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PHILIP MORRIS INTL
(718172109)

Funds Reporting Holdings of PHILIP MORRIS INTL according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Cantab Capital Partners LLP 27,532 $3,056,000k Sep 30, 2017 Nov 14, 2017
Tower Bridge Advisors Inc 18,226 $1,431,288k Jun 30, 2019 Aug 6, 2019
Rmsincerbeaux Capital Management LLC 15,350 $1,205,436k Jun 30, 2019 Aug 9, 2019
First Eagle Investment Management LLC 11,739,607 $921,911k Jun 30, 2019 Aug 13, 2019
Gardner Russo & Gardner LLC 9,317,748 $731,723k Jun 30, 2019 Aug 13, 2019
Cedar Rock Capital Limited 9,173,819 $720,420k Jun 30, 2019 Aug 14, 2019
Veritas Asset Management LLP 6,581,888 $516,876k Jun 30, 2019 Aug 8, 2019
Independent Franchise Partners LLP 4,309,978 $338,462k Jun 30, 2019 Aug 13, 2019
Investec Asset Management Limited 4,140,204 $325,130k Jun 30, 2019 Jul 30, 2019
Charles Schwab Investment Advisory Inc 3,831,015 $300,849k Jun 30, 2019 Aug 12, 2019
Diamond Hill Capital Management Inc 3,822,629 $300,191k Jun 30, 2019 Aug 1, 2019
Quattro Advisors LLC 3,200 $283,360k Jun 30, 2019 Jul 26, 2019
Quattro Financial Advisors LLC 3,200 $283,360k Jun 30, 2019 Jul 26, 2019
Brown Brothers Harriman & Co 2,143,733 $168,347k Jun 30, 2019 Aug 14, 2019
Santa Barbara Asset Management LLC 1,894,576 $167,462k Mar 31, 2019 May 14, 2019
Schafer Cullen Capital Management Inc 1,775,596 $145,404k Jun 30, 2019 Jul 30, 2019
First Manhattan Co 1,800,939 $141,427k Jun 30, 2019 Aug 16, 2019
CI Global Investments Inc 1,601,804 $130,611k Sep 30, 2018 Nov 9, 2018
COHO Partners Ltd 1,648,554 $129,461k Jun 30, 2019 Aug 8, 2019
Brandywine Global Investment Management LLC 1,335,936 $104,912k Jun 30, 2019 Aug 14, 2019
The London Company of Virginia LLC 902,773 $70,895k Jun 30, 2019 Aug 14, 2019
Chiron Investment Management LLC 633,018 $49,711k Jun 30, 2019 Aug 14, 2019
Cullen Capital Management LLC 585,234 $45,958k Jun 30, 2019 Jul 30, 2019
NWQ Investment Management Company LLC 536,290 $42,115k Jun 30, 2019 Aug 14, 2019
Cedar Wealth Management LLC 418,990 $32,903k Jun 30, 2019 Jul 24, 2019
Payden & Rygel 389,200 $30,564k Jun 30, 2019 Aug 6, 2019
RNC Capital Management LLC 353,069 $27,727k Jun 30, 2019 Jul 25, 2019
Cooke & Bieler LP 316,900 $24,886k Jun 30, 2019 Aug 12, 2019
Waters Parkerson & Co LLC 292,235 $22,949k Jun 30, 2019 Aug 6, 2019
Janney Capital Management LLC 246,825 $19,383k Jun 30, 2019 Jul 29, 2019
Staley Capital Advisers Inc 245,175 $19,254k Jun 30, 2019 Aug 9, 2019
Hosking Partners LLP 244,056 $19,166k Jun 30, 2019 Aug 13, 2019
Vontobel Asset Management Inc 240,856 $16,670k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 207,620 $16,304k Jun 30, 2019 Aug 12, 2019
