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MCDONALDS CORP
(580135101)

Funds Reporting Holdings of MCDONALDS CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 91,639 $19,029,755k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 6,949 $1,443,029k Jun 30, 2019 Aug 14, 2019
Retirement Income Solutions Inc 3,531 $733,000k Jun 30, 2019 Jul 23, 2019
Magellan Asset Management Limited 3,348,623 $695,375k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 4,170 $653,000k Sep 30, 2017 Nov 14, 2017
Janus Capital Management LLC 2,847,371 $369,037k Mar 31, 2017 May 16, 2017
Melvin Capital Management LP 1,270,383 $263,808k Jun 30, 2019 Aug 14, 2019
HS Management Partners LLC 819,718 $170,223k Jun 30, 2019 Aug 13, 2019
Focused Investors LLC 657,200 $136,474k Jun 30, 2019 Jul 16, 2019
Burgundy Asset Management Ltd 580,889 $120,627k Jun 30, 2019 Aug 14, 2019
Interval Partners LP 382,240 $79,376k Jun 30, 2019 Aug 12, 2019
Point72 Asset Management LP 374,176 $77,701k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 312,416 $64,876k Jun 30, 2019 Jul 31, 2019
Sawgrass Asset Management LLC 275,522 $57,215k Jun 30, 2019 Jul 23, 2019
Marsico Capital Management LLC 266,932 $55,431k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 252,623 $52,460k Jun 30, 2019 Aug 16, 2019
Guardian Capital LP 167,512 $34,786k Jun 30, 2019 Aug 14, 2019
Obermeyer WOOD Investment Counsel LLLP 158,556 $32,926k Jun 30, 2019 Aug 13, 2019
Payden & Rygel 155,800 $32,353k Jun 30, 2019 Aug 6, 2019
Gabelli Funds LLC 142,800 $29,654k Jun 30, 2019 Aug 2, 2019
Madison Investment Holdings Inc 132,539 $27,523k Jun 30, 2019 Aug 13, 2019
Signature Estate & Investment Advisors LLC 122,204 $25,377k Jun 30, 2019 Aug 1, 2019
Cambridge Investment Research Advisors Inc 120,294 $24,980k Jun 30, 2019 Aug 15, 2019
Acadian Asset Management LLC 116,419 $24,178k Jun 30, 2019 Aug 8, 2019
1919 Investment Counsel LLC 238,524 $22,615k Sep 30, 2014 Nov 14, 2014
Polaris Greystone Financial Group LLC 108,568 $22,398k Jun 30, 2019 Jul 25, 2019
Taurus Asset Management LLC 106,132 $22,039k Jun 30, 2019 Aug 14, 2019
BEL AIR Investment Advisors LLC 213,099 $20,502k Sep 30, 2013 Nov 12, 2013
Atalanta Sosnoff Capital LLC 96,389 $20,016k Jun 30, 2019 Jul 15, 2019
Kayne Anderson Rudnick Investment Management LLC 86,504 $17,964k Jun 30, 2019 Aug 14, 2019
Badgley Phelps and Bell Inc 82,260 $17,082k Jun 30, 2019 Jul 30, 2019
Cookson Peirce & Co Inc 80,919 $16,804k Jun 30, 2019 Jul 31, 2019
Wendell David Associates Inc 79,399 $16,488k Jun 30, 2019 Jul 16, 2019
Northstar Investment Advisors LLC 78,570 $16,316k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 78,570 $16,316k Jun 30, 2019 Jul 17, 2019
North Fourth Asset Management LP 78,317 $16,263k Jun 30, 2019 Aug 9, 2019
Zweig-Dimenna Associates LLC 74,716 $15,516k Jun 30, 2019 Jul 10, 2019
Corda Investment Management LLC 73,730 $15,310k Jun 30, 2019 Aug 9, 2019
Pacer Advisors Inc 73,006 $15,160k Jun 30, 2019 Aug 12, 2019
Cutler Investment Counsel LLC 72,094 $14,971k Jun 30, 2019 Aug 5, 2019
Callahan Advisors LLC 63,790 $13,247k Jun 30, 2019 Jul 17, 2019
Nippon Life Global Investors Americas Inc 59,950 $12,450k Jun 30, 2019 Jul 23, 2019
Folger Nolan Fleming Douglas Capital Management Inc 57,772 $11,997k Jun 30, 2019 Aug 9, 2019
Westchester Capital Management LLC 50,725 $10,534k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 50,725 $10,534k Jun 30, 2019 Aug 5, 2019
Guardian Capital Advisors LP 49,129 $10,455k Jun 30, 2019 Aug 14, 2019
Monarch Capital Management Inc 49,732 $10,327k Jun 30, 2019 Jul 31, 2019
Beese Fulmer Investment Management Inc 49,487 $10,276k Jun 30, 2019 Jul 5, 2019
Hutner Capital Management Inc 48,812 $10,136k Jun 30, 2019 Aug 7, 2019
Decatur Capital Management Inc 48,789 $10,132k Jun 30, 2019 Jul 24, 2019
Morgan Dempsey Capital Management LLC 48,600 $10,092k Jun 30, 2019 Aug 8, 2019
Pacific Global Investment Management Co 48,333 $10,037k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 48,117 $9,992k Jun 30, 2019 Aug 7, 2019
Daiwa SB Investments Ltd 51,130 $9,710k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 51,130 $9,710k Mar 31, 2019 Apr 18, 2019
Sentry Investment Management LLC 45,558 $9,461k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 45,558 $9,461k Jun 30, 2019 Aug 12, 2019
