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MERCK & CO INC
(58933Y105)

Funds Reporting Holdings of MERCK & CO INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Shapiro Capital Management LLC 1,151,666 $96,567,194k Jun 30, 2019 Aug 14, 2019
Tower Bridge Advisors Inc 44,118 $3,699,294k Jun 30, 2019 Aug 6, 2019
Retirement Income Solutions Inc 8,231 $690,000k Jun 30, 2019 Jul 23, 2019
Investec Asset Management Limited 4,746,296 $397,977k Jun 30, 2019 Jul 30, 2019
Thornburg Investment Management Inc 3,650,620 $306,104k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 4,347 $278,000k Sep 30, 2017 Nov 14, 2017
Sanders Capital LLC 2,689,772 $256,308k Jun 30, 2019 Jul 23, 2019
The London Company of Virginia LLC 3,049,211 $255,676k Jun 30, 2019 Aug 14, 2019
Rmsincerbeaux Capital Management LLC 2,796 $234,445k Jun 30, 2019 Aug 9, 2019
Orbimed Advisors LLC 2,570,100 $215,503k Jun 30, 2019 Aug 14, 2019
Marathon Asset Management LLP 2,321,040 $195,858k Jun 30, 2019 Jul 15, 2019
Schafer Cullen Capital Management Inc 2,377,025 $189,520k Jun 30, 2019 Jul 30, 2019
COHO Partners Ltd 2,119,339 $177,707k Jun 30, 2019 Aug 8, 2019
Brandywine Global Investment Management LLC 2,056,134 $172,407k Jun 30, 2019 Aug 14, 2019
Causeway Capital Management LLC 1,760,055 $147,581k Jun 30, 2019 Aug 14, 2019
GQG Partners LLC 1,506,084 $126,182k Jun 30, 2019 Aug 14, 2019
RE Advisers Corporation 1,404,221 $117,744k Jun 30, 2019 Aug 12, 2019
Healthcor Management LP 1,292,410 $108,369k Jun 30, 2019 Aug 14, 2019
Pzena Investment Management LLC 1,263,234 $105,922k Jun 30, 2019 Aug 2, 2019
SRB Corporation 1,051,980 $88,209k Jun 30, 2019 Aug 14, 2019
Letko Brosseau & Associates Inc 1,035,983 $86,867k Jun 30, 2019 Aug 1, 2019
Tocqueville Asset Management LP 1,023,593 $85,828k Jun 30, 2019 Jul 31, 2019
Tekla Capital Management LLC 1,013,695 $84,998k Jun 30, 2019 Aug 14, 2019
Cullen Capital Management LLC 950,095 $79,665k Jun 30, 2019 Jul 30, 2019
Smead Capital Management Inc 939,324 $78,762k Jun 30, 2019 Jul 26, 2019
Janus Capital Management LLC 1,034,679 $65,744k Mar 31, 2017 May 16, 2017
Cacti Asset Management LLC 772,598 $64,767k Jun 30, 2019 Jul 1, 2019
Dodge & COX 714,622 $59,921k Jun 30, 2019 Aug 13, 2019
Birch Hill Investment Advisors LLC 690,280 $57,880k Jun 30, 2019 Jul 22, 2019
Aristotle Atlantic Partners LLC 659,110 $55,266k Jun 30, 2019 Aug 13, 2019
Cornerstone Partners LLC 652,179 $54,685k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 652,179 $54,685k Jun 30, 2019 Jul 19, 2019
Gabelli Funds LLC 597,030 $50,061k Jun 30, 2019 Aug 2, 2019
QS Investors LLC 593,285 $49,747k Jun 30, 2019 Aug 14, 2019
Poplar Forest Capital LLC 582,956 $48,881k Jun 30, 2019 Aug 2, 2019
Woodley Farra Manion Portfolio Management Inc 554,463 $46,492k Jun 30, 2019 Aug 12, 2019
Becker Capital Management Inc 525,336 $44,049k Jun 30, 2019 Aug 8, 2019
Payden & Rygel 501,500 $42,051k Jun 30, 2019 Aug 6, 2019
Black Creek Investment Management Inc 491,500 $41,212k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 475,557 $39,875k Jun 30, 2019 Jul 8, 2019
ZWJ Investment Counsel Inc 409,512 $34,338k Jun 30, 2019 Jul 24, 2019
Adams Diversified Equity Fund Inc 408,700 $34,269k Jun 30, 2019 Jul 29, 2019
S & Co Inc 384,947 $32,278k Jun 30, 2019 Jul 23, 2019
Wafra Inc 382,571 $32,079k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 340,238 $28,529k Jun 30, 2019 Aug 15, 2019
Dupont Capital Management Corp 339,517 $28,469k Jun 30, 2019 Jul 30, 2019
BEL AIR Investment Advisors LLC 583,072 $27,759k Sep 30, 2013 Nov 12, 2013
Foundation Resource Management Inc 330,729 $27,732k Jun 30, 2019 Jul 10, 2019
Willis Investment Counsel Inc 326,544 $27,381k Jun 30, 2019 Aug 14, 2019
Grandfield & DODD LLC 314,309 $26,355k Jun 30, 2019 Jul 29, 2019
Waters Parkerson & Co LLC 313,058 $26,250k Jun 30, 2019 Aug 6, 2019
Abner Herrman & Brock LLC 311,189 $26,093k Jun 30, 2019 Jul 19, 2019
1919 Investment Counsel LLC 433,601 $25,704k Sep 30, 2014 Nov 14, 2014
Columbus Circle Investors 291,477 $24,440k Jun 30, 2019 Aug 2, 2019
Madison Investment Holdings Inc 279,092 $23,402k Jun 30, 2019 Aug 13, 2019
Howard Capital Management Inc 277,380 $23,258k Jun 30, 2019 Jul 24, 2019
Corda Investment Management LLC 273,432 $22,927k Jun 30, 2019 Aug 9, 2019
Cypress Capital Management LLC 254,580 $21,347k Jun 30, 2019 Aug 5, 2019
Pacer Advisors Inc 249,207 $20,896k Jun 30, 2019 Aug 12, 2019
Cornerstone Advisors Inc 245,800 $20,443k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 245,800 $20,443k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 245,800 $20,443k Mar 31, 2019 May 13, 2019
Private Wealth Partners LLC 241,681 $20,265k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 241,681 $20,265k Jun 30, 2019 Aug 6, 2019
Atalanta Sosnoff Capital LLC 234,850 $19,692k Jun 30, 2019 Jul 15, 2019
Cohen & Steers Capital Management Inc 335,600 $19,290k Mar 31, 2015 May 15, 2015
Terril Brothers Inc 224,533 $18,827k Jun 30, 2019 Aug 5, 2019
