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STARBUCKS CORP
(855244109)

Funds Reporting Holdings of STARBUCKS CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 207,150 $17,365,384k Jun 30, 2019 Jul 23, 2019
Magellan Asset Management Limited 30,771,472 $2,579,572k Jun 30, 2019 Aug 13, 2019
Alphasimplex Group LLC 21,539 $1,805,614k Jun 30, 2019 Aug 14, 2019
Polen Capital Management LLC 11,307,128 $947,877k Jun 30, 2019 Aug 12, 2019
Cedar Rock Capital Limited 9,433,268 $790,791k Jun 30, 2019 Aug 14, 2019
Pershing Square Capital Management LP 9,313,890 $780,783k Jun 30, 2019 Aug 14, 2019
Charles Schwab Investment Advisory Inc 2,190,703 $183,646k Jun 30, 2019 Aug 12, 2019
Vontobel Asset Management Inc 1,614,517 $139,845k Jun 30, 2019 Aug 14, 2019
Riverbridge Partners LLC 772,165 $64,731k Jun 30, 2019 Jul 10, 2019
Scharf Investments LLC 762,858 $63,950k Jun 30, 2019 Aug 13, 2019
AMI Asset Management Corp 747,436 $62,658k Jun 30, 2019 Aug 5, 2019
Saratoga Research & Investment Management 686,410 $57,542k Jun 30, 2019 Jul 24, 2019
Thornburg Investment Management Inc 522,889 $43,834k Jun 30, 2019 Aug 6, 2019
Motley FOOL Wealth Management LLC 506,249 $42,439k Jun 30, 2019 Aug 14, 2019
Pacifica Capital Investments LLC 479,123 $40,165k Jun 30, 2019 Aug 7, 2019
Acadian Asset Management LLC 470,350 $39,430k Jun 30, 2019 Aug 8, 2019
Bristol Gate Capital Partners Inc 454,053 $38,061k Jun 30, 2019 Aug 14, 2019
Columbus Circle Investors 450,233 $37,743k Jun 30, 2019 Aug 2, 2019
Stack Financial Management Inc 386,533 $32,403k Jun 30, 2019 Jul 30, 2019
Madison Investment Holdings Inc 383,162 $32,120k Jun 30, 2019 Aug 13, 2019
Lateef Investment Management LP 332,419 $27,867k Jun 30, 2019 Aug 12, 2019
Ensemble Capital Management LLC 322,159 $27,007k Jun 30, 2019 Aug 14, 2019
Smead Capital Management Inc 302,140 $25,328k Jun 30, 2019 Jul 26, 2019
Sather Financial Group Inc 293,964 $24,643k Jun 30, 2019 Jul 23, 2019
RAUB Brock Capital Management LP 277,494 $23,262k Jun 30, 2019 Jul 23, 2019
LGT Capital Partners USA Inc 273,950 $22,965k Jun 30, 2019 Jul 10, 2019
Payden & Rygel 269,600 $22,601k Jun 30, 2019 Aug 6, 2019
Merriman Wealth Management LLC 26,522 $22,425k Jun 30, 2019 Jul 31, 2019
Pacer Advisors Inc 255,524 $21,421k Jun 30, 2019 Aug 12, 2019
Davidson Investment Advisors Inc 252,696 $21,183k Jun 30, 2019 Aug 13, 2019
Corda Investment Management LLC 248,216 $20,807k Jun 30, 2019 Aug 9, 2019
Capital Investment Services of America Inc 226,564 $18,993k Jun 30, 2019 Jul 12, 2019
River ROAD Asset Management LLC 219,037 $18,362k Jun 30, 2019 Aug 12, 2019
Motley FOOL Asset Management LLC 215,921 $18,101k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 206,306 $17,295k Jun 30, 2019 Jul 31, 2019
Suncoast Equity Management LLC 195,404 $16,381k Jun 30, 2019 Jul 26, 2019
North American Management Corp 189,715 $15,904k Jun 30, 2019 Jul 30, 2019
Barometer Capital Management Inc 189,786 $15,850k Jun 30, 2019 Aug 13, 2019
Northstar Financial Advisors LLC 185,836 $15,579k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 185,836 $15,579k Jun 30, 2019 Jul 17, 2019
QS Investors LLC 181,655 $15,229k Jun 30, 2019 Aug 14, 2019
Capwealth Advisors LLC 174,736 $14,648k Jun 30, 2019 Aug 13, 2019
Crestwood Advisors Group LLC 151,436 $12,695k Jun 30, 2019 Aug 14, 2019
Miura Global Management LLC 150,000 $12,575k Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 122,100 $11,563k Mar 31, 2015 May 15, 2015
Middleton & Company Inc 133,024 $11,151k Jun 30, 2019 Jul 25, 2019
