inc 3,875 $429k Jun 30, 2019 Jul 31, 2019
Becker Capital Management Inc 3,866 $428k Jun 30, 2019 Aug 8, 2019
Howland Capital Management LLC 3,807 $422k Jun 30, 2019 Jul 17, 2019
Biltmore Family Office LLC 3,796 $421k Jun 30, 2019 Jul 31, 2019
Carlson Capital Management LLC 3,794 $420k Jun 30, 2019 Jul 15, 2019
RB Capital Management LLC 3,774 $418k Jun 30, 2019 Aug 7, 2019
Lourd Capital LLC 3,723 $412k Jun 30, 2019 Jul 11, 2019
Caxton Associates LP 3,690 $409k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 3,662 $406k Jun 30, 2019 Jul 19, 2019
Woodstock Corporation 3,600 $399k Jun 30, 2019 Jul 3, 2019
Asset Advisors Investment Management LLC 3,600 $399k Jun 30, 2019 Jul 25, 2019
Confluence Wealth Management LLC 3,511 $389k Jun 30, 2019 Aug 9, 2019
Dearborn Partners LLC 3,513 $389k Jun 30, 2019 Jul 29, 2019
Crestwood Advisors Group LLC 3,507 $389k Jun 30, 2019 Aug 14, 2019
Towerpoint Wealth LLC 3,575 $389k Jun 30, 2019 Aug 7, 2019
E & G Advisors LP 3,500 $388k Jun 30, 2019 Jul 12, 2019
Strategic Financial Group LLC 3,476 $385k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 3,476 $385k Jun 30, 2019 Jul 29, 2019
Jackson Grant Investment Advisers Inc 3,454 $383k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 3,440 $381k Jun 30, 2019 Aug 6, 2019
Spears Abacus Advisors LLC 3,250 $360k Jun 30, 2019 Aug 9, 2019
F3Logic LLC 3,239 $359k Jun 30, 2019 Aug 2, 2019
Prescott Group Capital Management LLC 3,200 $355k Jun 30, 2019 Aug 9, 2019
GHP Investment Advisors Inc 3,131 $347k Jun 30, 2019 Aug 2, 2019
Darrell & King LLC 3,127 $346k Jun 30, 2019 Aug 15, 2019
Accredited Investors Inc 3,117 $345k Jun 30, 2019 Aug 13, 2019
American Financial Network Advisory Services LLC 3,069 $342k Jun 30, 2019 Aug 9, 2019
Evermay Wealth Management LLC 3,080 $341k Jun 30, 2019 Jul 23, 2019
Cardan Capital Partners LLC 3,074 $341k Jun 30, 2019 Jul 16, 2019
Beacon Investment Advisory Services Inc 3,059 $339k Jun 30, 2019 Aug 7, 2019
Hartwell J M Ltd Partnership 3,019 $334k Jun 30, 2019 Jul 31, 2019
Campbell Newman Asset Management Inc 2,992 $331k Jun 30, 2019 Jul 24, 2019
Greatmark Investment Partners Inc 2,907 $322k Jun 30, 2019 Aug 5, 2019
American Investment Services Inc 2,900 $321k Jun 30, 2019 Aug 6, 2019
Lyell Wealth Management LP 2,850 $316k Jun 30, 2019 Aug 1, 2019
Wilkins Investment Counsel Inc 2,840 $315k Jun 30, 2019 Aug 9, 2019
SFMG LLC 2,893 $313k Jun 30, 2019 Aug 5, 2019
SKBA Capital Management LLC 2,800 $310k Jun 30, 2019 Aug 12, 2019
Kingfisher Capital LLC 2,800 $310k Jun 30, 2019 Aug 14, 2019
Altavista Wealth Management Inc 2,750 $305k Jun 30, 2019 Aug 13, 2019
PURE Financial Advisors Inc 2,738 $303k Jun 30, 2019 Jul 11, 2019
Taurus Asset Management LLC 2,720 $301k Jun 30, 2019 Aug 14, 2019
Thomas Story and SON LLC 2,700 $299k Jun 30, 2019 Jul 29, 2019
Modera Wealth Management LLC 2,670 $296k Jun 30, 2019 Aug 7, 2019
Mcrae Capital Management Inc 2,654 $294k Jun 30, 2019 Jul 29, 2019
Sheets Smith Wealth Management 2,657 $294k Jun 30, 2019 Jul 12, 2019
Cookson Peirce & Co Inc 2,622 $290k Jun 30, 2019 Jul 31, 2019
BTR Capital Management Inc 2,542 $282k Jun 30, 2019 Jul 18, 2019
BHK Investment Advisors LLC 2,550 $282k Jun 30, 2019 Aug 2, 2019
Bridgeworth LLC 2,524 $280k Jun 30, 2019 Jul 25, 2019
Ausdal Financial Partners Inc 2,564 $279k Jun 30, 2019 Aug 5, 2019
Hedeker Wealth LLC 2,500 $276k Jun 30, 2019 Jul 26, 2019