Wilkins Investment Counsel Inc 207,693 $17,415k Jun 30, 2019 Aug 9, 2019
KLCM Advisors Inc 206,125 $17,284k Jun 30, 2019 Aug 15, 2019
Flippin Bruce & Porter Inc 202,391 $16,970k Jun 30, 2019 Aug 6, 2019
Gillespie Robinson & Grimm Inc 198,036 $16,605k Jun 30, 2019 Jul 22, 2019
Greystone Managed Investments Inc 197,608 $16,569k Jun 30, 2019 Jul 23, 2019
First Manhattan Co 190,953 $16,011k Jun 30, 2019 Aug 16, 2019
Centre Asset Management LLC 186,640 $15,650k Jun 30, 2019 Jul 15, 2019
Boston Common Asset Management LLC 186,080 $15,603k Jun 30, 2019 Jul 26, 2019
TODD Asset Management LLC 181,781 $15,242k Jun 30, 2019 Aug 6, 2019
Tufton Capital Management LLC 173,901 $14,581k Jun 30, 2019 Jul 26, 2019
Acadian Asset Management LLC 170,715 $14,314k Jun 30, 2019 Aug 8, 2019
Prospector Partners LLC 170,548 $14,300k Jun 30, 2019 Aug 14, 2019
Sectoral Asset Management Inc 166,800 $13,986k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 160,994 $13,499k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 160,994 $13,499k Jun 30, 2019 Aug 12, 2019
10-15 Associates Inc 160,426 $13,452k Jun 30, 2019 Aug 12, 2019
CCM Investment Advisers LLC 158,756 $13,311k Jun 30, 2019 Aug 5, 2019
Capwealth Advisors LLC 156,453 $13,119k Jun 30, 2019 Aug 13, 2019
Kayne Anderson Rudnick Investment Management LLC 150,590 $12,627k Jun 30, 2019 Aug 14, 2019
Strategy Asset Managers LLC 148,160 $12,423k Jun 30, 2019 Aug 14, 2019
Parthenon LLC 143,683 $12,048k Jun 30, 2019 Jul 29, 2019
Monarch Capital Management Inc 142,375 $11,938k Jun 30, 2019 Jul 31, 2019
Copernicus Capital Management LLC 141,000 $11,823k Jun 30, 2019 Aug 14, 2019
Sensato Investors LLC 140,884 $11,813k Jun 30, 2019 Aug 14, 2019
Karpas Strategies LLC 139,553 $11,702k Jun 30, 2019 Jul 25, 2019
The Bollard Group LLC 139,425 $11,691k Jun 30, 2019 Aug 13, 2019
BTR Capital Management Inc 138,733 $11,633k Jun 30, 2019 Jul 18, 2019
North American Management Corp 137,490 $11,529k Jun 30, 2019 Jul 30, 2019
DAVY Asset Management Limited 132,642 $11,122k Jun 30, 2019 Jul 19, 2019
Crestwood Advisors Group LLC 129,885 $10,891k Jun 30, 2019 Aug 14, 2019
LOWE Brockenbrough & Company Inc 129,493 $10,858k Jun 30, 2019 Aug 12, 2019
Auxier Asset Management LLC 127,981 $10,731k Jun 30, 2019 Aug 15, 2019
Bruderman Asset Management LLC 127,519 $10,692k Jun 30, 2019 Aug 12, 2019
Gabalex Capital Management LLC 125,000 $10,481k Jun 30, 2019 Aug 1, 2019
ARS Investment Partners LLC 121,582 $10,195k Jun 30, 2019 Aug 12, 2019
Cutler Investment Counsel LLC 121,343 $10,175k Jun 30, 2019 Aug 5, 2019
Woodstock Corporation 119,761 $10,042k Jun 30, 2019 Jul 3, 2019
Winslow Asset Management Inc 115,795 $9,709k Jun 30, 2019 Jul 29, 2019
Churchill Management Corp 113,401 $9,509k Jun 30, 2019 Jul 10, 2019
Clearbridge Investments LLC 117,165 $8,953k Dec 31, 2018 Feb 14, 2019
Greenwood Gearhart Inc 104,594 $8,770k Jun 30, 2019 Aug 7, 2019
Morgan Dempsey Capital Management LLC 104,224 $8,739k Jun 30, 2019 Aug 8, 2019
Round Hill Asset Management Inc 102,341 $8,582k Jun 30, 2019 Aug 13, 2019
Salem Capital Management Inc 101,717 $8,529k Jun 30, 2019 Jul 9, 2019
SIO Capital Management LLC 100,000 $8,385k Put Jun 30, 2019 Aug 14, 2019
Capital Guardian Trust Company 99,477 $8,341k Jun 30, 2019 Aug 14, 2019
Bourgeon Capital Management LLC 93,201 $7,815k Jun 30, 2019 Jul 18, 2019
Alley Company LLC 91,847 $7,701k Jun 30, 2019 Jul 30, 2019
Strategic Financial Services Inc 90,401 $7,580k Jun 30, 2019 Aug 13, 2019
Argyle Capital Management Inc 90,327 $7,574k Jun 30, 2019 Jul 25, 2019
CWA Asset Management Group LLC 90,293 $7,571k Jun 30, 2019 Aug 13, 2019
Matthew GOFF Investment Advisor LLC 89,465 $7,502k Jun 30, 2019 Aug 5, 2019
Asset Advisors Investment Management LLC 87,234 $7,315k Jun 30, 2019 Jul 25, 2019
Sicart Associates LLC 84,929 $7,170k Jun 30, 2019 Jul 23, 2019
Augustine Asset Management Inc 84,082 $7,050k Jun 30, 2019 Aug 5, 2019
Financial Management Inc 91,667 $7,004k Dec 31, 2018 Jan 30, 2019
Investment Management Corporation 91,667 $7,004k Dec 31, 2018 Jan 30, 2019
Financial & Investment Management Group Ltd 91,667 $7,004k Dec 31, 2018 Jan 30, 2019
Private Management Group Inc 91,667 $7,004k Dec 31, 2018 Jan 30, 2019
Tradition Capital Management LLC 84,183 $7,001k Mar 31, 2019 May 7, 2019
Hamel Associates Inc 82,419 $6,911k Jun 30, 2019 Aug 5, 2019
Keating Investment Counselors Inc 80,957 $6,788k Jun 30, 2019 Aug 1, 2019
Carret Asset Management LLC 80,057 $6,713k Jun 30, 2019 Aug 12, 2019
Graham Capital Management LP 80,000 $6,708k Jun 30, 2019 Aug 14, 2019
USA Financial Portformulas Corporation 80,259 $6,675k Jun 30, 2019 Aug 12, 2019
Buckley Wealth Management LLC 79,357 $6,654k Jun 30, 2019 Jul 19, 2019
Mairs and Power Inc 78,405 $6,574k Jun 30, 2019 Aug 14, 2019
Hennessy Advisors Inc 76,250 $6,394k Jun 30, 2019 Jul 11, 2019
SVA Plumb Wealth Management LLC 76,054 $6,377k Jun 30, 2019 Aug 13, 2019
Stralem & Company Incorporated 74,826 $6,274k Jun 30, 2019 Jul 16, 2019
