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Lockheed Martin Corp
(539830109)

Funds Reporting Holdings of Lockheed Martin Corp according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Cantab Capital Partners LLP 7,655 $2,375,000k Sep 30, 2017 Nov 14, 2017
Tower Bridge Advisors Inc 2,241 $814,693k Jun 30, 2019 Aug 6, 2019
Charles Schwab Investment Advisory Inc 1,177,291 $427,992k Jun 30, 2019 Aug 12, 2019
Janus Capital Management LLC 1,459,049 $390,442k Mar 31, 2017 May 16, 2017
Suvretta Capital Management LLC 642,220 $233,473k Jun 30, 2019 Aug 14, 2019
Santa Barbara Asset Management LLC 561,176 $168,443k Mar 31, 2019 May 14, 2019
Oakmont Corporation 244,761 $88,980k Jun 30, 2019 Aug 1, 2019
Waverton Investment Management Limited 235,976 $85,787k Jun 30, 2019 Jul 17, 2019
Brandywine Global Investment Management LLC 225,289 $81,902k Jun 30, 2019 Aug 14, 2019
Marsico Capital Management LLC 170,540 $61,998k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 128,292 $46,639k Jun 30, 2019 Jul 25, 2019
Bowen Hanes & Co Inc 119,985 $43,619k Jun 30, 2019 Aug 13, 2019
Payden & Rygel 109,800 $39,917k Jun 30, 2019 Aug 6, 2019
Woodley Farra Manion Portfolio Management Inc 102,167 $37,142k Jun 30, 2019 Aug 12, 2019
The Cypress Funds LLC 100,000 $36,354k Jun 30, 2019 Aug 1, 2019
Sawgrass Asset Management LLC 98,600 $35,845k Jun 30, 2019 Jul 23, 2019
Pacific Heights Asset Management LLC 85,000 $30,901k Jun 30, 2019 Jul 23, 2019
Scopus Asset Management LP 79,900 $29,047k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 75,117 $27,308k Jun 30, 2019 Aug 15, 2019
Abner Herrman & Brock LLC 55,147 $20,048k Jun 30, 2019 Jul 19, 2019
Archon Partners LLC 52,500 $19,086k Jun 30, 2019 Aug 14, 2019
Churchill Management Corp 49,547 $18,012k Jun 30, 2019 Jul 10, 2019
Gillespie Robinson & Grimm Inc 48,168 $17,511k Jun 30, 2019 Jul 22, 2019
Greystone Managed Investments Inc 46,554 $16,924k Jun 30, 2019 Jul 23, 2019
Investec Asset Management Limited 42,184 $15,336k Jun 30, 2019 Jul 30, 2019
South Street Advisors LLC 41,478 $15,079k Jun 30, 2019 Jul 22, 2019
The Roosevelt Investment Group Inc 40,571 $14,749k Jun 30, 2019 Aug 8, 2019
Guardian Capital LP 40,481 $14,716k Jun 30, 2019 Aug 14, 2019
Strategy Asset Managers LLC 38,075 $13,842k Jun 30, 2019 Aug 14, 2019
TDAM USA Inc 36,619 $13,312k Jun 30, 2019 Aug 1, 2019
Westchester Capital Management LLC 31,578 $11,480k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 31,578 $11,480k Jun 30, 2019 Aug 5, 2019
Tufton Capital Management LLC 31,337 $11,392k Jun 30, 2019 Jul 26, 2019
Grassi Investment Management LLC 30,920 $11,241k Jun 30, 2019 Jul 10, 2019
CCM Investment Advisers LLC 29,884 $10,864k Jun 30, 2019 Aug 5, 2019
Appleton Partners Inc 29,523 $10,733k Jun 30, 2019 Jul 25, 2019
Alley Company LLC 27,733 $10,082k Jun 30, 2019 Jul 30, 2019
Tocqueville Asset Management LP 27,655 $10,054k Jun 30, 2019 Jul 31, 2019
