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PFIZER INC
(717081103)

Funds Reporting Holdings of PFIZER INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 194,274 $8,415,950k Jun 30, 2019 Aug 6, 2019
Rmsincerbeaux Capital Management LLC 72,200 $3,127,704k Jun 30, 2019 Aug 9, 2019
Alphasimplex Group LLC 38,287 $1,658,593k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 35,826 $1,279,000k Sep 30, 2017 Nov 14, 2017
Sanders Capital LLC 18,749,080 $910,953k Jun 30, 2019 Jul 23, 2019
Brandywine Global Investment Management LLC 8,003,908 $346,730k Jun 30, 2019 Aug 14, 2019
Diamond Hill Capital Management Inc 7,702,161 $333,658k Jun 30, 2019 Aug 1, 2019
Jensen Investment Management Inc 6,414,753 $277,887k Jun 30, 2019 Aug 2, 2019
MOON Capital Management LLC 5,417 $234,664k Jun 30, 2019 Jul 11, 2019
The London Company of Virginia LLC 4,945,262 $214,228k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 4,078,440 $176,678k Jun 30, 2019 Aug 16, 2019
Schafer Cullen Capital Management Inc 4,123,500 $174,836k Jun 30, 2019 Jul 30, 2019
RE Advisers Corporation 3,425,000 $148,371k Jun 30, 2019 Aug 12, 2019
Pzena Investment Management LLC 3,153,944 $136,629k Jun 30, 2019 Aug 2, 2019
Thornburg Investment Management Inc 2,622,329 $113,599k Jun 30, 2019 Aug 6, 2019
Hamlin Capital Management LLC 2,216,321 $96,011k Jun 30, 2019 Jul 22, 2019
Tekla Capital Management LLC 2,068,265 $89,597k Jun 30, 2019 Aug 14, 2019
Letko Brosseau & Associates Inc 2,068,059 $89,588k Jun 30, 2019 Aug 1, 2019
Perkins Investment Management LLC 2,164,339 $74,042k Mar 31, 2017 May 15, 2017
Cullen Capital Management LLC 1,633,613 $70,768k Jun 30, 2019 Jul 30, 2019
Partner Fund Management LP 1,632,685 $70,728k Jun 30, 2019 Aug 14, 2019
Cornerstone Partners LLC 1,626,812 $70,473k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 1,626,812 $70,473k Jun 30, 2019 Jul 19, 2019
Smead Capital Management Inc 1,557,455 $67,469k Jun 30, 2019 Jul 26, 2019
Acadian Asset Management LLC 1,401,139 $60,698k Jun 30, 2019 Aug 8, 2019
Tocqueville Asset Management LP 1,378,476 $59,716k Jun 30, 2019 Jul 31, 2019
Becker Capital Management Inc 1,335,255 $57,843k Jun 30, 2019 Aug 8, 2019
Staley Capital Advisers Inc 1,093,574 $47,374k Jun 30, 2019 Aug 9, 2019
Payden & Rygel 883,870 $38,289k Jun 30, 2019 Aug 6, 2019
QS Investors LLC 872,565 $37,800k Jun 30, 2019 Aug 14, 2019
Willis Investment Counsel Inc 812,797 $35,210k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 687,724 $29,792k Jun 30, 2019 Aug 2, 2019
Corda Investment Management LLC 630,760 $27,324k Jun 30, 2019 Aug 9, 2019
Veritas Asset Management LLP 605,600 $26,235k Jun 30, 2019 Aug 8, 2019
Argent Capital Management LLC 594,680 $25,762k Jun 30, 2019 Aug 15, 2019
Janney Capital Management LLC 573,103 $24,827k Jun 30, 2019 Jul 29, 2019
Oakview Capital Management LP 549,426 $23,801k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 532,909 $23,086k Jun 30, 2019 Aug 12, 2019
Davidson Investment Advisors Inc 524,036 $22,701k Jun 30, 2019 Aug 13, 2019
Foundation Resource Management Inc 515,500 $22,331k Jun 30, 2019 Jul 10, 2019
Bruce & Co Inc 508,832 $22,042k Jun 30, 2019 Aug 14, 2019
Healthcor Management LP 500,000 $21,660k Put Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 495,220 $21,453k Jun 30, 2019 Jul 15, 2019
Cornerstone Investment Advisors LLC 484,000 $20,555k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 484,000 $20,555k Mar 31, 2019 May 13, 2019
Destination Wealth Management 466,609 $20,214k Jun 30, 2019 Jul 19, 2019
and Wealth Partners LLC 449,672 $19,480k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 449,672 $19,480k Jun 30, 2019 Aug 6, 2019
Badgley Phelps and Bell Inc 410,496 $17,783k Jun 30, 2019 Jul 30, 2019
Waters Parkerson & Co LLC 407,839 $17,668k Jun 30, 2019 Aug 6, 2019
Nippon Life Global Investors Americas Inc 398,190 $17,249k Jun 30, 2019 Jul 23, 2019
Dodge & COX 397,227 $17,208k Jun 30, 2019 Aug 13, 2019
Madison Investment Holdings Inc 393,621 $17,052k Jun 30, 2019 Aug 13, 2019
KLCM Advisors Inc 369,575 $16,010k Jun 30, 2019 Aug 15, 2019
Sectoral Asset Management Inc 362,927 $15,722k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 360,592 $15,621k Jun 30, 2019 Aug 8, 2019
Taurus Asset Management LLC 352,080 $15,252k Jun 30, 2019 Aug 14, 2019
Sentry Management Inc 346,892 $15,027k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 346,892 $15,027k Jun 30, 2019 Aug 12, 2019
10-15 Associates Inc 341,049 $14,774k Jun 30, 2019 Aug 12, 2019
Flippin Bruce & Porter Inc 338,357 $14,658k Jun 30, 2019 Aug 6, 2019
Bruderman Asset Management LLC 337,245 $14,609k Jun 30, 2019 Aug 12, 2019
Marble Harbor Investment Counsel LLC 332,388 $14,399k Jun 30, 2019 Aug 7, 2019
Cypress Capital Management LLC 322,256 $13,960k Jun 30, 2019 Aug 5, 2019
Baring International Investment Ltd 467,517 $13,876k Jun 30, 2014 Jul 21, 2014
Archon Partners LLC 315,650 $13,674k Jun 30, 2019 Aug 14, 2019
Kingdon Capital Management LLC 315,400 $13,663k Put Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 386,267 $13,438k Mar 31, 2015 May 15, 2015
1919 Investment Counsel LLC 452,769 $13,389k Sep 30, 2014 Nov 14, 2014
Investec Asset Management Limited 307,581 $13,324k Jun 30, 2019 Jul 30, 2019
