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PROCTER & GAMBLE CO
(742718109)

Funds Reporting Holdings of PROCTER & GAMBLE CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Select Equity Group LP 1,600,000 $175,440,000k Put Jun 30, 2019 Aug 14, 2019
Westend Advisors LLC 312,549 $34,270,997k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 84,072 $9,218,495k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 24,563 $2,693,333k Jun 30, 2019 Aug 14, 2019
GS Investments Inc 16,407 $1,798,994k Jun 30, 2019 Aug 9, 2019
Cedar Rock Capital Limited 12,090,187 $1,325,689k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 13,087 $1,191,000k Sep 30, 2017 Nov 14, 2017
Yacktman Asset Management LP 9,488,547 $1,040,419k Jun 30, 2019 Aug 2, 2019
Retirement Income Solutions Inc 4,080 $447,000k Jun 30, 2019 Jul 23, 2019
Acadian Asset Management LLC 3,950,173 $433,139k Jun 30, 2019 Aug 8, 2019
Charles Schwab Investment Advisory Inc 3,252,052 $356,588k Jun 30, 2019 Aug 12, 2019
GQG Partners LLC 3,197,585 $350,354k Jun 30, 2019 Aug 14, 2019
Jensen Investment Management Inc 2,585,267 $283,475k Jun 30, 2019 Aug 2, 2019
Diamond Hill Capital Management Inc 2,396,492 $262,775k Jun 30, 2019 Aug 1, 2019
Shapiro Capital Management LLC 2,380 $260,971k Jun 30, 2019 Aug 14, 2019
Marathon Asset Management LLP 1,734,031 $190,098k Jun 30, 2019 Jul 15, 2019
Mawer Investment Management Ltd 1,086,586 $119,155k Jun 30, 2019 Aug 6, 2019
Hamlin Capital Management LLC 678,860 $74,437k Jun 30, 2019 Jul 22, 2019
Foster Dykema Cabot & Co Incorporated 642,659 $70,468k Jun 30, 2019 Aug 6, 2019
Perkins Investment Management LLC 678,661 $60,978k Mar 31, 2017 May 15, 2017
Saratoga Research & Investment Management 531,885 $58,321k Jun 30, 2019 Jul 24, 2019
Clarkston Capital Partners LLC 502,149 $55,061k Jun 30, 2019 Jul 24, 2019
Cambridge Investment Research Advisors Inc 498,084 $54,615k Jun 30, 2019 Aug 15, 2019
Tocqueville Asset Management LP 492,545 $54,008k Jun 30, 2019 Jul 31, 2019
Columbus Circle Investors 462,233 $50,684k Jun 30, 2019 Aug 2, 2019
1919 Investment Counsel LLC 601,970 $50,409k Sep 30, 2014 Nov 14, 2014
Investec Asset Management Limited 458,059 $50,226k Jun 30, 2019 Jul 30, 2019
QS Investors LLC 433,010 $47,480k Jun 30, 2019 Aug 14, 2019
Sadoff Investment Management LLC 407,001 $44,628k Jun 30, 2019 Aug 7, 2019
Bowen Hanes & Co Inc 379,869 $41,653k Jun 30, 2019 Aug 13, 2019
Main Street Research LLC 375,292 $41,151k Jun 30, 2019 Aug 8, 2019
Corda Investment Management LLC 369,256 $40,488k Jun 30, 2019 Aug 9, 2019
First Manhattan Co 346,680 $38,013k Jun 30, 2019 Aug 16, 2019
Becker Capital Management Inc 340,528 $37,339k Jun 30, 2019 Aug 8, 2019
Madison Investment Holdings Inc 333,467 $36,565k Jun 30, 2019 Aug 13, 2019
Birch Hill Investment Advisors LLC 321,679 $35,272k Jun 30, 2019 Jul 22, 2019
Compass Capital Management Inc 300,220 $32,919k Jun 30, 2019 Jul 31, 2019
Cookson Peirce & Co Inc 291,927 $32,010k Jun 30, 2019 Jul 31, 2019
BEL AIR Investment Advisors LLC 422,987 $31,974k Sep 30, 2013 Nov 12, 2013
Hengehold Capital Management LLC 291,093 $31,918k Jun 30, 2019 Jul 23, 2019
Waters Parkerson & Co LLC 280,842 $30,794k Jun 30, 2019 Aug 6, 2019
Schulhoff & Co Inc 267,362 $29,316k Jun 30, 2019 Aug 7, 2019
Pacer Advisors Inc 244,857 $26,849k Jun 30, 2019 Aug 12, 2019
Interocean Capital LLC 207,545 $22,757k Jun 30, 2019 Aug 13, 2019
Atalanta Sosnoff Capital LLC 199,803 $21,908k Jun 30, 2019 Jul 15, 2019
Marble Harbor Investment Counsel LLC 192,591 $21,118k Jun 30, 2019 Aug 7, 2019
Guardian Capital LP 192,535 $21,111k Jun 30, 2019 Aug 14, 2019
Wafra Inc 187,722 $20,584k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 187,172 $20,523k Jun 30, 2019 Jul 30, 2019
Stone House Investment Management LLC 184,447 $20,225k Jun 30, 2019 Jul 9, 2019
ZWJ Investment Counsel Inc 183,391 $20,109k Jun 30, 2019 Jul 24, 2019
Badgley Phelps and Bell Inc 178,018 $19,520k Jun 30, 2019 Jul 30, 2019
Howland Capital Management LLC 168,281 $18,452k Jun 30, 2019 Jul 17, 2019
Janney Capital Management LLC 167,971 $18,418k Jun 30, 2019 Jul 29, 2019
Parthenon LLC 161,326 $17,689k Jun 30, 2019 Jul 29, 2019
Cohen Klingenstein LLC 160,060 $17,551k Jun 30, 2019 Jul 15, 2019
Bennicas & Associates Inc 149,208 $16,361k Jun 30, 2019 Jul 12, 2019
Crestwood Advisors Group LLC 147,170 $16,137k Jun 30, 2019 Aug 14, 2019
Nippon Life Global Investors Americas Inc 143,650 $15,752k Jun 30, 2019 Jul 23, 2019
Grandfield & DODD LLC 135,958 $14,908k Jun 30, 2019 Jul 29, 2019
Cornerstone Advisors LLC 143,000 $14,879k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 143,000 $14,879k Mar 31, 2019 May 13, 2019
Gabelli Funds LLC 135,000 $14,803k Jun 30, 2019 Aug 2, 2019
Folger Nolan Fleming Douglas Capital Management Inc 134,979 $14,800k Jun 30, 2019 Aug 9, 2019
YCG LLC 134,448 $14,776k Jun 30, 2019 Jul 23, 2019
10-15 Associates Inc 132,470 $14,525k Jun 30, 2019 Aug 12, 2019
Dodge & COX 131,515 $14,421k Jun 30, 2019 Aug 13, 2019
The Rikoon Group LLC 129,344 $14,183k Jun 30, 2019 Aug 6, 2019
Wilkins Investment Counsel Inc 125,772 $13,791k Jun 30, 2019 Aug 9, 2019
CCM Investment Advisers LLC 122,021 $13,379k Jun 30, 2019 Aug 5, 2019
Pratt Collard Advisory Partners LLC 121,178 $13,287k Jun 30, 2019 Jul 16, 2019
Argent Capital Management LLC 119,237 $13,074k Jun 30, 2019 Aug 15, 2019
Callahan Advisors LLC 117,642 $12,899k Jun 30, 2019 Jul 17, 2019
Colonial Trust Advisors Inc 117,601 $12,895k Jun 30, 2019 Aug 21, 2019
Sentry Management Inc 115,655 $12,682k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 115,655 $12,682k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 115,350 $12,648k Jun 30, 2019 Jul 29, 2019