Hardman Johnston Global Advisors LLC 26,350 $9,579k Jun 30, 2019 Aug 5, 2019
Sandler Capital Management 25,956 $9,436k Jun 30, 2019 Aug 14, 2019
Crossvault Capital Management LLC 25,682 $9,336k Jun 30, 2019 Jul 19, 2019
Caxton Associates LP 25,414 $9,236k Jun 30, 2019 Aug 14, 2019
NBW Capital LLC 24,295 $8,832k Jun 30, 2019 Aug 5, 2019
Keating Investment Counselors Inc 23,864 $8,676k Jun 30, 2019 Aug 1, 2019
Pacer Advisors Inc 23,533 $8,555k Jun 30, 2019 Aug 12, 2019
Cornerstone Investment Advisors LLC 28,000 $8,404k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 28,000 $8,404k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 28,000 $8,404k Mar 31, 2019 May 13, 2019
Northstar Investment Advisors LLC 22,104 $8,036k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 22,104 $8,036k Jun 30, 2019 Jul 17, 2019
CWA Asset Management Group LLC 22,029 $8,009k Jun 30, 2019 Aug 13, 2019
The Burney Company 21,983 $7,992k Jun 30, 2019 Aug 12, 2019
Mastrapasqua Asset Management Inc 21,038 $7,648k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 20,401 $7,416k Jun 30, 2019 Aug 7, 2019
USA Mutuals Advisors Inc 18,800 $6,835k Jun 30, 2019 Aug 5, 2019
Buckhead Capital Management LLC 17,622 $6,406k Jun 30, 2019 Aug 1, 2019
Morgan Dempsey Capital Management LLC 17,357 $6,309k Jun 30, 2019 Aug 8, 2019
Bruderman Asset Management LLC 17,273 $6,279k Jun 30, 2019 Aug 12, 2019
Founders Capital Management LLC 17,258 $6,274k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 17,258 $6,274k Jun 30, 2019 Jul 11, 2019
Chatham Capital Group Inc 16,508 $6,001k Jun 30, 2019 Jul 24, 2019
Vision Capital Management Corporation 16,133 $5,865k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 16,133 $5,865k Jun 30, 2019 Jul 29, 2019
OWL Creek Asset Management LP 15,587 $5,666k Jun 30, 2019 Aug 14, 2019
Nippon Life Global Investors Americas Inc 15,530 $5,645k Jun 30, 2019 Jul 23, 2019
New England Asset Management Inc 15,512 $5,639k Jun 30, 2019 Aug 14, 2019
GQG Partners LLC 15,478 $5,620k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 15,226 $5,535k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 15,226 $5,535k Jun 30, 2019 Aug 12, 2019
Rothschild Capital Partners LLC 14,458 $5,256k Jun 30, 2019 Jul 17, 2019
Schulhoff & Co Inc 14,353 $5,217k Jun 30, 2019 Aug 7, 2019
Cambria Investment Management LP 14,240 $5,177k Jun 30, 2019 Aug 12, 2019
DSAM Partners London Ltd 14,000 $5,090k Jun 30, 2019 Aug 14, 2019
North American Management Corp 13,873 $5,043k Jun 30, 2019 Jul 30, 2019
Viking Fund Management LLC 13,700 $4,980k Jun 30, 2019 Jul 16, 2019
QS Investors LLC 13,589 $4,941k Jun 30, 2019 Aug 14, 2019
Nepsis Inc 13,524 $4,919k Jun 30, 2019 Jul 22, 2019
American Money Management LLC 11,909 $4,329k Jun 30, 2019 Aug 12, 2019
Granite Group Advisors LLC 11,486 $4,176k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 11,486 $4,176k Jun 30, 2019 Jul 23, 2019