Auxier Asset Management LLC 206,971 $16,253k Jun 30, 2019 Aug 15, 2019
Davidson Investment Advisors Inc 197,902 $15,541k Jun 30, 2019 Aug 13, 2019
Adams Diversified Equity Fund Inc 197,000 $15,470k Jun 30, 2019 Jul 29, 2019
White ELM Capital LLC 196,340 $15,419k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 194,221 $15,252k Jun 30, 2019 Jul 30, 2019
Cramer Rosenthal Mcglynn LLC 175,123 $13,752k Jun 30, 2019 Aug 13, 2019
QS Investors LLC 151,882 $11,928k Jun 30, 2019 Aug 14, 2019
First Pacific Advisors LP 139,592 $10,962k Jun 30, 2019 Aug 14, 2019
Centre Asset Management LLC 133,850 $10,511k Jun 30, 2019 Jul 15, 2019
GS Investments Inc 113 $8,874k Jun 30, 2019 Aug 9, 2019
Kayne Anderson Rudnick Investment Management LLC 108,352 $8,509k Jun 30, 2019 Aug 14, 2019
Channing Capital Management LLC 106,961 $8,400k Jun 30, 2019 Aug 14, 2019
Spark Investment Management LLC 100,700 $7,907k Jun 30, 2019 Aug 12, 2019
1919 Investment Counsel LLC 93,807 $7,824k Sep 30, 2014 Nov 14, 2014
Taurus Asset Management LLC 95,512 $7,501k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 95,192 $7,475k Jun 30, 2019 Aug 13, 2019
Bernzott Capital Advisors 89,762 $7,049k Jun 30, 2019 Aug 12, 2019
Hourglass Capital LLC 84,227 $6,614k Jun 30, 2019 Aug 12, 2019
Keating Investment Counselors Inc 79,659 $6,256k Jun 30, 2019 Aug 1, 2019
Keystone Financial Planning Inc 75,407 $5,922k Jun 30, 2019 Aug 5, 2019
Alley Company LLC 73,153 $5,745k Jun 30, 2019 Jul 30, 2019
LOWE Brockenbrough & Company Inc 73,089 $5,740k Jun 30, 2019 Aug 12, 2019
Hutner Capital Management Inc 71,744 $5,634k Jun 30, 2019 Aug 7, 2019
Morgan Dempsey Capital Management LLC 71,413 $5,608k Jun 30, 2019 Aug 8, 2019
USA Mutuals Advisors Inc 71,000 $5,576k Jun 30, 2019 Aug 5, 2019
Dorchester Wealth Management Company 70,770 $5,558k Jun 30, 2019 Jul 19, 2019
OFI Advisors LLC 68,935 $5,469k Sep 30, 2015 Nov 16, 2015
Gabelli Funds LLC 65,000 $5,104k Jun 30, 2019 Aug 2, 2019
Hennessy Advisors Inc 62,900 $4,940k Jun 30, 2019 Jul 11, 2019
Tufton Capital Management LLC 52,507 $4,123k Jun 30, 2019 Jul 26, 2019
Benedict Financial Advisors Inc 49,306 $3,872k Jun 30, 2019 Aug 1, 2019
Stokes & Hubbell Capital Management LLC 43,637 $3,857k Mar 31, 2019 Apr 24, 2019
Doliver Capital Advisors LP 47,261 $3,711k Jun 30, 2019 Jul 25, 2019
Viking Fund Management LLC 47,000 $3,691k Jun 30, 2019 Jul 16, 2019
KMS Financial Services Inc 43,651 $3,641k Sep 30, 2014 Nov 17, 2014
Deltec Asset Management LLC 46,015 $3,614k Jun 30, 2019 Jul 29, 2019
KKR Credit Advisors US LLC 41,000 $3,550k Sep 30, 2013 Nov 14, 2013
Oliver Luxxe Assets LLC 44,521 $3,544k Jun 30, 2019 Jul 10, 2019
