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MASTERCARD INC
(57636Q104)

Funds Reporting Holdings of MASTERCARD INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 128,021 $33,865,395k Jun 30, 2019 Jul 23, 2019
Cantab Capital Partners LLP 20,966 $2,960,000k Sep 30, 2017 Nov 14, 2017
Magellan Asset Management Limited 7,354,615 $1,945,516k Jun 30, 2019 Aug 13, 2019
Gardner Russo & Gardner LLC 6,914,951 $1,829,212k Jun 30, 2019 Aug 13, 2019
Janus Capital Management LLC 13,952,258 $1,569,198k Mar 31, 2017 May 16, 2017
AKRE Capital Management LLC 5,327,599 $1,409,310k Jun 30, 2019 Aug 13, 2019
Polen Capital Management LLC 4,392,067 $1,161,833k Jun 30, 2019 Aug 12, 2019
GQG Partners LLC 2,598,205 $686,942k Jun 30, 2019 Aug 14, 2019
Vontobel Asset Management Inc 2,359,176 $642,235k Jun 30, 2019 Aug 14, 2019
Jackson Square Partners LLC 2,391,202 $632,544k Jun 30, 2019 Aug 14, 2019
Ruane Cunniff & Goldfarb LP 2,016,913 $533,534k Jun 30, 2019 Aug 14, 2019
Coatue Management LLC 1,873,399 $495,570k Jun 30, 2019 Aug 14, 2019
Lone Pine Capital LLC 1,670,957 $442,018k Jun 30, 2019 Aug 14, 2019
Vulcan Value Partners LLC 1,594,791 $421,870k Jun 30, 2019 Aug 14, 2019
Egerton Capital UK LLP 1,576,455 $417,020k Jun 30, 2019 Aug 13, 2019
Harding Loevner LP 1,429,264 $378,083k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 1,313,578 $347,481k Jun 30, 2019 Jul 30, 2019
Melvin Capital Management LP 1,270,384 $336,055k Jun 30, 2019 Aug 14, 2019
OZ Management LP 1,166,049 $308,455k Jun 30, 2019 Aug 16, 2019
Brown Brothers Harriman & Co 915,391 $242,148k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 824,800 $218,184k Jun 30, 2019 Aug 2, 2019
Jensen Investment Management Inc 779,627 $206,235k Jun 30, 2019 Aug 2, 2019
Acadian Asset Management LLC 703,492 $186,098k Jun 30, 2019 Aug 8, 2019
VGI Partners PTY Limited 582,314 $154,040k Jun 30, 2019 Aug 14, 2019
Value Financial Advisers Inc 567,851 $150,214k Jun 30, 2019 Aug 13, 2019
International Value Advisers LLC 567,851 $150,214k Jun 30, 2019 Aug 13, 2019
Tiger Global Management LLC 549,932 $145,474k Jun 30, 2019 Aug 14, 2019
Bluespruce Investments LP 484,455 $128,153k Jun 30, 2019 Aug 14, 2019
DF DENT and Company Inc 454,437 $120,212k Jun 30, 2019 Aug 15, 2019
Marshfield Associates Inc 445,896 $117,953k Jun 30, 2019 Aug 15, 2019
Mawer Investment Management Ltd 406,520 $107,537k Jun 30, 2019 Aug 6, 2019
Altarock Partners LLC 396,940 $105,003k Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 392,258 $103,764k Jun 30, 2019 Aug 14, 2019
KG Funds Management LLC 383,964 $101,570k Jun 30, 2019 Aug 14, 2019
Weitz Investment Management Inc 383,750 $101,513k Jun 30, 2019 Aug 8, 2019
Douglas Lane & Associates LLC 376,158 $99,505k Jun 30, 2019 Jul 8, 2019
Argent Capital Management LLC 369,334 $97,700k Jun 30, 2019 Aug 15, 2019
EMS Capital LP 364,580 $96,442k Jun 30, 2019 Aug 14, 2019
Steadfast Capital Management LP 360,134 $95,266k Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 263,365 $69,668k Jun 30, 2019 Jul 26, 2019
Obermeyer WOOD Investment Counsel LLLP 262,758 $69,507k Jun 30, 2019 Aug 13, 2019
Sawgrass Asset Management LLC 252,340 $66,752k Jun 30, 2019 Jul 23, 2019
Cryder Capital Partners LLP 252,300 $66,741k Jun 30, 2019 Aug 6, 2019
Oakmont Corporation 246,595 $65,232k Jun 30, 2019 Aug 1, 2019
Manor ROAD Capital Partners LLC 240,000 $63,487k Jun 30, 2019 Aug 14, 2019
Columbus Circle Investors 236,494 $62,560k Jun 30, 2019 Aug 2, 2019
AMI Asset Management Corp 231,026 $61,114k Jun 30, 2019 Aug 5, 2019
Thornburg Investment Management Inc 230,157 $60,883k Jun 30, 2019 Aug 6, 2019
Columbus Hill Capital Management LP 217,246 $57,468k Jun 30, 2019 Aug 14, 2019
Montag & Caldwell LLC 213,516 $56,481k Jun 30, 2019 Aug 1, 2019