Birinyi Associates Inc 11,328 $4,118k Jun 30, 2019 Aug 5, 2019
Cadinha & Co LLC 11,010 $4,003k Jun 30, 2019 Aug 9, 2019
KMS Financial Services Inc 21,665 $3,960k Sep 30, 2014 Nov 17, 2014
Chesapeake Asset Management LLC 10,823 $3,935k Jun 30, 2019 Aug 6, 2019
OFI Advisors LLC 18,616 $3,859k Sep 30, 2015 Nov 16, 2015
SVA Plumb Wealth Management LLC 10,231 $3,719k Jun 30, 2019 Aug 13, 2019
Capital Investment Counsel Inc 10,050 $3,654k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 10,050 $3,654k Jun 30, 2019 Jul 26, 2019
Buckley Wealth Management LLC 9,545 $3,470k Jun 30, 2019 Jul 19, 2019
Tealwood Asset Management Inc 9,201 $3,345k Jun 30, 2019 Aug 6, 2019
Hoylecohen LLC 8,726 $3,172k Jun 30, 2019 Aug 9, 2019
Pinkerton Retirement Specialists LLC 8,681 $3,156k Jun 30, 2019 Aug 6, 2019
Quest Investment Management LLC 8,595 $3,125k Jun 30, 2019 Aug 13, 2019
West Branch Capital LLC 8,455 $3,074k Jun 30, 2019 Aug 5, 2019
Beacon Investment Advisory Services Inc 8,339 $3,032k Jun 30, 2019 Aug 7, 2019
SPC Financial Inc 8,215 $2,986k Jun 30, 2019 Aug 1, 2019
Ascension Asset Management LLC 7,880 $2,865k Jun 30, 2019 Jul 23, 2019
Dividend Assets Capital LLC 7,648 $2,780k Jun 30, 2019 Jul 12, 2019
Stokes Capital Advisors LLC 7,621 $2,771k Jun 30, 2019 Jul 15, 2019
Benedict Financial Advisors Inc 7,420 $2,697k Jun 30, 2019 Aug 1, 2019
Oliver Luxxe Assets LLC 7,100 $2,621k Jun 30, 2019 Jul 10, 2019
Harwood Advisory Group LLC 7,124 $2,590k Jun 30, 2019 Aug 7, 2019
Tower VIEW Investment Management & Research LLC 7,015 $2,550k Jun 30, 2019 Jul 17, 2019
Gabelli Funds LLC 7,000 $2,545k Jun 30, 2019 Aug 2, 2019
Navellier & Associates Inc 6,966 $2,532k Jun 30, 2019 Jul 17, 2019
West Oak Capital LLC 6,965 $2,532k Jun 30, 2019 Jul 12, 2019
First Manhattan Co 6,913 $2,513k Jun 30, 2019 Aug 16, 2019
Hamel Associates Inc 6,875 $2,499k Jun 30, 2019 Aug 5, 2019
Hartline Investment Corp 5,935 $2,158k Jun 30, 2019 Aug 8, 2019
Scoggin Management LP 5,925 $2,154k Jun 30, 2019 Aug 14, 2019
Torray LLC 5,792 $2,106k Jun 30, 2019 Aug 8, 2019
JGP Wealth Management LLC 5,711 $2,076k Jun 30, 2019 Jul 15, 2019
Washington Capital Management Inc 5,580 $2,029k Jun 30, 2019 Aug 7, 2019
Rodgers Brothers Inc 5,577 $2,028k Jun 30, 2019 Aug 14, 2019
LEE Financial Group Hawaii Inc 5,527 $2,009k Jun 30, 2019 Jul 30, 2019
Blue FIN Capital Inc 5,435 $1,975k Jun 30, 2019 Jul 22, 2019
Northwest Investment Counselors LLC 5,274 $1,917k Jun 30, 2019 Jul 25, 2019
RKL Wealth Management LLC 5,268 $1,910k Jun 30, 2019 Aug 2, 2019
Family Legacy Inc 5,198 $1,890k Jun 30, 2019 Jul 25, 2019
United Asset Strategies Inc 5,119 $1,861k Jun 30, 2019 Jul 31, 2019
Traynor Capital Management Inc 5,136 $1,856k Jun 30, 2019 Jul 26, 2019
Private Wealth Advisors LLC 5,094 $1,852k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 5,094 $1,852k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 5,094 $1,852k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 5,094 $1,852k Jun 30, 2019 Aug 7, 2019