Barometer Capital Management Inc 116,000 $12,638k Jun 30, 2019 Aug 13, 2019
Sprucegrove Investment Management Ltd 113,500 $12,445k Jun 30, 2019 Aug 12, 2019
Rodgers Brothers Inc 109,274 $11,982k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 106,513 $11,679k Jun 30, 2019 Aug 2, 2019
Grassi Investment Management LLC 106,500 $11,678k Jun 30, 2019 Jul 10, 2019
683 Capital Management LLC 100,000 $10,965k Put Jun 30, 2019 Aug 14, 2019
Hennessy Advisors Inc 99,150 $10,872k Jun 30, 2019 Jul 11, 2019
Tufton Capital Management LLC 99,070 $10,863k Jun 30, 2019 Jul 26, 2019
Stack Financial Management Inc 95,924 $10,518k Jun 30, 2019 Jul 30, 2019
Martin Investment Management LLC 95,624 $10,485k Jun 30, 2019 Aug 7, 2019
Condor Capital Management 95,109 $10,429k Jun 30, 2019 Aug 5, 2019
Wendell David Associates Inc 94,795 $10,394k Jun 30, 2019 Jul 16, 2019
Woodstock Corporation 88,505 $9,705k Jun 30, 2019 Jul 3, 2019
Westchester Capital Management LLC 88,281 $9,680k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 88,281 $9,680k Jun 30, 2019 Aug 5, 2019
Matthew GOFF Investment Advisor LLC 87,716 $9,618k Jun 30, 2019 Aug 5, 2019
Bingham Osborn & Scarborough LLC 87,635 $9,609k Jun 30, 2019 Aug 2, 2019
Flippin Bruce & Porter Inc 86,881 $9,526k Jun 30, 2019 Aug 6, 2019
Harfst and Associates Inc 86,501 $9,484k Jun 30, 2019 Aug 14, 2019
Pacific Global Investment Management Co 85,795 $9,407k Jun 30, 2019 Aug 14, 2019
Thomas Story and SON LLC 85,505 $9,376k Jun 30, 2019 Jul 29, 2019
Appleton Partners Inc 84,292 $9,243k Jun 30, 2019 Jul 25, 2019
Cutler Investment Counsel LLC 84,129 $9,225k Jun 30, 2019 Aug 5, 2019
Beese Fulmer Investment Management Inc 81,661 $8,954k Jun 30, 2019 Jul 5, 2019
Smith Salley & Associates LLC 81,570 $8,944k Jun 30, 2019 Jul 12, 2019
BTR Capital Management Inc 81,170 $8,900k Jun 30, 2019 Jul 18, 2019
Dalton Greiner Hartman Maher & Co LLC 78,912 $8,653k Jun 30, 2019 Jul 10, 2019
Morgan Dempsey Capital Management LLC 78,367 $8,593k Jun 30, 2019 Aug 8, 2019
Northpointe Capital LLC 75,920 $8,325k Jun 30, 2019 Jul 26, 2019
Hutner Capital Management Inc 72,100 $7,906k Jun 30, 2019 Aug 7, 2019
Ramsay Stattman VELA & Price Inc 71,837 $7,877k Jun 30, 2019 Aug 9, 2019
Cohen Capital Management Inc 71,804 $7,873k Jun 30, 2019 Aug 7, 2019
Hoylecohen LLC 71,798 $7,873k Jun 30, 2019 Aug 9, 2019
SRB Corporation 70,100 $7,686k Jun 30, 2019 Aug 14, 2019
Hamel Associates Inc 69,203 $7,588k Jun 30, 2019 Aug 5, 2019
Woodmont Investment Counsel LLC 66,041 $7,241k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 65,046 $7,132k Jun 30, 2019 Aug 1, 2019
Exchange Capital Management Inc 64,630 $7,087k Jun 30, 2019 Jul 22, 2019
OFI Advisors LLC 97,826 $7,038k Sep 30, 2015 Nov 16, 2015
New England Asset Management Inc 63,940 $7,011k Jun 30, 2019 Aug 14, 2019
USA Financial Portformulas Corporation 66,982 $6,969k Jun 30, 2019 Aug 12, 2019
SVA Plumb Wealth Management LLC 62,845 $6,891k Jun 30, 2019 Aug 13, 2019
Allen Investment Management LLC 62,615 $6,866k Jun 30, 2019 Aug 12, 2019
Sicart Associates LLC 62,354 $6,837k Jun 30, 2019 Jul 23, 2019
Independent Investors Inc 62,325 $6,833k Jun 30, 2019 Jul 18, 2019
DEAN Investment Associates LLC 62,007 $6,799k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 61,327 $6,724k Jun 30, 2019 Aug 2, 2019
Monarch Capital Management Inc 60,042 $6,584k Jun 30, 2019 Jul 31, 2019
Thompson Investment Management Inc 59,601 $6,535k Jun 30, 2019 Aug 7, 2019
Brandywine Global Investment Management LLC 59,353 $6,509k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 59,071 $6,477k Jun 30, 2019 Aug 12, 2019
Osborne Partners Capital Management LLC 58,562 $6,421k Jun 30, 2019 Jul 18, 2019
Mastrapasqua Asset Management Inc 58,275 $6,390k Jun 30, 2019 Aug 12, 2019
DAVY Asset Management Limited 58,283 $6,390k Jun 30, 2019 Jul 19, 2019
Harvey Investment Company LLC 57,644 $6,321k Jun 30, 2019 Jul 16, 2019
Clifford Capital Partners LLC 57,105 $6,262k Jun 30, 2019 Aug 14, 2019
Fulcrum Capital LLC 56,805 $6,229k Jun 30, 2019 Jul 29, 2019
Hunter Associates Investment Management LLC 56,338 $6,178k Jun 30, 2019 Aug 8, 2019
Marco Investment Management LLC 56,064 $6,147k Jun 30, 2019 Aug 6, 2019
Wells Trecaso Financial Group LLC 55,801 $6,119k Jun 30, 2019 Jul 22, 2019
SAND Hill Global Advisors LLC 55,607 $6,097k Jun 30, 2019 Aug 13, 2019
Garland Capital Management Inc 55,565 $6,093k Jun 30, 2019 Jul 24, 2019
JGP Wealth Management LLC 55,377 $6,072k Jun 30, 2019 Jul 15, 2019
Abbrea Capital LLC 53,543 $5,871k Jun 30, 2019 Jul 31, 2019
Mccollum Christoferson Group LLC 53,411 $5,857k Jun 30, 2019 Jul 11, 2019
Circle ROAD Advisors LP 52,360 $5,741k Jun 30, 2019 Aug 7, 2019
Ancora Family Wealth Advisors LLC 63,960 $5,740k Sep 30, 2016 Nov 4, 2016
KMS Financial Services Inc 67,478 $5,651k Sep 30, 2014 Nov 17, 2014
LOWE Brockenbrough & Company Inc 51,411 $5,637k Jun 30, 2019 Aug 12, 2019
Clean Yield Group Inc 51,411 $5,637k Jun 30, 2019 Jul 22, 2019
Keating Investment Counselors Inc 50,710 $5,560k Jun 30, 2019 Aug 1, 2019
Merriman Wealth Management LLC 5,012 $5,538k Jun 30, 2019 Jul 31, 2019
HCR Wealth Advisors 50,480 $5,535k Jun 30, 2019 Jul 25, 2019
Harwood Advisory Group LLC 50,367 $5,523k Jun 30, 2019 Aug 7, 2019
Murphy Pohlad Asset Management LLC 49,820 $5,462k Jun 30, 2019 Aug 6, 2019
Centre Asset Management LLC 49,182 $5,393k Jun 30, 2019 Jul 15, 2019
Ipswich Investment Management Company Inc 48,775 $5,348k Jun 30, 2019 Jul 11, 2019
van Strum & Towne Inc 48,646 $5,334k Jun 30, 2019 Aug 12, 2019
The RICE Partnership LLC 48,624 $5,332k Jun 30, 2019 Jul 25, 2019