ECHO Street Capital Management LLC 208,549 $55,167k Jun 30, 2019 Aug 14, 2019
HMI Capital LLC 207,000 $54,758k Jun 30, 2019 Aug 12, 2019
Hardman Johnston Global Advisors LLC 205,877 $54,461k Jun 30, 2019 Aug 5, 2019
Ensemble Capital Management LLC 186,045 $49,214k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 184,417 $48,784k Jun 30, 2019 Jul 31, 2019
YCG LLC 178,698 $47,409k Jun 30, 2019 Jul 23, 2019
The Ithaka Group LLC 178,299 $47,165k Jun 30, 2019 Aug 12, 2019
Tweedy Browne Company LLC 173,994 $46,027k Jun 30, 2019 Aug 5, 2019
Zweig-Dimenna Associates LLC 161,196 $42,641k Jun 30, 2019 Jul 10, 2019
East Coast Asset Management LLC 158,891 $42,031k Jun 30, 2019 Aug 14, 2019
Pointstate Capital LP 156,050 $41,280k Jun 30, 2019 Aug 14, 2019
Schwartz Investment Counsel Inc 155,650 $41,174k Jun 30, 2019 Jul 24, 2019
Wendell David Associates Inc 152,424 $40,321k Jun 30, 2019 Jul 16, 2019
Castle HOOK Partners LP 149,140 $39,452k Jun 30, 2019 Aug 14, 2019
Night OWL Capital Management LLC 145,585 $38,512k Jun 30, 2019 Aug 14, 2019
Bristol Gate Capital Partners Inc 144,063 $38,107k Jun 30, 2019 Aug 14, 2019
Sander Capital Advisors Inc 140,460 $36,861k Jun 30, 2019 Jul 25, 2019
Adams Diversified Equity Fund Inc 139,100 $36,796k Jun 30, 2019 Jul 29, 2019
Montrusco Bolton Investments Inc 139,452 $36,214k Jun 30, 2019 Aug 5, 2019
Schwerin Boyle Capital Management Inc 135,614 $35,874k Jun 30, 2019 Aug 13, 2019
Cambridge Investment Research Advisors Inc 134,719 $35,637k Jun 30, 2019 Aug 15, 2019
Hartwell J M Ltd Partnership 133,303 $35,263k Jun 30, 2019 Jul 31, 2019
Abner Herrman & Brock LLC 125,486 $33,195k Jun 30, 2019 Jul 19, 2019
Ostrum Asset Management US LLC 140,190 $33,008k Mar 31, 2019 May 15, 2019
Guardian Capital LP 122,056 $32,287k Jun 30, 2019 Aug 14, 2019
Sandler Capital Management 114,963 $30,411k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 114,023 $30,163k Jun 30, 2019 Jul 30, 2019
Motley FOOL Asset Management LLC 110,834 $29,319k Jun 30, 2019 Aug 14, 2019
Suncoast Equity Management LLC 108,363 $28,665k Jun 30, 2019 Jul 26, 2019
Signature Estate & Investment Advisors LLC 101,798 $26,929k Jun 30, 2019 Aug 1, 2019
Crow Point Partners LLC 95,000 $25,130k Jun 30, 2019 Aug 14, 2019
Gilder Gagnon HOWE & Co LLC 93,994 $24,864k Jun 30, 2019 Aug 13, 2019
Martin Investment Management LLC 93,022 $24,607k Jun 30, 2019 Aug 7, 2019
Bishop Rock Capital LP 90,675 $23,986k Jun 30, 2019 Aug 14, 2019
RAUB Brock Capital Management LP 88,726 $23,471k Jun 30, 2019 Jul 23, 2019
Golub Group LLC 87,441 $23,131k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 86,923 $22,994k Jun 30, 2019 Aug 12, 2019
Friess Associates LLC 85,611 $22,647k Jun 30, 2019 Aug 14, 2019
White ELM Capital LLC 83,860 $22,183k Jun 30, 2019 Aug 14, 2019
Sather Financial Group Inc 83,846 $22,179k Jun 30, 2019 Jul 23, 2019
Beese Fulmer Investment Management Inc 78,002 $20,634k Jun 30, 2019 Jul 5, 2019
Beacon Investment Advisory Services Inc 77,683 $20,549k Jun 30, 2019 Aug 7, 2019
Birinyi Associates Inc 75,527 $19,979k Jun 30, 2019 Aug 5, 2019
Origin Asset Management LLP 74,000 $19,575k Jun 30, 2019 Aug 9, 2019
Berkshire Capital Holdings Inc 73,610 $19,472k Jun 30, 2019 Aug 13, 2019
Archon Partners LLC 72,040 $19,057k Jun 30, 2019 Aug 14, 2019
Motley FOOL Wealth Management LLC 71,454 $18,902k Jun 30, 2019 Aug 14, 2019
Bowie Capital Management LLC 70,200 $18,570k Jun 30, 2019 Aug 9, 2019
DOCK Street Asset Management Inc 68,839 $18,210k Jun 30, 2019 Jul 31, 2019
Port Capital LLC 67,510 $17,858k Jun 30, 2019 Aug 14, 2019
Thames Capital Management LLC 65,410 $17,303k Jun 30, 2019 Aug 14, 2019
Haverford Financial Services Inc 65,184 $17,243k Jun 30, 2019 Aug 13, 2019
Quest Investment Management LLC 65,065 $17,212k Jun 30, 2019 Aug 13, 2019