BTR Capital Management Inc 4,851 $1,764k Jun 30, 2019 Jul 18, 2019
Stanley-Laman Group Ltd 4,819 $1,752k Jun 30, 2019 Aug 1, 2019
Eagle Ridge Investment Management LLC 4,810 $1,749k Jun 30, 2019 Aug 1, 2019
Wellington Shields & Co LLC 4,800 $1,745k Jun 30, 2019 Aug 8, 2019
Rossmore Private Capital LLC 4,649 $1,690k Jun 30, 2019 Aug 5, 2019
Spark Investment Management LLC 4,500 $1,635k Jun 30, 2019 Aug 12, 2019
Lyell Wealth Management LP 4,447 $1,617k Jun 30, 2019 Aug 1, 2019
AFT Forsyth and Company Inc 4,265 $1,550k Jun 30, 2019 Jul 29, 2019
Modera Wealth Management LLC 4,230 $1,538k Jun 30, 2019 Aug 7, 2019
DAVY Asset Management Limited 4,136 $1,504k Jun 30, 2019 Jul 19, 2019
Altfest L J & Co Inc 4,138 $1,504k Jun 30, 2019 Jul 15, 2019
Acropolis Investment Management LLC 4,135 $1,503k Jun 30, 2019 Jul 11, 2019
Monetta Financial Services Inc 4,000 $1,454k Jun 30, 2019 Aug 9, 2019
Interocean Capital LLC 3,987 $1,449k Jun 30, 2019 Aug 13, 2019
Minichmacgregor Wealth Management LLC 3,996 $1,444k Jun 30, 2019 Aug 5, 2019
The Bollard Group LLC 3,921 $1,425k Jun 30, 2019 Aug 13, 2019
Bennicas & Associates Inc 3,890 $1,414k Jun 30, 2019 Jul 12, 2019
Chilton Capital Management LLC 3,801 $1,382k Jun 30, 2019 Aug 13, 2019
Congress Park Capital LLC 3,710 $1,371k Jun 30, 2019 Aug 2, 2019
Kingfisher Capital LLC 3,766 $1,369k Jun 30, 2019 Aug 14, 2019
Keystone Financial Planning Inc 3,668 $1,333k Jun 30, 2019 Aug 5, 2019
Wespac Advisors Socal LLC 3,648 $1,326k Jun 30, 2019 Jul 30, 2019
Delphi Management Inc 3,596 $1,307k Jun 30, 2019 Aug 20, 2019
Segment Wealth Management LLC 3,557 $1,293k Jun 30, 2019 Jul 29, 2019
Northstar Wealth Partners LLC 3,555 $1,292k Jun 30, 2019 Aug 15, 2019
Bienville Capital Management LLC 3,531 $1,284k Jun 30, 2019 Aug 14, 2019
Marietta Wealth Management LLC 3,496 $1,271k Jun 30, 2019 Aug 14, 2019
Cubic Asset Management LLC 3,451 $1,255k Jun 30, 2019 Jul 29, 2019
Johanson Financial Advisors Inc 3,450 $1,254k Jun 30, 2019 Jul 29, 2019
Omnistar Financial Group Inc 3,432 $1,248k Jun 30, 2019 Jul 30, 2019
Breiter Capital Management Inc 3,411 $1,240k Jun 30, 2019 Aug 23, 2019
Woodmont Investment Counsel LLC 3,379 $1,228k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 3,300 $1,200k Jun 30, 2019 Jul 15, 2019
IMS Capital Management Inc 3,242 $1,179k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 3,200 $1,163k Jun 30, 2019 Jul 30, 2019
DB Root & Company LLC 3,168 $1,152k Jun 30, 2019 Jul 19, 2019
Founders Financial Securities LLC 3,164 $1,150k Jun 30, 2019 Jul 22, 2019
Calamos Wealth Management LLC 3,150 $1,145k Jun 30, 2019 Aug 7, 2019
The Financial Consulate Inc 3,145 $1,143k Jun 30, 2019 Jul 24, 2019
AULL & Monroe Investment Management Corp 3,089 $1,123k Jun 30, 2019 Jul 29, 2019