Callahan Advisors LLC 302,540 $13,106k Jun 30, 2019 Jul 17, 2019
Point72 Asset Management LP 300,000 $12,996k Put Jun 30, 2019 Aug 14, 2019
Greystone Managed Investments Inc 299,153 $12,959k Jun 30, 2019 Jul 23, 2019
Heartland Advisors Inc 295,992 $12,822k Jun 30, 2019 Aug 8, 2019
Strategy Asset Managers LLC 270,132 $11,702k Jun 30, 2019 Aug 14, 2019
FFCM LLC 264,722 $11,468k Jun 30, 2019 Jul 30, 2019
Hennessy Advisors Inc 252,350 $10,932k Jun 30, 2019 Jul 11, 2019
Orbimed Advisors LLC 250,000 $10,830k Put Jun 30, 2019 Aug 14, 2019
CCM Investment Advisers LLC 231,495 $10,028k Jun 30, 2019 Aug 5, 2019
Buckhead Capital Management LLC 223,886 $9,699k Jun 30, 2019 Aug 1, 2019
Grassi Investment Management LLC 222,234 $9,627k Jun 30, 2019 Jul 10, 2019
Adams Diversified Equity Fund Inc 211,940 $9,181k Jun 30, 2019 Jul 29, 2019
Barry Investment Advisors LLC 211,295 $9,153k Jun 30, 2019 Jul 26, 2019
Apriem Advisors 204,832 $8,873k Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 202,306 $8,764k Jun 30, 2019 Aug 14, 2019
The Burney Company 201,089 $8,711k Jun 30, 2019 Aug 12, 2019
Lehman Financial Resources Inc 197,344 $8,696k Sep 30, 2018 Nov 14, 2018
GS Investments Inc 200 $8,664k Jun 30, 2019 Aug 9, 2019
Keystone Financial Planning Inc 199,568 $8,645k Jun 30, 2019 Aug 5, 2019
Greenwood Gearhart Inc 198,079 $8,581k Jun 30, 2019 Aug 7, 2019
Affinity Investment Advisors LLC 198,063 $8,580k Jun 30, 2019 Aug 8, 2019
BTR Capital Management Inc 196,786 $8,525k Jun 30, 2019 Jul 18, 2019
Westchester Capital Management Inc 196,288 $8,503k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 196,288 $8,503k Jun 30, 2019 Aug 5, 2019
Centre Asset Management LLC 195,543 $8,471k Jun 30, 2019 Jul 15, 2019
FORT PITT Capital Group LLC 175,200 $7,590k Jun 30, 2019 Aug 9, 2019
Cohen Klingenstein LLC 172,299 $7,464k Jun 30, 2019 Jul 15, 2019
SVA Plumb Wealth Management LLC 171,914 $7,447k Jun 30, 2019 Aug 13, 2019
North American Management Corp 170,942 $7,405k Jun 30, 2019 Jul 30, 2019
Bronfman EL Rothschild LP 170,574 $7,389k Jun 30, 2019 Aug 12, 2019
Round Hill Asset Management Inc 168,785 $7,313k Jun 30, 2019 Aug 13, 2019
Hourglass Capital LLC 167,972 $7,277k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 167,448 $7,254k Jun 30, 2019 Aug 7, 2019
Calamos Wealth Management LLC 167,127 $7,240k Jun 30, 2019 Aug 7, 2019
Cubic Asset Management LLC 161,386 $6,991k Jun 30, 2019 Jul 29, 2019
Churchill Management Corp 159,963 $6,930k Jun 30, 2019 Jul 10, 2019
Salem Capital Management Inc 159,253 $6,899k Jun 30, 2019 Jul 9, 2019
New England Asset Management Inc 158,932 $6,885k Jun 30, 2019 Aug 14, 2019
Argyle Capital Management Inc 153,196 $6,636k Jun 30, 2019 Jul 25, 2019
Excalibur Management Corp 150,626 $6,525k Jun 30, 2019 Jul 26, 2019
Summit Wealth Advisors Inc 150,499 $6,520k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 150,499 $6,520k Jun 30, 2019 Jul 16, 2019
Hunter Associates Investment Management LLC 150,195 $6,506k Jun 30, 2019 Aug 8, 2019
Sivik Global Healthcare LLC 150,000 $6,498k Jun 30, 2019 Aug 14, 2019
Garland Capital Management Inc 149,592 $6,480k Jun 30, 2019 Jul 24, 2019
WE Donoghue & Co LLC 149,155 $6,461k Jun 30, 2019 Jul 23, 2019
Dorchester Wealth Management Company 147,042 $6,370k Jun 30, 2019 Jul 19, 2019
Buckley Wealth Management LLC 145,490 $6,303k Jun 30, 2019 Jul 19, 2019
Woodstock Corporation 144,788 $6,272k Jun 30, 2019 Jul 3, 2019
Ghost Tree Capital LLC 150,000 $6,150k Put Jun 30, 2019 Aug 14, 2019
LOWE Brockenbrough & Company Inc 141,737 $6,140k Jun 30, 2019 Aug 12, 2019
DAVY Asset Management Limited 141,742 $6,140k Jun 30, 2019 Jul 19, 2019
DEAN Investment Associates LLC 139,950 $6,063k Jun 30, 2019 Aug 14, 2019
Beddow Capital Management Inc 139,295 $6,034k Jun 30, 2019 Aug 9, 2019
American Investment Services Inc 139,182 $6,029k Jun 30, 2019 Aug 6, 2019
Strategic Financial Services Inc 138,088 $5,982k Jun 30, 2019 Aug 13, 2019
Morgan Dempsey Capital Management LLC 137,419 $5,953k Jun 30, 2019 Aug 8, 2019
The Rikoon Group LLC 137,211 $5,944k Jun 30, 2019 Aug 6, 2019
RAAB & Moskowitz Asset Management LLC 136,313 $5,905k Jun 30, 2019 Aug 9, 2019
Stralem & Company Incorporated 136,167 $5,899k Jun 30, 2019 Jul 16, 2019
Meritage Portfolio Management Inc 131,913 $5,714k Jun 30, 2019 Jul 30, 2019
Beech Hill Advisors Inc 130,640 $5,659k Jun 30, 2019 Jul 15, 2019
SAND Hill Global Advisors LLC 130,389 $5,648k Jun 30, 2019 Aug 13, 2019
Jolley Asset Management LLC 128,851 $5,582k Jun 30, 2019 Jul 22, 2019
Marco Investment Management LLC 126,928 $5,499k Jun 30, 2019 Aug 6, 2019
Woodley Farra Manion Portfolio Management Inc 123,600 $5,354k Jun 30, 2019 Aug 12, 2019
Wilkins Investment Counsel Inc 123,390 $5,345k Jun 30, 2019 Aug 9, 2019
Waverton Investment Management Limited 122,838 $5,321k Jun 30, 2019 Jul 17, 2019
Carret Asset Management LLC 122,636 $5,313k Jun 30, 2019 Aug 12, 2019
Parthenon LLC 122,211 $5,294k Jun 30, 2019 Jul 29, 2019
Columbus Macro LLC 120,543 $5,222k Jun 30, 2019 Jul 16, 2019
Monarch Capital Management Inc 118,048 $5,114k Jun 30, 2019 Jul 31, 2019
Marshwinds Advisory Company 115,882 $5,058k Dec 31, 2018 Jan 7, 2019
Guardian Capital Advisors LP 113,405 $5,035k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 109,037 $4,723k Jun 30, 2019 Aug 13, 2019