Allied Investment Advisors LLC 48,257 $5,291k Jun 30, 2019 Jul 17, 2019
Altavista Wealth Management Inc 46,626 $5,112k Jun 30, 2019 Aug 13, 2019
Bronfman EL Rothschild LP 46,053 $5,050k Jun 30, 2019 Aug 12, 2019
Wealth Advisors of Tampa BAY LLC 45,762 $5,018k Jun 30, 2019 Jul 23, 2019
AULL & Monroe Investment Management Corp 45,361 $4,974k Jun 30, 2019 Jul 29, 2019
The Investment House LLC 44,820 $4,915k Jun 30, 2019 Aug 5, 2019
Alley Company LLC 43,798 $4,802k Jun 30, 2019 Jul 30, 2019
Cambria Investment Management LP 43,778 $4,800k Jun 30, 2019 Aug 12, 2019
Stoneridge Investment Partners LLC 43,455 $4,765k Jun 30, 2019 Jul 29, 2019
Boston Research and Management Inc 43,397 $4,758k Jun 30, 2019 Aug 7, 2019
Taurus Asset Management LLC 43,163 $4,733k Jun 30, 2019 Aug 14, 2019
Bruderman Asset Management LLC 43,147 $4,731k Jun 30, 2019 Aug 12, 2019
Spearhead Capital Advisors LLC 42,807 $4,694k Jun 30, 2019 Jul 17, 2019
Benedict Financial Advisors Inc 42,171 $4,624k Jun 30, 2019 Aug 1, 2019
The Bollard Group LLC 41,967 $4,602k Jun 30, 2019 Aug 13, 2019
Shoker Investment Counsel Inc 41,952 $4,600k Jun 30, 2019 Aug 9, 2019
Tuttle Tactical Management LLC 41,679 $4,570k Jun 30, 2019 Jul 29, 2019
Keeler Thomas Management LLC 41,096 $4,506k Jun 30, 2019 Jul 31, 2019
Argus Investors' Counsel Inc 41,066 $4,503k Jun 30, 2019 Jul 10, 2019
Strategic Financial Services Inc 41,055 $4,502k Jun 30, 2019 Aug 13, 2019
Point72 Asset Management LP 40,700 $4,463k Jun 30, 2019 Aug 14, 2019
Gabalex Capital Management LLC 40,000 $4,386k Jun 30, 2019 Aug 1, 2019
Contravisory Investment Management Inc 39,547 $4,336k Jun 30, 2019 Jul 9, 2019
Fairview Capital Investment Management LLC 39,338 $4,313k Jun 30, 2019 Aug 14, 2019
Gardner Russo & Gardner LLC 39,278 $4,307k Jun 30, 2019 Aug 13, 2019
RPG Investment Advisory LLC 38,310 $4,209k Jun 30, 2019 Jul 10, 2019
Valmark Advisers Inc 38,369 $4,207k Jun 30, 2019 Aug 7, 2019
Sowell Financial Services LLC 39,704 $4,131k Mar 31, 2019 May 15, 2019
Cornell Pochily Investment Advisors Inc 37,423 $4,103k Jun 30, 2019 Jul 22, 2019
Cypress Capital Management LLC 37,198 $4,079k Jun 30, 2019 Aug 5, 2019
Intersect Capital LLC 37,024 $4,060k Jun 30, 2019 Aug 9, 2019
Boston Common Asset Management LLC 37,023 $4,060k Jun 30, 2019 Jul 26, 2019
Viking Fund Management LLC 37,000 $4,057k Jun 30, 2019 Jul 16, 2019
Stokes & Hubbell Capital Management LLC 38,830 $4,040k Mar 31, 2019 Apr 24, 2019
Legacy Capital Partners Inc 36,330 $3,984k Jun 30, 2019 Jul 16, 2019
Aldebaran Financial Inc 35,691 $3,913k Jun 30, 2019 Aug 14, 2019
Capital Investment Counsel Inc 34,824 $3,818k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 34,824 $3,818k Jun 30, 2019 Jul 26, 2019
Investment Counsel Inc 32,867 $3,809k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 32,867 $3,809k Jun 30, 2019 Jul 29, 2019
Plancorp LLC 34,696 $3,804k Jun 30, 2019 Aug 13, 2019
Marshwinds Advisory Company 40,370 $3,711k Dec 31, 2018 Jan 7, 2019
FFCM LLC 33,658 $3,691k Jun 30, 2019 Jul 30, 2019
Chelsea Counsel Company 46,780 $3,652k Jun 30, 2018 Oct 3, 2018
North American Management Corp 32,604 $3,575k Jun 30, 2019 Jul 30, 2019
Asset Advisors Investment Management LLC 32,354 $3,548k Jun 30, 2019 Jul 25, 2019
Brookmont Capital Management LLC 32,070 $3,516k Jun 30, 2019 Jul 18, 2019
Mengis Capital Management Inc 32,071 $3,516k Jun 30, 2019 Jul 18, 2019
Gratus Capital LLC 31,998 $3,509k Jun 30, 2019 Aug 7, 2019
BFSG LLC 31,818 $3,489k Jun 30, 2019 Jul 30, 2019
Sigma Investment Counselors Inc 31,594 $3,464k Jun 30, 2019 Jul 23, 2019
Buckley Wealth Management LLC 31,031 $3,403k Jun 30, 2019 Jul 19, 2019
Excalibur Management Corp 30,665 $3,362k Jun 30, 2019 Jul 26, 2019
Arjuna Capital LLC 30,138 $3,305k Jun 30, 2019 Aug 21, 2019
Wealth Enhancement Advisory Services LLC 28,377 $3,292k Jun 30, 2019 Aug 2, 2019
DSAM Partners London Ltd 30,000 $3,290k Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 29,777 $3,265k Jun 30, 2019 Aug 6, 2019
Northwest Investment Counselors LLC 29,226 $3,205k Jun 30, 2019 Jul 25, 2019
ACG Wealth Inc 29,102 $3,191k Jun 30, 2019 Aug 6, 2019
Granite Group Advisors LLC 29,054 $3,186k Jun 30, 2019 Jul 23, 2019
Auxier Asset Management LLC 29,057 $3,186k Jun 30, 2019 Aug 15, 2019
Granite Investment Advisors LLC 29,054 $3,186k Jun 30, 2019 Jul 23, 2019
Douglas Lane & Associates LLC 28,978 $3,177k Jun 30, 2019 Jul 8, 2019
Lejeune Puetz Investment Counsel 28,586 $3,134k Jun 30, 2019 Jul 29, 2019
Marietta Investment Partners LLC 28,464 $3,121k Jun 30, 2019 Aug 13, 2019
Argyle Capital Management Inc 28,216 $3,094k Jun 30, 2019 Jul 25, 2019
Triangle Securities Wealth Management 26,758 $3,052k Jun 30, 2019 Jul 10, 2019
Nicholas Hoffman & Company LLC 27,794 $3,048k Jun 30, 2019 Aug 12, 2019
Poplar Forest Capital LLC 27,444 $3,009k Jun 30, 2019 Aug 2, 2019
DUFF & Phelps Investment Management Co 27,410 $3,006k Jun 30, 2019 Aug 2, 2019
Wallace Capital Management Inc 27,311 $2,995k Jun 30, 2019 Aug 12, 2019
SPC Financial Inc 27,127 $2,974k Jun 30, 2019 Aug 1, 2019
Pinkerton Retirement Specialists LLC 27,049 $2,966k Jun 30, 2019 Aug 6, 2019
Barber Financial Group 26,853 $2,944k Jun 30, 2019 Aug 9, 2019
Inspirion Wealth Advisors LLC 26,355 $2,890k Jun 30, 2019 Jul 15, 2019
Curbstone Financial Management Corporation 26,168 $2,869k Jun 30, 2019 Jul 9, 2019
Cornerstone Capital Corp 26,145 $2,867k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 26,145 $2,867k Jun 30, 2019 Aug 14, 2019
Butensky & Cohen Financial Security Inc 25,875 $2,837k Jun 30, 2019 Jul 12, 2019
FORT PITT Capital Group LLC 25,424 $2,788k Jun 30, 2019 Aug 9, 2019