Klingenstein Fields & Co LLC 122,111 $10,237k Jun 30, 2019 Aug 12, 2019
Semper Augustus Investments Group LLC 113,915 $9,549k Jun 30, 2019 Aug 13, 2019
Dillon & Associates Inc 112,531 $9,453k Jun 30, 2019 Jul 22, 2019
West Coast Financial LLC 112,049 $9,393k Jun 30, 2019 Jul 16, 2019
Caxton Associates LP 111,116 $9,315k Jun 30, 2019 Aug 14, 2019
Kiley Juergens Wealth Management LLC 103,086 $8,641k Jun 30, 2019 Jul 11, 2019
Copperwynd Financial LLC 97,357 $8,161k Jun 30, 2019 Aug 7, 2019
Alley Company LLC 95,963 $8,045k Jun 30, 2019 Jul 30, 2019
Spark Investment Management LLC 93,800 $7,863k Jun 30, 2019 Aug 12, 2019
Cornerstone Advisors LLC 105,000 $7,806k Mar 31, 2019 May 13, 2019
Sowell Financial Services LLC 100,357 $7,461k Mar 31, 2019 May 15, 2019
Vision Capital Management Inc 88,254 $7,398k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 88,254 $7,398k Jun 30, 2019 Jul 29, 2019
Fulcrum Capital LLC 87,016 $7,295k Jun 30, 2019 Jul 29, 2019
LONG ROAD Investment Counsel LLC 85,370 $7,157k Jun 30, 2019 Aug 9, 2019
Hendley & Co Inc 82,304 $6,900k Jun 30, 2019 Aug 8, 2019
CI Global Investments Inc 120,363 $6,841k Sep 30, 2018 Nov 9, 2018
Hendershot Investments Inc 77,633 $6,508k Jun 30, 2019 Jul 31, 2019
Ramsay Stattman VELA & Price Inc 76,595 $6,421k Jun 30, 2019 Aug 9, 2019
Sentry Investment Management LLC 76,465 $6,410k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 76,465 $6,410k Jun 30, 2019 Aug 12, 2019
HS Management Partners LLC 75,550 $6,333k Jun 30, 2019 Aug 13, 2019
Northstar Company LLC 73,834 $6,189k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 73,834 $6,189k Jun 30, 2019 Jul 12, 2019
and Wealth Partners LLC 71,590 $6,001k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 71,590 $6,001k Jun 30, 2019 Aug 6, 2019
Bronfman EL Rothschild LP 71,187 $5,968k Jun 30, 2019 Aug 12, 2019
Aureus Asset Management LLC 70,240 $5,888k Jun 30, 2019 Aug 14, 2019
Haverford Financial Services Inc 66,216 $5,551k Jun 30, 2019 Aug 13, 2019
Churchill Management Corp 66,034 $5,536k Jun 30, 2019 Jul 10, 2019
Dupont Capital Management Corp 63,374 $5,313k Jun 30, 2019 Jul 30, 2019
Cookson Peirce & Co Inc 62,344 $5,226k Jun 30, 2019 Jul 31, 2019
Fagan Associates Inc 58,161 $4,876k Jun 30, 2019 Jul 12, 2019
Gabelli Funds LLC 58,000 $4,862k Jun 30, 2019 Aug 2, 2019
HCR Wealth Advisors 57,556 $4,824k Jun 30, 2019 Jul 25, 2019
Telos Capital Management Inc 56,953 $4,775k Jun 30, 2019 Jul 19, 2019
Cobiz Wealth LLC 56,249 $4,715k Jun 30, 2019 Jul 8, 2019
RB Capital Management LLC 56,161 $4,708k Jun 30, 2019 Aug 7, 2019
Argus Investors' Counsel Inc 54,816 $4,595k Jun 30, 2019 Jul 10, 2019
Hamel Associates Inc 53,480 $4,483k Jun 30, 2019 Aug 5, 2019
Riverpark Advisors LLC 52,600 $4,409k Jun 30, 2019 Aug 13, 2019
Wedgewood Partners Inc 52,600 $4,409k Jun 30, 2019 Aug 14, 2019
Elgethun Capital Management 52,270 $4,382k Jun 30, 2019 Aug 8, 2019
Spectrum Management Group Inc 52,156 $4,372k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 52,156 $4,372k Jun 30, 2019 Aug 2, 2019
American Money Management LLC 52,141 $4,371k Jun 30, 2019 Aug 12, 2019
KMS Financial Services Inc 56,099 $4,233k Sep 30, 2014 Nov 17, 2014
Hussman Strategic Advisors Inc 50,000 $4,192k Jun 30, 2019 Jul 31, 2019
Wendell David Associates Inc 48,395 $4,057k Jun 30, 2019 Jul 16, 2019
Mckinley Carter Wealth Services Inc 47,756 $4,003k Jun 30, 2019 Aug 2, 2019
Marietta Wealth Management LLC 46,289 $3,880k Jun 30, 2019 Aug 14, 2019
BRAY Capital Advisors LLC 45,111 $3,782k Jun 30, 2019 Jul 29, 2019