Midwest Professional Planners Ltd 3,090 $1,123k Jun 30, 2019 Aug 12, 2019
Biegel & Waller LLC 3,086 $1,122k Jun 30, 2019 Jul 23, 2019
Intersect Capital LLC 3,084 $1,121k Jun 30, 2019 Aug 9, 2019
Azimuth Capital Management LLC 2,986 $1,086k Jun 30, 2019 Aug 13, 2019
10-15 Associates Inc 2,985 $1,085k Jun 30, 2019 Aug 12, 2019
Cahill Financial Advisors Inc 2,931 $1,066k Jun 30, 2019 Aug 14, 2019
Cornell Pochily Investment Advisors Inc 2,834 $1,030k Jun 30, 2019 Jul 22, 2019
Harbour Capital Advisors LLC 2,829 $1,028k Jun 30, 2019 Jul 10, 2019
RB Capital Management LLC 2,785 $1,013k Jun 30, 2019 Aug 7, 2019
KARP Capital Management Corporation 2,776 $1,009k Jun 30, 2019 Aug 8, 2019
Westover Capital Advisors LLC 2,770 $1,007k Jun 30, 2019 Aug 13, 2019
KJ Harrison & Partners USA Inc 2,750 $1,000k Jun 30, 2019 Aug 5, 2019
Ipswich Investment Management Company Inc 2,716 $987k Jun 30, 2019 Jul 11, 2019
Campbell Newman Asset Management Inc 2,700 $982k Jun 30, 2019 Jul 24, 2019
DUFF & Phelps Investment Management Co 2,635 $958k Jun 30, 2019 Aug 2, 2019
East Coast Asset Management LLC 2,630 $956k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 2,607 $948k Jun 30, 2019 Aug 13, 2019
SOL Capital Management Co 2,588 $941k Jun 30, 2019 Jul 17, 2019
Ativo Capital Management LLC 2,551 $927k Jun 30, 2019 Aug 14, 2019
Strategic Capital Advisers Inc 2,500 $909k Jun 30, 2019 Jul 30, 2019
Bigsur Wealth Management LLC 2,479 $896k Jun 30, 2019 Jul 5, 2019
Financial Advisory Service Inc 2,465 $896k Jun 30, 2019 Jul 25, 2019
The Rikoon Group LLC 2,459 $894k Jun 30, 2019 Aug 6, 2019
Atalanta Sosnoff Capital LLC 2,453 $892k Jun 30, 2019 Jul 15, 2019
Stadion Money Management LLC 2,408 $875k Jun 30, 2019 Aug 14, 2019
Acadian Asset Management LLC 2,369 $862k Jun 30, 2019 Aug 8, 2019
Sunbelt Securities Inc 2,252 $819k Jun 30, 2019 Aug 1, 2019
Burleson & Company LLC 2,254 $818k Jun 30, 2019 Aug 5, 2019
EFG Asset Management Americas Corp 2,247 $817k Jun 30, 2019 Jul 9, 2019
Nicholas Hoffman & Company LLC 2,246 $816k Jun 30, 2019 Aug 12, 2019
RAAB & Moskowitz Asset Management LLC 2,220 $807k Jun 30, 2019 Aug 9, 2019
Lejeune Puetz Investment Counsel 2,208 $803k Jun 30, 2019 Jul 29, 2019
Carret Asset Management LLC 2,178 $792k Jun 30, 2019 Aug 12, 2019
Chelsea Counsel Company 2,554 $755k Jun 30, 2018 Oct 3, 2018
Probity Advisors Inc 2,065 $751k Jun 30, 2019 Aug 8, 2019
PURE Financial Advisors Inc 2,064 $750k Jun 30, 2019 Jul 11, 2019
Gradient Capital Advisors LLC 2,003 $728k Jun 30, 2019 Jul 16, 2019
E & G Advisors LP 2,000 $727k Jun 30, 2019 Jul 12, 2019
LVW Advisors LLC 2,001 $727k Jun 30, 2019 Aug 14, 2019
Dedora Capital Inc 1,954 $710k Jun 30, 2019 Aug 8, 2019
Bourgeon Capital Management LLC 1,950 $709k Jun 30, 2019 Jul 18, 2019
Folger Nolan Fleming Douglas Capital Management Inc 1,900 $691k Jun 30, 2019 Aug 9, 2019
Windsor Capital Management LLC 1,857 $675k Jun 30, 2019 Aug 2, 2019