The Roosevelt Investment Group Inc 64,789 $17,139k Jun 30, 2019 Aug 8, 2019
Birch Hill Investment Advisors LLC 63,598 $16,824k Jun 30, 2019 Jul 22, 2019
CI Global Investments Inc 73,940 $16,460k Sep 30, 2018 Nov 9, 2018
Eagle Ridge Investment Management LLC 61,889 $16,371k Jun 30, 2019 Aug 1, 2019
Deltec Asset Management LLC 59,675 $15,786k Jun 30, 2019 Jul 29, 2019
Maytech Global Investments LLC 58,906 $15,582k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 58,854 $15,569k Jun 30, 2019 Aug 14, 2019
West Coast Financial LLC 57,414 $15,188k Jun 30, 2019 Jul 16, 2019
Clarkston Capital Partners LLC 57,036 $15,088k Jun 30, 2019 Jul 24, 2019
Auxier Asset Management LLC 56,590 $14,970k Jun 30, 2019 Aug 15, 2019
Sentry Management Inc 56,517 $14,950k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 56,517 $14,950k Jun 30, 2019 Aug 12, 2019
FFCM LLC 56,477 $14,940k Jun 30, 2019 Jul 30, 2019
Barometer Capital Management Inc 56,079 $14,817k Jun 30, 2019 Aug 13, 2019
CIM LLC 54,630 $14,451k Jun 30, 2019 Jul 22, 2019
Cornerstone Advisors Inc 59,700 $14,056k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 59,700 $14,056k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 59,700 $14,056k Mar 31, 2019 May 13, 2019
Greystone Managed Investments Inc 53,086 $14,043k Jun 30, 2019 Jul 23, 2019
Vestor Capital LLC 52,404 $13,863k Jun 30, 2019 Aug 6, 2019
ODEY Asset Management LLP 49,648 $13,133k Jun 30, 2019 Aug 14, 2019
Oribel Capital Management LP 48,700 $12,883k Jun 30, 2019 Aug 14, 2019
Cobiz Wealth LLC 47,796 $12,643k Jun 30, 2019 Jul 8, 2019
Bridgecreek Investment Management LLC 46,585 $12,323k Jun 30, 2019 Aug 14, 2019
Riverpark Capital Management LLC 46,316 $12,252k Jun 30, 2019 Aug 13, 2019
Cadinha & Co LLC 46,123 $12,201k Jun 30, 2019 Aug 9, 2019
The Leuthold Group LLC 45,956 $12,157k Jun 30, 2019 Aug 14, 2019
Churchill Management Corp 45,515 $12,040k Jun 30, 2019 Jul 10, 2019
Crystal Rock Capital Management LLC 43,944 $11,625k Jun 30, 2019 Aug 9, 2019
Wafra Inc 41,530 $10,986k Jun 30, 2019 Aug 14, 2019
Stieven Capital Advisors LP 40,500 $10,713k Jun 30, 2019 Aug 9, 2019
Monetta Financial Services Inc 39,000 $10,317k Jun 30, 2019 Aug 9, 2019
Main Street Research LLC 38,475 $10,178k Jun 30, 2019 Aug 8, 2019
Harvey Investment Company LLC 36,985 $9,784k Jun 30, 2019 Jul 16, 2019
Azora Capital LP 34,642 $9,164k Jun 30, 2019 Aug 14, 2019
Fagan Associates Inc 34,527 $9,133k Jun 30, 2019 Jul 12, 2019
Nepsis Inc 32,351 $8,575k Jun 30, 2019 Jul 22, 2019
Alley Company LLC 31,916 $8,443k Jun 30, 2019 Jul 30, 2019
Tuttle Tactical Management LLC 31,414 $8,310k Jun 30, 2019 Jul 29, 2019
Venturi Wealth Management LLC 31,237 $8,263k Jun 30, 2019 Aug 7, 2019
Hendershot Investments Inc 30,963 $8,191k Jun 30, 2019 Jul 31, 2019
Centre Asset Management LLC 30,817 $8,152k Jun 30, 2019 Jul 15, 2019
Marietta Investment Partners LLC 30,264 $8,006k Jun 30, 2019 Aug 13, 2019
RKL Wealth Management LLC 29,541 $7,809k Jun 30, 2019 Aug 2, 2019
Carderock Capital Management Inc 29,458 $7,793k Jun 30, 2019 Jul 15, 2019
Security Asset Management Inc 29,009 $7,674k Jun 30, 2019 Aug 6, 2019
United Asset Strategies Inc 28,516 $7,543k Jun 30, 2019 Jul 31, 2019
Bluemar Capital Management LLC 27,926 $7,387k Jun 30, 2019 Aug 14, 2019
Nottingham Advisors Inc 27,705 $7,329k Jun 30, 2019 Jul 17, 2019
Matthew 25 Management Corp 27,500 $7,275k Jun 30, 2019 Aug 13, 2019
Boston Research and Management Inc 27,122 $7,174k Jun 30, 2019 Aug 7, 2019
Incline Global Management LLC 24,881 $6,582k Jun 30, 2019 Aug 14, 2019
Bronfman EL Rothschild LP 24,477 $6,475k Jun 30, 2019 Aug 12, 2019
EFG Asset Management Americas Corp 24,349 $6,441k Jun 30, 2019 Jul 9, 2019