Folger Nolan Fleming Douglas Capital Management Inc 73,729 $6,182k Jun 30, 2019 Aug 9, 2019
Garland Capital Management Inc 73,192 $6,137k Jun 30, 2019 Jul 24, 2019
Beech Hill Advisors Inc 72,133 $6,048k Jun 30, 2019 Jul 15, 2019
Sitrin Capital Management LLC 70,420 $5,905k Jun 30, 2019 Jul 17, 2019
Sivik Global Healthcare LLC 70,000 $5,870k Jun 30, 2019 Aug 14, 2019
The Investment House LLC 67,961 $5,699k Jun 30, 2019 Aug 5, 2019
RWC Asset Management LLP 67,704 $5,677k Jun 30, 2019 Aug 13, 2019
Columbus Macro LLC 67,636 $5,675k Jun 30, 2019 Jul 16, 2019
New England Asset Management Inc 67,635 $5,671k Jun 30, 2019 Aug 14, 2019
Marble Harbor Investment Counsel LLC 66,019 $5,536k Jun 30, 2019 Aug 7, 2019
Wespac Advisors Socal LLC 65,118 $5,460k Jun 30, 2019 Jul 30, 2019
Northpointe Capital LLC 63,318 $5,309k Jun 30, 2019 Jul 26, 2019
Marvin & Palmer Associates 62,955 $5,279k Jun 30, 2019 Aug 19, 2019
Jolley Asset Management LLC 60,947 $5,110k Jun 30, 2019 Jul 22, 2019
Beese Fulmer Investment Management Inc 59,841 $5,018k Jun 30, 2019 Jul 5, 2019
Excalibur Management Corp 59,403 $4,981k Jun 30, 2019 Jul 26, 2019
Marco Investment Management LLC 58,449 $4,901k Jun 30, 2019 Aug 6, 2019
Cambria Investment Management LP 58,046 $4,867k Jun 30, 2019 Aug 12, 2019
Calamos Wealth Management LLC 56,952 $4,775k Jun 30, 2019 Aug 7, 2019
Rodgers Brothers Inc 56,274 $4,719k Jun 30, 2019 Aug 14, 2019
Beddow Capital Management Inc 54,631 $4,581k Jun 30, 2019 Aug 9, 2019
Ipswich Investment Management Company Inc 54,402 $4,562k Jun 30, 2019 Jul 11, 2019
LGT Capital Partners USA Inc 54,120 $4,538k Jun 30, 2019 Jul 10, 2019
Tealwood Asset Management Inc 53,012 $4,445k Jun 30, 2019 Aug 6, 2019
Woodmont Investment Counsel LLC 52,531 $4,405k Jun 30, 2019 Aug 14, 2019
Intersect Capital LLC 52,365 $4,391k Jun 30, 2019 Aug 9, 2019
DF DENT and Company Inc 52,282 $4,384k Jun 30, 2019 Aug 15, 2019
Kempner Capital Management Inc 50,990 $4,276k Jun 30, 2019 Jul 8, 2019
Wendell David Associates Inc 50,373 $4,224k Jun 30, 2019 Jul 16, 2019
Baugh & Associates LLC 50,359 $4,223k Jun 30, 2019 Jul 23, 2019
Brightworth LLC 49,679 $4,166k Jun 30, 2019 Jul 31, 2019
Bronfman EL Rothschild LP 49,170 $4,123k Jun 30, 2019 Aug 12, 2019
RAAB & Moskowitz Asset Management LLC 48,072 $4,030k Jun 30, 2019 Aug 9, 2019
Exchange Capital Management Inc 47,794 $4,008k Jun 30, 2019 Jul 22, 2019
Boston Research and Management Inc 47,524 $3,984k Jun 30, 2019 Aug 7, 2019
Howland Capital Management LLC 46,048 $3,861k Jun 30, 2019 Jul 17, 2019
Chatham Capital Group Inc 45,912 $3,850k Jun 30, 2019 Jul 24, 2019
GHP Investment Advisors Inc 45,688 $3,831k Jun 30, 2019 Aug 2, 2019
Perkins Investment Management LLC 59,918 $3,807k Mar 31, 2017 May 15, 2017
Clean Yield Group Inc 45,042 $3,777k Jun 30, 2019 Jul 22, 2019
Violich Capital Management 44,751 $3,752k Jun 30, 2019 Jul 22, 2019
Appleton Partners Inc 44,442 $3,726k Jun 30, 2019 Jul 25, 2019
Meritage Portfolio Management Inc 44,142 $3,701k Jun 30, 2019 Jul 30, 2019
Benson Investment Management Company Inc 44,132 $3,700k Jun 30, 2019 Jul 11, 2019
Summit Wealth Advisors Inc 44,045 $3,693k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 44,045 $3,693k Jun 30, 2019 Jul 16, 2019
Oliver Luxxe Assets LLC 43,677 $3,671k Jun 30, 2019 Jul 10, 2019
Hoylecohen LLC 43,533 $3,650k Jun 30, 2019 Aug 9, 2019
Semper Augustus Investments Group LLC 42,723 $3,582k Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 42,090 $3,529k Jun 30, 2019 Jul 30, 2019
Abbrea Capital LLC 40,909 $3,453k Jun 30, 2019 Jul 31, 2019
Lehman Financial Resources Inc 48,293 $3,425k Sep 30, 2018 Nov 14, 2018
Mcmillion Capital Management Inc 40,817 $3,423k Jun 30, 2019 Jul 25, 2019
Monte Financial Group LLC 40,539 $3,399k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 40,324 $3,381k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 40,324 $3,381k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 40,324 $3,381k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 40,324 $3,381k Jun 30, 2019 Aug 7, 2019
Hengehold Capital Management LLC 38,359 $3,216k Jun 30, 2019 Jul 23, 2019
OFI Advisors LLC 64,162 $3,169k Sep 30, 2015 Nov 16, 2015
Merriman Wealth Management LLC 3,734 $3,164k Jun 30, 2019 Jul 31, 2019
Private Counsel Group Ltd 38,761 $3,163k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 38,761 $3,163k Jun 30, 2019 Jul 29, 2019
Chesapeake Asset Management LLC 37,262 $3,124k Jun 30, 2019 Aug 6, 2019
Shepherd Financial Partners LLC 37,011 $3,103k Jun 30, 2019 Aug 5, 2019
FFCM LLC 36,590 $3,068k Jun 30, 2019 Jul 30, 2019
TSP Capital Management Group LLC 35,936 $3,013k Jun 30, 2019 Aug 9, 2019
SPC Financial Inc 35,272 $2,958k Jun 30, 2019 Aug 1, 2019
Abbot Financial Management Inc 34,937 $2,929k Jun 30, 2019 Aug 8, 2019
KMS Financial Services Inc 49,086 $2,910k Sep 30, 2014 Nov 17, 2014
Cheviot Value Management LLC 34,660 $2,906k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 34,158 $2,864k Jun 30, 2019 Aug 8, 2019