Geller Advisors LLC 1,824 $663k Jun 30, 2019 Aug 14, 2019
Brasada Capital Management LP 1,782 $660k Jun 30, 2019 Aug 7, 2019
American Asset Management Inc 1,787 $650k Jun 30, 2019 Jul 31, 2019
Strategic Advisors LLC 1,787 $649k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 1,787 $649k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 1,787 $649k Jun 30, 2019 Jul 22, 2019
Mendel Money Management Inc 1,780 $647k Jun 30, 2019 Aug 8, 2019
Excalibur Management Corp 1,771 $644k Jun 30, 2019 Jul 26, 2019
Cypress Capital Management LLC 1,769 $643k Jun 30, 2019 Aug 5, 2019
Gilman Hill Asset Management LLC 1,759 $639k Jun 30, 2019 Jul 17, 2019
New England Private Wealth Advisors LLC 1,754 $638k Jun 30, 2019 Aug 8, 2019
First Pacific Advisors LP 1,725 $627k Jun 30, 2019 Aug 14, 2019
Pacific Global Investment Management Co 1,683 $612k Jun 30, 2019 Aug 14, 2019
Crawford Investment Counsel Inc 1,654 $601k Jun 30, 2019 Aug 12, 2019
TLWM LLC 1,652 $600k Jun 30, 2019 Jul 12, 2019
Epstein and White Financial LLC 1,649 $599k Jun 30, 2019 Jul 19, 2019
Thornburg Investment Management Inc 1,586 $577k Jun 30, 2019 Aug 6, 2019
Lexaurum Advisors LLC 1,533 $557k Jun 30, 2019 Jul 19, 2019
Quadrant Private Wealth Management LLC 1,518 $552k Jun 30, 2019 Aug 13, 2019
Aristotle Atlantic Partners LLC 1,500 $545k Jun 30, 2019 Aug 13, 2019
Nikko Asset Management Americas Inc 1,495 $543k Jun 30, 2019 Jul 29, 2019
Confluence Wealth Management LLC 1,480 $538k Jun 30, 2019 Aug 9, 2019
Bristlecone Advisors LLC 1,473 $535k Jun 30, 2019 Jul 19, 2019
Secrest Blakey & Associates LLC 1,464 $532k Jun 30, 2019 Aug 13, 2019
Andesa Financial Management Inc 1,442 $524k Jun 30, 2019 Jul 30, 2019
Triangle Securities Wealth Management 1,382 $510k Jun 30, 2019 Jul 10, 2019
Lakeview Capital Partners LLC 1,370 $498k Jun 30, 2019 Aug 5, 2019
BHK Investment Advisors LLC 1,362 $495k Jun 30, 2019 Aug 2, 2019
Alexandria Capital LLC 1,354 $493k Jun 30, 2019 Aug 12, 2019
Doliver Capital Advisors LP 1,310 $476k Jun 30, 2019 Jul 25, 2019
Cipher Capital LP 1,301 $473k Jun 30, 2019 Aug 13, 2019
SWS Partners LLC 1,313 $468k Jun 30, 2019 Aug 13, 2019
Janney Capital Management LLC 1,250 $455k Jun 30, 2019 Jul 29, 2019
Curbstone Financial Management Corporation 1,230 $447k Jun 30, 2019 Jul 9, 2019
Access Financial Services Inc 1,182 $430k Jun 30, 2019 Jul 24, 2019
American Financial Network Advisory Services LLC 1,167 $419k Jun 30, 2019 Aug 9, 2019
Pagnatokarp Partners LLC 1,154 $419k Jun 30, 2019 Aug 8, 2019
Copperwynd Financial LLC 1,134 $412k Jun 30, 2019 Aug 7, 2019
Abbrea Capital LLC 1,127 $410k Jun 30, 2019 Jul 31, 2019
Gyroscope Capital Management Group LLC 1,107 $410k Jun 30, 2019 Jul 11, 2019
Joel Isaacson & Co LLC 1,115 $405k Jun 30, 2019 Jul 11, 2019
Global Endowment Management LP 1,100 $400k Jun 30, 2019 Aug 12, 2019
Mckinley Carter Wealth Services Inc 1,095 $398k Jun 30, 2019 Aug 2, 2019