Altavista Wealth Management Inc 108,668 $4,708k Jun 30, 2019 Aug 13, 2019
Boyar Asset Management Inc 105,974 $4,591k Jun 30, 2019 Aug 6, 2019
Karpas Strategies LLC 105,202 $4,557k Jun 30, 2019 Jul 25, 2019
United Asset Strategies Inc 102,366 $4,435k Jun 30, 2019 Jul 31, 2019
Oliver Luxxe Assets LLC 102,304 $4,430k Jun 30, 2019 Jul 10, 2019
Argus Investors' Counsel Inc 96,583 $4,184k Jun 30, 2019 Jul 10, 2019
Arnhold LLC 96,061 $4,161k Jun 30, 2019 Aug 8, 2019
Stokes & Hubbell Capital Management LLC 96,820 $4,112k Mar 31, 2019 Apr 24, 2019
Condor Capital Management 94,217 $4,081k Jun 30, 2019 Aug 5, 2019
American Money Management LLC 93,613 $4,055k Jun 30, 2019 Aug 12, 2019
Edgewood Management LLC 93,544 $4,052k Jun 30, 2019 Aug 12, 2019
Cowen Prime Services LLC 93,320 $4,043k Jun 30, 2019 Jul 31, 2019
Baugh & Associates LLC 92,487 $4,007k Jun 30, 2019 Jul 23, 2019
Gilman Hill Asset Management LLC 90,796 $3,933k Jun 30, 2019 Jul 17, 2019
OFI Advisors LLC 124,073 $3,897k Sep 30, 2015 Nov 16, 2015
Hengehold Capital Management LLC 87,121 $3,774k Jun 30, 2019 Jul 23, 2019
Court Place Advisors LLC 86,333 $3,740k Jun 30, 2019 Jul 30, 2019
Hammer Asset Management LLC 85,071 $3,685k Jun 30, 2019 Aug 6, 2019
Northpointe Capital LLC 83,533 $3,619k Jun 30, 2019 Jul 26, 2019
The Bollard Group LLC 83,233 $3,606k Jun 30, 2019 Aug 13, 2019
Howard Capital Management Inc 82,458 $3,572k Jun 30, 2019 Jul 24, 2019
Hedeker Wealth LLC 82,426 $3,570k Jun 30, 2019 Jul 26, 2019
Stanley-Laman Group Ltd 81,848 $3,546k Jun 30, 2019 Aug 1, 2019
Grandfield & DODD LLC 80,784 $3,500k Jun 30, 2019 Jul 29, 2019
Telemetry Investments LLC 80,000 $3,466k Put Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 78,974 $3,421k Jun 30, 2019 Aug 14, 2019
Searle & Co 78,779 $3,413k Jun 30, 2019 Jul 17, 2019
Abbrea Capital LLC 78,170 $3,386k Jun 30, 2019 Jul 31, 2019
LVW Advisors LLC 76,759 $3,325k Jun 30, 2019 Aug 14, 2019
Mengis Capital Management Inc 76,211 $3,301k Jun 30, 2019 Jul 18, 2019
Stuyvesant Capital Management Corporation 74,720 $3,262k Dec 31, 2018 Feb 8, 2019
Auxier Asset Management LLC 74,980 $3,248k Jun 30, 2019 Aug 15, 2019
Strategic Investment Advisors LLC 74,354 $3,221k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 74,354 $3,221k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 74,354 $3,221k Jun 30, 2019 Jul 22, 2019
Wellington Shields & Co LLC 73,556 $3,186k Jun 30, 2019 Aug 8, 2019
Dupont Capital Management Corp 72,733 $3,151k Jun 30, 2019 Jul 30, 2019
Legacy Capital Partners Inc 72,455 $3,139k Jun 30, 2019 Jul 16, 2019
Overbrook Management Corporation 71,699 $3,106k Jun 30, 2019 Aug 13, 2019
The Investment House LLC 71,598 $3,102k Jun 30, 2019 Aug 5, 2019
Merriman Wealth Management LLC 7,084 $3,101k Jun 30, 2019 Jul 31, 2019
Bowen Hanes & Co Inc 70,052 $3,035k Jun 30, 2019 Aug 13, 2019
MHI Funds LLC 69,686 $3,019k Jun 30, 2019 Jul 17, 2019
Cohen Capital Management Inc 69,506 $3,011k Jun 30, 2019 Aug 7, 2019
Thompson Investment Management Inc 68,989 $2,989k Jun 30, 2019 Aug 7, 2019
Asset Advisors Investment Management LLC 68,913 $2,985k Jun 30, 2019 Jul 25, 2019
Stillwater Investment Management LLC 68,796 $2,980k Jun 30, 2019 Jul 3, 2019
Cacti Asset Management LLC 68,350 $2,968k Jun 30, 2019 Jul 1, 2019
Advanced Asset Management Advisors Inc 67,087 $2,906k Jun 30, 2019 Aug 2, 2019
Loudon Investment Management LLC 66,726 $2,891k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 64,029 $2,774k Jun 30, 2019 Jul 8, 2019
RNC Capital Management LLC 63,928 $2,769k Jun 30, 2019 Jul 25, 2019
KWMG LLC 63,422 $2,747k Jun 30, 2019 Jul 10, 2019
Curbstone Financial Management Corporation 63,373 $2,745k Jun 30, 2019 Jul 9, 2019
Colrain Capital LLC 63,186 $2,737k Jun 30, 2019 Aug 6, 2019
JGP Wealth Management LLC 63,018 $2,730k Jun 30, 2019 Jul 15, 2019
Intersect Capital LLC 62,860 $2,723k Jun 30, 2019 Aug 9, 2019
Howland Capital Management LLC 61,693 $2,673k Jun 30, 2019 Jul 17, 2019
Exchange Capital Management Inc 61,591 $2,668k Jun 30, 2019 Jul 22, 2019
Evermay Wealth Management LLC 61,040 $2,644k Jun 30, 2019 Jul 23, 2019
DUFF & Phelps Investment Management Co 60,708 $2,630k Jun 30, 2019 Aug 2, 2019
Andesa Financial Management Inc 60,686 $2,624k Jun 30, 2019 Jul 30, 2019
Meridian Investment Counsel Inc 60,282 $2,611k Jun 30, 2019 Aug 13, 2019
Schulhoff & Co Inc 59,753 $2,588k Jun 30, 2019 Aug 7, 2019
BFSG LLC 59,556 $2,580k Jun 30, 2019 Jul 30, 2019
Guardian Investment Management LLC 59,355 $2,571k Jun 30, 2019 Aug 16, 2019
Crossvault Capital Management LLC 58,994 $2,556k Jun 30, 2019 Jul 19, 2019
Grace Capital 58,851 $2,549k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 58,638 $2,540k Jun 30, 2019 Jul 5, 2019
Hall Capital Management Company Inc 57,957 $2,511k Jun 30, 2019 Aug 14, 2019
Pacific Global Investment Management Co 57,249 $2,480k Jun 30, 2019 Aug 14, 2019
Wendell David Associates Inc 56,330 $2,440k Jun 30, 2019 Jul 16, 2019
Wealth Enhancement Advisory Services LLC 58,745 $2,435k Jun 30, 2019 Aug 2, 2019
AULL & Monroe Investment Management Corp 56,039 $2,427k Jun 30, 2019 Jul 29, 2019
Harwood Advisory Group LLC 56,009 $2,426k Jun 30, 2019 Aug 7, 2019
Cfo4Life Group LLC 55,829 $2,419k Jun 30, 2019 Jul 29, 2019