Wealth Advisors Group LLC 25,399 $2,785k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 25,399 $2,785k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 25,399 $2,785k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 25,399 $2,785k Jun 30, 2019 Aug 7, 2019
Golub Group LLC 25,369 $2,782k Jun 30, 2019 Aug 13, 2019
Stelac Advisory Services LLC 25,033 $2,745k Jun 30, 2019 Jul 29, 2019
Strategic Advisors LLC 24,857 $2,725k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 24,857 $2,725k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 24,857 $2,725k Jun 30, 2019 Jul 22, 2019
Chickasaw Capital Management LLC 24,793 $2,719k Jun 30, 2019 Jul 15, 2019
Biltmore Family Office LLC 24,649 $2,703k Jun 30, 2019 Jul 31, 2019
Brightworth LLC 24,503 $2,687k Jun 30, 2019 Jul 31, 2019
Dillon & Associates Inc 23,919 $2,631k Jun 30, 2019 Jul 22, 2019
The Fiduciary Group LLC 23,982 $2,630k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 23,882 $2,619k Jun 30, 2019 Aug 7, 2019
Dividend Assets Capital LLC 23,846 $2,615k Jun 30, 2019 Jul 12, 2019
Horan Securities Inc 23,639 $2,592k Jun 30, 2019 Jul 24, 2019
Guardian Investment Management LLC 23,592 $2,587k Jun 30, 2019 Aug 16, 2019
Peak Asset Management LLC 23,488 $2,575k Jun 30, 2019 Aug 15, 2019
Calamos Wealth Management LLC 23,168 $2,540k Jun 30, 2019 Aug 7, 2019
Mckinley Carter Wealth Services Inc 23,136 $2,537k Jun 30, 2019 Aug 2, 2019
Northstar Financial Advisors LLC 22,890 $2,510k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 22,890 $2,510k Jun 30, 2019 Jul 17, 2019
Abbot Financial Management Inc 22,756 $2,495k Jun 30, 2019 Aug 8, 2019
Advanced Asset Management Advisors Inc 22,556 $2,473k Jun 30, 2019 Aug 2, 2019
BSW Wealth Partners LLC 22,195 $2,434k Jun 30, 2019 Aug 13, 2019
Cfo4Life Group LLC 22,072 $2,420k Jun 30, 2019 Jul 29, 2019
RKL Wealth Management LLC 22,039 $2,410k Jun 30, 2019 Aug 2, 2019
Telos Capital Management Inc 21,728 $2,383k Jun 30, 2019 Jul 19, 2019
Wheatland Advisors Inc 21,548 $2,363k Jun 30, 2019 Aug 7, 2019
American Investment Services Inc 21,292 $2,335k Jun 30, 2019 Aug 6, 2019
Crescent Grove Advisors LLC 21,246 $2,330k Jun 30, 2019 Aug 6, 2019
Spark Investment Management LLC 21,100 $2,313k Jun 30, 2019 Aug 12, 2019
Johanson Financial Advisors Inc 21,049 $2,312k Jun 30, 2019 Jul 29, 2019
SOL Capital Management Co 21,058 $2,309k Jun 30, 2019 Jul 17, 2019
Oak Asset Management LLC 19,757 $2,278k Jun 30, 2019 Jul 25, 2019
Access Financial Services Inc 20,641 $2,263k Jun 30, 2019 Jul 24, 2019
Mount Lucas Management LP 20,433 $2,240k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 20,366 $2,233k Jun 30, 2019 Aug 8, 2019
Private Harbour Investment Management & Counsel LLC 20,265 $2,222k Jun 30, 2019 Aug 6, 2019
West Oak Capital LLC 20,165 $2,211k Jun 30, 2019 Jul 12, 2019
Stillwater Investment Management LLC 19,896 $2,182k Jun 30, 2019 Jul 3, 2019
Murphy Middleton Hinkle & Parker Inc 19,758 $2,167k Jun 30, 2019 Jul 15, 2019
United Asset Strategies Inc 19,722 $2,163k Jun 30, 2019 Jul 31, 2019
Hardman Johnston Global Advisors LLC 19,678 $2,158k Jun 30, 2019 Aug 5, 2019
Searle & Co 19,062 $2,090k Jun 30, 2019 Jul 17, 2019
Lourd Capital LLC 18,648 $2,045k Jun 30, 2019 Jul 11, 2019
Chatham Capital Group Inc 18,612 $2,041k Jun 30, 2019 Jul 24, 2019
Riverbridge Partners LLC 18,350 $2,012k Jun 30, 2019 Jul 10, 2019
Ascension Asset Management LLC 18,276 $2,004k Jun 30, 2019 Jul 23, 2019
Birinyi Associates Inc 18,209 $1,997k Jun 30, 2019 Aug 5, 2019
Arlington Partners LLC 18,200 $1,996k Jun 30, 2019 Jul 10, 2019
Aries Wealth Management LLC 17,599 $1,991k Jun 30, 2019 Jul 15, 2019
Benin Management Corp 17,914 $1,964k Jun 30, 2019 Jul 31, 2019
Transamerica Financial Advisors Inc 17,584 $1,929k Jun 30, 2019 Aug 21, 2019
Lucas Capital Management LLC 17,447 $1,913k Jun 30, 2019 Jul 29, 2019
S & Co Inc 17,187 $1,885k Jun 30, 2019 Jul 23, 2019
Quest Investment Management LLC 16,976 $1,861k Jun 30, 2019 Aug 13, 2019
Osterweis Capital Management LLC 16,879 $1,851k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 16,879 $1,851k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 16,832 $1,846k Jun 30, 2019 Aug 14, 2019
Newsquare Capital LLC 16,554 $1,815k Jun 30, 2019 Aug 20, 2019
Kelman Lazarov Inc 16,500 $1,809k Jun 30, 2019 Jul 22, 2019
Family Legacy Inc 16,162 $1,772k Jun 30, 2019 Jul 25, 2019
Front Barnett Associates LLC 15,988 $1,753k Jun 30, 2019 Aug 6, 2019
Dumont & Blake Investment Advisors LLC 15,875 $1,741k Jun 30, 2019 Aug 1, 2019
Cacti Asset Management LLC 15,745 $1,728k Jun 30, 2019 Jul 1, 2019
Spears Abacus Advisors LLC 15,698 $1,721k Jun 30, 2019 Aug 9, 2019
The Northstar Group Inc 15,682 $1,720k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 15,682 $1,720k Jun 30, 2019 Jul 12, 2019
The Rock Creek Group LP 15,584 $1,709k Jun 30, 2019 Aug 14, 2019
Waverton Investment Management Limited 15,520 $1,702k Jun 30, 2019 Jul 17, 2019
Security Asset Management Inc 15,364 $1,685k Jun 30, 2019 Aug 6, 2019
Howard Capital Management Inc 15,063 $1,652k Jun 30, 2019 Jul 24, 2019
Copperwynd Financial LLC 15,018 $1,647k Jun 30, 2019 Aug 7, 2019
Dorchester Wealth Management Company 14,885 $1,632k Jun 30, 2019 Jul 19, 2019
GM Advisory Group Inc 14,745 $1,617k Jun 30, 2019 Aug 9, 2019
Abner Herrman & Brock LLC 14,675 $1,609k Jun 30, 2019 Jul 19, 2019
Blue FIN Capital Inc 14,554 $1,595k Jun 30, 2019 Jul 22, 2019
Gillespie Robinson & Grimm Inc 14,504 $1,590k Jun 30, 2019 Jul 22, 2019
Portland Global Advisors LLC 14,323 $1,571k Jun 30, 2019 Jul 26, 2019
Alexandria Capital LLC 14,301 $1,568k Jun 30, 2019 Aug 12, 2019
Green Square Capital LLC 14,242 $1,562k Jun 30, 2019 Aug 14, 2019