Hourglass Capital LLC 1,080 $393k Jun 30, 2019 Aug 12, 2019
F3Logic LLC 1,064 $388k Jun 30, 2019 Aug 2, 2019
1919 Investment Counsel LLC 2,065 $378k Sep 30, 2014 Nov 14, 2014
Paulson Wealth Management Inc 1,020 $365k Jun 30, 2019 Jul 30, 2019
Argent Capital Management LLC 995 $362k Jun 30, 2019 Aug 15, 2019
CAMG Solamere Management LLC 984 $358k Jun 30, 2019 Aug 13, 2019
Keeley-Teton Advisors LLC 978 $356k Jun 30, 2019 Aug 12, 2019
First Western Capital Management Company 978 $356k Jun 30, 2019 Aug 14, 2019
Sigma Investment Counselors Inc 965 $351k Jun 30, 2019 Jul 23, 2019
Northrock Partners LLC 964 $350k Jun 30, 2019 Aug 12, 2019
Harvest Capital Management Inc 960 $349k Jun 30, 2019 Aug 7, 2019
Clear Perspective Advisors LLC 944 $343k Jun 30, 2019 Aug 12, 2019
Steigerwald Gordon & KOCH Inc 931 $339k Jun 30, 2019 Jul 15, 2019
Exchange Capital Management Inc 924 $336k Jun 30, 2019 Jul 22, 2019
Wellesley Investment Partners LLC 916 $333k Jun 30, 2019 Aug 5, 2019
Cornerstone Partners LLC 912 $332k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 912 $332k Jun 30, 2019 Jul 19, 2019
Meristem Family Wealth LLC 912 $332k Jun 30, 2019 Aug 6, 2019
Oarsman Capital Inc 905 $329k Jun 30, 2019 Aug 13, 2019
Blue CHIP Wealth Management Inc 899 $327k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 896 $326k Jun 30, 2019 Aug 21, 2019
Summit Financial Strategies Inc 876 $318k Jun 30, 2019 Aug 8, 2019
Dodge & COX 875 $318k Jun 30, 2019 Aug 13, 2019
FFCM LLC 863 $314k Jun 30, 2019 Jul 30, 2019
Polaris Greystone Financial Group LLC 867 $313k Jun 30, 2019 Jul 25, 2019
Liberty Capital Management Inc 860 $313k Jun 30, 2019 Jul 15, 2019
Acorn Wealth Advisors LLC 824 $311k Jun 30, 2019 Aug 14, 2019
DAY & Ennis LLC 855 $311k Jun 30, 2019 Aug 2, 2019
Foster Dykema Cabot & Co Incorporated 848 $308k Jun 30, 2019 Aug 6, 2019
Stewart & Patten Co LLC 841 $306k Jun 30, 2019 Jul 17, 2019
Accredited Investors Inc 837 $304k Jun 30, 2019 Aug 13, 2019
CPWM LLC 834 $303k Jun 30, 2019 Aug 2, 2019
Becker Capital Management Inc 827 $301k Jun 30, 2019 Aug 8, 2019
Measured Wealth Private Client Group LLC 822 $299k Jun 30, 2019 Jul 26, 2019
Sadoff Investment Management LLC 811 $295k Jun 30, 2019 Aug 7, 2019
Highvista Strategies LLC 800 $291k Jun 30, 2019 Aug 14, 2019
Telos Capital Management Inc 789 $287k Jun 30, 2019 Jul 19, 2019
Dimension Capital Management LLC 776 $282k Jun 30, 2019 Aug 12, 2019
Private Vista LLC 773 $281k Jun 30, 2019 Jul 19, 2019
Beese Fulmer Investment Management Inc 772 $281k Jun 30, 2019 Jul 5, 2019
Venturi Wealth Management LLC 759 $276k Jun 30, 2019 Aug 7, 2019
Hartwell J M Ltd Partnership 755 $275k Jun 30, 2019 Jul 31, 2019
Prelude Capital Management LLC 750 $273k Jun 30, 2019 Aug 14, 2019
UNIO Capital LLC 750 $273k Jun 30, 2019 Aug 14, 2019
White Lighthouse Investment Management Inc 746 $271k Jun 30, 2019 Jul 31, 2019