Barometer Capital Management Inc 45,535 $9,456k Jun 30, 2019 Aug 13, 2019
Dupont Capital Management Corp 44,900 $9,324k Jun 30, 2019 Jul 30, 2019
YHB Investment Advisors Inc 42,434 $8,812k Jun 30, 2019 Jul 15, 2019
GS Investments Inc 40 $8,306k Jun 30, 2019 Aug 9, 2019
Investec Asset Management Limited 39,091 $8,118k Jun 30, 2019 Jul 30, 2019
Bruderman Asset Management LLC 37,842 $7,858k Jun 30, 2019 Aug 12, 2019
Vestor Capital LLC 37,302 $7,746k Jun 30, 2019 Aug 6, 2019
North American Management Corp 37,094 $7,703k Jun 30, 2019 Jul 30, 2019
Rainey & Randall Investment Management Inc 35,001 $7,268k Jun 30, 2019 Jul 18, 2019
Apertura Capital LLC 35,000 $7,268k Jun 30, 2019 Aug 12, 2019
Mastrapasqua Asset Management Inc 34,611 $7,187k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 34,475 $7,159k Jun 30, 2019 Jul 24, 2019
Marble Harbor Investment Counsel LLC 33,893 $7,038k Jun 30, 2019 Aug 7, 2019
Segment Wealth Management LLC 33,408 $6,937k Jun 30, 2019 Jul 29, 2019
New England Asset Management Inc 33,250 $6,905k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisors Inc 34,700 $6,590k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 34,700 $6,590k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 34,700 $6,590k Mar 31, 2019 May 13, 2019
Taylor Wealth Management Partners LLC 31,692 $6,581k Jun 30, 2019 Jul 17, 2019
QS Investors LLC 30,892 $6,416k Jun 30, 2019 Aug 14, 2019
Appleton Partners Inc 30,818 $6,400k Jun 30, 2019 Jul 25, 2019
KMS Financial Services Inc 66,757 $6,329k Sep 30, 2014 Nov 17, 2014
Main Street Research LLC 30,319 $6,296k Jun 30, 2019 Aug 8, 2019
Centenus Global Management LP 30,000 $6,230k Jun 30, 2019 Aug 14, 2019
Altavista Wealth Management Inc 29,201 $6,064k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 27,988 $5,812k Jun 30, 2019 Aug 14, 2019
Campbell Newman Asset Management Inc 27,699 $5,752k Jun 30, 2019 Jul 24, 2019
Benedict Financial Advisors Inc 27,395 $5,689k Jun 30, 2019 Aug 1, 2019
Centre Asset Management LLC 26,040 $5,407k Jun 30, 2019 Jul 15, 2019
Brookmont Capital Management LLC 25,552 $5,306k Jun 30, 2019 Jul 18, 2019
Dividend Assets Capital LLC 25,378 $5,270k Jun 30, 2019 Jul 12, 2019
Boston Research and Management Inc 25,197 $5,232k Jun 30, 2019 Aug 7, 2019
Olstein Capital Management LP 25,000 $5,192k Jun 30, 2019 Jul 31, 2019
Merriman Wealth Management LLC 2,512 $5,182k Jun 30, 2019 Jul 31, 2019
RPG Investment Advisory LLC 24,106 $4,997k Jun 30, 2019 Jul 10, 2019
Cambria Investment Management LP 23,496 $4,879k Jun 30, 2019 Aug 12, 2019
Whitnell & Co 23,460 $4,872k Jun 30, 2019 Jul 16, 2019
Newfocus Financial Group LLC 23,323 $4,843k Jun 30, 2019 Jul 23, 2019
Morgens Waterfall Vintiadis & Company Inc 22,875 $4,750k Jun 30, 2019 Aug 14, 2019
Exchange Capital Management Inc 22,612 $4,696k Jun 30, 2019 Jul 22, 2019
Dorchester Wealth Management Company 22,602 $4,694k Jun 30, 2019 Jul 19, 2019
Spearhead Capital Advisors LLC 22,557 $4,684k Jun 30, 2019 Jul 17, 2019
Overbrook Management Corporation 22,448 $4,662k Jun 30, 2019 Aug 13, 2019
Argus Investors' Counsel Inc 22,302 $4,631k Jun 30, 2019 Jul 10, 2019
NBW Capital LLC 22,142 $4,598k Jun 30, 2019 Aug 5, 2019
Private Wealth Advisors Inc 21,652 $4,496k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 21,652 $4,496k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 21,652 $4,496k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 21,652 $4,496k Jun 30, 2019 Aug 7, 2019
Legacy Capital Partners Inc 21,628 $4,491k Jun 30, 2019 Jul 16, 2019
California Capital Advisors Inc 21,322 $4,428k Jun 30, 2019 Jul 15, 2019
Oak Asset Management LLC 20,594 $4,428k Jun 30, 2019 Jul 25, 2019
Private Wealth Partners LLC 21,320 $4,427k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 21,320 $4,427k Jun 30, 2019 Aug 6, 2019
Independence Financial Advisors LLC 21,311 $4,425k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 21,311 $4,425k Jun 30, 2019 Aug 12, 2019
Dillon & Associates Inc 21,143 $4,398k Jun 30, 2019 Jul 22, 2019
Searle & Co 20,550 $4,267k Jun 30, 2019 Jul 17, 2019
LOWE Brockenbrough & Company Inc 20,255 $4,206k Jun 30, 2019 Aug 12, 2019
Independent Investors Inc 20,242 $4,203k Jun 30, 2019 Jul 18, 2019
Woodstock Corporation 19,814 $4,115k Jun 30, 2019 Jul 3, 2019