Violich Capital Management 45,068 $3,539k Jun 30, 2019 Jul 22, 2019
Summit Financial Wealth Advisors LLC 44,064 $3,460k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 44,064 $3,460k Jun 30, 2019 Jul 16, 2019
Cohen Klingenstein LLC 43,805 $3,440k Jun 30, 2019 Jul 15, 2019
Stoneridge Investment Partners LLC 39,589 $3,109k Jun 30, 2019 Jul 29, 2019
Corda Investment Management LLC 38,409 $3,016k Jun 30, 2019 Aug 9, 2019
Parthenon LLC 38,151 $2,996k Jun 30, 2019 Jul 29, 2019
Calamos Wealth Management LLC 37,991 $2,983k Jun 30, 2019 Aug 7, 2019
Sentry Investment Management LLC 37,920 $2,978k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 37,920 $2,978k Jun 30, 2019 Aug 12, 2019
Chickasaw Capital Management LLC 37,616 $2,954k Jun 30, 2019 Jul 15, 2019
Klingenstein Fields & Co LLC 36,925 $2,900k Jun 30, 2019 Aug 12, 2019
Tocqueville Asset Management LP 34,643 $2,721k Jun 30, 2019 Jul 31, 2019
Searle & Co 33,579 $2,637k Jun 30, 2019 Jul 17, 2019
American Money Management LLC 33,272 $2,613k Jun 30, 2019 Aug 12, 2019
Sather Financial Group Inc 31,990 $2,512k Jun 30, 2019 Jul 23, 2019
Hendley & Co Inc 31,170 $2,448k Jun 30, 2019 Aug 8, 2019
LVW Advisors LLC 31,056 $2,439k Jun 30, 2019 Aug 14, 2019
Arnhold LLC 29,850 $2,344k Jun 30, 2019 Aug 8, 2019
Canal Capital Management LLC 29,235 $2,296k Jun 30, 2019 Jul 31, 2019
Fernwood Investment Management LLC 29,131 $2,288k Jun 30, 2019 Aug 1, 2019
Howard Capital Management Inc 28,050 $2,203k Jun 30, 2019 Jul 24, 2019
Northstar Wealth Partners LLC 27,399 $2,152k Jun 30, 2019 Aug 15, 2019
Mengis Capital Management Inc 26,950 $2,116k Jun 30, 2019 Jul 18, 2019
DEAN Investment Associates LLC 24,717 $1,941k Jun 30, 2019 Aug 14, 2019
Omnistar Financial Group Inc 24,275 $1,906k Jun 30, 2019 Jul 30, 2019
Yacktman Asset Management LP 23,501 $1,846k Jun 30, 2019 Aug 2, 2019
Valmark Advisers Inc 22,898 $1,798k Jun 30, 2019 Aug 7, 2019
Global Endowment Management LP 22,800 $1,790k Jun 30, 2019 Aug 12, 2019
TODD Asset Management LLC 22,752 $1,787k Jun 30, 2019 Aug 6, 2019
Hunter Associates Investment Management LLC 22,188 $1,742k Jun 30, 2019 Aug 8, 2019
Poehling Capital Management Inc 22,124 $1,737k Jun 30, 2019 Aug 9, 2019
Point72 Asset Management LP 22,110 $1,736k Jun 30, 2019 Aug 14, 2019
Shepherd Financial Partners LLC 21,550 $1,692k Jun 30, 2019 Aug 5, 2019
The Rikoon Group LLC 21,037 $1,676k Jun 30, 2019 Aug 6, 2019
Buckley Wealth Management LLC 20,822 $1,635k Jun 30, 2019 Jul 19, 2019
Burgundy Asset Management Ltd 20,048 $1,574k Jun 30, 2019 Aug 14, 2019
Condor Capital Management 19,055 $1,496k Jun 30, 2019 Aug 5, 2019
Dodge & COX 18,913 $1,485k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 18,636 $1,463k Jun 30, 2019 Jul 19, 2019