West Branch Capital LLC 55,629 $2,410k Jun 30, 2019 Aug 5, 2019
van Strum & Towne Inc 55,576 $2,408k Jun 30, 2019 Aug 12, 2019
Pagnatokarp Partners LLC 55,568 $2,407k Jun 30, 2019 Aug 8, 2019
Rodgers Brothers Inc 54,627 $2,366k Jun 30, 2019 Aug 14, 2019
Access Financial Services Inc 54,331 $2,354k Jun 30, 2019 Jul 24, 2019
Woodmont Investment Counsel LLC 54,243 $2,350k Jun 30, 2019 Aug 14, 2019
Providence Wealth Advisors LLC 53,693 $2,349k Jun 30, 2019 Jul 22, 2019
Osborne Partners Capital Management LLC 54,134 $2,345k Jun 30, 2019 Jul 18, 2019
TSP Capital Management Group LLC 53,677 $2,325k Jun 30, 2019 Aug 9, 2019
Lejeune Puetz Investment Counsel 53,317 $2,310k Jun 30, 2019 Jul 29, 2019
GAME Creek Capital LP 53,250 $2,307k Jun 30, 2019 Aug 5, 2019
Brave Asset Management Inc 53,223 $2,306k Jun 30, 2019 Aug 5, 2019
Pratt Collard Advisory Partners LLC 52,740 $2,285k Jun 30, 2019 Jul 16, 2019
Shepherd Financial Partners LLC 52,601 $2,279k Jun 30, 2019 Aug 5, 2019
Annex Advisory Services LLC 51,785 $2,243k Jun 30, 2019 Jul 18, 2019
Wafra Inc 51,051 $2,212k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 50,921 $2,206k Jun 30, 2019 Jul 15, 2019
Viking Fund Management LLC 50,000 $2,166k Jun 30, 2019 Jul 16, 2019
Birch Hill Investment Advisors LLC 49,504 $2,145k Jun 30, 2019 Jul 22, 2019
Altfest L J & Co Inc 48,968 $2,121k Jun 30, 2019 Jul 15, 2019
New England Research & Management Inc 48,884 $2,118k Jun 30, 2019 Jul 9, 2019
Blackhawk Capital Partners LLC 48,472 $2,100k Jun 30, 2019 Aug 13, 2019
American National Registered Investment Advisor Inc 48,281 $2,092k Jun 30, 2019 Aug 5, 2019
Uncommon Cents Investing LLC 45,953 $1,991k Jun 30, 2019 Jul 12, 2019
Capital Insight Partners LLC 45,797 $1,984k Jun 30, 2019 Jul 9, 2019
Sippican Capital Advisors LLC 45,619 $1,976k Jun 30, 2019 Jul 17, 2019
Bell & Brown Wealth Advisors LLC 45,515 $1,972k Jun 30, 2019 Aug 6, 2019
Formidable Asset Management LLC 45,029 $1,965k Dec 31, 2018 Feb 6, 2019
Torch Wealth Management LLC 45,018 $1,950k Jun 30, 2019 Aug 2, 2019
Sicart Associates LLC 44,965 $1,948k Jun 30, 2019 Jul 23, 2019
Murphy Pohlad Asset Management LLC 44,657 $1,934k Jun 30, 2019 Aug 6, 2019
GFS Advisors LLC 44,562 $1,930k Jun 30, 2019 Aug 1, 2019
Blue FIN Capital Inc 44,413 $1,923k Jun 30, 2019 Jul 22, 2019
Mirador Capital Partners LP 43,913 $1,902k Jun 30, 2019 Aug 6, 2019
HUGH Johnson Advisors LLC 43,829 $1,899k Jun 30, 2019 Aug 6, 2019
Sound Income Strategies LLC 43,618 $1,890k Jun 30, 2019 Jul 16, 2019
ZWJ Investment Counsel Inc 43,513 $1,885k Jun 30, 2019 Jul 24, 2019
Cadinha & Co LLC 43,128 $1,868k Jun 30, 2019 Aug 9, 2019
Wheatland Advisors Inc 42,848 $1,856k Jun 30, 2019 Aug 7, 2019
Shoker Investment Counsel Inc 42,850 $1,856k Jun 30, 2019 Aug 9, 2019
Campbell Newman Asset Management Inc 42,711 $1,850k Jun 30, 2019 Jul 24, 2019
Appleton Partners Inc 42,404 $1,837k Jun 30, 2019 Jul 25, 2019
Keeley-Teton Advisors LLC 42,079 $1,823k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 41,898 $1,815k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 41,898 $1,815k Jun 30, 2019 Aug 12, 2019
Asset Management Group Investment Corp 41,546 $1,800k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 41,546 $1,800k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 41,546 $1,800k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 41,546 $1,800k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 41,546 $1,800k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 41,546 $1,800k Jun 30, 2019 Aug 14, 2019
Meristem Family Wealth LLC 41,512 $1,798k Jun 30, 2019 Aug 6, 2019
Ativo Capital Management LLC 41,480 $1,797k Jun 30, 2019 Aug 14, 2019
Aries Wealth Management LLC 40,870 $1,795k Jun 30, 2019 Jul 15, 2019
Ipswich Investment Management Company Inc 41,250 $1,787k Jun 30, 2019 Jul 11, 2019
KMS Financial Services Inc 59,989 $1,774k Sep 30, 2014 Nov 17, 2014
Berkeley Capital Partners LLC 39,629 $1,717k Jun 30, 2019 Aug 8, 2019
Probity Advisors Inc 39,557 $1,714k Jun 30, 2019 Aug 8, 2019
Ancora Family Wealth Advisors LLC 50,137 $1,698k Sep 30, 2016 Nov 4, 2016
Harvey Investment Company LLC 38,667 $1,675k Jun 30, 2019 Jul 16, 2019
Premier Asset Management LLC 38,248 $1,656k Jun 30, 2019 Aug 7, 2019
Kingfisher Capital LLC 38,012 $1,647k Jun 30, 2019 Aug 14, 2019
The RICE Partnership LLC 37,581 $1,628k Jun 30, 2019 Jul 25, 2019
Folger Nolan Fleming Douglas Capital Management Inc 37,245 $1,613k Jun 30, 2019 Aug 9, 2019
Southeast Asset Advisors Inc 37,146 $1,609k Jun 30, 2019 Aug 14, 2019
Insight 2811 Inc 36,129 $1,604k Jun 30, 2019 Jul 9, 2019
Chelsea Counsel Company 44,088 $1,600k Jun 30, 2018 Oct 3, 2018
MD SASS Investors Services Inc 36,600 $1,586k Jun 30, 2019 Aug 13, 2019
CAMG Solamere Management LLC 36,168 $1,566k Jun 30, 2019 Aug 13, 2019
Green Square Capital LLC 35,659 $1,545k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 35,578 $1,541k Jun 30, 2019 Jul 19, 2019
Bridgecreek Investment Management LLC 35,429 $1,535k Jun 30, 2019 Aug 14, 2019
Stevens First Principles Investment Advisors 34,897 $1,512k Jun 30, 2019 Jul 22, 2019
Mckinley Carter Wealth Services Inc 34,692 $1,503k Jun 30, 2019 Aug 2, 2019
SOL Capital Management Co 34,606 $1,499k Jun 30, 2019 Jul 17, 2019
Global Retirement Partners LLC 34,515 $1,466k Mar 31, 2019 May 7, 2019