American Money Management LLC 19,667 $4,084k Jun 30, 2019 Aug 12, 2019
Hall Capital Management Company Inc 19,458 $4,041k Jun 30, 2019 Aug 14, 2019
Private Counsel Group Ltd 18,207 $3,891k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 18,207 $3,891k Jun 30, 2019 Jul 29, 2019
Hoylecohen LLC 18,508 $3,843k Jun 30, 2019 Aug 9, 2019
Gratus Capital LLC 18,312 $3,803k Jun 30, 2019 Aug 7, 2019
Stokes Capital Advisors LLC 18,305 $3,801k Jun 30, 2019 Jul 15, 2019
Stillwater Investment Management LLC 18,112 $3,761k Jun 30, 2019 Jul 3, 2019
Marvin & Palmer Associates 17,870 $3,711k Jun 30, 2019 Aug 19, 2019
Cheviot Value Management LLC 17,793 $3,695k Jun 30, 2019 Aug 14, 2019
Howard Capital Management Inc 17,400 $3,613k Jun 30, 2019 Jul 24, 2019
Benson Investment Management Company Inc 17,395 $3,612k Jun 30, 2019 Jul 11, 2019
LVW Advisors LLC 17,015 $3,533k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 16,706 $3,469k Jun 30, 2019 Aug 12, 2019
RKL Wealth Management LLC 16,242 $3,369k Jun 30, 2019 Aug 2, 2019
Greatmark Investment Partners Inc 15,762 $3,273k Jun 30, 2019 Aug 5, 2019
The Investment House LLC 15,483 $3,215k Jun 30, 2019 Aug 5, 2019
Birinyi Associates Inc 15,022 $3,119k Jun 30, 2019 Aug 5, 2019
Dodge & COX 15,013 $3,118k Jun 30, 2019 Aug 13, 2019
Marietta Wealth Management LLC 14,971 $3,109k Jun 30, 2019 Aug 14, 2019
Mairs and Power Inc 14,806 $3,075k Jun 30, 2019 Aug 14, 2019
Parthenon LLC 14,795 $3,072k Jun 30, 2019 Jul 29, 2019
Nicholas Hoffman & Company LLC 14,782 $3,070k Jun 30, 2019 Aug 12, 2019
Lejeune Puetz Investment Counsel 14,376 $2,985k Jun 30, 2019 Jul 29, 2019
F3Logic LLC 14,133 $2,919k Jun 30, 2019 Aug 2, 2019
DAVY Asset Management Limited 14,043 $2,916k Jun 30, 2019 Jul 19, 2019
Spark Investment Management LLC 14,000 $2,907k Jun 30, 2019 Aug 12, 2019
Marco Investment Management LLC 13,909 $2,888k Jun 30, 2019 Aug 6, 2019
Greenwood Gearhart Inc 13,531 $2,810k Jun 30, 2019 Aug 7, 2019
Lombard Odier Transatlantic Limited 24,200 $2,792k Sep 30, 2016 Nov 14, 2016
Northwest Investment Counselors LLC 13,432 $2,789k Jun 30, 2019 Jul 25, 2019
Auxier Asset Management LLC 13,305 $2,763k Jun 30, 2019 Aug 15, 2019
Provident Investment Management Inc 13,000 $2,700k Jun 30, 2019 Aug 8, 2019
Intersect Capital LLC 12,786 $2,655k Jun 30, 2019 Aug 9, 2019
Altman Advisors Inc 12,722 $2,642k Jun 30, 2019 Jul 12, 2019
Omnistar Financial Group Inc 12,524 $2,601k Jun 30, 2019 Jul 30, 2019
Abbot Financial Management Inc 12,483 $2,592k Jun 30, 2019 Aug 8, 2019
ALTA Capital Management LLC 12,429 $2,581k Jun 30, 2019 Jul 26, 2019
Northpointe Capital LLC 12,264 $2,547k Jun 30, 2019 Jul 26, 2019
Asset Advisors Investment Management LLC 12,063 $2,505k Jun 30, 2019 Jul 25, 2019
Ipswich Investment Management Company Inc 11,893 $2,470k Jun 30, 2019 Jul 11, 2019
Golub Group LLC 11,841 $2,459k Jun 30, 2019 Aug 13, 2019
FFCM LLC 11,772 $2,445k Jun 30, 2019 Jul 30, 2019
Keystone Financial Planning Inc 11,594 $2,408k Jun 30, 2019 Aug 5, 2019
Wealth Enhancement Advisory Services LLC 11,184 $2,404k Jun 30, 2019 Aug 2, 2019
Liberty Capital Management Inc 11,472 $2,382k Jun 30, 2019 Jul 15, 2019
Westover Capital Advisors LLC 11,347 $2,356k Jun 30, 2019 Aug 13, 2019
Oliver Luxxe Assets LLC 10,972 $2,328k Jun 30, 2019 Jul 10, 2019
Burleson & Company LLC 10,968 $2,317k Jun 30, 2019 Aug 5, 2019
Wealth Alliance Advisory Group LLC 10,810 $2,316k Jun 30, 2019 Jul 17, 2019
Hamel Associates Inc 11,036 $2,292k Jun 30, 2019 Aug 5, 2019
O'Brien Wealth Partners LLC 10,617 $2,243k Jun 30, 2019 Jul 8, 2019
OFI Advisors LLC 22,585 $2,225k Sep 30, 2015 Nov 16, 2015
CWA Asset Management Group LLC 10,570 $2,195k Jun 30, 2019 Aug 13, 2019
SVA Plumb Wealth Management LLC 10,528 $2,186k Jun 30, 2019 Aug 13, 2019
Sicart Associates LLC 10,352 $2,150k Jun 30, 2019 Jul 23, 2019
Abbrea Capital LLC 10,341 $2,147k Jun 30, 2019 Jul 31, 2019
Torch Wealth Management LLC 10,305 $2,140k Jun 30, 2019 Aug 2, 2019
Pratt Collard Advisory Partners LLC 10,205 $2,119k Jun 30, 2019 Jul 16, 2019
S & Co Inc 9,882 $2,052k Jun 30, 2019 Jul 23, 2019
Mckinley Carter Wealth Services Inc 9,869 $2,049k Jun 30, 2019 Aug 2, 2019
The Financial Consulate Inc 9,804 $2,036k Jun 30, 2019 Jul 24, 2019
American National Registered Investment Advisor Inc 9,778 $2,030k Jun 30, 2019 Aug 5, 2019