Lombard Odier Transatlantic Limited 45,860 $2,861k Sep 30, 2016 Nov 14, 2016
Uncommon Cents Investing LLC 33,840 $2,837k Jun 30, 2019 Jul 12, 2019
BFSG LLC 32,925 $2,761k Jun 30, 2019 Jul 30, 2019
The Rikoon Group LLC 32,417 $2,736k Jun 30, 2019 Aug 6, 2019
Capital Planning Advisors LLC 31,998 $2,683k Jun 30, 2019 Aug 9, 2019
Arnhold LLC 31,354 $2,629k Jun 30, 2019 Aug 8, 2019
Chilton Capital Management LLC 31,326 $2,627k Jun 30, 2019 Aug 13, 2019
Wespac Advisors LLC 31,104 $2,608k Jun 30, 2019 Jul 23, 2019
Bell & Brown Wealth Advisors LLC 30,330 $2,543k Jun 30, 2019 Aug 6, 2019
Blue FIN Capital Inc 30,072 $2,521k Jun 30, 2019 Jul 22, 2019
Pratt Collard Advisory Partners LLC 29,796 $2,498k Jun 30, 2019 Jul 16, 2019
Harvey Investment Company LLC 29,430 $2,468k Jun 30, 2019 Jul 16, 2019
Aries Wealth Management LLC 28,652 $2,453k Jun 30, 2019 Jul 15, 2019
Thompson Investment Management Inc 29,084 $2,439k Jun 30, 2019 Aug 7, 2019
DUFF & Phelps Investment Management Co 28,203 $2,365k Jun 30, 2019 Aug 2, 2019
Washington Capital Management Inc 27,938 $2,343k Jun 30, 2019 Aug 7, 2019
Mitchell Capital Management Co 27,750 $2,327k Jun 30, 2019 Jul 24, 2019
Strategic Global Advisors LLC 27,729 $2,325k Jun 30, 2019 Aug 13, 2019
Lucia Wealth Services LLC 27,639 $2,318k Jun 30, 2019 Jul 23, 2019
Chelsea Counsel Company 37,173 $2,256k Jun 30, 2018 Oct 3, 2018
Mirador Capital Partners LP 26,762 $2,244k Jun 30, 2019 Aug 6, 2019
Andesa Financial Management Inc 26,532 $2,227k Jun 30, 2019 Jul 30, 2019
Torch Wealth Management LLC 26,418 $2,215k Jun 30, 2019 Aug 2, 2019
Prelude Capital Management LLC 26,258 $2,202k Jun 30, 2019 Aug 14, 2019
New Potomac Partners LLC 26,240 $2,200k Jun 30, 2019 Jul 26, 2019
FORT PITT Capital Group LLC 25,906 $2,172k Jun 30, 2019 Aug 9, 2019
Wallace Capital Management Inc 25,897 $2,171k Jun 30, 2019 Aug 12, 2019
Family Legacy Inc 25,701 $2,155k Jun 30, 2019 Jul 25, 2019
Baring International Investment Ltd 37,157 $2,150k Jun 30, 2014 Jul 21, 2014
Mount Lucas Management LP 25,602 $2,147k Jun 30, 2019 Aug 14, 2019
WE ARE One Seven LLC 25,172 $2,110k Jun 30, 2019 Jul 16, 2019
Harbour Capital Advisors LLC 25,020 $2,098k Jun 30, 2019 Jul 10, 2019
Spears Abacus Advisors LLC 24,696 $2,071k Jun 30, 2019 Aug 9, 2019
HCR Wealth Advisors 24,288 $2,037k Jun 30, 2019 Jul 25, 2019
Searle & Co 23,808 $1,996k Jun 30, 2019 Jul 17, 2019
New England Research & Management Inc 23,745 $1,991k Jun 30, 2019 Jul 9, 2019
SWS Partners LLC 23,925 $1,978k Jun 30, 2019 Aug 13, 2019
GFS Advisors LLC 23,449 $1,966k Jun 30, 2019 Aug 1, 2019
Joel Isaacson & Co LLC 23,377 $1,960k Jun 30, 2019 Jul 11, 2019
AULL & Monroe Investment Management Corp 23,301 $1,953k Jun 30, 2019 Jul 29, 2019
Omnistar Financial Group Inc 23,171 $1,943k Jun 30, 2019 Jul 30, 2019
Glynn Capital Management LLC 23,068 $1,934k Jun 30, 2019 Aug 2, 2019
Meristem Family Wealth LLC 23,028 $1,931k Jun 30, 2019 Aug 6, 2019
Biltmore Family Office LLC 22,500 $1,899k Jun 30, 2019 Jul 31, 2019
Sippican Capital Advisors LLC 22,643 $1,899k Jun 30, 2019 Jul 17, 2019
American National Registered Investment Advisor Inc 22,580 $1,893k Jun 30, 2019 Aug 5, 2019
Modera Wealth Management LLC 22,217 $1,863k Jun 30, 2019 Aug 7, 2019
Platinum Investment Management Limited 22,093 $1,852k Jun 30, 2019 Aug 14, 2019
Marietta Investment Partners LLC 21,981 $1,843k Jun 30, 2019 Aug 13, 2019
Altfest L J & Co Inc 21,940 $1,840k Jun 30, 2019 Jul 15, 2019
WSFS Capital Management LLC 21,506 $1,803k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 21,451 $1,799k Jun 30, 2019 Aug 14, 2019
Stoneridge Investment Partners LLC 21,438 $1,798k Jun 30, 2019 Jul 29, 2019
Shoker Investment Counsel Inc 21,387 $1,793k Jun 30, 2019 Aug 9, 2019
Torray LLC 21,359 $1,791k Jun 30, 2019 Aug 8, 2019
ACG Wealth Inc 21,231 $1,780k Jun 30, 2019 Aug 6, 2019
Bigsur Wealth Management LLC 20,725 $1,768k Jun 30, 2019 Jul 5, 2019
Green Square Capital LLC 21,032 $1,764k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 20,928 $1,755k Jun 30, 2019 Aug 8, 2019
Strategic Advisors LLC 20,916 $1,753k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 20,916 $1,753k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 20,916 $1,753k Jun 30, 2019 Jul 22, 2019
Brave Asset Management Inc 20,690 $1,735k Jun 30, 2019 Aug 5, 2019
Pacific Global Investment Management Co 20,069 $1,683k Jun 30, 2019 Aug 14, 2019
Viking Fund Management LLC 20,000 $1,677k Jun 30, 2019 Jul 16, 2019
Dorchester Wealth Management Company 19,544 $1,639k Jun 30, 2019 Jul 19, 2019
PURE Financial Advisors Inc 19,523 $1,637k Jun 30, 2019 Jul 11, 2019
Lejeune Puetz Investment Counsel 19,374 $1,625k Jun 30, 2019 Jul 29, 2019
Probity Advisors Inc 19,355 $1,623k Jun 30, 2019 Aug 8, 2019
Copperwynd Financial LLC 19,211 $1,611k Jun 30, 2019 Aug 7, 2019
Buckhead Capital Management LLC 18,798 $1,576k Jun 30, 2019 Aug 1, 2019
Aureus Asset Management LLC 18,721 $1,570k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 18,278 $1,533k Jun 30, 2019 Jul 15, 2019