Hall Capital Management Company Inc 14,209 $1,558k Jun 30, 2019 Aug 14, 2019
RAAB & Moskowitz Asset Management LLC 14,153 $1,551k Jun 30, 2019 Aug 9, 2019
Keystone Financial Planning Inc 13,818 $1,515k Jun 30, 2019 Aug 5, 2019
Oarsman Capital Inc 13,815 $1,515k Jun 30, 2019 Aug 13, 2019
Wealth Alliance Advisory Group LLC 13,011 $1,503k Jun 30, 2019 Jul 17, 2019
Financial Advisory Service Inc 13,647 $1,496k Jun 30, 2019 Jul 25, 2019
New England Research & Management Inc 13,576 $1,489k Jun 30, 2019 Jul 9, 2019
RNC Capital Management LLC 13,568 $1,488k Jun 30, 2019 Jul 25, 2019
Eagle Ridge Investment Management LLC 13,545 $1,485k Jun 30, 2019 Aug 1, 2019
Stony Point Wealth Management Inc 12,805 $1,485k Jun 30, 2019 Jul 23, 2019
Stearns Financial Services Group Inc 13,533 $1,484k Jun 30, 2019 Aug 14, 2019
Stratford Consulting LLC 13,512 $1,482k Jun 30, 2019 Aug 2, 2019
Krueger & Catalano Capital Partners LLC 13,512 $1,481k Jun 30, 2019 Jul 22, 2019
AMI Asset Management Corp 13,344 $1,463k Jun 30, 2019 Aug 5, 2019
ELCO Management Company LLC 13,334 $1,462k Jun 30, 2019 Aug 1, 2019
Marathon Capital Management LLC 13,130 $1,439k Jun 30, 2019 Jul 25, 2019
Windsor Capital Management LLC 13,122 $1,438k Jun 30, 2019 Aug 2, 2019
Accredited Investors Inc 13,014 $1,427k Jun 30, 2019 Aug 13, 2019
Dedora Capital Inc 12,957 $1,421k Jun 30, 2019 Aug 8, 2019
DAY & Ennis LLC 12,844 $1,408k Jun 30, 2019 Aug 2, 2019
Bell & Brown Wealth Advisors LLC 12,812 $1,405k Jun 30, 2019 Aug 6, 2019
Stokes Capital Advisors LLC 12,660 $1,388k Jun 30, 2019 Jul 15, 2019
Kiley Juergens Wealth Management LLC 12,650 $1,387k Jun 30, 2019 Jul 11, 2019
GFS Advisors LLC 12,466 $1,367k Jun 30, 2019 Aug 1, 2019
Isthmus Partners LLC 11,962 $1,312k Jun 30, 2019 Aug 9, 2019
Wellington Shields & Co LLC 11,947 $1,310k Jun 30, 2019 Aug 8, 2019
Wellesley Investment Partners LLC 11,945 $1,309k Jun 30, 2019 Aug 5, 2019
Bigelow Investment Advisors LLC 11,887 $1,303k Jun 30, 2019 Jul 17, 2019
Cornerstone Advisory LLC 11,597 $1,272k Jun 30, 2019 Aug 8, 2019
RB Capital Management LLC 11,521 $1,263k Jun 30, 2019 Aug 7, 2019
Modera Wealth Management LLC 11,469 $1,258k Jun 30, 2019 Aug 7, 2019
Cadinha & Co LLC 11,439 $1,254k Jun 30, 2019 Aug 9, 2019
Summit Financial Strategies Inc 11,255 $1,234k Jun 30, 2019 Aug 8, 2019
Private Asset Management Inc 11,156 $1,223k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 11,156 $1,223k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 11,156 $1,223k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 11,156 $1,223k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 11,156 $1,223k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 11,156 $1,223k Jun 30, 2019 Aug 14, 2019
Montrusco Bolton Investments Inc 11,134 $1,221k Jun 30, 2019 Aug 5, 2019
Armor Advisors LLC 11,084 $1,215k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 11,084 $1,215k Jun 30, 2019 Aug 13, 2019
WEIK Capital Management Inc 11,050 $1,212k Jun 30, 2019 Aug 9, 2019
Providence Wealth Advisors LLC 10,930 $1,210k Jun 30, 2019 Jul 22, 2019
Private Vista LLC 11,033 $1,208k Jun 30, 2019 Jul 19, 2019
Beacon Capital Management Inc 11,000 $1,206k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management LLC 11,000 $1,206k Jun 30, 2019 Jul 18, 2019
Ruane Cunniff & Goldfarb LP 10,971 $1,203k Jun 30, 2019 Aug 14, 2019
Premia Global Advisors LLC 10,942 $1,199k Jun 30, 2019 Aug 13, 2019
HUGH Johnson Advisors LLC 10,886 $1,194k Jun 30, 2019 Aug 6, 2019
Northside Capital Management LLC 10,813 $1,186k Jun 30, 2019 Jul 16, 2019
Sawgrass Asset Management LLC 10,751 $1,179k Jun 30, 2019 Jul 23, 2019
Greatmark Investment Partners Inc 10,678 $1,171k Jun 30, 2019 Aug 5, 2019
Bridgeworth LLC 10,660 $1,169k Jun 30, 2019 Jul 25, 2019
Grand JEAN Capital Management Inc 10,550 $1,157k Jun 30, 2019 Aug 13, 2019
Rossmore Private Capital LLC 10,524 $1,154k Jun 30, 2019 Aug 5, 2019
Founders Financial Securities LLC 10,487 $1,150k Jun 30, 2019 Jul 22, 2019
Successful Portfolios LLC 10,388 $1,139k Jun 30, 2019 Jul 11, 2019
Sterling Global Strategies LLC 10,904 $1,135k Mar 31, 2019 May 15, 2019
Cubic Asset Management LLC 10,190 $1,117k Jun 30, 2019 Jul 29, 2019
Staley Capital Advisers Inc 10,079 $1,105k Jun 30, 2019 Aug 9, 2019
Connecticut Wealth Management LLC 10,027 $1,099k Jun 30, 2019 Jul 29, 2019
Arbiter Partners Capital Management LLC 10,000 $1,096k Put Jun 30, 2019 Aug 16, 2019
Burleson & Company LLC 9,287 $1,084k Jun 30, 2019 Aug 5, 2019
Motley FOOL Wealth Management LLC 9,705 $1,064k Jun 30, 2019 Aug 14, 2019
Clear Perspective Advisors LLC 9,634 $1,056k Jun 30, 2019 Aug 12, 2019
Ballast Inc 9,591 $1,051k Jun 30, 2019 Jul 26, 2019
Signature Financial Management Inc 11,397 $1,049k Dec 31, 2018 Feb 13, 2019
KCS Wealth Advisory LLC 9,565 $1,049k Jun 30, 2019 Jul 29, 2019
New England Private Wealth Advisors LLC 9,549 $1,048k Jun 30, 2019 Aug 8, 2019
KLCM Advisors Inc 9,520 $1,044k Jun 30, 2019 Aug 15, 2019
Spectrum Management Group Inc 9,460 $1,037k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 9,460 $1,037k Jun 30, 2019 Aug 2, 2019
Wakefield Asset Management LLLP 9,427 $1,034k Jun 30, 2019 Aug 13, 2019
Campbell Newman Asset Management Inc 9,158 $1,004k Jun 30, 2019 Jul 24, 2019
Bernicke Wealth Management Ltd 9,143 $1,003k Jun 30, 2019 Aug 5, 2019
ST Johns Investment Management Company LLC 9,139 $1,002k Jun 30, 2019 Jul 24, 2019
Westbourne Investment Advisors Inc 9,125 $1,001k Jun 30, 2019 Jul 22, 2019
Gilman Hill Asset Management LLC 9,124 $1,000k Jun 30, 2019 Jul 17, 2019
East Coast Asset Management LLC 9,076 $995k Jun 30, 2019 Aug 14, 2019
Cipher Capital LP 9,068 $994k Jun 30, 2019 Aug 13, 2019