SOL Capital Management Co 9,773 $2,029k Jun 30, 2019 Jul 17, 2019
Portland Global Advisors LLC 9,604 $1,994k Jun 30, 2019 Jul 26, 2019
United Asset Strategies Inc 9,574 $1,988k Jun 30, 2019 Jul 31, 2019
Albert D Mason Inc 9,445 $1,961k Jun 30, 2019 Jul 30, 2019
Pictet North America Advisors SA 9,104 $1,891k Jun 30, 2019 Aug 7, 2019
Klingenstein Fields & Co LLC 9,060 $1,881k Jun 30, 2019 Aug 12, 2019
The Rock Creek Group LP 9,047 $1,879k Jun 30, 2019 Aug 14, 2019
Cohen Klingenstein LLC 9,000 $1,869k Jun 30, 2019 Jul 15, 2019
Schafer Cullen Capital Management Inc 8,548 $1,821k Jun 30, 2019 Jul 30, 2019
Blackhawk Capital Partners LLC 8,658 $1,798k Jun 30, 2019 Aug 13, 2019
Drexel Morgan & Co 8,660 $1,798k Jun 30, 2019 Aug 8, 2019
Biltmore Family Office LLC 8,618 $1,790k Jun 30, 2019 Jul 31, 2019
Aldebaran Financial Inc 8,328 $1,729k Jun 30, 2019 Aug 14, 2019
Shoker Investment Counsel Inc 8,274 $1,718k Jun 30, 2019 Aug 9, 2019
West Branch Capital LLC 8,260 $1,715k Jun 30, 2019 Aug 5, 2019
DUFF & Phelps Investment Management Co 8,255 $1,714k Jun 30, 2019 Aug 2, 2019
Mitchell Capital Management Co 8,094 $1,681k Jun 30, 2019 Jul 24, 2019
ST Johns Investment Management Company LLC 8,037 $1,669k Jun 30, 2019 Jul 24, 2019
Ausdal Financial Partners Inc 7,757 $1,647k Jun 30, 2019 Aug 5, 2019
Pettee Investors Inc 7,825 $1,625k Jun 30, 2019 Aug 7, 2019
Copperwynd Financial LLC 7,781 $1,616k Jun 30, 2019 Aug 7, 2019
Hunter Associates Investment Management LLC 7,755 $1,610k Jun 30, 2019 Aug 8, 2019
Aries Wealth Management LLC 7,503 $1,585k Jun 30, 2019 Jul 15, 2019
Crossvault Capital Management LLC 7,406 $1,538k Jun 30, 2019 Jul 19, 2019
Wealthstreet Investment Advisors LLC 7,408 $1,538k Jun 30, 2019 Jul 16, 2019
Armor Advisors LLC 7,334 $1,523k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 7,334 $1,523k Jun 30, 2019 Aug 13, 2019
Stewart & Patten Co LLC 7,201 $1,495k Jun 30, 2019 Jul 17, 2019
Blue CHIP Wealth Management Inc 7,189 $1,493k Jun 30, 2019 Aug 13, 2019
Cornell Pochily Investment Advisors Inc 7,185 $1,492k Jun 30, 2019 Jul 22, 2019
Affiance Financial LLC 7,159 $1,487k Jun 30, 2019 Jul 11, 2019
HUGH Johnson Advisors LLC 7,140 $1,483k Jun 30, 2019 Aug 6, 2019
Boyar Asset Management Inc 7,036 $1,461k Jun 30, 2019 Aug 6, 2019
Financial Advisory Service Inc 7,019 $1,457k Jun 30, 2019 Jul 25, 2019
Dedora Capital Inc 6,960 $1,445k Jun 30, 2019 Aug 8, 2019
The Rikoon Group LLC 6,867 $1,426k Jun 30, 2019 Aug 6, 2019
Schulhoff & Co Inc 6,771 $1,406k Jun 30, 2019 Aug 7, 2019
Northstar Company LLC 6,762 $1,404k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 6,762 $1,404k Jun 30, 2019 Jul 12, 2019
JGP Wealth Management LLC 6,690 $1,389k Jun 30, 2019 Jul 15, 2019
Blue FIN Capital Inc 6,656 $1,382k Jun 30, 2019 Jul 22, 2019
Northstar Asset Management Inc 6,648 $1,381k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 6,648 $1,381k Jun 30, 2019 Jul 16, 2019
Clarkston Capital Partners LLC 6,643 $1,379k Jun 30, 2019 Jul 24, 2019
Bell & Brown Wealth Advisors LLC 6,537 $1,357k Jun 30, 2019 Aug 6, 2019
Oarsman Capital Inc 6,477 $1,345k Jun 30, 2019 Aug 13, 2019
Private Vista LLC 6,471 $1,344k Jun 30, 2019 Jul 19, 2019
HCR Wealth Advisors 6,451 $1,340k Jun 30, 2019 Jul 25, 2019
DB Root & Company LLC 6,425 $1,334k Jun 30, 2019 Jul 19, 2019
Stearns Financial Services Group Inc 6,390 $1,327k Jun 30, 2019 Aug 14, 2019
Vontobel Swiss Wealth Advisors AG 6,350 $1,319k Jun 30, 2019 Aug 12, 2019
Interocean Capital LLC 6,346 $1,318k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 6,236 $1,295k Jun 30, 2019 Jul 19, 2019
Strategy Asset Managers LLC 6,082 $1,263k Jun 30, 2019 Aug 14, 2019
Violich Capital Management 6,080 $1,262k Jun 30, 2019 Jul 22, 2019
BTR Capital Management Inc 5,996 $1,245k Jun 30, 2019 Jul 18, 2019
Stokes & Hubbell Capital Management LLC 6,553 $1,244k Mar 31, 2019 Apr 24, 2019
Joel Isaacson & Co LLC 5,948 $1,235k Jun 30, 2019 Jul 11, 2019
ELCO Management Company LLC 5,898 $1,225k Jun 30, 2019 Aug 1, 2019
Granite Investment Advisors LLC 5,861 $1,217k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 5,861 $1,217k Jun 30, 2019 Jul 23, 2019
Rossmore Private Capital LLC 5,850 $1,215k Jun 30, 2019 Aug 5, 2019
Curbstone Financial Management Corporation 5,842 $1,213k Jun 30, 2019 Jul 9, 2019