Cubic Asset Management LLC 18,235 $1,529k Jun 30, 2019 Jul 29, 2019
Evermay Wealth Management LLC 18,124 $1,520k Jun 30, 2019 Jul 23, 2019
Quest Investment Management LLC 18,000 $1,509k Jun 30, 2019 Aug 13, 2019
ST Johns Investment Management Company LLC 17,828 $1,495k Jun 30, 2019 Jul 24, 2019
Diligent Investors LLC 17,664 $1,481k Jun 30, 2019 Aug 1, 2019
Tuttle Tactical Management LLC 17,556 $1,472k Jun 30, 2019 Jul 29, 2019
Telos Capital Management Inc 17,495 $1,467k Jun 30, 2019 Jul 19, 2019
Premier Asset Management LLC 17,359 $1,455k Jun 30, 2019 Aug 7, 2019
Segment Wealth Management LLC 17,346 $1,454k Jun 30, 2019 Jul 29, 2019
Portland Global Advisors LLC 17,322 $1,452k Jun 30, 2019 Jul 26, 2019
Janney Capital Management LLC 17,061 $1,431k Jun 30, 2019 Jul 29, 2019
The Northstar Group Inc 16,960 $1,422k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 16,960 $1,422k Jun 30, 2019 Jul 12, 2019
Stanley-Laman Group Ltd 16,502 $1,384k Jun 30, 2019 Aug 1, 2019
CPWM LLC 16,467 $1,381k Jun 30, 2019 Aug 2, 2019
Bigelow Investment Advisors LLC 16,357 $1,372k Jun 30, 2019 Jul 17, 2019
Waverton Investment Management Limited 16,240 $1,362k Jun 30, 2019 Jul 17, 2019
E & G Advisors LP 16,139 $1,353k Jun 30, 2019 Jul 12, 2019
Wellington Shields & Co LLC 15,810 $1,326k Jun 30, 2019 Aug 8, 2019
Peak Asset Management LLC 15,736 $1,319k Jun 30, 2019 Aug 15, 2019
STA Wealth Management LLC 15,365 $1,288k Jun 30, 2019 Aug 14, 2019
Harvest Capital Management Inc 15,226 $1,276k Jun 30, 2019 Aug 7, 2019
Dedora Capital Inc 15,060 $1,263k Jun 30, 2019 Aug 8, 2019
Cambridge Advisors LLC 14,981 $1,256k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 14,981 $1,256k Jun 30, 2019 Jul 26, 2019
RNC Capital Management LLC 14,873 $1,247k Jun 30, 2019 Jul 25, 2019
Seizert Capital Partners LLC 14,813 $1,242k Jun 30, 2019 Aug 6, 2019
Mastrapasqua Asset Management Inc 14,451 $1,212k Jun 30, 2019 Aug 12, 2019
Cipher Capital LP 14,387 $1,206k Jun 30, 2019 Aug 13, 2019
Clinton Group Inc 16,898 $1,199k Sep 30, 2018 Oct 10, 2018
Triangle Securities Wealth Management 14,151 $1,189k Jun 30, 2019 Jul 10, 2019
The Family FIRM Inc 14,153 $1,187k Jun 30, 2019 Aug 6, 2019
Crescent Grove Advisors LLC 14,063 $1,187k Jun 30, 2019 Aug 6, 2019
Nicholas Hoffman & Company LLC 14,143 $1,186k Jun 30, 2019 Aug 12, 2019
Vontobel Swiss Wealth Advisors AG 13,981 $1,172k Jun 30, 2019 Aug 12, 2019
Altavista Wealth Management Inc 13,938 $1,169k Jun 30, 2019 Aug 13, 2019
Murphy Middleton Hinkle & Parker Inc 13,872 $1,163k Jun 30, 2019 Jul 15, 2019
Mount Yale Investment Advisors LLC 13,787 $1,162k Jun 30, 2019 Aug 13, 2019
Port Capital LLC 13,360 $1,120k Jun 30, 2019 Aug 14, 2019
Guardian Capital LP 12,898 $1,081k Jun 30, 2019 Aug 14, 2019
Hardman Johnston Global Advisors LLC 12,750 $1,069k Jun 30, 2019 Aug 5, 2019
The Mathes Company Inc 12,682 $1,063k Jun 30, 2019 Jul 29, 2019
Sonata Capital Group Inc 12,627 $1,059k Jun 30, 2019 Aug 5, 2019
Burleson & Company LLC 12,605 $1,055k Jun 30, 2019 Aug 5, 2019
Aldebaran Financial Inc 12,516 $1,049k Jun 30, 2019 Aug 14, 2019
KCS Wealth Advisory LLC 12,385 $1,039k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 12,220 $1,025k Jun 30, 2019 Jul 9, 2019
Financial Advisory Service Inc 12,127 $1,017k Jun 30, 2019 Jul 25, 2019
Rossmore Private Capital LLC 12,130 $1,017k Jun 30, 2019 Aug 5, 2019
Cornell Pochily Investment Advisors Inc 12,031 $1,009k Jun 30, 2019 Jul 22, 2019
HUGH Johnson Advisors LLC 12,002 $1,006k Jun 30, 2019 Aug 6, 2019
Accredited Investors Inc 11,976 $1,004k Jun 30, 2019 Aug 13, 2019
Cadinha & Co LLC 11,925 $1,000k Jun 30, 2019 Aug 9, 2019
Windsor Capital Management LLC 11,873 $995k Jun 30, 2019 Aug 2, 2019
Guardian Investment Management LLC 11,850 $993k Jun 30, 2019 Aug 16, 2019
Private Harbour Investment Management & Counsel LLC 11,772 $987k Jun 30, 2019 Aug 6, 2019
Plancorp LLC 11,695 $981k Jun 30, 2019 Aug 13, 2019
Murphy Pohlad Asset Management LLC 11,689 $980k Jun 30, 2019 Aug 6, 2019
Schulhoff & Co Inc 11,665 $978k Jun 30, 2019 Aug 7, 2019
Security Asset Management Inc 11,652 $977k Jun 30, 2019 Aug 6, 2019
AFT Forsyth and Company Inc 11,566 $970k Jun 30, 2019 Jul 29, 2019
IMS Capital Management Inc 11,524 $966k Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 11,455 $961k Jun 30, 2019 Aug 14, 2019
Shikiar Asset Management Inc 11,450 $960k Jun 30, 2019 Jul 25, 2019
Apriem Advisors 11,405 $956k Jun 30, 2019 Aug 14, 2019
Allen Investment Management LLC 11,326 $950k Jun 30, 2019 Aug 12, 2019
Hunter Associates Investment Management LLC 11,040 $926k Jun 30, 2019 Aug 8, 2019
Osterweis Capital Management Inc 10,995 $922k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 10,995 $922k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 10,878 $912k Jun 30, 2019 Jul 19, 2019
ELM Advisors LLC 10,821 $907k Jun 30, 2019 Jul 3, 2019
Sandhill Capital Partners LLC 10,797 $905k Jun 30, 2019 Aug 13, 2019
Hendershot Investments Inc 10,733 $900k Jun 30, 2019 Jul 31, 2019