Obermeyer WOOD Investment Counsel LLLP 9,022 $989k Jun 30, 2019 Aug 13, 2019
Cambridge Advisors Inc 8,967 $983k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 8,967 $983k Jun 30, 2019 Jul 26, 2019
Violich Capital Management 8,925 $979k Jun 30, 2019 Jul 22, 2019
Stadion Money Management LLC 8,742 $959k Jun 30, 2019 Aug 14, 2019
Towerpoint Wealth LLC 8,109 $957k Jun 30, 2019 Aug 7, 2019
COHO Partners Ltd 8,514 $934k Jun 30, 2019 Aug 8, 2019
Epstein and White Financial LLC 8,695 $926k Jun 30, 2019 Jul 19, 2019
LLBH Private Wealth Management LLC 8,220 $901k Jun 30, 2019 Aug 13, 2019
The Roosevelt Investment Group Inc 8,199 $899k Jun 30, 2019 Aug 8, 2019
The Financial Consulate Inc 8,146 $893k Jun 30, 2019 Jul 24, 2019
Zevin Asset Management LLC 8,138 $892k Jun 30, 2019 Aug 6, 2019
Kingfisher Capital LLC 8,110 $889k Jun 30, 2019 Aug 14, 2019
Andesa Financial Management Inc 7,946 $870k Jun 30, 2019 Jul 30, 2019
Bishop & Company Investment Management LLC 7,914 $868k Jun 30, 2019 Aug 9, 2019
Baldwin Investment Management LLC 7,865 $862k Jun 30, 2019 Aug 6, 2019
WE ARE One Seven LLC 7,860 $861k Jun 30, 2019 Jul 16, 2019
Sandhill Capital Partners LLC 7,813 $857k Jun 30, 2019 Aug 13, 2019
Sather Financial Group Inc 7,663 $840k Jun 30, 2019 Jul 23, 2019
Salem Capital Management Inc 7,552 $828k Jun 30, 2019 Jul 9, 2019
Evermay Wealth Management LLC 7,477 $820k Jun 30, 2019 Jul 23, 2019
LONG ROAD Investment Counsel LLC 7,319 $803k Jun 30, 2019 Aug 9, 2019
Cramer Rosenthal Mcglynn LLC 7,292 $800k Jun 30, 2019 Aug 13, 2019
HMS Capital Management LLC 7,300 $800k Put Jun 30, 2019 Jul 12, 2019
ELM Advisors LLC 7,293 $800k Jun 30, 2019 Jul 3, 2019
Columbus Macro LLC 7,110 $780k Jun 30, 2019 Jul 16, 2019
Provident Investment Management Inc 7,116 $780k Jun 30, 2019 Aug 8, 2019
Pettee Investors Inc 7,010 $769k Jun 30, 2019 Aug 7, 2019
Probity Advisors Inc 7,013 $769k Jun 30, 2019 Aug 8, 2019
Hourglass Capital LLC 6,926 $759k Jun 30, 2019 Aug 12, 2019
Cottage Street Advisors LLC 6,856 $752k Jun 30, 2019 Aug 2, 2019
Founders Capital Management LLC 6,839 $750k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 6,839 $750k Jun 30, 2019 Jul 11, 2019
Dimension Capital Management LLC 6,830 $750k Jun 30, 2019 Aug 12, 2019
Lehman Financial Resources Inc 8,998 $748k Sep 30, 2018 Nov 14, 2018
Investment Management Corporation 8,133 $748k Dec 31, 2018 Jan 30, 2019
Private Management Group Inc 8,133 $748k Dec 31, 2018 Jan 30, 2019
Financial Management Inc 8,133 $748k Dec 31, 2018 Jan 30, 2019
Financial & Investment Management Group Ltd 8,133 $748k Dec 31, 2018 Jan 30, 2019
Harbour Capital Advisors LLC 6,809 $747k Jun 30, 2019 Jul 10, 2019
Stewardship Advisors LLC 6,745 $740k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 6,745 $740k Jun 30, 2019 Aug 12, 2019
Aristotle Atlantic Partners LLC 6,720 $737k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 6,674 $732k Jun 30, 2019 Aug 8, 2019
Karpas Strategies LLC 6,635 $728k Jun 30, 2019 Jul 25, 2019
Holowesko Partners Ltd 6,600 $724k Jun 30, 2019 Aug 12, 2019
America First Investment Advisors LLC 6,572 $721k Jun 30, 2019 Jul 29, 2019
Crossvault Capital Management LLC 6,492 $712k Jun 30, 2019 Jul 19, 2019
Mirador Capital Partners LP 6,497 $712k Jun 30, 2019 Aug 6, 2019
Berkeley Capital Partners LLC 6,423 $704k Jun 30, 2019 Aug 8, 2019
Apriem Advisors 6,272 $688k Jun 30, 2019 Aug 14, 2019
Carlson Capital Management LLC 6,205 $680k Jun 30, 2019 Jul 15, 2019
Aureus Asset Management LLC 6,194 $679k Jun 30, 2019 Aug 14, 2019
Brave Asset Management Inc 6,054 $664k Jun 30, 2019 Aug 5, 2019
Stordahl Capital Management Inc 5,693 $660k Jun 30, 2019 Jul 22, 2019
Doliver Capital Advisors LP 5,982 $656k Jun 30, 2019 Jul 25, 2019
Liberty Capital Management Inc 5,962 $654k Jun 30, 2019 Jul 15, 2019
Quadrant Private Wealth Management LLC 5,961 $654k Jun 30, 2019 Aug 13, 2019
Bristlecone Advisors LLC 5,966 $654k Jun 30, 2019 Jul 19, 2019
Steigerwald Gordon & KOCH Inc 5,918 $649k Jun 30, 2019 Jul 15, 2019
KOPP Investment Advisors LLC 5,866 $643k Jun 30, 2019 Aug 14, 2019
Southeast Asset Advisors Inc 5,858 $642k Jun 30, 2019 Aug 14, 2019
Eubel Brady & Suttman Asset Management Inc 5,825 $639k Jun 30, 2019 Aug 12, 2019
Schaller Investment Group Inc 5,795 $635k Jun 30, 2019 Aug 9, 2019
Meristem Family Wealth LLC 5,749 $630k Jun 30, 2019 Aug 6, 2019
The WEIL Company 5,744 $630k Jun 30, 2019 Aug 12, 2019
REDW Stanley Financial Advisors LLC 5,725 $628k Jun 30, 2019 Aug 9, 2019
Harbor Advisory Corporation 5,635 $618k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 5,635 $618k Jun 30, 2019 Jul 30, 2019
Mcrae Capital Management Inc 5,522 $605k Jun 30, 2019 Jul 29, 2019
Tradition Capital Management LLC 5,801 $603k Mar 31, 2019 May 7, 2019
The O'Dell Group LLC 5,467 $599k Jun 30, 2019 Jul 24, 2019
Perritt Capital Management Inc 5,449 $597k Jun 30, 2019 Aug 13, 2019
SFMG LLC 5,198 $596k Jun 30, 2019 Aug 5, 2019
Shepherd Financial Partners LLC 5,416 $594k Jun 30, 2019 Aug 5, 2019
WSFS Capital Management LLC 5,297 $581k Jun 30, 2019 Aug 14, 2019
Crabel Capital Management LLC 5,196 $570k Jun 30, 2019 Aug 13, 2019
Advisory Alpha LLC 4,917 $566k Jun 30, 2019 Aug 16, 2019
STA Wealth Management LLC 5,128 $562k Jun 30, 2019 Aug 14, 2019
Shakespeare Wealth Management Inc 5,121 $562k Jun 30, 2019 Aug 12, 2019
Altfest L J & Co Inc 5,022 $551k Jun 30, 2019 Jul 15, 2019
Westover Capital Advisors LLC 5,014 $550k Jun 30, 2019 Aug 13, 2019
IRON Financial LLC 5,278 $549k Jun 30, 2019 Aug 2, 2019
Wiley Bros-Aintree Capital LLC 4,959 $544k Jun 30, 2019 Jul 10, 2019
IMS Capital Management Inc 4,958 $544k Jun 30, 2019 Aug 14, 2019