Court Place Advisors LLC 5,828 $1,210k Jun 30, 2019 Jul 30, 2019
Plancorp LLC 5,732 $1,190k Jun 30, 2019 Aug 13, 2019
Strategic Financial Group LLC 5,716 $1,187k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 5,716 $1,187k Jun 30, 2019 Jul 29, 2019
Windsor Capital Management LLC 5,606 $1,164k Jun 30, 2019 Aug 2, 2019
Valmark Advisers Inc 5,499 $1,142k Jun 30, 2019 Aug 7, 2019
HIGH Falls Advisors Inc 5,473 $1,136k Jun 30, 2019 Aug 15, 2019
Successful Portfolios LLC 5,400 $1,121k Jun 30, 2019 Jul 11, 2019
Miles Capital Inc 5,381 $1,117k Jun 30, 2019 Aug 13, 2019
Sandhill Capital Partners LLC 5,348 $1,111k Jun 30, 2019 Aug 13, 2019
South Street Advisors LLC 5,310 $1,103k Jun 30, 2019 Jul 22, 2019
Mengis Capital Management Inc 5,310 $1,102k Jun 30, 2019 Jul 18, 2019
Front Barnett Associates LLC 5,239 $1,088k Jun 30, 2019 Aug 6, 2019
ZWJ Investment Counsel Inc 5,229 $1,086k Jun 30, 2019 Jul 24, 2019
WEIK Capital Management Inc 5,120 $1,063k Jun 30, 2019 Aug 9, 2019
TODD Asset Management LLC 5,080 $1,055k Jun 30, 2019 Aug 6, 2019
AULL & Monroe Investment Management Corp 5,064 $1,052k Jun 30, 2019 Jul 29, 2019
Diligent Investors LLC 5,040 $1,047k Jun 30, 2019 Aug 1, 2019
The Roosevelt Investment Group Inc 5,038 $1,046k Jun 30, 2019 Aug 8, 2019
Somerset Group LLC 5,031 $1,045k Jun 30, 2019 Aug 12, 2019
Evermay Wealth Management LLC 4,926 $1,023k Jun 30, 2019 Jul 23, 2019
Northwest Wealth Management LLC 4,903 $1,018k Jun 30, 2019 Jul 23, 2019
Eagle Ridge Investment Management LLC 4,859 $1,009k Jun 30, 2019 Aug 1, 2019
Wellesley Investment Partners LLC 4,859 $1,009k Jun 30, 2019 Aug 5, 2019
Brown Capital Management LLC 4,860 $1,009k Jun 30, 2019 Aug 13, 2019
The RICE Partnership LLC 4,844 $1,006k Jun 30, 2019 Jul 25, 2019
RNC Capital Management LLC 4,846 $1,006k Jun 30, 2019 Jul 25, 2019
Fagan Associates Inc 4,827 $1,002k Jun 30, 2019 Jul 12, 2019
Sadoff Investment Management LLC 4,826 $1,002k Jun 30, 2019 Aug 7, 2019
SPC Financial Inc 4,780 $993k Jun 30, 2019 Aug 1, 2019
Pagnatokarp Partners LLC 4,775 $992k Jun 30, 2019 Aug 8, 2019
Birch Hill Investment Advisors LLC 4,765 $989k Jun 30, 2019 Jul 22, 2019
Signature Financial Management Inc 5,495 $976k Dec 31, 2018 Feb 13, 2019
Foster Dykema Cabot & Co Incorporated 4,569 $949k Jun 30, 2019 Aug 6, 2019
Hartline Investment Corp 4,561 $947k Jun 30, 2019 Aug 8, 2019
Stadion Money Management LLC 4,528 $940k Jun 30, 2019 Aug 14, 2019
Wealthplan Partners Inc 4,279 $940k Jun 30, 2019 Aug 19, 2019
Cipher Capital LP 4,521 $939k Jun 30, 2019 Aug 13, 2019
Telos Capital Management Inc 4,427 $919k Jun 30, 2019 Jul 19, 2019
Prelude Capital Management LLC 4,400 $914k Put Jun 30, 2019 Aug 14, 2019
Mitchell Mcleod PUGH & Williams Inc 4,377 $909k Jun 30, 2019 Jul 9, 2019
RAAB & Moskowitz Asset Management LLC 4,357 $904k Jun 30, 2019 Aug 9, 2019
KLCM Advisors Inc 4,322 $898k Jun 30, 2019 Aug 15, 2019
LaSalle Street Capital Management LLC 4,254 $883k Jun 30, 2019 Aug 8, 2019
Meritage Portfolio Management Inc 4,198 $872k Jun 30, 2019 Jul 30, 2019
Krueger & Catalano Capital Partners LLC 4,177 $867k Jun 30, 2019 Jul 22, 2019
Hourglass Capital LLC 4,100 $851k Jun 30, 2019 Aug 12, 2019
Clear Perspective Advisors LLC 4,092 $850k Jun 30, 2019 Aug 12, 2019
Vivaldi Capital Management LLC 4,030 $837k Jun 30, 2019 Aug 14, 2019
Viking Fund Management LLC 4,000 $831k Jun 30, 2019 Jul 16, 2019
Buckley Wealth Management LLC 3,895 $809k Jun 30, 2019 Jul 19, 2019
Harbour Capital Advisors LLC 3,874 $804k Jun 30, 2019 Jul 10, 2019
Accredited Investors Inc 3,861 $802k Jun 30, 2019 Aug 13, 2019
Alexandria Capital LLC 3,752 $779k Jun 30, 2019 Aug 12, 2019
West Chester Capital Advisors Inc 3,678 $764k Jun 30, 2019 Jul 30, 2019
Providence Wealth Advisors LLC 3,665 $760k Jun 30, 2019 Jul 22, 2019
Compass Capital Management Inc 3,656 $759k Jun 30, 2019 Jul 31, 2019
Transamerica Financial Advisors Inc 3,592 $746k Jun 30, 2019 Aug 21, 2019
Zevin Asset Management LLC 3,593 $746k Jun 30, 2019 Aug 6, 2019
Probity Advisors Inc 3,578 $743k Jun 30, 2019 Aug 8, 2019
ELM Advisors LLC 3,535 $734k Jun 30, 2019 Jul 3, 2019
Inspirion Wealth Advisors LLC 3,507 $728k Jun 30, 2019 Jul 15, 2019
Cornerstone Advisory LLC 3,482 $723k Jun 30, 2019 Aug 8, 2019
Dumont & Blake Investment Advisors LLC 3,480 $723k Jun 30, 2019 Aug 1, 2019