E & G Advisors LP 33,205 $1,438k Jun 30, 2019 Jul 12, 2019
Valmark Advisers Inc 33,165 $1,437k Jun 30, 2019 Aug 7, 2019
Lourd Capital LLC 32,821 $1,422k Jun 30, 2019 Jul 11, 2019
RWC Asset Management LLP 32,768 $1,420k Jun 30, 2019 Aug 13, 2019
LLBH Private Wealth Management LLC 32,714 $1,417k Jun 30, 2019 Aug 13, 2019
Capital Planning Advisors LLC 32,442 $1,405k Jun 30, 2019 Aug 9, 2019
Omnistar Financial Group Inc 32,134 $1,392k Jun 30, 2019 Jul 30, 2019
Bourne LENT Asset Management Inc 31,659 $1,371k Jun 30, 2019 Jul 29, 2019
Bristlecone Advisors LLC 31,418 $1,361k Jun 30, 2019 Jul 19, 2019
Chatham Capital Group Inc 31,390 $1,360k Jun 30, 2019 Jul 24, 2019
Peak Asset Management LLC 31,223 $1,353k Jun 30, 2019 Aug 15, 2019
Traynor Capital Management Inc 30,645 $1,341k Jun 30, 2019 Jul 26, 2019
Fernwood Investment Management LLC 30,858 $1,337k Jun 30, 2019 Aug 1, 2019
Modera Wealth Management LLC 30,684 $1,329k Jun 30, 2019 Aug 7, 2019
Blue CHIP Wealth Management Inc 30,356 $1,315k Jun 30, 2019 Aug 13, 2019
Oarsman Capital Inc 30,284 $1,312k Jun 30, 2019 Aug 13, 2019
Santori & Peters Inc 30,208 $1,308k Jun 30, 2019 Jul 30, 2019
Optimum Investment Advisors LLC 30,202 $1,308k Jun 30, 2019 Jul 29, 2019
PURE Financial Advisors Inc 29,712 $1,287k Jun 30, 2019 Jul 11, 2019
Ifrah Financial Services Inc 29,199 $1,265k Jun 30, 2019 Aug 6, 2019
S & Co Inc 28,941 $1,254k Jun 30, 2019 Jul 23, 2019
Northstar Asset Management Inc 28,911 $1,252k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 28,911 $1,252k Jun 30, 2019 Jul 16, 2019
Harvest Capital Management Inc 28,681 $1,242k Jun 30, 2019 Aug 7, 2019
ST Johns Investment Management Company LLC 28,513 $1,235k Jun 30, 2019 Jul 24, 2019
American Asset Management Inc 28,220 $1,222k Jun 30, 2019 Jul 31, 2019
Biltmore Family Office LLC 28,183 $1,221k Jun 30, 2019 Jul 31, 2019
Quadrant Private Wealth Management LLC 27,941 $1,210k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 27,397 $1,187k Jun 30, 2019 Jul 19, 2019
Independent Investors Inc 27,337 $1,184k Jun 30, 2019 Jul 18, 2019
Wellesley Investment Partners LLC 27,255 $1,180k Jun 30, 2019 Aug 5, 2019
Mastrapasqua Asset Management Inc 26,944 $1,167k Jun 30, 2019 Aug 12, 2019
Stearns Financial Services Group Inc 26,856 $1,163k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 26,750 $1,159k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 26,531 $1,149k Jun 30, 2019 Jul 17, 2019
Kempner Capital Management Inc 26,452 $1,146k Jun 30, 2019 Jul 8, 2019
SFE Investment Counsel Inc 26,425 $1,145k Jun 30, 2019 Jul 26, 2019
West Oak Capital LLC 26,122 $1,132k Jun 30, 2019 Jul 12, 2019
Seizert Capital Partners LLC 26,014 $1,127k Jun 30, 2019 Aug 6, 2019
Financial Advisory Service Inc 25,854 $1,120k Jun 30, 2019 Jul 25, 2019
DAY & Ennis LLC 25,531 $1,106k Jun 30, 2019 Aug 2, 2019
Violich Capital Management 25,470 $1,103k Jun 30, 2019 Jul 22, 2019
Nicholas Hoffman & Company LLC 25,053 $1,085k Jun 30, 2019 Aug 12, 2019
Capital Investment Counsel Inc 25,021 $1,084k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 25,021 $1,084k Jun 30, 2019 Jul 26, 2019
Profit Investment Management LLC 24,940 $1,080k Jun 30, 2019 Jul 16, 2019
Investors Research Corporation 24,338 $1,054k Jun 30, 2019 Jul 8, 2019
Family Management Corporation 24,202 $1,048k Jun 30, 2019 Aug 14, 2019
ORCA Investment Management LLC 23,676 $1,026k Jun 30, 2019 Jul 17, 2019
Hamel Associates Inc 23,645 $1,024k Jun 30, 2019 Aug 5, 2019
Wealth Advisors Group LLC 23,612 $1,023k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 23,612 $1,023k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 23,612 $1,023k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 23,612 $1,023k Jun 30, 2019 Aug 7, 2019
KJ Harrison & Partners USA Inc 23,480 $1,017k Jun 30, 2019 Aug 5, 2019
Lyell Wealth Management LP 23,413 $1,014k Jun 30, 2019 Aug 1, 2019
Bedel Financial Consulting Inc 22,778 $987k Jun 30, 2019 Aug 1, 2019
Canal Capital Management LLC 22,312 $967k Jun 30, 2019 Jul 31, 2019
LONG ROAD Investment Counsel LLC 22,271 $965k Jun 30, 2019 Aug 9, 2019
Bennicas & Associates Inc 22,075 $956k Jun 30, 2019 Jul 12, 2019
Stadion Money Management LLC 21,959 $951k Jun 30, 2019 Aug 14, 2019
Wealth Alliance Advisory Group LLC 22,186 $948k Jun 30, 2019 Jul 17, 2019
Birinyi Associates Inc 21,750 $942k Jun 30, 2019 Aug 5, 2019
Dividend Assets Capital LLC 21,754 $942k Jun 30, 2019 Jul 12, 2019
HCR Wealth Advisors 21,483 $931k Jun 30, 2019 Jul 25, 2019
The Fiduciary Group LLC 21,273 $922k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 21,089 $920k Dec 31, 2018 Feb 13, 2019
Burleson & Company LLC 24,041 $920k Jun 30, 2019 Aug 5, 2019
Family Legacy Inc 21,199 $918k Jun 30, 2019 Jul 25, 2019
Cornell Pochily Investment Advisors Inc 18,843 $916k Jun 30, 2019 Jul 22, 2019
Clinton Group Inc 20,626 $909k Sep 30, 2018 Oct 10, 2018
Security Asset Management Inc 20,700 $897k Jun 30, 2019 Aug 6, 2019
Sandhill Capital Partners LLC 20,563 $891k Jun 30, 2019 Aug 13, 2019
Mountain Capital Investment Advisors Inc 25,298 $890k Jun 30, 2019 Aug 14, 2019
Institutional and Family Asset Management LLC 20,386 $883k Jun 30, 2019 Aug 14, 2019
Cobiz Wealth LLC 20,328 $881k Jun 30, 2019 Jul 8, 2019