Morris Capital Advisors Inc 24,220 $6,407k Jun 30, 2019 Jul 15, 2019
Caxton Associates LP 23,749 $6,280k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 23,000 $6,084k Jun 30, 2019 Jul 15, 2019
Blue FIN Capital Inc 22,933 $6,066k Jun 30, 2019 Jul 22, 2019
Parker Investment Management LLC 22,920 $6,063k Jun 30, 2019 Aug 15, 2019
Fulcrum Capital LLC 22,891 $6,055k Jun 30, 2019 Jul 29, 2019
Navellier & Associates Inc 22,137 $5,856k Jun 30, 2019 Jul 17, 2019
Overbrook Management Corporation 21,790 $5,764k Jun 30, 2019 Aug 13, 2019
Johanson Financial Advisors Inc 20,164 $5,330k Jun 30, 2019 Jul 29, 2019
Precept Management LLC 20,000 $5,291k Put Jun 30, 2019 Aug 14, 2019
Chickasaw Capital Management LLC 19,526 $5,165k Jun 30, 2019 Jul 15, 2019
NEXT Century Growth Investors LLC 19,526 $5,165k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 19,366 $5,123k Jun 30, 2019 Aug 7, 2019
Vernier Capital Partners LP 19,000 $5,026k Jun 30, 2019 Aug 14, 2019
Cookson Peirce & Co Inc 18,768 $4,965k Jun 30, 2019 Jul 31, 2019
American Money Management LLC 17,875 $4,728k Jun 30, 2019 Aug 12, 2019
Pinkerton Retirement Specialists LLC 17,581 $4,651k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 17,478 $4,623k Jun 30, 2019 Aug 12, 2019
SVA Plumb Wealth Management LLC 17,234 $4,559k Jun 30, 2019 Aug 13, 2019
The Investment House LLC 17,022 $4,503k Jun 30, 2019 Aug 5, 2019
Broadleaf Partners LLC 17,007 $4,499k Jun 30, 2019 Jul 19, 2019
Olstein Capital Management LP 17,000 $4,497k Jun 30, 2019 Jul 31, 2019
Condor Capital Management 16,835 $4,453k Jun 30, 2019 Aug 5, 2019
Signature Financial Management Inc 23,452 $4,424k Dec 31, 2018 Feb 13, 2019
Marsico Capital Management LLC 16,278 $4,306k Jun 30, 2019 Aug 14, 2019
Pacific Global Investment Management Co 16,088 $4,256k Jun 30, 2019 Aug 14, 2019
South Street Advisors LLC 16,030 $4,240k Jun 30, 2019 Jul 22, 2019
Integre Asset Management LLC 15,746 $4,165k Jun 30, 2019 Aug 14, 2019
Riverpark Advisors LLC 15,652 $4,140k Jun 30, 2019 Aug 13, 2019
Granite Investment Advisors LLC 15,266 $4,038k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 15,266 $4,038k Jun 30, 2019 Jul 23, 2019
The Mathes Company Inc 14,888 $3,938k Jun 30, 2019 Jul 29, 2019
Cfo4Life Group LLC 14,785 $3,911k Jun 30, 2019 Jul 29, 2019
Ancora Family Wealth Advisors LLC 38,302 $3,898k Sep 30, 2016 Nov 4, 2016
Fairview Capital Investment Management LLC 14,722 $3,894k Jun 30, 2019 Aug 14, 2019
Allen Investment Management LLC 13,981 $3,698k Jun 30, 2019 Aug 12, 2019
Spectrum Management Group Inc 13,935 $3,686k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 13,935 $3,686k Jun 30, 2019 Aug 2, 2019
Interocean Capital LLC 13,465 $3,562k Jun 30, 2019 Aug 13, 2019
Midas Management Corporation 13,400 $3,545k Jun 30, 2019 Jul 9, 2019
AFT Forsyth and Company Inc 13,351 $3,532k Jun 30, 2019 Jul 29, 2019
Capital Insight Partners LLC 13,176 $3,485k Jun 30, 2019 Jul 9, 2019
Brown Capital Management LLC 12,891 $3,410k Jun 30, 2019 Aug 13, 2019
Progressive Investment Management Corporation 12,819 $3,391k Jun 30, 2019 Aug 12, 2019
Circle ROAD Advisors LP 12,332 $3,262k Jun 30, 2019 Aug 7, 2019
BFSG LLC 12,263 $3,244k Jun 30, 2019 Jul 30, 2019
Kelman Lazarov Inc 12,260 $3,243k Jun 30, 2019 Jul 22, 2019
Clear Perspective Advisors LLC 12,210 $3,230k Jun 30, 2019 Aug 12, 2019
GHP Investment Advisors Inc 12,119 $3,206k Jun 30, 2019 Aug 2, 2019
Grandfield & DODD LLC 11,971 $3,167k Jun 30, 2019 Jul 29, 2019
RDL Financial Inc 11,899 $3,148k Jun 30, 2019 Jul 17, 2019
WEIK Capital Management Inc 11,585 $3,065k Jun 30, 2019 Aug 9, 2019
Mount Lucas Management LP 11,486 $3,038k Jun 30, 2019 Aug 14, 2019
Advanced Asset Management Advisors Inc 11,420 $3,021k Jun 30, 2019 Aug 2, 2019
Hennessy Advisors Inc 11,302 $2,990k Jun 30, 2019 Jul 11, 2019