Benin Management Corp 3,477 $722k Jun 30, 2019 Jul 31, 2019
Triangle Securities Wealth Management 3,392 $720k Jun 30, 2019 Jul 10, 2019
DF DENT and Company Inc 3,435 $713k Jun 30, 2019 Aug 15, 2019
Karpas Strategies LLC 3,425 $711k Jun 30, 2019 Jul 25, 2019
Northrock Partners LLC 3,408 $707k Jun 30, 2019 Aug 12, 2019
Meristem Family Wealth LLC 3,373 $700k Jun 30, 2019 Aug 6, 2019
New England Research & Management Inc 3,367 $699k Jun 30, 2019 Jul 9, 2019
Douglas Lane & Associates LLC 3,361 $698k Jun 30, 2019 Jul 8, 2019
CPWM LLC 3,357 $697k Jun 30, 2019 Aug 2, 2019
Bigsur Wealth Management LLC 3,376 $696k Jun 30, 2019 Jul 5, 2019
American Investment Services Inc 3,336 $693k Jun 30, 2019 Aug 6, 2019
Measured Wealth Private Client Group LLC 3,310 $687k Jun 30, 2019 Jul 26, 2019
Capital Planning Advisors LLC 3,292 $684k Jun 30, 2019 Aug 9, 2019
Bristlecone Advisors LLC 3,273 $680k Jun 30, 2019 Jul 19, 2019
Capital Counsel LLC 3,259 $677k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 3,259 $677k Jun 30, 2019 Jul 26, 2019
Capwealth Advisors LLC 3,230 $671k Jun 30, 2019 Aug 13, 2019
LESA Sroufe & Company Inc 3,229 $671k Jun 30, 2019 Jul 29, 2019
Fernwood Investment Management LLC 3,182 $661k Jun 30, 2019 Aug 1, 2019
GHP Investment Advisors Inc 3,150 $654k Jun 30, 2019 Aug 2, 2019
Berkeley Capital Partners LLC 3,102 $644k Jun 30, 2019 Aug 8, 2019
Venturi Wealth Management LLC 3,088 $641k Jun 30, 2019 Aug 7, 2019
Hendershot Investments Inc 2,992 $621k Jun 30, 2019 Jul 31, 2019
Gardner Russo & Gardner LLC 2,970 $617k Jun 30, 2019 Aug 13, 2019
Summit Financial Wealth Advisors LLC 2,957 $614k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,957 $614k Jun 30, 2019 Jul 16, 2019
Epstein and White Financial LLC 3,093 $613k Jun 30, 2019 Jul 19, 2019
Spectrum Group Management LLC 2,953 $613k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 2,953 $613k Jun 30, 2019 Aug 2, 2019
Cahill Financial Advisors Inc 2,901 $603k Jun 30, 2019 Aug 14, 2019
Grandfield & DODD LLC 2,887 $600k Jun 30, 2019 Jul 29, 2019
Port Capital LLC 2,848 $591k Jun 30, 2019 Aug 14, 2019
Congress Park Capital LLC 2,742 $591k Jun 30, 2019 Aug 2, 2019
Waters Parkerson & Co LLC 2,840 $590k Jun 30, 2019 Aug 6, 2019
Summit Financial LLC 2,823 $586k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 2,823 $586k Jun 30, 2019 Jul 3, 2019
Bingham Osborn & Scarborough LLC 2,794 $580k Jun 30, 2019 Aug 2, 2019
Montag & Caldwell LLC 2,764 $574k Jun 30, 2019 Aug 1, 2019
Elgethun Capital Management 2,755 $572k Jun 30, 2019 Aug 8, 2019
Murphy Middleton Hinkle & Parker Inc 2,740 $569k Jun 30, 2019 Jul 15, 2019
The Jentner Corporation 2,699 $561k Jun 30, 2019 Jul 16, 2019
Andesa Financial Management Inc 2,619 $545k Jun 30, 2019 Jul 30, 2019
van Strum & Towne Inc 2,600 $540k Jun 30, 2019 Aug 12, 2019
Castle Rock Wealth Management LLC 2,566 $534k Jun 30, 2019 Aug 8, 2019
RB Capital Management LLC 2,529 $525k Jun 30, 2019 Aug 7, 2019
Howland Capital Management LLC 2,496 $518k Jun 30, 2019 Jul 17, 2019
Crabel Capital Management LLC 2,482 $515k Jun 30, 2019 Aug 13, 2019
Weybosset Research & Management LLC 2,422 $503k Jun 30, 2019 Jul 22, 2019
Ballast Inc 2,390 $496k Jun 30, 2019 Jul 26, 2019
Ascension Asset Management LLC 2,375 $493k Jun 30, 2019 Jul 23, 2019
Gilman Hill Asset Management LLC 2,344 $487k Jun 30, 2019 Jul 17, 2019
Ancora Family Wealth Advisors LLC 4,170 $481k Sep 30, 2016 Nov 4, 2016
Diamond Hill Capital Management Inc 2,310 $480k Jun 30, 2019 Aug 1, 2019
Wallace Capital Management Inc 2,305 $479k Jun 30, 2019 Aug 12, 2019
FORT PITT Capital Group LLC 2,306 $479k Jun 30, 2019 Aug 9, 2019
Family Management Corporation 2,309 $479k Jun 30, 2019 Aug 14, 2019
UNIO Capital LLC 2,232 $471k Jun 30, 2019 Aug 14, 2019
Sonata Capital Group Inc 2,265 $470k Jun 30, 2019 Aug 5, 2019
Stone RUN Capital LLC 2,250 $467k Jun 30, 2019 Aug 14, 2019
Gillespie Robinson & Grimm Inc 2,225 $462k Jun 30, 2019 Jul 22, 2019
MANA Advisors LLC 2,221 $461k Jun 30, 2019 Aug 14, 2019
S R Schill & Associates Inc 2,209 $459k Jun 30, 2019 Aug 19, 2019
Allen Investment Management LLC 2,201 $457k Jun 30, 2019 Aug 12, 2019
STA Wealth Management LLC 2,198 $456k Jun 30, 2019 Aug 14, 2019
Chesapeake Asset Management LLC 2,188 $454k Jun 30, 2019 Aug 6, 2019
Altfest L J & Co Inc 2,177 $452k Jun 30, 2019 Jul 15, 2019