Miles Capital Inc 20,279 $878k Jun 30, 2019 Aug 13, 2019
Boston Research and Management Inc 20,172 $873k Jun 30, 2019 Aug 7, 2019
Foster Dykema Cabot & Co Incorporated 20,034 $868k Jun 30, 2019 Aug 6, 2019
Crescent Grove Advisors LLC 19,962 $865k Jun 30, 2019 Aug 6, 2019
Summit Asset Management LLC 19,861 $860k Jun 30, 2019 Aug 7, 2019
Westbourne Investment Advisors Inc 19,844 $860k Jun 30, 2019 Jul 22, 2019
Edgemoor Investment Advisors Inc 19,863 $860k Jun 30, 2019 Aug 9, 2019
Mitchell Mcleod PUGH & Williams Inc 19,519 $846k Jun 30, 2019 Jul 9, 2019
Eagle Ridge Investment Management LLC 19,401 $840k Jun 30, 2019 Aug 1, 2019
Plancorp LLC 19,324 $837k Jun 30, 2019 Aug 13, 2019
BHK Investment Advisors LLC 19,052 $825k Jun 30, 2019 Aug 2, 2019
Secrest Blakey & Associates LLC 18,967 $822k Jun 30, 2019 Aug 13, 2019
Portland Global Advisors LLC 18,826 $816k Jun 30, 2019 Jul 26, 2019
Kayne Anderson Rudnick Investment Management LLC 18,819 $815k Jun 30, 2019 Aug 14, 2019
Quantum Capital Management LLC 18,673 $809k Jun 30, 2019 Aug 14, 2019
Kiley Juergens Wealth Management LLC 18,634 $807k Jun 30, 2019 Jul 11, 2019
East Coast Asset Management LLC 18,548 $803k Jun 30, 2019 Aug 14, 2019
Wells Trecaso Financial Group LLC 18,365 $796k Jun 30, 2019 Jul 22, 2019
Pictet North America Advisors SA 18,165 $787k Jun 30, 2019 Aug 7, 2019
White Lighthouse Investment Management Inc 17,995 $780k Jun 30, 2019 Jul 31, 2019
New England Private Wealth Advisors LLC 17,871 $775k Jun 30, 2019 Aug 8, 2019
Tradition Capital Management LLC 18,096 $768k Mar 31, 2019 May 7, 2019
Bridgeworth LLC 17,604 $763k Jun 30, 2019 Jul 25, 2019
Guardian Capital LP 17,582 $762k Jun 30, 2019 Aug 14, 2019
Triangle Securities Wealth Management 17,542 $760k Jun 30, 2019 Jul 10, 2019
The Mathes Company Inc 17,500 $758k Jun 30, 2019 Jul 29, 2019
Allen Investment Management LLC 17,248 $747k Jun 30, 2019 Aug 12, 2019
Conestoga Capital Advisors LLC 17,108 $741k Jun 30, 2019 Aug 2, 2019
Windsor Capital Management LLC 17,056 $738k Jun 30, 2019 Aug 2, 2019
Mendel Money Management Inc 17,010 $737k Jun 30, 2019 Aug 8, 2019
Gagnon Securities LLC 17,017 $737k Jun 30, 2019 Aug 12, 2019
Private Harbour Investment Management & Counsel LLC 16,925 $733k Jun 30, 2019 Aug 6, 2019
Northstar Financial Advisors LLC 16,824 $729k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 16,824 $729k Jun 30, 2019 Jul 17, 2019
Perritt Capital Management Inc 16,788 $727k Jun 30, 2019 Aug 13, 2019
Sawgrass Asset Management LLC 16,754 $726k Jun 30, 2019 Jul 23, 2019
Punch & Associates Investment Management Inc 16,699 $723k Jun 30, 2019 Aug 14, 2019
Lucia Wealth Services LLC 16,544 $717k Jun 30, 2019 Jul 23, 2019
Telos Capital Management Inc 16,447 $713k Jun 30, 2019 Jul 19, 2019
Huber Financial Advisors LLC 16,303 $706k Jun 30, 2019 Aug 5, 2019
Epstein and White Financial LLC 16,843 $696k Jun 30, 2019 Jul 19, 2019
Bingham Osborn & Scarborough LLC 16,055 $695k Jun 30, 2019 Aug 2, 2019
Dumont & Blake Investment Advisors LLC 15,984 $692k Jun 30, 2019 Aug 1, 2019
Sonata Capital Group Inc 15,903 $689k Jun 30, 2019 Aug 5, 2019
Mcrae Capital Management Inc 15,850 $687k Jun 30, 2019 Jul 29, 2019
Confluence Wealth Management LLC 15,741 $682k Jun 30, 2019 Aug 9, 2019
Sigma Investment Counselors Inc 15,692 $680k Jun 30, 2019 Jul 23, 2019
Deroy & Devereaux Private Investment Counsel Inc 15,576 $675k Jun 30, 2019 Jul 22, 2019
Chilton Capital Management LLC 15,392 $667k Jun 30, 2019 Aug 13, 2019
Monte Financial Group LLC 15,109 $655k Jun 30, 2019 Aug 7, 2019
Ironwood Investment Management LLC 15,062 $652k Jun 30, 2019 Aug 14, 2019
Gillespie Robinson & Grimm Inc 14,848 $643k Jun 30, 2019 Jul 22, 2019
AFT Forsyth and Company Inc 14,693 $637k Jun 30, 2019 Jul 29, 2019
Cornerstone Advisory LLC 14,656 $635k Jun 30, 2019 Aug 8, 2019
Interocean Capital LLC 14,531 $629k Jun 30, 2019 Aug 13, 2019
RKL Wealth Management LLC 14,394 $622k Jun 30, 2019 Aug 2, 2019
Northside Capital Management LLC 14,346 $621k Jun 30, 2019 Jul 16, 2019
Keating Investment Counselors Inc 14,214 $616k Jun 30, 2019 Aug 1, 2019
Winslow Asset Management Inc 14,102 $611k Jun 30, 2019 Jul 29, 2019
Driehaus Capital Management LLC 13,942 $604k Jun 30, 2019 Aug 14, 2019
Marietta Wealth Management LLC 13,914 $603k Jun 30, 2019 Aug 14, 2019
WSFS Capital Management LLC 13,672 $592k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 13,317 $577k Jun 30, 2019 Aug 2, 2019
Benin Management Corp 13,109 $568k Jun 30, 2019 Jul 31, 2019
Alexandria Capital LLC 13,133 $568k Jun 30, 2019 Aug 12, 2019
Port Capital LLC 12,996 $563k Jun 30, 2019 Aug 14, 2019
Weybosset Research & Management LLC 12,847 $557k Jun 30, 2019 Jul 22, 2019
Clear Perspective Advisors LLC 12,704 $550k Jun 30, 2019 Aug 12, 2019
Round Table Services LLC 12,600 $546k Jun 30, 2019 Jul 17, 2019
Northwest Wealth Management LLC 12,447 $539k Jun 30, 2019 Jul 23, 2019
BSW Wealth Partners LLC 12,251 $531k Jun 30, 2019 Aug 13, 2019
Northstar Company LLC 12,165 $527k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 12,165 $527k Jun 30, 2019 Jul 12, 2019
Ballast Inc 12,121 $525k Jun 30, 2019 Jul 26, 2019
Lifeplan Financial Group Inc 12,126 $525k Jun 30, 2019 Jul 15, 2019
Private Vista LLC 12,125 $525k Jun 30, 2019 Jul 19, 2019