Marathon Capital Management LLC 10,663 $894k Jun 30, 2019 Jul 25, 2019
Wheatland Advisors Inc 10,224 $857k Jun 30, 2019 Aug 7, 2019
Ascension Asset Management LLC 10,210 $856k Jun 30, 2019 Jul 23, 2019
Campbell & Company Investment Adviser LLC 10,160 $852k Jun 30, 2019 Jul 10, 2019
Hall Capital Management Company Inc 10,110 $848k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 10,958 $838k Dec 31, 2018 Feb 13, 2019
New England Private Wealth Advisors LLC 9,846 $828k Jun 30, 2019 Aug 8, 2019
Miles Capital Inc 9,812 $823k Jun 30, 2019 Aug 13, 2019
Granite Investment Advisors LLC 9,796 $821k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 9,796 $821k Jun 30, 2019 Jul 23, 2019
Gilman Hill Asset Management LLC 9,471 $794k Jun 30, 2019 Jul 17, 2019
Cornerstone Advisory LLC 9,008 $755k Jun 30, 2019 Aug 8, 2019
Argent Capital Management LLC 8,960 $751k Jun 30, 2019 Aug 15, 2019
Smith & Howard Wealth Management LLC 8,860 $743k Jun 30, 2019 Jul 23, 2019
Alpine Woods Capital Investors LLC 8,714 $731k Jun 30, 2019 Aug 5, 2019
Elgethun Capital Management 8,651 $725k Jun 30, 2019 Aug 8, 2019
Valmark Advisers Inc 8,627 $723k Jun 30, 2019 Aug 7, 2019
Osborne Partners Capital Management LLC 8,516 $714k Jun 30, 2019 Jul 18, 2019
Marietta Wealth Management LLC 8,466 $710k Jun 30, 2019 Aug 14, 2019
The Financial Consulate Inc 8,449 $708k Jun 30, 2019 Jul 24, 2019
Family Management Corporation 8,281 $694k Jun 30, 2019 Aug 14, 2019
TLWM LLC 8,258 $693k Jun 30, 2019 Jul 12, 2019
Dividend Assets Capital LLC 8,110 $680k Jun 30, 2019 Jul 12, 2019
Epstein and White Financial LLC 8,371 $672k Jun 30, 2019 Jul 19, 2019
Independence Advisors LLC 8,018 $672k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 8,018 $672k Jun 30, 2019 Aug 12, 2019
HGI Capital Management LLC 8,000 $671k Jun 30, 2019 Jul 26, 2019
LLBH Private Wealth Management LLC 7,974 $669k Jun 30, 2019 Aug 13, 2019
Wells Trecaso Financial Group LLC 7,905 $663k Jun 30, 2019 Jul 22, 2019
Badgley Phelps and Bell Inc 7,891 $662k Jun 30, 2019 Jul 30, 2019
Pictet North America Advisors SA 7,875 $660k Jun 30, 2019 Aug 7, 2019
Guardian Capital Advisors LP 7,433 $645k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 7,688 $644k Jun 30, 2019 Jul 19, 2019
Congress Park Capital LLC 7,872 $641k Jun 30, 2019 Aug 2, 2019
Ancora Family Wealth Advisors LLC 10,207 $637k Sep 30, 2016 Nov 4, 2016
Main Street Research LLC 7,498 $629k Jun 30, 2019 Aug 8, 2019
Stewart & Patten Co LLC 7,484 $628k Jun 30, 2019 Jul 17, 2019
Gratus Capital LLC 7,396 $620k Jun 30, 2019 Aug 7, 2019
Blue CHIP Wealth Management Inc 7,385 $619k Jun 30, 2019 Aug 13, 2019
Traynor Capital Management Inc 7,300 $618k Jun 30, 2019 Jul 26, 2019
Fenimore Asset Management Inc 7,345 $616k Jun 30, 2019 Jul 16, 2019
DAY & Ennis LLC 7,336 $615k Jun 30, 2019 Aug 2, 2019
van Strum & Towne Inc 7,290 $611k Jun 30, 2019 Aug 12, 2019
Alliance Wealth Management Group LLC 7,272 $610k Jun 30, 2019 Aug 12, 2019
Obermeyer WOOD Investment Counsel LLLP 7,174 $602k Jun 30, 2019 Aug 13, 2019
Measured Wealth Private Client Group LLC 7,073 $593k Jun 30, 2019 Jul 26, 2019
Kelman Lazarov Inc 7,033 $590k Jun 30, 2019 Jul 22, 2019
EOS Management LP 6,979 $585k Jun 30, 2019 Aug 6, 2019
Successful Portfolios LLC 6,945 $582k Jun 30, 2019 Jul 11, 2019
Deltec Asset Management LLC 6,934 $581k Jun 30, 2019 Jul 29, 2019
Bristlecone Advisors LLC 6,876 $577k Jun 30, 2019 Jul 19, 2019
Mcrae Capital Management Inc 6,861 $575k Jun 30, 2019 Jul 29, 2019
Cornerstone Capital Corp 6,841 $574k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 6,841 $574k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 6,836 $573k Jun 30, 2019 Aug 2, 2019
Pagnatokarp Partners LLC 6,740 $569k Jun 30, 2019 Aug 8, 2019
Hourglass Capital LLC 6,767 $567k Jun 30, 2019 Aug 12, 2019
Bourne LENT Asset Management Inc 6,667 $559k Jun 30, 2019 Jul 29, 2019
Lexaurum Advisors LLC 6,663 $559k Jun 30, 2019 Jul 19, 2019
Conestoga Capital Advisors LLC 6,650 $558k Jun 30, 2019 Aug 2, 2019
Wealth Alliance Advisory Group LLC 6,823 $552k Jun 30, 2019 Jul 17, 2019
Foster Dykema Cabot & Co Incorporated 6,573 $551k Jun 30, 2019 Aug 6, 2019
Summit Financial Strategies Inc 6,468 $542k Jun 30, 2019 Aug 8, 2019
Spectrum Management Group Inc 6,452 $541k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 6,452 $541k Jun 30, 2019 Aug 2, 2019
JGP Wealth Management LLC 6,419 $538k Jun 30, 2019 Jul 15, 2019
Liberty Capital Management Inc 6,357 $533k Jun 30, 2019 Jul 15, 2019
Insight 2811 Inc 6,100 $530k Jun 30, 2019 Jul 9, 2019
Highvista Strategies LLC 6,300 $528k Jun 30, 2019 Aug 14, 2019
BHK Investment Advisors LLC 6,277 $526k Jun 30, 2019 Aug 2, 2019
RB Capital Management LLC 6,259 $525k Jun 30, 2019 Aug 7, 2019
Morgens Waterfall Vintiadis & Company Inc 6,240 $523k Jun 30, 2019 Aug 14, 2019
Wealthplan Partners Inc 6,005 $517k Jun 30, 2019 Aug 19, 2019
Landmark Financial Advisors LLC 6,125 $513k Jun 30, 2019 Aug 2, 2019
Baldwin Investment Management LLC 6,100 $511k Jun 30, 2019 Aug 6, 2019