Bowen Hanes & Co Inc 2,178 $452k Jun 30, 2019 Aug 13, 2019
DAY & Ennis LLC 2,148 $446k Jun 30, 2019 Aug 2, 2019
Bridgeworth LLC 2,121 $441k Jun 30, 2019 Jul 25, 2019
Mokosak Advisory Group LLC 2,114 $439k Jun 30, 2019 Jul 17, 2019
Planning Directions Inc 2,095 $435k Jun 30, 2019 Jul 15, 2019
Ramsay Stattman VELA & Price Inc 2,068 $429k Jun 30, 2019 Aug 9, 2019
Keating Investment Counselors Inc 2,063 $428k Jun 30, 2019 Aug 1, 2019
Southeast Asset Advisors Inc 2,049 $426k Jun 30, 2019 Aug 14, 2019
Paulson Wealth Management Inc 1,980 $424k Jun 30, 2019 Jul 30, 2019
Middleton & Company Inc 2,032 $422k Jun 30, 2019 Jul 25, 2019
CIM LLC 2,032 $422k Jun 30, 2019 Jul 22, 2019
Cadinha & Co LLC 2,022 $420k Jun 30, 2019 Aug 9, 2019
Stratford Consulting LLC 1,999 $415k Jun 30, 2019 Aug 2, 2019
Strategic Financial Services Inc 1,981 $411k Jun 30, 2019 Aug 13, 2019
Gyroscope Capital Management Group LLC 1,939 $410k Jun 30, 2019 Jul 11, 2019
Wellington Shields & Co LLC 1,969 $409k Jun 30, 2019 Aug 8, 2019
The Fiduciary Group LLC 1,955 $406k Jun 30, 2019 Aug 14, 2019
LLBH Private Wealth Management LLC 1,947 $404k Jun 30, 2019 Aug 13, 2019
Acropolis Investment Management LLC 1,929 $401k Jun 30, 2019 Jul 11, 2019
Horizon Investment Services LLC 1,910 $397k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 1,910 $397k Jun 30, 2019 Aug 13, 2019
Annex Advisory Services LLC 1,910 $397k Jun 30, 2019 Jul 18, 2019
Skylands Capital LLC 1,900 $395k Jun 30, 2019 Jul 29, 2019
Janney Capital Management LLC 1,893 $393k Jun 30, 2019 Jul 29, 2019
Mount Yale Investment Advisors LLC 1,809 $392k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 1,883 $391k Jun 30, 2019 Jul 17, 2019
Punch & Associates Investment Management Inc 1,880 $390k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors LLC 1,863 $386k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 1,863 $386k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 1,863 $386k Jun 30, 2019 Jul 22, 2019
First Western Capital Management Company 1,854 $385k Jun 30, 2019 Aug 14, 2019
Shikiar Asset Management Inc 1,850 $384k Jun 30, 2019 Jul 25, 2019
Highland Private Wealth Management 1,847 $384k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 1,834 $381k Jun 30, 2019 Aug 9, 2019
Baldwin Investment Management LLC 1,833 $381k Jun 30, 2019 Aug 6, 2019
West Coast Financial LLC 1,790 $372k Jun 30, 2019 Jul 16, 2019
LGL Partners LLC 1,788 $371k Jun 30, 2019 Aug 14, 2019
Leonetti & Associates LLC 2,080 $369k Dec 31, 2018 Feb 19, 2019
Resource Planning Group Ltd 1,751 $364k Jun 30, 2019 Jul 18, 2019
Traynor Capital Management Inc 1,750 $361k Jun 30, 2019 Jul 26, 2019
Marathon Capital Management LLC 1,717 $356k Jun 30, 2019 Jul 25, 2019
America First Investment Advisors LLC 1,661 $345k Jun 30, 2019 Jul 29, 2019
Summit Financial Strategies Inc 1,663 $345k Jun 30, 2019 Aug 8, 2019
GSB Wealth Management LLC 1,636 $340k Jun 30, 2019 Aug 9, 2019
West Oak Capital LLC 1,625 $337k Jun 30, 2019 Jul 12, 2019
Biegel & Waller LLC 1,611 $335k Jun 30, 2019 Jul 23, 2019
Poehling Capital Management Inc 1,601 $332k Jun 30, 2019 Aug 9, 2019
Spears Abacus Advisors LLC 1,600 $332k Jun 30, 2019 Aug 9, 2019
Lourd Capital LLC 1,593 $331k Jun 30, 2019 Jul 11, 2019
East Coast Asset Management LLC 1,584 $329k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 1,586 $329k Jun 30, 2019 Aug 7, 2019
American Asset Management Inc 1,578 $328k Jun 30, 2019 Jul 31, 2019
Cfo4Life Group LLC 1,571 $326k Jun 30, 2019 Jul 29, 2019
Capital Insight Partners LLC 1,550 $322k Jun 30, 2019 Jul 9, 2019
Tradition Capital Management LLC 1,700 $322k Mar 31, 2019 May 7, 2019
Johanson Financial Advisors Inc 1,510 $314k Jun 30, 2019 Jul 29, 2019
Brightworth LLC 1,504 $312k Jun 30, 2019 Jul 31, 2019
Harwood Advisory Group LLC 1,459 $303k Jun 30, 2019 Aug 7, 2019
BSW Wealth Partners LLC 1,458 $303k Jun 30, 2019 Aug 13, 2019
Carlson Capital Management LLC 1,459 $303k Jun 30, 2019 Jul 15, 2019
Tufton Capital Management LLC 1,451 $301k Jun 30, 2019 Jul 26, 2019
SAND Hill Global Advisors LLC 1,450 $301k Jun 30, 2019 Aug 13, 2019
Suncoast Equity Management LLC 1,451 $301k Jun 30, 2019 Jul 26, 2019
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PURE Financial Advisors Inc 1,423 $295k Jun 30, 2019 Jul 11, 2019