Legacy Capital Partners Inc 18,155 $1,426k Jun 30, 2019 Jul 16, 2019
ZWJ Investment Counsel Inc 18,136 $1,424k Jun 30, 2019 Jul 24, 2019
Buckhead Capital Management LLC 18,109 $1,422k Jun 30, 2019 Aug 1, 2019
Rossmore Private Capital LLC 17,370 $1,364k Jun 30, 2019 Aug 5, 2019
GM Advisory Group Inc 17,337 $1,361k Jun 30, 2019 Aug 9, 2019
Berkeley Capital Partners LLC 17,165 $1,348k Jun 30, 2019 Aug 8, 2019
DUFF & Phelps Investment Management Co 17,015 $1,336k Jun 30, 2019 Aug 2, 2019
RAAB & Moskowitz Asset Management LLC 16,142 $1,267k Jun 30, 2019 Aug 9, 2019
Northside Capital Management LLC 15,930 $1,251k Jun 30, 2019 Jul 16, 2019
Wendell David Associates Inc 15,634 $1,228k Jun 30, 2019 Jul 16, 2019
Annex Advisory Services LLC 15,556 $1,222k Jun 30, 2019 Jul 18, 2019
WEIK Capital Management Inc 15,340 $1,205k Jun 30, 2019 Aug 9, 2019
Monarch Capital Management Inc 14,409 $1,132k Jun 30, 2019 Jul 31, 2019
Pictet North America Advisors SA 14,259 $1,120k Jun 30, 2019 Aug 7, 2019
Ausdal Financial Partners Inc 12,641 $1,091k Jun 30, 2019 Aug 5, 2019
Waverton Investment Management Limited 13,767 $1,081k Jun 30, 2019 Jul 17, 2019
Strategic Financial Services Inc 13,727 $1,078k Jun 30, 2019 Aug 13, 2019
Wellington Shields & Co LLC 13,600 $1,068k Jun 30, 2019 Aug 8, 2019
Valicenti Advisory Services Inc 13,246 $1,040k Jun 30, 2019 Jul 17, 2019
Triangle Securities Wealth Management 12,898 $1,027k Jun 30, 2019 Jul 10, 2019
DB Root & Company LLC 13,077 $1,026k Jun 30, 2019 Jul 19, 2019
FORT PITT Capital Group LLC 11,528 $905k Jun 30, 2019 Aug 9, 2019
Smith Salley & Associates LLC 11,200 $880k Jun 30, 2019 Jul 12, 2019
Excalibur Management Corp 11,179 $878k Jun 30, 2019 Jul 26, 2019
FFCM LLC 11,080 $870k Jun 30, 2019 Jul 30, 2019
Altavista Wealth Management Inc 10,897 $856k Jun 30, 2019 Aug 13, 2019
Harvey Investment Company LLC 10,665 $838k Jun 30, 2019 Jul 16, 2019
Grandfield & DODD LLC 10,561 $829k Jun 30, 2019 Jul 29, 2019
Stony Point Wealth Management Inc 9,373 $801k Jun 30, 2019 Jul 23, 2019
Tradition Capital Management LLC 8,960 $791k Mar 31, 2019 May 7, 2019
KLCM Advisors Inc 9,991 $785k Jun 30, 2019 Aug 15, 2019
Chilton Capital Management LLC 9,900 $777k Jun 30, 2019 Aug 13, 2019
Grassi Investment Management LLC 9,492 $745k Jun 30, 2019 Jul 10, 2019
Private Wealth Advisors Inc 9,383 $737k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 9,383 $737k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 9,383 $737k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 9,383 $737k Jun 30, 2019 Aug 7, 2019
Strategy Asset Managers LLC 9,372 $736k Jun 30, 2019 Aug 14, 2019
Probity Advisors Inc 9,283 $729k Jun 30, 2019 Aug 8, 2019