DSAM Partners London Ltd 11,000 $2,910k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 10,580 $2,798k Jun 30, 2019 Aug 16, 2019
Crestwood Advisors Group LLC 10,338 $2,735k Jun 30, 2019 Aug 14, 2019
Brasada Capital Management LP 9,550 $2,608k Jun 30, 2019 Aug 7, 2019
DUFF & Phelps Investment Management Co 9,755 $2,580k Jun 30, 2019 Aug 2, 2019
New Potomac Partners LLC 9,685 $2,562k Jun 30, 2019 Jul 26, 2019
Private Wealth Advisors Inc 9,568 $2,531k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 9,568 $2,531k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 9,568 $2,531k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 9,568 $2,531k Jun 30, 2019 Aug 7, 2019
Pecaut & Co 9,508 $2,515k Jun 30, 2019 Aug 8, 2019
Campbell Newman Asset Management Inc 9,281 $2,455k Jun 30, 2019 Jul 24, 2019
Ativo Capital Management LLC 9,239 $2,444k Jun 30, 2019 Aug 14, 2019
Altman Advisors Inc 8,713 $2,305k Jun 30, 2019 Jul 12, 2019
KARP Capital Management Corporation 8,589 $2,272k Jun 30, 2019 Aug 8, 2019
Impax Asset Management Ltd 11,109 $2,183k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 11,109 $2,183k Jun 30, 2018 Aug 14, 2018
Altavista Wealth Management Inc 8,104 $2,144k Jun 30, 2019 Aug 13, 2019
Cavalier Investments LLC 8,100 $2,143k Jun 30, 2019 Jul 31, 2019
Arjuna Capital LLC 8,074 $2,136k Jun 30, 2019 Aug 21, 2019
Strategic Advisors LLC 7,996 $2,115k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 7,996 $2,115k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 7,996 $2,115k Jun 30, 2019 Jul 22, 2019
First Pacific Advisors LP 7,950 $2,103k Jun 30, 2019 Aug 14, 2019
Pictet North America Advisors SA 7,861 $2,079k Jun 30, 2019 Aug 7, 2019
Peak Asset Management LLC 7,195 $1,903k Jun 30, 2019 Aug 15, 2019
Foundations Investment Advisors LLC 6,811 $1,860k Jun 30, 2019 Jul 8, 2019
Cohen Capital Management Inc 6,850 $1,812k Jun 30, 2019 Aug 7, 2019
Morgens Waterfall Vintiadis & Company Inc 6,500 $1,719k Jun 30, 2019 Aug 14, 2019
Sandell Asset Management Corp 6,400 $1,693k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 6,380 $1,687k Jun 30, 2019 Jul 19, 2019
Athena Capital Advisors LLC 6,306 $1,668k Jun 30, 2019 Aug 9, 2019
Inspirion Wealth Advisors LLC 6,100 $1,614k Jun 30, 2019 Jul 15, 2019
LGL Partners LLC 6,005 $1,589k Jun 30, 2019 Aug 14, 2019
Round Hill Asset Management Inc 5,905 $1,562k Jun 30, 2019 Aug 13, 2019
Nicholas Hoffman & Company LLC 5,859 $1,550k Jun 30, 2019 Aug 12, 2019
Elite Wealth Management Inc 5,848 $1,547k Jun 30, 2019 Jul 18, 2019
Private Wealth Partners LLC 5,845 $1,546k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 5,845 $1,546k Jun 30, 2019 Aug 6, 2019
Lourd Capital LLC 5,779 $1,529k Jun 30, 2019 Jul 11, 2019
Permit Capital LLC 5,750 $1,521k Jun 30, 2019 Aug 14, 2019
Doliver Capital Advisors LP 5,710 $1,510k Jun 30, 2019 Jul 25, 2019
Blue CHIP Wealth Management Inc 5,663 $1,498k Jun 30, 2019 Aug 13, 2019
DAVY Asset Management Limited 5,464 $1,445k Jun 30, 2019 Jul 19, 2019
Lucia Wealth Services LLC 5,455 $1,443k Jun 30, 2019 Jul 23, 2019
UNIO Capital LLC 5,300 $1,442k Jun 30, 2019 Aug 14, 2019
Appleton Partners Inc 5,416 $1,433k Jun 30, 2019 Jul 25, 2019
Maltese Capital Management LLC 5,400 $1,428k Jun 30, 2019 Aug 14, 2019
Cahill Financial Advisors Inc 5,314 $1,406k Jun 30, 2019 Aug 14, 2019
Guardian Capital Advisors LP 4,965 $1,355k Jun 30, 2019 Aug 14, 2019
Liberty Capital Management Inc 5,120 $1,354k Jun 30, 2019 Jul 15, 2019
Wellesley Investment Partners LLC 4,944 $1,307k Jun 30, 2019 Aug 5, 2019
Northstar Financial Advisors LLC 4,910 $1,299k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 4,910 $1,299k Jun 30, 2019 Jul 17, 2019
Northstar Wealth Partners LLC 4,886 $1,293k Jun 30, 2019 Aug 15, 2019