Modera Wealth Management LLC 1,412 $293k Jun 30, 2019 Aug 7, 2019
Campbell & Company Investment Adviser LLC 1,399 $291k Jun 30, 2019 Jul 10, 2019
Chilton Capital Management LLC 1,397 $290k Jun 30, 2019 Aug 13, 2019
Osborne Partners Capital Management LLC 1,387 $288k Jun 30, 2019 Jul 18, 2019
Nikulski Financial Inc 1,344 $287k Jun 30, 2019 Jul 22, 2019
Excalibur Management Corp 1,346 $280k Jun 30, 2019 Jul 26, 2019
Condor Capital Management 1,343 $279k Jun 30, 2019 Aug 5, 2019
Signet Financial Management LLC 1,287 $277k Jun 30, 2019 Aug 13, 2019
Barber Financial Group 1,284 $267k Jun 30, 2019 Aug 9, 2019
Conservest Capital Advisors Inc 1,268 $263k Jun 30, 2019 Jul 10, 2019
Becker Capital Management Inc 1,265 $263k Jun 30, 2019 Aug 8, 2019
New England Private Wealth Advisors LLC 1,260 $262k Jun 30, 2019 Aug 8, 2019
Broadleaf Partners LLC 1,230 $255k Jun 30, 2019 Jul 19, 2019
Matthew GOFF Investment Advisor LLC 1,191 $247k Jun 30, 2019 Aug 5, 2019
Allied Investment Advisors LLC 1,181 $245k Jun 30, 2019 Jul 17, 2019
Argent Capital Management LLC 1,170 $243k Jun 30, 2019 Aug 15, 2019
Wealth and Pension Services Group Inc 1,146 $238k Jun 30, 2019 Aug 15, 2019
Cambridge Advisors Inc 1,125 $234k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 1,125 $234k Jun 30, 2019 Jul 26, 2019
Thompson Investment Management Inc 1,120 $233k Jun 30, 2019 Aug 7, 2019
SFMG LLC 1,071 $231k Jun 30, 2019 Aug 5, 2019
Capital Investment Services of America Inc 1,107 $230k Jun 30, 2019 Jul 12, 2019
Youngs Advisory Group Inc 1,099 $228k Jun 30, 2019 Jul 16, 2019
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Connecticut Wealth Management LLC 1,095 $227k Jun 30, 2019 Jul 29, 2019
Landmark Financial Advisors LLC 1,083 $224k Jun 30, 2019 Aug 2, 2019
Lehman Financial Resources Inc 1,341 $224k Sep 30, 2018 Nov 14, 2018
Crescent Grove Advisors LLC 1,073 $223k Jun 30, 2019 Aug 6, 2019
Breiter Capital Management Inc 1,058 $220k Jun 30, 2019 Aug 23, 2019
Deroy & Devereaux Private Investment Counsel Inc 1,050 $218k Jun 30, 2019 Jul 22, 2019
Oberweis Asset Management Inc 1,049 $218k Jun 30, 2019 Aug 14, 2019
Morningstar Investment Services LLC 1,051 $218k Jun 30, 2019 Aug 13, 2019
Mirador Capital Partners LP 1,038 $216k Jun 30, 2019 Aug 6, 2019
Kingfisher Capital LLC 1,024 $213k Jun 30, 2019 Aug 14, 2019
Total Management Group Inc 991 $212k Jun 30, 2019 Aug 7, 2019
Total Investment Management Inc 991 $212k Jun 30, 2019 Aug 7, 2019
Smith & Howard Wealth Management LLC 1,022 $212k Jun 30, 2019 Jul 23, 2019
GFS Advisors LLC 1,020 $212k Jun 30, 2019 Aug 1, 2019
Secrest Blakey & Associates LLC 1,014 $211k Jun 30, 2019 Aug 13, 2019
BECK Capital Management LLC 1,010 $210k Jun 30, 2019 Aug 14, 2019
Canal Capital Management LLC 1,003 $208k Jun 30, 2019 Jul 31, 2019
Cobiz Wealth LLC 1,000 $208k Jun 30, 2019 Jul 8, 2019
Aristotle Atlantic Partners LLC 1,000 $208k Jun 30, 2019 Aug 13, 2019
Hendley & Co Inc 995 $207k Jun 30, 2019 Aug 8, 2019
Northside Capital Management LLC 994 $206k Jun 30, 2019 Jul 16, 2019
Rodgers Brothers Inc 987 $205k Jun 30, 2019 Aug 14, 2019
Personal Resources Investment and Strategic Management Inc 983 $204k Jun 30, 2019 Aug 6, 2019
Sather Financial Group Inc 973 $202k Jun 30, 2019 Jul 23, 2019
Cahaba Wealth Management Inc 969 $201k Jun 30, 2019 Jul 31, 2019
Tower VIEW Investment Management & Research LLC 817 $170k Jun 30, 2019 Jul 17, 2019
Vigilant Capital Management LLC 772 $160k Jun 30, 2019 Jul 18, 2019
Cohen & Steers Capital Management Inc 1,597 $156k Mar 31, 2015 May 15, 2015
Arbor Wealth Management LLC 743 $154k Jun 30, 2019 Jul 16, 2019
Lucia Wealth Services LLC 667 $139k Jun 30, 2019 Jul 23, 2019
Cowen Prime Services LLC 661 $137k Jun 30, 2019 Jul 31, 2019
The Bollard Group LLC 470 $98k Jun 30, 2019 Aug 13, 2019
Harding Loevner LP 390 $81k Jun 30, 2019 Aug 14, 2019
Woodmont Investment Counsel LLC 300 $62k Put Jun 30, 2019 Aug 14, 2019
Smith Salley & Associates LLC 227 $47k Jun 30, 2019 Jul 12, 2019
Spiderrock Advisors LLC 3,700 $10k Put Jun 30, 2019 Jul 29, 2019
Colonial Trust Advisors Inc 29 $6k Jun 30, 2019 Aug 21, 2019
Stevens First Principles Investment Advisors 27 $6k Jun 30, 2019 Jul 22, 2019
Independent Advisor Alliance LLC 2,883 $1k Jun 30, 2019 Aug 12, 2019

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