Flippin Bruce & Porter Inc 8,875 $697k Jun 30, 2019 Aug 6, 2019
Security Asset Management Inc 8,813 $692k Jun 30, 2019 Aug 6, 2019
White Lighthouse Investment Management Inc 8,800 $691k Jun 30, 2019 Jul 31, 2019
Good Harbor Financial LLC 8,713 $691k Sep 30, 2015 Nov 13, 2015
Gillespie Robinson & Grimm Inc 8,745 $687k Jun 30, 2019 Jul 22, 2019
Guardian Capital Advisors LP 8,460 $682k Jun 30, 2019 Aug 14, 2019
Mckinley Carter Wealth Services Inc 8,498 $667k Jun 30, 2019 Aug 2, 2019
Schaller Investment Group Inc 8,461 $664k Jun 30, 2019 Aug 9, 2019
Capital Planning Advisors LLC 8,350 $656k Jun 30, 2019 Aug 9, 2019
RB Capital Management LLC 8,202 $644k Jun 30, 2019 Aug 7, 2019
Meristem Family Wealth LLC 8,130 $638k Jun 30, 2019 Aug 6, 2019
CAMG Solamere Management LLC 7,933 $624k Jun 30, 2019 Aug 13, 2019
Ancora Family Wealth Advisors LLC 6,357 $618k Sep 30, 2016 Nov 4, 2016
Douglas Lane & Associates LLC 7,847 $616k Jun 30, 2019 Jul 8, 2019
Spears Abacus Advisors LLC 7,739 $608k Jun 30, 2019 Aug 9, 2019
Front Barnett Associates LLC 7,657 $601k Jun 30, 2019 Aug 6, 2019
Bristol Advisors LLC 6,800 $601k Mar 31, 2019 Apr 29, 2019
Permit Capital LLC 7,645 $600k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 7,571 $595k Jun 30, 2019 Aug 7, 2019
Pagnatokarp Partners LLC 7,481 $595k Jun 30, 2019 Aug 8, 2019
Crossvault Capital Management LLC 7,549 $593k Jun 30, 2019 Jul 19, 2019
Deroy & Devereaux Private Investment Counsel Inc 7,550 $593k Jun 30, 2019 Jul 22, 2019
SVA Plumb Wealth Management LLC 7,492 $588k Jun 30, 2019 Aug 13, 2019
Northstar Investment Advisors LLC 7,315 $574k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 7,315 $574k Jun 30, 2019 Jul 17, 2019
Gilbert & COOK Inc 7,115 $559k Jun 30, 2019 Aug 5, 2019
Traynor Capital Management Inc 7,167 $558k Jun 30, 2019 Jul 26, 2019
E & G Advisors LP 6,800 $534k Jun 30, 2019 Jul 12, 2019
SFMG LLC 6,179 $531k Jun 30, 2019 Aug 5, 2019
Northstar Asset Management Inc 6,667 $524k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 6,667 $524k Jun 30, 2019 Jul 16, 2019
Plancorp LLC 6,594 $518k Jun 30, 2019 Aug 13, 2019
Colonial Trust Advisors Inc 6,511 $511k Jun 30, 2019 Aug 21, 2019
Miles Capital Inc 6,327 $497k Jun 30, 2019 Aug 13, 2019
Atalanta Sosnoff Capital LLC 6,292 $494k Jun 30, 2019 Jul 15, 2019
Dividend Assets Capital LLC 6,207 $487k Jun 30, 2019 Jul 12, 2019
Meritage Portfolio Management Inc 6,188 $486k Jun 30, 2019 Jul 30, 2019
Carret Asset Management LLC 6,140 $482k Jun 30, 2019 Aug 12, 2019
Accredited Investors Inc 5,975 $469k Jun 30, 2019 Aug 13, 2019
Interocean Capital LLC 5,952 $467k Jun 30, 2019 Aug 13, 2019
Armbruster Capital Management Inc 5,878 $462k Jun 30, 2019 Jul 18, 2019