Poehling Capital Management Inc 4,885 $1,292k Jun 30, 2019 Aug 9, 2019
Dedora Capital Inc 4,850 $1,283k Jun 30, 2019 Aug 8, 2019
RAAB & Moskowitz Asset Management LLC 4,605 $1,218k Jun 30, 2019 Aug 9, 2019
Geller Advisors LLC 4,579 $1,211k Jun 30, 2019 Aug 14, 2019
Chilton Capital Management LLC 4,572 $1,209k Jun 30, 2019 Aug 13, 2019
DSC Advisors LP 4,566 $1,208k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 4,476 $1,184k Jun 30, 2019 Jul 31, 2019
Howland Capital Management LLC 4,415 $1,168k Jun 30, 2019 Jul 17, 2019
Azimuth Capital Management LLC 4,275 $1,131k Jun 30, 2019 Aug 13, 2019
The Rikoon Group LLC 4,197 $1,110k Jun 30, 2019 Aug 6, 2019
Amplify Investments LLC 6,236 $1,092k Mar 31, 2018 May 14, 2018
Wheatland Advisors Inc 4,025 $1,065k Jun 30, 2019 Aug 7, 2019
Accuvest Global Advisors 4,021 $1,064k Jun 30, 2019 Jul 17, 2019
USA Mutuals Advisors Inc 4,000 $1,058k Jun 30, 2019 Aug 5, 2019
Hedeker Wealth LLC 3,900 $1,031k Jun 30, 2019 Jul 26, 2019
Trust & Investment Advisors Inc 3,870 $1,024k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 3,870 $1,024k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 3,870 $1,024k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 3,870 $1,024k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 3,870 $1,024k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 3,870 $1,024k Jun 30, 2019 Jul 30, 2019
Brightworth LLC 3,852 $1,019k Jun 30, 2019 Jul 31, 2019
Wexford Capital LP 3,852 $1,019k Jun 30, 2019 Aug 14, 2019
Symphony Asset Management LLC 3,844 $1,017k Jun 30, 2019 Aug 14, 2019
Harfst and Associates Inc 3,764 $995k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 3,650 $966k Jun 30, 2019 Aug 5, 2019
Staley Capital Advisers Inc 3,600 $952k Jun 30, 2019 Aug 9, 2019
CPWM LLC 3,539 $936k Jun 30, 2019 Aug 2, 2019
F3Logic LLC 3,408 $904k Jun 30, 2019 Aug 2, 2019
Oak Ridge Investments LLC 3,415 $903k Jun 30, 2019 Aug 14, 2019
West Oak Capital LLC 3,350 $886k Jun 30, 2019 Jul 12, 2019
Buckley Wealth Management LLC 3,286 $869k Jun 30, 2019 Jul 19, 2019
Tributary Capital Management LLC 3,250 $860k Jun 30, 2019 Jul 11, 2019
Ipswich Investment Management Company Inc 3,250 $860k Jun 30, 2019 Jul 11, 2019
Middleton & Company Inc 3,244 $858k Jun 30, 2019 Jul 25, 2019
Confluence Wealth Management LLC 3,201 $847k Jun 30, 2019 Aug 9, 2019
HMS Capital Management LLC 3,200 $846k Put Jun 30, 2019 Jul 12, 2019
Strategy Asset Managers LLC 3,140 $831k Jun 30, 2019 Aug 14, 2019
Breiter Capital Management Inc 3,128 $827k Jun 30, 2019 Aug 23, 2019
OFI Advisors LLC 8,843 $797k Sep 30, 2015 Nov 16, 2015
YHB Investment Advisors Inc 2,855 $755k Jun 30, 2019 Jul 15, 2019
Copperwynd Financial LLC 2,792 $739k Jun 30, 2019 Aug 7, 2019
LOWE Brockenbrough & Company Inc 2,735 $723k Jun 30, 2019 Aug 12, 2019
Spears Abacus Advisors LLC 2,719 $719k Jun 30, 2019 Aug 9, 2019
Mairs and Power Inc 2,695 $713k Jun 30, 2019 Aug 14, 2019
Pratt Collard Advisory Partners LLC 2,670 $706k Jun 30, 2019 Jul 16, 2019
Cipher Capital LP 2,574 $681k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 2,517 $666k Jun 30, 2019 Aug 14, 2019
Summit Financial Wealth Advisors LLC 2,518 $666k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,518 $666k Jun 30, 2019 Jul 16, 2019
GM Advisory Group Inc 2,493 $659k Jun 30, 2019 Aug 9, 2019
Mckinley Carter Wealth Services Inc 2,370 $627k Jun 30, 2019 Aug 2, 2019
FORT PITT Capital Group LLC 2,363 $625k Jun 30, 2019 Aug 9, 2019
Bigelow Investment Advisors LLC 2,349 $621k Jun 30, 2019 Jul 17, 2019
American Investment Services Inc 2,295 $607k Jun 30, 2019 Aug 6, 2019
Wespac Advisors LLC 2,240 $593k Jun 30, 2019 Jul 23, 2019
LVW Advisors LLC 2,224 $588k Jun 30, 2019 Aug 14, 2019