Prelude Capital Management LLC 4,947 $542k Jun 30, 2019 Aug 14, 2019
Shepherd Kaplan Krochuk LLC 4,935 $541k Jun 30, 2019 Aug 12, 2019
Wespac Advisors LLC 4,919 $539k Jun 30, 2019 Jul 23, 2019
GSB Wealth Management LLC 4,902 $537k Jun 30, 2019 Aug 9, 2019
American Asset Management Inc 4,874 $534k Jun 30, 2019 Jul 31, 2019
Coatue Management LLC 4,869 $534k Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 4,789 $525k Jun 30, 2019 Aug 14, 2019
Hartline Investment Corp 4,776 $524k Jun 30, 2019 Aug 8, 2019
Fenimore Asset Management Inc 4,767 $523k Jun 30, 2019 Jul 16, 2019
KWMG LLC 4,760 $522k Jun 30, 2019 Jul 10, 2019
White Lighthouse Investment Management Inc 4,725 $518k Jun 30, 2019 Jul 31, 2019
Highland Private Wealth Management 4,715 $517k Jun 30, 2019 Aug 13, 2019
HIGH Falls Advisors Inc 4,708 $516k Jun 30, 2019 Aug 15, 2019
AFT Forsyth and Company Inc 4,671 $512k Jun 30, 2019 Jul 29, 2019
Acropolis Investment Management LLC 4,652 $510k Jun 30, 2019 Jul 11, 2019
New Vernon Investment Management LLC 4,577 $502k Jun 30, 2019 Aug 14, 2019
TODD Asset Management LLC 4,467 $490k Jun 30, 2019 Aug 6, 2019
Northrock Partners LLC 1,601 $490k Jun 30, 2019 Aug 12, 2019
Pictet North America Advisors SA 4,460 $489k Jun 30, 2019 Aug 7, 2019
American Financial Network Advisory Services LLC 4,410 $484k Jun 30, 2019 Aug 9, 2019
Confluence Wealth Management LLC 4,409 $483k Jun 30, 2019 Aug 9, 2019
E & G Advisors LP 4,333 $475k Jun 30, 2019 Jul 12, 2019
ORCA Investment Management LLC 4,331 $475k Jun 30, 2019 Jul 17, 2019
Zuckerman Investment Group LLC 4,270 $468k Jun 30, 2019 Aug 14, 2019
LGL Partners LLC 4,248 $466k Jun 30, 2019 Aug 14, 2019
Glovista Investments LLC 4,237 $465k Jun 30, 2019 Aug 14, 2019
Parkside Advisors LLC 4,171 $457k Jun 30, 2019 Jul 10, 2019
Mcnamara Financial Services Inc 4,367 $454k Jun 30, 2019 Jul 12, 2019
MRAZ Amerine & Associates Inc 4,128 $453k Jun 30, 2019 Aug 2, 2019
LESA Sroufe & Company Inc 4,131 $453k Jun 30, 2019 Jul 29, 2019
Breiter Capital Management Inc 3,998 $438k Jun 30, 2019 Aug 23, 2019
Meridian Investment Counsel Inc 3,994 $438k Jun 30, 2019 Aug 13, 2019
Clinton Group Inc 5,250 $437k Sep 30, 2018 Oct 10, 2018
Wealth and Pension Services Group Inc 3,975 $436k Jun 30, 2019 Aug 15, 2019
Donald L Hagan LLC 3,948 $433k Jun 30, 2019 Jul 18, 2019
Conestoga Capital Advisors LLC 3,940 $432k Jun 30, 2019 Aug 2, 2019
Acorn Wealth Advisors LLC 3,662 $432k Jun 30, 2019 Aug 14, 2019
West Coast Financial LLC 3,860 $423k Jun 30, 2019 Jul 16, 2019
Gyroscope Capital Management Group LLC 3,734 $423k Jun 30, 2019 Jul 11, 2019
Armbruster Capital Management Inc 3,850 $422k Jun 30, 2019 Jul 18, 2019
Affiance Financial LLC 3,840 $421k Jun 30, 2019 Jul 11, 2019
Montag & Caldwell LLC 3,825 $419k Jun 30, 2019 Aug 1, 2019
Winslow Asset Management Inc 3,804 $417k Jun 30, 2019 Jul 29, 2019
S R Schill & Associates Inc 3,665 $402k Jun 30, 2019 Aug 19, 2019
Grace Capital 3,600 $395k Jun 30, 2019 Aug 14, 2019
Provident Trust Company 3,600 $395k Jun 30, 2019 Aug 1, 2019
Vontobel Swiss Wealth Advisors AG 3,584 $393k Jun 30, 2019 Aug 12, 2019
The Relaxing Retirement Coach Inc 3,572 $392k Jun 30, 2019 Aug 5, 2019
Edgemoor Investment Advisors Inc 3,577 $392k Jun 30, 2019 Aug 9, 2019
Harvest Capital Management Inc 3,553 $389k Jun 30, 2019 Aug 7, 2019
DSC Advisors LP 3,519 $386k Jun 30, 2019 Aug 14, 2019
Gilbert & COOK Inc 3,507 $385k Jun 30, 2019 Aug 5, 2019
Paulson Wealth Management Inc 3,380 $385k Jun 30, 2019 Jul 30, 2019
The Mathes Company Inc 3,500 $384k Jun 30, 2019 Jul 29, 2019
Loudon Investment Management LLC 3,487 $382k Jun 30, 2019 Aug 13, 2019
HM Capital Management LLC 3,478 $381k Jun 30, 2019 Jul 24, 2019
West Chester Capital Advisors Inc 3,480 $381k Jun 30, 2019 Jul 30, 2019
Strategic Global Advisors LLC 3,463 $380k Jun 30, 2019 Aug 13, 2019
CAMG Solamere Management LLC 3,422 $376k Jun 30, 2019 Aug 13, 2019
Round Table Services LLC 3,377 $370k Jun 30, 2019 Jul 17, 2019
The Retirement Planning Group Inc 3,349 $367k Jun 30, 2019 Jul 25, 2019
The Jentner Corporation 3,322 $364k Jun 30, 2019 Jul 16, 2019
Strategic International Limited 3,307 $363k Jun 30, 2019 Jul 29, 2019
Annex Advisory Services LLC 3,264 $358k Jun 30, 2019 Jul 18, 2019
Vista Investment Management LLC 3,248 $356k Jun 30, 2019 Aug 14, 2019
Hollow Brook Wealth Management LLC 3,241 $355k Jun 30, 2019 Aug 13, 2019
Minichmacgregor Wealth Management LLC 3,214 $355k Jun 30, 2019 Aug 5, 2019
Strategy Asset Managers LLC 3,225 $354k Jun 30, 2019 Aug 14, 2019
Cobiz Wealth LLC 3,204 $351k Jun 30, 2019 Jul 8, 2019
Lexaurum Advisors LLC 3,189 $350k Jun 30, 2019 Jul 19, 2019
Willow Creek Wealth Management Inc 3,194 $350k Jun 30, 2019 Jul 22, 2019
Blackhawk Capital Partners LLC 3,167 $347k Jun 30, 2019 Aug 13, 2019
UNIO Capital LLC 3,056 $346k Jun 30, 2019 Aug 14, 2019
Sonata Capital Group Inc 3,114 $341k Jun 30, 2019 Aug 5, 2019
Deroy & Devereaux Private Investment Counsel Inc 3,085 $338k Jun 30, 2019 Jul 22, 2019
Capital Planning Advisors LLC 3,073 $337k Jun 30, 2019 Aug 9, 2019
Monte Financial Group LLC 3,030 $332k Jun 30, 2019 Aug 7, 2019
Riverpoint Wealth Management Holdings LLC 3,018 $331k Jun 30, 2019 Aug 12, 2019
The Ithaka Group LLC 3,000 $329k Jun 30, 2019 Aug 12, 2019
Elgethun Capital Management 2,990 $328k Jun 30, 2019 Aug 8, 2019
Guinness Atkinson Asset Management Inc 2,900 $318k Jun 30, 2019 Jul 26, 2019
Aristotle Capital Management LLC 2,896 $318k Jun 30, 2019 Aug 14, 2019
Seizert Capital Partners LLC 2,890 $317k Jun 30, 2019 Aug 6, 2019
Highwater Wealth Management LLC 2,866 $314k Jun 30, 2019 Jul 18, 2019
Polaris Greystone Financial Group LLC 2,836 $313k Jun 30, 2019 Jul 25, 2019