Wheatland Advisors Inc 730 $265k Jun 30, 2019 Aug 7, 2019
SRB Corporation 726 $264k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 722 $262k Jun 30, 2019 Jul 15, 2019
SFMG LLC 703 $260k Jun 30, 2019 Aug 5, 2019
Edgemoor Investment Advisors Inc 714 $260k Jun 30, 2019 Aug 9, 2019
Nikulski Financial Inc 725 $260k Jun 30, 2019 Jul 22, 2019
Castle Rock Wealth Management LLC 694 $250k Jun 30, 2019 Aug 8, 2019
ELCO Management Company LLC 675 $245k Jun 30, 2019 Aug 1, 2019
Valmark Advisers Inc 670 $244k Jun 30, 2019 Aug 7, 2019
Smith & Howard Wealth Management LLC 672 $244k Jun 30, 2019 Jul 23, 2019
Cfo4Life Group LLC 663 $241k Jun 30, 2019 Jul 29, 2019
Douglas Lane & Associates LLC 659 $240k Jun 30, 2019 Jul 8, 2019
Spectrum Group Management LLC 656 $238k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 656 $238k Jun 30, 2019 Aug 2, 2019
Alpine Woods Capital Investors LLC 650 $236k Jun 30, 2019 Aug 5, 2019
GSB Wealth Management LLC 650 $236k Jun 30, 2019 Aug 9, 2019
DOCK Street Asset Management Inc 645 $234k Jun 30, 2019 Jul 31, 2019
DT Investment Partners LLC 642 $233k Jun 30, 2019 Jul 30, 2019
Cardan Capital Partners LLC 619 $225k Jun 30, 2019 Jul 16, 2019
Mairs and Power Inc 606 $220k Jun 30, 2019 Aug 14, 2019
Huber Financial Advisors LLC 600 $218k Jun 30, 2019 Aug 5, 2019
Cornerstone Advisory LLC 592 $215k Jun 30, 2019 Aug 8, 2019
DSC Advisors LP 587 $213k Jun 30, 2019 Aug 14, 2019
Miles Capital Inc 582 $212k Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 573 $208k Jun 30, 2019 Jul 30, 2019
S R Schill & Associates Inc 573 $208k Jun 30, 2019 Aug 19, 2019
Oak Asset Management LLC 578 $207k Jun 30, 2019 Jul 25, 2019
Mountain Capital Investment Advisors Inc 548 $207k Jun 30, 2019 Aug 14, 2019
Suncoast Equity Management LLC 562 $204k Jun 30, 2019 Jul 26, 2019
Northstar Asset Management Inc 558 $203k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 558 $203k Jun 30, 2019 Jul 16, 2019
MRAZ Amerine & Associates Inc 552 $201k Jun 30, 2019 Aug 2, 2019
ALL Terrain Financial Advisors LLC 531 $193k Jun 30, 2019 Aug 14, 2019
BRAY Capital Advisors LLC 464 $169k Jun 30, 2019 Jul 29, 2019
Cowen Prime Services LLC 400 $145k Jun 30, 2019 Jul 31, 2019
Vestor Capital LLC 355 $129k Jun 30, 2019 Aug 6, 2019
Arbor Wealth Management LLC 150 $55k Jun 30, 2019 Jul 16, 2019
The Fiduciary Group LLC 147 $53k Jun 30, 2019 Aug 14, 2019
RPG Investment Advisory LLC 130 $47k Jun 30, 2019 Jul 10, 2019
Daiwa SB Investments USA Ltd 120 $36k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 120 $36k Mar 31, 2019 Apr 18, 2019
Colonial Trust Advisors Inc 60 $22k Jun 30, 2019 Aug 21, 2019
Avondale Wealth Management LLC 28 $10k Jun 30, 2019 Jul 26, 2019
Jackson Grant Investment Advisers Inc 21 $8k Jun 30, 2019 Aug 13, 2019
Stevens First Principles Investment Advisors 19 $7k Jun 30, 2019 Jul 22, 2019

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