Hollow Brook Wealth Management LLC 12,091 $524k Jun 30, 2019 Aug 13, 2019
Kelman Lazarov Inc 12,016 $521k Jun 30, 2019 Jul 22, 2019
Dedora Capital Inc 12,011 $520k Jun 30, 2019 Aug 8, 2019
Marietta Investment Partners LLC 11,763 $510k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 11,744 $509k Jun 30, 2019 Aug 6, 2019
Cambridge Advisors Inc 11,756 $509k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 11,756 $509k Jun 30, 2019 Jul 26, 2019
Hoylecohen LLC 11,614 $503k Jun 30, 2019 Aug 9, 2019
Lenox Wealth Advisors LLC 11,475 $497k Jun 30, 2019 Jul 12, 2019
Main Street Research LLC 11,176 $484k Jun 30, 2019 Aug 8, 2019
Copperwynd Financial LLC 11,150 $483k Jun 30, 2019 Aug 7, 2019
Bigsur Wealth Management LLC 10,960 $480k Jun 30, 2019 Jul 5, 2019
Marathon Capital Management LLC 10,878 $471k Jun 30, 2019 Jul 25, 2019
Fenimore Asset Management Inc 10,659 $462k Jun 30, 2019 Jul 16, 2019
WEIK Capital Management Inc 10,500 $455k Jun 30, 2019 Aug 9, 2019
Whitnell & Co 10,307 $446k Jun 30, 2019 Jul 16, 2019
HGI Capital Management LLC 10,000 $433k Jun 30, 2019 Jul 26, 2019
Darrell & King LLC 10,000 $433k Jun 30, 2019 Aug 15, 2019
Planning Directions Inc 9,952 $431k Jun 30, 2019 Jul 15, 2019
SFMG LLC 9,935 $428k Jun 30, 2019 Aug 5, 2019
Polaris Greystone Financial Group LLC 9,729 $426k Jun 30, 2019 Jul 25, 2019
Granite Group Advisors LLC 9,792 $424k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 9,792 $424k Jun 30, 2019 Jul 23, 2019
SPC Financial Inc 9,697 $420k Jun 30, 2019 Aug 1, 2019
Carlson Capital Management LLC 9,625 $417k Jun 30, 2019 Jul 15, 2019
Liberty Capital Management Inc 9,597 $416k Jun 30, 2019 Jul 15, 2019
HIGH Falls Advisors Inc 9,562 $414k Jun 30, 2019 Aug 15, 2019
MRAZ Amerine & Associates Inc 9,545 $413k Jun 30, 2019 Aug 2, 2019
Gyroscope Capital Management Group LLC 9,304 $409k Jun 30, 2019 Jul 11, 2019
EFG Asset Management Americas Corp 9,408 $408k Jun 30, 2019 Jul 9, 2019
Spears Abacus Advisors LLC 9,366 $406k Jun 30, 2019 Aug 9, 2019
Zevin Asset Management LLC 9,210 $399k Jun 30, 2019 Aug 6, 2019
STA Wealth Management LLC 9,157 $397k Jun 30, 2019 Aug 14, 2019
Paragon Wealth Strategies LLC 9,112 $395k Jun 30, 2019 Jul 17, 2019
Adirondack Research & Management Inc 8,985 $389k Jun 30, 2019 Aug 6, 2019
Successful Portfolios LLC 8,962 $388k Jun 30, 2019 Jul 11, 2019
Congress Park Capital LLC 8,856 $382k Jun 30, 2019 Aug 2, 2019
BRAY Capital Advisors LLC 8,729 $378k Jun 30, 2019 Jul 29, 2019
Brightworth LLC 8,690 $376k Jun 30, 2019 Jul 31, 2019
Obermeyer WOOD Investment Counsel LLLP 8,586 $372k Jun 30, 2019 Aug 13, 2019
First Light Asset Management LLC 8,469 $367k Jun 30, 2019 Aug 14, 2019
Santa Barbara Asset Management LLC 8,577 $364k Mar 31, 2019 May 14, 2019
Daiwa SB Investments Ltd 8,490 $361k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 8,490 $361k Mar 31, 2019 Apr 18, 2019
Wallace Capital Management Inc 8,336 $361k Jun 30, 2019 Aug 12, 2019
Acorn Wealth Advisors LLC 10,029 $358k Jun 30, 2019 Aug 14, 2019
Pettee Investors Inc 8,198 $355k Jun 30, 2019 Aug 7, 2019
Elgethun Capital Management 8,147 $353k Jun 30, 2019 Aug 8, 2019
Acropolis Investment Management LLC 8,150 $353k Jun 30, 2019 Jul 11, 2019
Gilbert & COOK Inc 8,062 $349k Jun 30, 2019 Aug 5, 2019
ELM Advisors LLC 8,017 $347k Jun 30, 2019 Jul 3, 2019
Paulson Wealth Management Inc 8,012 $345k Jun 30, 2019 Jul 30, 2019
Montrusco Bolton Investments Inc 7,904 $342k Jun 30, 2019 Aug 5, 2019
Stony Point Wealth Management Inc 7,854 $342k Jun 30, 2019 Jul 23, 2019
Barber Financial Group 7,764 $336k Jun 30, 2019 Aug 9, 2019
Rossmore Private Capital LLC 7,710 $334k Jun 30, 2019 Aug 5, 2019
Lexaurum Advisors LLC 7,532 $326k Jun 30, 2019 Jul 19, 2019
Mccollum Christoferson Group LLC 7,453 $323k Jun 30, 2019 Jul 11, 2019
Cornerstone Capital Inc 7,300 $316k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 7,300 $316k Jun 30, 2019 Aug 14, 2019
Morgens Waterfall Vintiadis & Company Inc 7,250 $314k Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 7,338 $314k Jun 30, 2019 Aug 16, 2019
Baldwin Investment Management LLC 7,078 $307k Jun 30, 2019 Aug 6, 2019
LBMC Investment Advisors LLC 7,030 $305k Jun 30, 2019 Jul 18, 2019
Steigerwald Gordon & KOCH Inc 6,964 $302k Jun 30, 2019 Jul 15, 2019
Ascension Asset Management LLC 6,894 $299k Jun 30, 2019 Jul 23, 2019
Hendershot Investments Inc 6,881 $298k Jun 30, 2019 Jul 31, 2019
Mcadam LLC 6,824 $296k Jun 30, 2019 Jul 30, 2019
Chesapeake Asset Management LLC 6,828 $296k Jun 30, 2019 Aug 6, 2019
Founders Financial Securities LLC 6,753 $293k Jun 30, 2019 Jul 22, 2019
Harbour Capital Advisors LLC 6,760 $293k Jun 30, 2019 Jul 10, 2019
First Wilshire Securities Management Inc 6,742 $292k Jun 30, 2019 Aug 14, 2019
Greatmark Investment Partners Inc 6,638 $288k Jun 30, 2019 Aug 5, 2019
Sadoff Investment Management LLC 6,648 $288k Jun 30, 2019 Aug 7, 2019
Hartwell J M Ltd Partnership 6,580 $285k Jun 30, 2019 Jul 31, 2019
Alesco Advisors LLC 6,551 $284k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 6,541 $283k Jun 30, 2019 Aug 13, 2019
The WEIL Company 6,504 $282k Jun 30, 2019 Aug 12, 2019
Strategic International Limited 6,480 $281k Jun 30, 2019 Jul 29, 2019
Saratoga Research & Investment Management 6,489 $281k Jun 30, 2019 Jul 24, 2019