Oliver Luxxe Assets LLC 2,740 $312k Jun 30, 2019 Jul 10, 2019
Barry Investment Advisors LLC 2,839 $311k Jun 30, 2019 Jul 26, 2019
Canal Capital Management LLC 2,807 $308k Jun 30, 2019 Jul 31, 2019
Lyell Wealth Management LP 2,804 $307k Jun 30, 2019 Aug 1, 2019
Nottingham Advisors Inc 2,732 $300k Jun 30, 2019 Jul 17, 2019
O'Brien Wealth Partners LLC 2,633 $298k Jun 30, 2019 Jul 8, 2019
Profit Investment Management LLC 2,722 $298k Jun 30, 2019 Jul 16, 2019
Huntington Steele LLC 3,737 $296k Mar 31, 2018 Apr 18, 2018
Woodley Farra Manion Portfolio Management Inc 2,702 $296k Jun 30, 2019 Aug 12, 2019
ARGA Investment Management LP 2,675 $293k Jun 30, 2019 Jul 31, 2019
Congress Park Capital LLC 2,558 $293k Jun 30, 2019 Aug 2, 2019
The Family FIRM Inc 2,640 $290k Jun 30, 2019 Aug 6, 2019
Wooster Corthell Wealth Management Inc 2,649 $290k Jun 30, 2019 Jul 31, 2019
Bouchey Financial Group Ltd 2,587 $284k Jun 30, 2019 Jul 11, 2019
Insight 2811 Inc 2,451 $280k Jun 30, 2019 Jul 9, 2019
Northwest Wealth Management LLC 2,521 $276k Jun 30, 2019 Jul 23, 2019
Cohen & Steers Capital Management Inc 3,300 $270k Mar 31, 2015 May 15, 2015
Peak Financial Management Inc 2,450 $269k Jun 30, 2019 Aug 1, 2019
Diker Management LLC 2,424 $266k Jun 30, 2019 Aug 14, 2019
Total Investment Management Inc 2,262 $259k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 2,262 $259k Jun 30, 2019 Aug 7, 2019
Huber Financial Advisors LLC 2,340 $257k Jun 30, 2019 Aug 5, 2019
Blue CHIP Wealth Management Inc 2,292 $251k Jun 30, 2019 Aug 13, 2019
Bourne LENT Asset Management Inc 2,291 $251k Jun 30, 2019 Jul 29, 2019
and Wealth Partners LLC 2,286 $251k Jun 30, 2019 Aug 6, 2019
Smith & Howard Wealth Management LLC 2,290 $251k Jun 30, 2019 Jul 23, 2019
Private Wealth Partners LLC 2,286 $251k Jun 30, 2019 Aug 6, 2019
Summit Financial LLC 2,270 $249k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 2,270 $249k Jun 30, 2019 Jul 3, 2019
Guardian Capital Advisors LP 2,182 $248k Jun 30, 2019 Aug 14, 2019
Cardan Capital Partners LLC 2,252 $247k Jun 30, 2019 Jul 16, 2019
First Wilshire Securities Management Inc 2,200 $241k Jun 30, 2019 Aug 14, 2019
Edgewood Management LLC 2,200 $241k Jun 30, 2019 Aug 12, 2019
ALTA Capital Management LLC 2,175 $238k Jun 30, 2019 Jul 26, 2019
Landmark Financial Advisors LLC 2,131 $233k Jun 30, 2019 Aug 2, 2019
Independence Financial Advisors LLC 2,123 $233k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 2,123 $233k Jun 30, 2019 Aug 12, 2019
Sippican Capital Advisors LLC 2,117 $232k Jun 30, 2019 Jul 17, 2019
Summit Financial Wealth Advisors LLC 2,074 $227k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,074 $227k Jun 30, 2019 Jul 16, 2019
Cooper/Haims Advisors LLC 2,049 $225k Jun 30, 2019 Jul 26, 2019
Ridgewood Investments LLC 2,029 $222k Jun 30, 2019 Jul 12, 2019
Jolley Asset Management LLC 2,020 $221k Jun 30, 2019 Jul 22, 2019
Broadleaf Partners LLC 1,999 $219k Jun 30, 2019 Jul 19, 2019
Personal Resources Investment and Strategic Management Inc 2,000 $219k Jun 30, 2019 Aug 6, 2019
Capital Investment Services of America Inc 1,990 $218k Jun 30, 2019 Jul 12, 2019
Good Harbor Financial LLC 2,970 $214k Sep 30, 2015 Nov 13, 2015
Hendershot Investments Inc 1,955 $214k Jun 30, 2019 Jul 31, 2019
Keeley-Teton Advisors LLC 1,940 $213k Jun 30, 2019 Aug 12, 2019
Baltimore-Washington Financial Advisors Inc 1,934 $212k Jun 30, 2019 Jul 25, 2019
Signature Estate & Investment Advisors LLC 1,919 $210k Jun 30, 2019 Aug 1, 2019
Planning Directions Inc 1,880 $206k Jun 30, 2019 Jul 15, 2019
Foundations Investment Advisors LLC 1,793 $205k Jun 30, 2019 Jul 8, 2019
Nikulski Financial Inc 1,764 $205k Jun 30, 2019 Jul 22, 2019
Arlington Financial Advisors LLC 1,861 $204k Jun 30, 2019 Aug 5, 2019
Port Capital LLC 1,831 $201k Jun 30, 2019 Aug 14, 2019
The Genwealth Group Inc 1,801 $200k Jun 30, 2019 Jul 10, 2019
Benson Investment Management Company Inc 1,644 $180k Jun 30, 2019 Jul 11, 2019
Allsquare Wealth Management LLC 1,591 $174k Jun 30, 2019 Aug 13, 2019
Peninsula Asset Management Inc 1,500 $164k Jun 30, 2019 Aug 15, 2019
Harding Loevner LP 1,406 $154k Jun 30, 2019 Aug 14, 2019
Wealthstreet Investment Advisors LLC 1,404 $154k Jun 30, 2019 Jul 16, 2019
Asset Planning Services Inc 1,229 $135k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 1,229 $135k Jun 30, 2019 Jul 17, 2019
New Potomac Partners LLC 1,200 $132k Jun 30, 2019 Jul 26, 2019
Mcmillion Capital Management Inc 1,195 $131k Jun 30, 2019 Jul 25, 2019
Cowen Prime Services LLC 1,000 $110k Jun 30, 2019 Jul 31, 2019
Lombard Odier Transatlantic Limited 1,150 $102k Sep 30, 2016 Nov 14, 2016
DT Investment Partners LLC 877 $96k Jun 30, 2019 Jul 30, 2019
Middleton & Company Inc 750 $82k Jun 30, 2019 Jul 25, 2019
Payden & Rygel 680 $75k Jun 30, 2019 Aug 6, 2019
Stevens First Principles Investment Advisors 510 $56k Jun 30, 2019 Jul 22, 2019
Cedar Wealth Management LLC 400 $44k Jun 30, 2019 Jul 24, 2019
Spiderrock Advisors LLC 26,700 $37k Put Jun 30, 2019 Jul 29, 2019
Northstar Asset Management LLC 300 $33k Jun 30, 2019 Jul 16, 2019
Stewart & Patten Co LLC 300 $33k Jun 30, 2019 Jul 17, 2019
Northstar Asset Management Inc 300 $33k Jun 30, 2019 Jul 16, 2019
Investment Counselors of Maryland LLC 166 $18k Jun 30, 2019 Aug 5, 2019
Secrest Blakey & Associates LLC 100 $11k Call Jun 30, 2019 Aug 13, 2019
Financial Advantage Inc 100 $10k Jun 30, 2019 Jul 23, 2019
Mitchell Mcleod PUGH & Williams Inc 50 $5k Jun 30, 2019 Jul 9, 2019
Formidable Asset Management LLC 50 $0k Call Dec 31, 2018 Feb 6, 2019
Independent Advisor Alliance LLC 4,080 $0k Jun 30, 2019 Aug 12, 2019

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