CWA Asset Management Group LLC 2,205 $583k Jun 30, 2019 Aug 13, 2019
BECK Capital Management LLC 2,205 $583k Jun 30, 2019 Aug 14, 2019
Sadoff Investment Management LLC 2,186 $578k Jun 30, 2019 Aug 7, 2019
Independence Financial Advisors LLC 2,161 $572k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 2,161 $572k Jun 30, 2019 Aug 12, 2019
Court Place Advisors LLC 2,127 $563k Jun 30, 2019 Jul 30, 2019
Toroso Investments LLC 2,096 $554k Jun 30, 2019 Aug 15, 2019
Baldwin Investment Management LLC 2,060 $545k Jun 30, 2019 Aug 6, 2019
Transamerica Financial Advisors Inc 2,057 $545k Jun 30, 2019 Aug 21, 2019
Permanens Capital LP 2,000 $529k Jun 30, 2019 Aug 9, 2019
Sovarnum Capital LP 2,000 $529k Jun 30, 2019 Aug 14, 2019
Quantum Capital Management LLC 1,947 $515k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 1,945 $515k Jun 30, 2019 Jul 31, 2019
American Asset Management Inc 1,900 $503k Jun 30, 2019 Jul 31, 2019
Oberweis Asset Management Inc 1,893 $501k Jun 30, 2019 Aug 14, 2019
Castle Rock Wealth Management LLC 1,857 $493k Jun 30, 2019 Aug 8, 2019
Bridgeworth LLC 1,851 $490k Jun 30, 2019 Jul 25, 2019
Strategic Capital Advisers Inc 1,841 $487k Jun 30, 2019 Jul 30, 2019
Miles Capital Inc 1,828 $484k Jun 30, 2019 Aug 13, 2019
Financial Sense Advisors Inc 1,821 $482k Jun 30, 2019 Aug 2, 2019
Prelude Capital Management LLC 1,800 $476k Put Jun 30, 2019 Aug 14, 2019
Conestoga Capital Advisors LLC 1,760 $466k Jun 30, 2019 Aug 2, 2019
E & G Advisors LP 1,750 $463k Jun 30, 2019 Jul 12, 2019
Skylands Capital LLC 1,750 $463k Jun 30, 2019 Jul 29, 2019
REDW Stanley Financial Advisors LLC 1,720 $455k Jun 30, 2019 Aug 9, 2019
Measured Wealth Private Client Group LLC 1,697 $449k Jun 30, 2019 Jul 26, 2019
Benin Management Corp 1,675 $443k Jun 30, 2019 Jul 31, 2019
Brave Asset Management Inc 1,646 $435k Jun 30, 2019 Aug 5, 2019
ACG Wealth Inc 1,631 $431k Jun 30, 2019 Aug 6, 2019
Segment Wealth Management LLC 1,616 $427k Jun 30, 2019 Jul 29, 2019
Canal Capital Management LLC 1,605 $424k Jun 30, 2019 Jul 31, 2019
Highland Private Wealth Management 1,599 $423k Jun 30, 2019 Aug 13, 2019
Personal Resources Investment and Strategic Management Inc 1,595 $422k Jun 30, 2019 Aug 6, 2019
Arbor Wealth Management LLC 1,594 $422k Jun 30, 2019 Jul 16, 2019
HCR Wealth Advisors 1,584 $419k Jun 30, 2019 Jul 25, 2019
Greatmark Investment Partners Inc 1,545 $409k Jun 30, 2019 Aug 5, 2019
Mitchell Mcleod PUGH & Williams Inc 1,518 $402k Jun 30, 2019 Jul 9, 2019
The WEIL Company 1,510 $399k Jun 30, 2019 Aug 12, 2019
Drexel Morgan & Co 1,505 $398k Jun 30, 2019 Aug 8, 2019
The Financial Consulate Inc 1,462 $387k Jun 30, 2019 Jul 24, 2019
Polaris Greystone Financial Group LLC 1,430 $382k Jun 30, 2019 Jul 25, 2019
Bristlecone Advisors LLC 1,441 $381k Jun 30, 2019 Jul 19, 2019
COHO Partners Ltd 1,400 $370k Jun 30, 2019 Aug 8, 2019
ZWJ Investment Counsel Inc 1,391 $368k Jun 30, 2019 Jul 24, 2019
Ridgewood Investments LLC 1,385 $366k Jun 30, 2019 Jul 12, 2019
Atalanta Sosnoff Capital LLC 1,361 $360k Jun 30, 2019 Jul 15, 2019
KJ Harrison & Partners USA Inc 1,355 $358k Jun 30, 2019 Aug 5, 2019
Boston Common Asset Management LLC 1,355 $358k Jun 30, 2019 Jul 26, 2019
Daiwa SB Investments Ltd 1,490 $351k Mar 31, 2019 Apr 18, 2019
Steigerwald Gordon & KOCH Inc 1,323 $350k Jun 30, 2019 Jul 15, 2019
Sicart Associates LLC 1,320 $349k Jun 30, 2019 Jul 23, 2019
Aries Wealth Management LLC 1,252 $341k Jun 30, 2019 Jul 15, 2019
Gillespie Robinson & Grimm Inc 1,275 $337k Jun 30, 2019 Jul 22, 2019
Capital Investment Services of America Inc 1,250 $331k Jun 30, 2019 Jul 12, 2019
New England Investment & Retirement Group Inc 1,250 $331k Jun 30, 2019 Jul 31, 2019
10-15 Associates Inc 1,233 $326k Jun 30, 2019 Aug 12, 2019