Aries Wealth Management LLC 2,430 $274k Jun 30, 2019 Jul 15, 2019
The Roosevelt Investment Group Inc 2,446 $271k Jun 30, 2019 Aug 8, 2019
Confluence Investment Management LLC 2,400 $266k Jun 30, 2019 Jul 24, 2019
Legacy Capital Partners Inc 2,383 $264k Jun 30, 2019 Jul 16, 2019
Armor Investment Advisors LLC 2,337 $259k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 2,337 $259k Jun 30, 2019 Aug 13, 2019
Crescent Grove Advisors LLC 2,328 $258k Jun 30, 2019 Aug 6, 2019
Liberty Capital Management Inc 2,300 $255k Jun 30, 2019 Jul 15, 2019
Deroy & Devereaux Private Investment Counsel Inc 2,273 $252k Jun 30, 2019 Jul 22, 2019
Pinnacle Family Advisors LLC 2,278 $252k Jun 30, 2019 Aug 14, 2019
LGL Partners LLC 2,257 $250k Jun 30, 2019 Aug 14, 2019
Diversified Portfolios Inc 2,221 $246k Jun 30, 2019 Aug 13, 2019
Lexaurum Advisors LLC 2,190 $243k Jun 30, 2019 Jul 19, 2019
Advanced Asset Management Advisors Inc 2,180 $242k Jun 30, 2019 Aug 2, 2019
Telos Capital Management Inc 2,181 $242k Jun 30, 2019 Jul 19, 2019
Brave Asset Management Inc 2,176 $241k Jun 30, 2019 Aug 5, 2019
Court Place Advisors LLC 2,163 $240k Jun 30, 2019 Jul 30, 2019
Tiemann Investment Advisors LLC 2,149 $238k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 2,117 $235k Jun 30, 2019 Aug 6, 2019
ALL Terrain Financial Advisors LLC 2,087 $231k Jun 30, 2019 Aug 14, 2019
Steigerwald Gordon & KOCH Inc 2,074 $230k Jun 30, 2019 Jul 15, 2019
Cipher Capital LP 2,057 $228k Jun 30, 2019 Aug 13, 2019
Drexel Morgan & Co 2,000 $222k Jun 30, 2019 Aug 8, 2019
MANA Advisors LLC 2,002 $222k Jun 30, 2019 Aug 14, 2019
American Financial Advisors Inc 1,960 $217k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 1,960 $217k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 1,960 $217k Jun 30, 2019 Aug 12, 2019
Quadrant Private Wealth Management LLC 1,954 $217k Jun 30, 2019 Aug 13, 2019
Valmark Advisers Inc 1,953 $216k Jun 30, 2019 Aug 7, 2019
Sigma Investment Counselors Inc 1,914 $212k Jun 30, 2019 Jul 23, 2019
Navellier & Associates Inc 1,900 $211k Jun 30, 2019 Jul 17, 2019
STA Wealth Management LLC 1,901 $211k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 1,894 $210k Jun 30, 2019 Jul 29, 2019
Lejeune Puetz Investment Counsel 1,850 $205k Jun 30, 2019 Jul 29, 2019
Stearns Financial Services Group Inc 1,837 $204k Jun 30, 2019 Aug 14, 2019
Spectrum Management Group Inc 1,252 $139k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 1,252 $139k Jun 30, 2019 Aug 2, 2019
Whitnell & Co 1,100 $122k Jun 30, 2019 Jul 16, 2019
Cacti Asset Management LLC 1,000 $111k Jun 30, 2019 Jul 1, 2019
Regent Investment Management LLC 653 $72k Jun 30, 2019 Jul 15, 2019
Thomas J Herzfeld Advisors Inc 600 $66k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 486 $54k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 472 $53k Jun 30, 2019 Aug 14, 2019
RPG Investment Advisory LLC 384 $43k Jun 30, 2019 Jul 10, 2019
Interactive Financial Advisors Inc 205 $23k Jun 30, 2019 Jul 17, 2019
Arbor Wealth Management LLC 174 $19k Jun 30, 2019 Jul 16, 2019
Spiderrock Advisors LLC 11,800 $16k Put Jun 30, 2019 Jul 29, 2019
Permanens Capital LP 100 $11k Jun 30, 2019 Aug 9, 2019
Stevens First Principles Investment Advisors 34 $4k Jun 30, 2019 Jul 22, 2019
The Fiduciary Group LLC 5 $1k Jun 30, 2019 Aug 14, 2019

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