Cohen Capital Management Inc 5,967 $500k Jun 30, 2019 Aug 7, 2019
Stone RUN Capital LLC 5,955 $499k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 5,942 $498k Jun 30, 2019 Aug 13, 2019
Pettee Investors Inc 5,921 $496k Jun 30, 2019 Aug 7, 2019
Stearns Financial Services Group Inc 5,884 $493k Jun 30, 2019 Aug 14, 2019
Oak Grove Capital LLC 5,809 $487k Jun 30, 2019 Aug 9, 2019
Gilbert & COOK Inc 5,759 $483k Jun 30, 2019 Aug 5, 2019
LBMC Investment Advisors LLC 5,549 $465k Jun 30, 2019 Jul 18, 2019
Campbell Newman Asset Management Inc 5,526 $463k Jun 30, 2019 Jul 24, 2019
Crossvault Capital Management LLC 5,514 $462k Jun 30, 2019 Jul 19, 2019
Eagle Ridge Investment Management LLC 5,462 $458k Jun 30, 2019 Aug 1, 2019
BSW Wealth Partners LLC 5,412 $454k Jun 30, 2019 Aug 13, 2019
United Asset Strategies Inc 5,369 $450k Jun 30, 2019 Jul 31, 2019
Southeast Asset Advisors Inc 5,349 $449k Jun 30, 2019 Aug 14, 2019
Sadoff Investment Management LLC 5,351 $449k Jun 30, 2019 Aug 7, 2019
SNOW Capital Management LP 5,300 $444k Jun 30, 2019 Aug 13, 2019
Breiter Capital Management Inc 5,297 $444k Jun 30, 2019 Aug 23, 2019
Gyroscope Capital Management Group LLC 5,179 $443k Jun 30, 2019 Jul 11, 2019
Neumann Capital Management LLC 5,267 $442k Jun 30, 2019 Jul 25, 2019
SOL Capital Management Co 5,235 $439k Jun 30, 2019 Jul 17, 2019
LESA Sroufe & Company Inc 5,100 $428k Jun 30, 2019 Jul 29, 2019
Meridian Investment Counsel Inc 5,100 $428k Jun 30, 2019 Aug 13, 2019
Armbruster Capital Management Inc 5,081 $426k Jun 30, 2019 Jul 18, 2019
Carderock Capital Management Inc 5,050 $423k Jun 30, 2019 Jul 15, 2019
Zevin Asset Management LLC 5,000 $419k Jun 30, 2019 Aug 6, 2019
Acorn Wealth Advisors LLC 4,834 $417k Jun 30, 2019 Aug 14, 2019
Stillwater Investment Management LLC 4,796 $402k Jun 30, 2019 Jul 3, 2019
Doliver Capital Advisors LP 4,791 $402k Jun 30, 2019 Jul 25, 2019
Capital Investment Counsel Inc 4,781 $401k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 4,781 $401k Jun 30, 2019 Jul 26, 2019
Cookson Peirce & Co Inc 4,775 $400k Jun 30, 2019 Jul 31, 2019
Allsquare Wealth Management LLC 4,680 $392k Jun 30, 2019 Aug 13, 2019
Taurus Asset Management LLC 4,653 $390k Jun 30, 2019 Aug 14, 2019
Condor Capital Management 4,630 $388k Jun 30, 2019 Aug 5, 2019
Edgewood Management LLC 4,605 $386k Jun 30, 2019 Aug 12, 2019
Quadrant Private Wealth Management LLC 4,600 $386k Jun 30, 2019 Aug 13, 2019
JMG Financial Group Ltd 4,518 $379k Jun 30, 2019 Aug 2, 2019
Mckinley Carter Wealth Services Inc 4,501 $377k Jun 30, 2019 Aug 2, 2019
Cumberland Advisors Inc 4,385 $368k Jun 30, 2019 Jul 11, 2019
Strategic International Limited 4,374 $367k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 4,374 $367k Jun 30, 2019 Jul 29, 2019
Ironwood Investment Management LLC 4,376 $367k Jun 30, 2019 Aug 14, 2019
Bowen Hanes & Co Inc 4,349 $365k Jun 30, 2019 Aug 13, 2019
Summit Financial Group Inc 4,343 $364k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 4,343 $364k Jun 30, 2019 Jul 3, 2019
Davidson Investment Advisors Inc 4,318 $362k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 4,282 $359k Jun 30, 2019 Aug 8, 2019
First Light Asset Management LLC 4,247 $356k Jun 30, 2019 Aug 14, 2019
Paulson Wealth Management Inc 4,338 $356k Jun 30, 2019 Jul 30, 2019
Vishria BIRD Financial Group LLC 4,248 $356k Jun 30, 2019 Jul 15, 2019
Interocean Capital LLC 4,246 $356k Jun 30, 2019 Aug 13, 2019
HIGH Falls Advisors Inc 4,234 $355k Jun 30, 2019 Aug 15, 2019
Benin Management Corp 4,173 $350k Jun 30, 2019 Jul 31, 2019
Cottage Street Advisors LLC 4,062 $341k Jun 30, 2019 Aug 2, 2019
GAME Creek Capital LP 4,000 $335k Jun 30, 2019 Aug 5, 2019
Burgundy Asset Management Ltd 3,937 $330k Jun 30, 2019 Aug 14, 2019
The WEIL Company 3,912 $328k Jun 30, 2019 Aug 12, 2019
Bridgecreek Investment Management LLC 3,850 $323k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 3,847 $323k Jun 30, 2019 Jul 12, 2019
Poehling Capital Management Inc 3,849 $323k Jun 30, 2019 Aug 9, 2019
SAND Hill Global Advisors LLC 3,845 $322k Jun 30, 2019 Aug 13, 2019
Somerset Group LLC 3,833 $321k Jun 30, 2019 Aug 12, 2019
Lyell Wealth Management LP 3,800 $321k Jun 30, 2019 Aug 1, 2019
UNIO Capital LLC 3,810 $319k Jun 30, 2019 Aug 14, 2019
MRAZ Amerine & Associates Inc 3,782 $317k Jun 30, 2019 Aug 2, 2019
American Financial Network Advisory Services LLC 3,711 $311k Jun 30, 2019 Aug 9, 2019
LVW Advisors LLC 3,700 $310k Jun 30, 2019 Aug 14, 2019
HM Capital Management LLC 3,682 $309k Jun 30, 2019 Jul 24, 2019
Vivaldi Capital Management LLC 3,620 $303k Jun 30, 2019 Aug 14, 2019
Northrock Partners LLC 3,573 $301k Jun 30, 2019 Aug 12, 2019
Callahan Advisors LLC 3,587 $301k Jun 30, 2019 Jul 17, 2019
Carlson Capital Management LLC 3,513 $295k Jun 30, 2019 Jul 15, 2019
American Asset Management Inc 3,523 $295k Jun 30, 2019 Jul 31, 2019
Mendel Money Management Inc 3,505 $294k Jun 30, 2019 Aug 8, 2019
Eubel Brady & Suttman Asset Management Inc 3,497 $293k Jun 30, 2019 Aug 12, 2019