Dorchester Wealth Management Company 1,196 $316k Jun 30, 2019 Jul 19, 2019
Grand JEAN Capital Management Inc 1,190 $315k Jun 30, 2019 Aug 13, 2019
Triangle Securities Wealth Management 1,151 $312k Jun 30, 2019 Jul 10, 2019
Seven Post Investment Office LP 1,165 $308k Jun 30, 2019 Aug 12, 2019
Lagoda Investment Management LP 1,161 $307k Jun 30, 2019 Aug 14, 2019
WE ARE One Seven LLC 1,161 $307k Jun 30, 2019 Jul 16, 2019
Wallace Capital Management Inc 1,145 $303k Jun 30, 2019 Aug 12, 2019
Waters Parkerson & Co LLC 1,110 $294k Jun 30, 2019 Aug 6, 2019
Vivaldi Capital Management LLC 1,097 $290k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisory LLC 1,083 $286k Jun 30, 2019 Aug 8, 2019
Fernwood Investment Management LLC 1,079 $285k Jun 30, 2019 Aug 1, 2019
Hamel Associates Inc 1,065 $282k Jun 30, 2019 Aug 5, 2019
Congress Park Capital LLC 1,000 $282k Jun 30, 2019 Aug 2, 2019
Quadrant Private Wealth Management LLC 1,037 $274k Jun 30, 2019 Aug 13, 2019
Plancorp LLC 1,027 $272k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 1,021 $270k Jun 30, 2019 Aug 8, 2019
Blackhawk Capital Partners LLC 1,015 $268k Jun 30, 2019 Aug 13, 2019
Crossvault Capital Management LLC 1,000 $265k Jun 30, 2019 Jul 19, 2019
Strategic Financial Services Inc 1,000 $265k Jun 30, 2019 Aug 13, 2019
IMS Capital Management Inc 989 $262k Jun 30, 2019 Aug 14, 2019
Alpine Woods Capital Investors LLC 985 $261k Jun 30, 2019 Aug 5, 2019
Highwater Wealth Management LLC 985 $261k Jun 30, 2019 Jul 18, 2019
Falcon Point Capital LLC 978 $259k Jun 30, 2019 Jul 15, 2019
Badgley Phelps and Bell Inc 976 $258k Jun 30, 2019 Jul 30, 2019
The RICE Partnership LLC 973 $257k Jun 30, 2019 Jul 25, 2019
Riverpoint Wealth Management Holdings LLC 938 $248k Jun 30, 2019 Aug 12, 2019
Cumberland Advisors Inc 900 $238k Jun 30, 2019 Jul 11, 2019
Parthenon LLC 868 $230k Jun 30, 2019 Jul 29, 2019
WSFS Capital Management LLC 858 $227k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 855 $226k Jun 30, 2019 Aug 2, 2019
Peterson Wealth Advisors LLC 849 $225k Jun 30, 2019 Jul 15, 2019
Willow Creek Wealth Management Inc 830 $220k Jun 30, 2019 Jul 22, 2019
Founders Financial Securities LLC 815 $216k Jun 30, 2019 Jul 22, 2019
The O'Dell Group LLC 814 $215k Jun 30, 2019 Jul 24, 2019
Newport Wealth Strategies Inc 775 $213k Jun 30, 2019 Jul 22, 2019
Modera Wealth Management LLC 805 $213k Jun 30, 2019 Aug 7, 2019
Torray LLC 795 $210k Jun 30, 2019 Aug 8, 2019
Edgewood Management LLC 788 $208k Jun 30, 2019 Aug 12, 2019
RNC Capital Management LLC 780 $206k Jun 30, 2019 Jul 25, 2019
KLCM Advisors Inc 779 $206k Jun 30, 2019 Aug 15, 2019
Tortoise Index Solutions LLC 763 $202k Jun 30, 2019 Aug 14, 2019
Cacti Asset Management LLC 500 $131k Jun 30, 2019 Jul 1, 2019
Brandywine Global Investment Management LLC 450 $120k Jun 30, 2019 Aug 14, 2019
Stephens Investment Management Group LLC 430 $114k Jun 30, 2019 Aug 1, 2019
Summit Financial LLC 350 $93k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 350 $93k Jun 30, 2019 Jul 3, 2019
Allsquare Wealth Management LLC 294 $78k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 890 $66k Sep 30, 2014 Nov 14, 2014
Avondale Wealth Management LLC 170 $45k Jun 30, 2019 Jul 26, 2019
Clean Yield Group Inc 80 $21k Jun 30, 2019 Jul 22, 2019
The Fiduciary Group LLC 80 $21k Jun 30, 2019 Aug 14, 2019
Spiderrock Advisors LLC 2,200 $11k Put Jun 30, 2019 Jul 29, 2019
Tower VIEW Investment Management & Research LLC 18 $5k Jun 30, 2019 Jul 17, 2019
Meritage Portfolio Management Inc 12 $3k Jun 30, 2019 Jul 30, 2019
Newsquare Capital LLC 6 $2k Jun 30, 2019 Aug 20, 2019
RB Capital Management LLC 200 $1k Call Jun 30, 2019 Aug 7, 2019
Independent Advisor Alliance LLC 774 $0k Jun 30, 2019 Aug 12, 2019

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