Strategic Financial Group LLC 6,480 $281k Jun 30, 2019 Jul 29, 2019
Cottage Street Advisors LLC 6,445 $279k Jun 30, 2019 Aug 2, 2019
Fairview Capital Investment Management LLC 6,389 $276k Jun 30, 2019 Aug 14, 2019
Eubel Brady & Suttman Asset Management Inc 6,339 $275k Jun 30, 2019 Aug 12, 2019
IMS Capital Management Inc 6,343 $275k Jun 30, 2019 Aug 14, 2019
Stone House Investment Management LLC 6,342 $275k Jun 30, 2019 Jul 9, 2019
Tufton Capital Management LLC 6,298 $272k Jun 30, 2019 Jul 26, 2019
Towerpoint Wealth LLC 6,969 $271k Jun 30, 2019 Aug 7, 2019
Signature Estate & Investment Advisors LLC 6,225 $270k Jun 30, 2019 Aug 1, 2019
Clarkston Capital Partners LLC 6,155 $267k Jun 30, 2019 Jul 24, 2019
Doliver Capital Advisors LP 6,125 $265k Jun 30, 2019 Jul 25, 2019
Total Investment Management Inc 7,174 $265k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 7,174 $265k Jun 30, 2019 Aug 7, 2019
Vista Private Wealth Partners LLC 7,584 $264k Jun 30, 2019 Aug 27, 2019
Capital Investment Services of America Inc 6,099 $264k Jun 30, 2019 Jul 12, 2019
Sandler Capital Management 6,100 $264k Jun 30, 2019 Aug 14, 2019
Klingman and Associates LLC 6,039 $262k Jun 30, 2019 Jul 24, 2019
Fagan Associates Inc 6,056 $262k Jun 30, 2019 Jul 12, 2019
Diversified Portfolios Inc 6,000 $260k Jun 30, 2019 Aug 13, 2019
Prescott Group Capital Management LLC 6,000 $260k Jun 30, 2019 Aug 9, 2019
Johanson Financial Advisors Inc 5,954 $258k Jun 30, 2019 Jul 29, 2019
Suncoast Equity Management LLC 5,939 $257k Jun 30, 2019 Jul 26, 2019
SRB Corporation 5,874 $254k Jun 30, 2019 Aug 14, 2019
Connecticut Wealth Management LLC 5,802 $251k Jun 30, 2019 Jul 29, 2019
LGL Partners LLC 5,782 $250k Jun 30, 2019 Aug 14, 2019
Somerset Group LLC 5,756 $249k Jun 30, 2019 Aug 12, 2019
Chickasaw Capital Management LLC 5,675 $246k Jun 30, 2019 Jul 15, 2019
ALTA Capital Management LLC 5,653 $244k Jun 30, 2019 Jul 26, 2019
WP Advisors LLC 5,590 $242k Jun 30, 2019 Jul 23, 2019
Summit Financial Strategies Inc 5,548 $240k Jun 30, 2019 Aug 8, 2019
GM Advisory Group Inc 5,520 $239k Jun 30, 2019 Aug 9, 2019
The Family FIRM Inc 5,484 $238k Jun 30, 2019 Aug 6, 2019
Armor Investment Advisors LLC 5,464 $237k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 5,464 $237k Jun 30, 2019 Aug 13, 2019
Westover Capital Advisors LLC 5,457 $236k Jun 30, 2019 Aug 13, 2019
O'Brien Wealth Partners LLC 5,369 $236k Jun 30, 2019 Jul 8, 2019
Neumann Capital Management LLC 5,438 $236k Jun 30, 2019 Jul 25, 2019
Summit Financial LLC 5,350 $232k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 5,350 $232k Jun 30, 2019 Jul 3, 2019
Albert D Mason Inc 5,322 $231k Jun 30, 2019 Jul 30, 2019
Cumberland Advisors Inc 5,250 $227k Jun 30, 2019 Jul 11, 2019
Larson Financial Group LLC 5,212 $226k Jun 30, 2019 Jul 16, 2019
Breiter Capital Management Inc 5,199 $225k Jun 30, 2019 Aug 23, 2019
Armbruster Capital Management Inc 5,170 $224k Jun 30, 2019 Jul 18, 2019
Cooke & Bieler LP 5,100 $221k Jun 30, 2019 Aug 12, 2019
AMI Asset Management Corp 5,002 $217k Jun 30, 2019 Aug 5, 2019
Compass Capital Management Inc 4,974 $215k Jun 30, 2019 Jul 31, 2019
American Financial Advisors Inc 4,857 $210k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 4,857 $210k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 4,857 $210k Jun 30, 2019 Aug 12, 2019
YCG LLC 4,800 $208k Jun 30, 2019 Jul 23, 2019
Hamilton Point Investment Advisors LLC 4,761 $206k Jun 30, 2019 Jul 18, 2019
RB Capital Management LLC 4,682 $203k Jun 30, 2019 Aug 7, 2019
Toroso Investments LLC 4,516 $195k Jun 30, 2019 Aug 15, 2019
Transamerica Financial Advisors Inc 4,414 $192k Jun 30, 2019 Aug 21, 2019
Spectrum Group Management LLC 3,927 $170k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 3,927 $170k Jun 30, 2019 Aug 2, 2019
DT Investment Partners LLC 3,491 $151k Jun 30, 2019 Jul 30, 2019
Asset Planning Services Ltd 2,345 $102k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 2,345 $102k Jun 30, 2019 Jul 17, 2019
New Potomac Partners LLC 2,214 $96k Jun 30, 2019 Jul 26, 2019
Arlington Partners LLC 2,141 $93k Jun 30, 2019 Jul 10, 2019
RPG Investment Advisory LLC 2,105 $92k Jun 30, 2019 Jul 10, 2019
Drexel Morgan & Co 2,000 $87k Jun 30, 2019 Aug 8, 2019
Clearbridge Investments LLC 1,890 $82k Dec 31, 2018 Feb 14, 2019
CLS Investments LLC 1,888 $82k Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 1,547 $67k Jun 30, 2019 Aug 6, 2019
Turim 21 Investimentos LTDA 1,230 $53k Jun 30, 2019 Aug 13, 2019
Benson Investment Management Company Inc 1,000 $43k Jun 30, 2019 Jul 11, 2019
Middleton & Company Inc 1,000 $43k Jun 30, 2019 Jul 25, 2019
Stewart & Patten Co LLC 801 $35k Jun 30, 2019 Jul 17, 2019
Avondale Wealth Management LLC 722 $31k Jun 30, 2019 Jul 26, 2019
Cedar Wealth Management LLC 650 $28k Jun 30, 2019 Jul 24, 2019
Lombard Odier Transatlantic Limited 500 $17k Sep 30, 2016 Nov 14, 2016
Interactive Financial Advisors Inc 400 $17k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 235 $10k Jun 30, 2019 Aug 21, 2019
Spiderrock Advisors LLC 18,600 $9k Put Jun 30, 2019 Jul 29, 2019
Wakefield Asset Management LLLP 96 $4k Jun 30, 2019 Aug 13, 2019
Independent Advisor Alliance LLC 6,696 $0k Jun 30, 2019 Aug 12, 2019

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