Stearns Financial Services Group Inc 5,872 $461k Jun 30, 2019 Aug 14, 2019
Clear Perspective Advisors LLC 5,823 $457k Jun 30, 2019 Aug 12, 2019
Marble Harbor Investment Counsel LLC 5,743 $451k Jun 30, 2019 Aug 7, 2019
IMS Capital Management Inc 5,694 $447k Jun 30, 2019 Aug 14, 2019
Intersect Capital LLC 5,591 $439k Jun 30, 2019 Aug 9, 2019
SOL Capital Management Co 5,494 $431k Jun 30, 2019 Jul 17, 2019
Breiter Capital Management Inc 5,477 $430k Jun 30, 2019 Aug 23, 2019
Greatmark Investment Partners Inc 5,446 $428k Jun 30, 2019 Aug 5, 2019
Marco Investment Management LLC 5,417 $425k Jun 30, 2019 Aug 6, 2019
Cambiar Investors LLC 5,409 $425k Jun 30, 2019 Jul 25, 2019
HCR Wealth Advisors 5,386 $423k Jun 30, 2019 Jul 25, 2019
Lejeune Puetz Investment Counsel 5,345 $420k Jun 30, 2019 Jul 29, 2019
Crescent Grove Advisors LLC 5,247 $418k Jun 30, 2019 Aug 6, 2019
Hoylecohen LLC 5,267 $414k Jun 30, 2019 Aug 9, 2019
Birinyi Associates Inc 5,250 $412k Jun 30, 2019 Aug 5, 2019
Wallace Capital Management Inc 5,209 $409k Jun 30, 2019 Aug 12, 2019
Cornerstone Advisory LLC 5,199 $408k Jun 30, 2019 Aug 8, 2019
Becker Capital Management Inc 5,147 $404k Jun 30, 2019 Aug 8, 2019
United Asset Strategies Inc 5,087 $399k Jun 30, 2019 Jul 31, 2019
Burleson & Company LLC 4,795 $395k Jun 30, 2019 Aug 5, 2019
Lenox Wealth Advisors LLC 5,000 $393k Jun 30, 2019 Jul 12, 2019
West Oak Capital LLC 4,929 $387k Jun 30, 2019 Jul 12, 2019
Folger Nolan Fleming Douglas Capital Management Inc 4,875 $383k Jun 30, 2019 Aug 9, 2019
The Northstar Group Inc 4,816 $378k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 4,816 $378k Jun 30, 2019 Jul 12, 2019
Birch Hill Investment Advisors LLC 4,800 $377k Jun 30, 2019 Jul 22, 2019
PURE Financial Advisors Inc 4,783 $376k Jun 30, 2019 Jul 11, 2019
Haverford Financial Services Inc 4,725 $371k Jun 30, 2019 Aug 13, 2019
Clarkston Capital Partners LLC 4,712 $370k Jun 30, 2019 Jul 24, 2019
Westover Capital Advisors LLC 4,607 $362k Jun 30, 2019 Aug 13, 2019
Mitchell Mcleod PUGH & Williams Inc 4,586 $360k Jun 30, 2019 Jul 9, 2019
Round Table Services LLC 4,492 $353k Jun 30, 2019 Jul 17, 2019
Bristlecone Advisors LLC 4,452 $350k Jun 30, 2019 Jul 19, 2019
Lourd Capital LLC 4,444 $349k Jun 30, 2019 Jul 11, 2019
Callahan Advisors LLC 4,416 $347k Jun 30, 2019 Jul 17, 2019
Shayne & Co LLC 4,390 $345k Jun 30, 2019 Jul 24, 2019
LBMC Investment Advisors LLC 4,328 $340k Jun 30, 2019 Jul 18, 2019
GHP Investment Advisors Inc 4,310 $338k Jun 30, 2019 Aug 2, 2019
BHK Investment Advisors LLC 4,282 $336k Jun 30, 2019 Aug 2, 2019
Rodgers Brothers Inc 4,274 $336k Jun 30, 2019 Aug 14, 2019
Schulhoff & Co Inc 4,269 $335k Jun 30, 2019 Aug 7, 2019