GSB Wealth Management LLC 3,500 $293k Jun 30, 2019 Aug 9, 2019
Sigma Investment Counselors Inc 3,472 $291k Jun 30, 2019 Jul 23, 2019
Deroy & Devereaux Private Investment Counsel Inc 3,468 $291k Jun 30, 2019 Jul 22, 2019
Connecticut Wealth Management LLC 3,441 $289k Jun 30, 2019 Jul 29, 2019
Sandler Capital Management 3,400 $285k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 3,383 $284k Jun 30, 2019 Jul 11, 2019
Legacy Capital Partners Inc 3,375 $283k Jun 30, 2019 Jul 16, 2019
F3Logic LLC 3,368 $283k Jun 30, 2019 Aug 2, 2019
Tweedy Browne Company LLC 3,306 $277k Jun 30, 2019 Aug 5, 2019
Isthmus Partners LLC 3,297 $276k Jun 30, 2019 Aug 9, 2019
Fairview Capital Investment Management LLC 3,264 $273k Jun 30, 2019 Aug 14, 2019
The RICE Partnership LLC 3,248 $272k Jun 30, 2019 Jul 25, 2019
Oarsman Capital Inc 3,239 $272k Jun 30, 2019 Aug 13, 2019
O'Brien Wealth Partners LLC 3,148 $269k Jun 30, 2019 Jul 8, 2019
Front Barnett Associates LLC 3,200 $268k Jun 30, 2019 Aug 6, 2019
West Chester Capital Advisors Inc 3,202 $268k Jun 30, 2019 Jul 30, 2019
Conservest Capital Advisors Inc 3,180 $267k Jun 30, 2019 Jul 10, 2019
Valicenti Advisory Services Inc 3,175 $266k Jun 30, 2019 Jul 17, 2019
RKL Wealth Management LLC 3,153 $264k Jun 30, 2019 Aug 2, 2019
Dillon & Associates Inc 3,130 $263k Jun 30, 2019 Jul 22, 2019
Stokes & Hubbell Capital Management LLC 3,099 $258k Mar 31, 2019 Apr 24, 2019
Newsquare Capital LLC 3,064 $257k Jun 30, 2019 Aug 20, 2019
Annex Advisory Services LLC 3,067 $257k Jun 30, 2019 Jul 18, 2019
Baltimore-Washington Financial Advisors Inc 3,060 $257k Jun 30, 2019 Jul 25, 2019
Driehaus Capital Management LLC 3,051 $256k Jun 30, 2019 Aug 14, 2019
Staley Capital Advisers Inc 3,025 $254k Jun 30, 2019 Aug 9, 2019
Stevens First Principles Investment Advisors 3,024 $254k Jun 30, 2019 Jul 22, 2019
Daiwa SB Investments USA Ltd 3,050 $254k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 3,050 $254k Mar 31, 2019 Apr 18, 2019
The Roosevelt Investment Group Inc 2,979 $250k Jun 30, 2019 Aug 8, 2019
Clear Perspective Advisors LLC 2,964 $249k Jun 30, 2019 Aug 12, 2019
Wallington Asset Management LLC 2,973 $249k Jun 30, 2019 Aug 13, 2019
Hamilton Point Investment Advisors LLC 2,923 $247k Jun 30, 2019 Jul 18, 2019
Bridgeworth LLC 2,906 $243k Jun 30, 2019 Jul 25, 2019
Johanson Financial Advisors Inc 2,891 $242k Jun 30, 2019 Jul 29, 2019
Santori & Peters Inc 2,805 $235k Jun 30, 2019 Jul 30, 2019
Summit Asset Management LLC 2,788 $234k Jun 30, 2019 Aug 7, 2019
Northwest Investment Counselors LLC 2,790 $234k Jun 30, 2019 Jul 25, 2019
Gardner Russo & Gardner LLC 2,781 $233k Jun 30, 2019 Aug 13, 2019
Stewardship Financial Advisors LLC 2,765 $232k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 2,765 $232k Jun 30, 2019 Aug 12, 2019
Advanced Asset Management Advisors Inc 2,754 $231k Jun 30, 2019 Aug 2, 2019
Wellesley Investment Partners LLC 2,745 $230k Jun 30, 2019 Aug 5, 2019
American Trust Investment Advisors LLC 2,683 $225k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 2,683 $225k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 2,683 $225k Jun 30, 2019 Aug 12, 2019
Steigerwald Gordon & KOCH Inc 2,664 $223k Jun 30, 2019 Jul 15, 2019
SFMG LLC 2,719 $221k Jun 30, 2019 Aug 5, 2019
Huber Financial Advisors LLC 2,612 $219k Jun 30, 2019 Aug 5, 2019
ACR Alpine Capital Research LLC 2,513 $211k Jun 30, 2019 Aug 5, 2019
Compass Capital Management Inc 2,500 $210k Jun 30, 2019 Jul 31, 2019
Alesco Advisors LLC 2,500 $210k Jun 30, 2019 Aug 14, 2019
Retirement Capital Strategies Inc 2,463 $207k Jun 30, 2019 Aug 2, 2019
LEE Financial Group Hawaii Inc 2,435 $204k Jun 30, 2019 Jul 30, 2019
Oak Asset Management LLC 2,505 $203k Jun 30, 2019 Jul 25, 2019
FORT Point Capital Partners LLC 2,422 $203k Jun 30, 2019 Aug 9, 2019
Mccollum Christoferson Group LLC 2,400 $201k Jun 30, 2019 Jul 11, 2019
Transamerica Financial Advisors Inc 2,108 $177k Jun 30, 2019 Aug 21, 2019
Signature Estate & Investment Advisors LLC 1,395 $117k Jun 30, 2019 Aug 1, 2019
Vestor Capital LLC 1,287 $108k Jun 30, 2019 Aug 6, 2019
Middleton & Company Inc 1,075 $90k Jun 30, 2019 Jul 25, 2019
Interactive Financial Advisors Inc 1,000 $84k Jun 30, 2019 Jul 17, 2019
Harding Loevner LP 880 $74k Jun 30, 2019 Aug 14, 2019
Arlington Partners LLC 828 $69k Jun 30, 2019 Jul 10, 2019
HMS Capital Management LLC 700 $59k Put Jun 30, 2019 Jul 12, 2019
Cowen Prime Services LLC 400 $34k Jun 30, 2019 Jul 31, 2019
Investment Counselors of Maryland LLC 310 $26k Jun 30, 2019 Aug 5, 2019
Northstar Asset Management LLC 300 $25k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 300 $25k Jun 30, 2019 Jul 16, 2019
Financial Advantage Inc 233 $19k Jun 30, 2019 Jul 23, 2019
Horan Securities Inc 115 $10k Jun 30, 2019 Jul 24, 2019
Independent Advisor Alliance LLC 2,927 $0k Jun 30, 2019 Aug 12, 2019
Formidable Asset Management LLC 5 $0k Call Dec 31, 2018 Feb 6, 2019

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