Altfest L J & Co Inc 4,254 $334k Jun 30, 2019 Jul 15, 2019
Strategic Advisors LLC 4,263 $334k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 4,263 $334k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 4,263 $334k Jun 30, 2019 Jul 22, 2019
Wiley Bros-Aintree Capital LLC 4,245 $333k Jun 30, 2019 Jul 10, 2019
Towerpoint Wealth LLC 3,984 $333k Jun 30, 2019 Aug 7, 2019
Private Vista LLC 4,225 $332k Jun 30, 2019 Jul 19, 2019
Blue FIN Capital Inc 4,233 $332k Jun 30, 2019 Jul 22, 2019
Allen Investment Management LLC 4,167 $327k Jun 30, 2019 Aug 12, 2019
Provident Investment Management Inc 4,150 $326k Jun 30, 2019 Aug 8, 2019
Strategic Financial Group LLC 4,058 $319k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 4,058 $319k Jun 30, 2019 Jul 29, 2019
Hendershot Investments Inc 4,030 $316k Jun 30, 2019 Jul 31, 2019
Ballast Inc 3,946 $314k Jun 30, 2019 Jul 26, 2019
Winslow Asset Management Inc 3,972 $312k Jun 30, 2019 Jul 29, 2019
Cheviot Value Management LLC 3,953 $310k Jun 30, 2019 Aug 14, 2019
Epstein and White Financial LLC 3,962 $309k Jun 30, 2019 Jul 19, 2019
West Chester Capital Advisors Inc 3,886 $305k Jun 30, 2019 Jul 30, 2019
Loudon Investment Management LLC 3,827 $301k Jun 30, 2019 Aug 13, 2019
Windsor Capital Management LLC 3,830 $300k Jun 30, 2019 Aug 2, 2019
Modera Wealth Management LLC 3,791 $298k Jun 30, 2019 Aug 7, 2019
Wells Trecaso Financial Group LLC 3,795 $298k Jun 30, 2019 Jul 22, 2019
Benin Management Corp 3,788 $297k Jun 30, 2019 Jul 31, 2019
Bouchey Financial Group Ltd 3,760 $295k Jun 30, 2019 Jul 11, 2019
Wealth Alliance Advisory Group LLC 3,566 $291k Jun 30, 2019 Jul 17, 2019
Badgley Phelps and Bell Inc 3,648 $286k Jun 30, 2019 Jul 30, 2019
Advisory Alpha LLC 3,204 $284k Jun 30, 2019 Aug 16, 2019
Blue CHIP Wealth Management Inc 3,595 $282k Jun 30, 2019 Aug 13, 2019
Financial Advisory Service Inc 3,550 $279k Jun 30, 2019 Jul 25, 2019
Torch Wealth Management LLC 3,525 $277k Jun 30, 2019 Aug 2, 2019
Osborne Partners Capital Management LLC 3,460 $272k Jun 30, 2019 Jul 18, 2019
Bigsur Wealth Management LLC 3,425 $271k Jun 30, 2019 Jul 5, 2019
LONG ROAD Investment Counsel LLC 3,400 $267k Jun 30, 2019 Aug 9, 2019
Acadian Asset Management LLC 3,391 $266k Jun 30, 2019 Aug 8, 2019
Family Management Corporation 3,376 $265k Jun 30, 2019 Aug 14, 2019
STA Wealth Management LLC 3,309 $260k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 3,287 $258k Jun 30, 2019 Aug 5, 2019
WP Advisors LLC 3,269 $257k Jun 30, 2019 Jul 23, 2019
Portland Global Advisors LLC 3,242 $255k Jun 30, 2019 Jul 26, 2019
New England Private Wealth Advisors LLC 3,183 $250k Jun 30, 2019 Aug 8, 2019
Bridgeworth LLC 3,163 $248k Jun 30, 2019 Jul 25, 2019
Successful Portfolios LLC 3,142 $247k Jun 30, 2019 Jul 11, 2019
JGP Wealth Management LLC 3,134 $246k Jun 30, 2019 Jul 15, 2019
Oarsman Capital Inc 3,049 $239k Jun 30, 2019 Aug 13, 2019
SRB Corporation 3,042 $239k Jun 30, 2019 Aug 14, 2019
Carlson Capital Management LLC 3,026 $238k Jun 30, 2019 Jul 15, 2019
Kingfisher Capital LLC 3,000 $236k Jun 30, 2019 Aug 14, 2019
KWMG LLC 2,971 $233k Jun 30, 2019 Jul 10, 2019
American National Registered Investment Advisor Inc 2,950 $232k Jun 30, 2019 Aug 5, 2019
Cfo4Life Group LLC 2,909 $228k Jun 30, 2019 Jul 29, 2019
Marathon Capital Management LLC 2,887 $226k Jun 30, 2019 Jul 25, 2019
BTR Capital Management Inc 2,866 $225k Jun 30, 2019 Jul 18, 2019
Appleton Partners Inc 2,838 $223k Jun 30, 2019 Jul 25, 2019
Marshwinds Advisory Company 3,299 $220k Dec 31, 2018 Jan 7, 2019
Summit Financial Strategies Inc 2,800 $220k Jun 30, 2019 Aug 8, 2019
Northwest Wealth Management LLC 2,799 $220k Jun 30, 2019 Jul 23, 2019
Signature Financial Management Inc 3,252 $217k Dec 31, 2018 Feb 13, 2019
Capital Wealth Management LLC 2,708 $213k Jun 30, 2019 Aug 12, 2019
Howland Capital Management LLC 2,699 $212k Jun 30, 2019 Jul 17, 2019
Stewardship Financial Advisors LLC 2,665 $209k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 2,665 $209k Jun 30, 2019 Aug 12, 2019
Campbell Newman Asset Management Inc 2,635 $207k Jun 30, 2019 Jul 24, 2019
SPC Financial Inc 2,600 $204k Jun 30, 2019 Aug 1, 2019
Cohen Capital Management Inc 2,600 $204k Jun 30, 2019 Aug 7, 2019
Andesa Financial Management Inc 2,604 $204k Jun 30, 2019 Jul 30, 2019
Stumpf Capital Management LLC 2,600 $204k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 2,560 $201k Jun 30, 2019 Aug 8, 2019
Aristotle Atlantic Partners LLC 2,400 $188k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 1,489 $117k Jun 30, 2019 Aug 21, 2019
Spectrum Management Group Inc 1,170 $92k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 1,170 $92k Jun 30, 2019 Aug 2, 2019
Midas Management Corporation 1,000 $79k Jun 30, 2019 Jul 9, 2019
Cowen Prime Services LLC 1,000 $79k Jun 30, 2019 Jul 31, 2019
Vestor Capital LLC 775 $61k Jun 30, 2019 Aug 6, 2019
Prelude Capital Management LLC 434 $34k Jun 30, 2019 Aug 14, 2019
Arlington Partners LLC 400 $31k Jun 30, 2019 Jul 10, 2019
Spiderrock Advisors LLC 10,300 $22k Put Jun 30, 2019 Jul 29, 2019
Secrest Blakey & Associates LLC 100 $8k Call Jun 30, 2019 Aug 13, 2019
Summit Financial Group Inc 50 $4k Jun 30, 2019 Jul 3, 2019
The Fiduciary Group LLC 51 $4k Jun 30, 2019 Aug 14, 2019
Summit Financial LLC 50 $4k Jun 30, 2019 Jul 3, 2019
Independent Advisor Alliance LLC 2,622 $0k Jun 30, 2019 Aug 12, 2019

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