Loudon Investment Management LLC 44,788 $3,755k Jun 30, 2019 Aug 13, 2019
Stokes & Hubbell Capital Management LLC 48,832 $3,630k Mar 31, 2019 Apr 24, 2019
DAVY Asset Management Limited 43,292 $3,629k Jun 30, 2019 Jul 19, 2019
Wealthstreet Investment Advisors LLC 43,216 $3,623k Jun 30, 2019 Jul 16, 2019
United Asset Strategies Inc 42,919 $3,598k Jun 30, 2019 Jul 31, 2019
LVW Advisors LLC 42,438 $3,558k Jun 30, 2019 Aug 14, 2019
Carderock Capital Management Inc 41,643 $3,491k Jun 30, 2019 Jul 15, 2019
Quest Investment Management LLC 41,573 $3,485k Jun 30, 2019 Aug 13, 2019
Badgley Phelps and Bell Inc 38,331 $3,213k Jun 30, 2019 Jul 30, 2019
Stillwater Investment Management LLC 38,097 $3,194k Jun 30, 2019 Jul 3, 2019
10-15 Associates Inc 36,916 $3,095k Jun 30, 2019 Aug 12, 2019
Granite Group Advisors LLC 35,337 $2,962k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 35,337 $2,962k Jun 30, 2019 Jul 23, 2019
LOWE Brockenbrough & Company Inc 34,695 $2,908k Jun 30, 2019 Aug 12, 2019
Stansberry Asset Management LLC 34,659 $2,905k Jun 30, 2019 Aug 14, 2019
Chickasaw Capital Management LLC 34,583 $2,899k Jun 30, 2019 Jul 15, 2019
Bell & Brown Wealth Advisors LLC 34,388 $2,883k Jun 30, 2019 Aug 6, 2019
ACG Wealth Inc 34,332 $2,878k Jun 30, 2019 Aug 6, 2019
Butensky & Cohen Financial Security Inc 34,321 $2,877k Jun 30, 2019 Jul 12, 2019
Tuttle Tactical Management LLC 33,484 $2,807k Jun 30, 2019 Jul 29, 2019
Probity Advisors Inc 32,518 $2,726k Jun 30, 2019 Aug 8, 2019
Proficio Capital Partners LLC 32,014 $2,684k Jun 30, 2019 Aug 13, 2019
East Coast Asset Management LLC 31,080 $2,605k Jun 30, 2019 Aug 14, 2019
Northwest Investment Counselors LLC 30,950 $2,595k Jun 30, 2019 Jul 25, 2019
Vontobel Swiss Wealth Advisors AG 30,425 $2,551k Jun 30, 2019 Aug 12, 2019
Hedeker Wealth LLC 28,952 $2,427k Jun 30, 2019 Jul 26, 2019
Baldwin Investment Management LLC 28,700 $2,406k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 28,670 $2,403k Jun 30, 2019 Aug 5, 2019
Aldebaran Financial Inc 28,390 $2,380k Jun 30, 2019 Aug 14, 2019
Oak Asset Management LLC 24,143 $2,195k Jun 30, 2019 Jul 25, 2019
Stonebridge Capital Advisors LLC 26,025 $2,182k Jun 30, 2019 Aug 15, 2019
Exchange Capital Management Inc 25,955 $2,176k Jun 30, 2019 Jul 22, 2019
Cowen Prime Services LLC 25,850 $2,167k Jun 30, 2019 Jul 31, 2019
Taurus Asset Management LLC 25,645 $2,150k Jun 30, 2019 Aug 14, 2019
Arjuna Capital LLC 25,560 $2,143k Jun 30, 2019 Aug 21, 2019
Arlington Partners LLC 25,125 $2,106k Jun 30, 2019 Jul 10, 2019
FFCM LLC 25,051 $2,100k Jun 30, 2019 Jul 30, 2019
Bennicas & Associates Inc 24,975 $2,094k Jun 30, 2019 Jul 12, 2019
Strategic Capital Advisers Inc 24,822 $2,081k Jun 30, 2019 Jul 30, 2019
Private Wealth Advisors Inc 24,707 $2,071k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 24,707 $2,071k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 24,707 $2,071k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 24,707 $2,071k Jun 30, 2019 Aug 7, 2019
Tealwood Asset Management Inc 24,296 $2,037k Jun 30, 2019 Aug 6, 2019
Tower VIEW Investment Management & Research LLC 23,443 $1,965k Jun 30, 2019 Jul 17, 2019
Legacy Capital Partners Inc 23,305 $1,954k Jun 30, 2019 Jul 16, 2019
1919 Investment Counsel LLC 25,120 $1,896k Sep 30, 2014 Nov 14, 2014
Interocean Capital LLC 21,429 $1,796k Jun 30, 2019 Aug 13, 2019
Confluence Wealth Management LLC 21,357 $1,790k Jun 30, 2019 Aug 9, 2019
Family Legacy Inc 21,271 $1,783k Jun 30, 2019 Jul 25, 2019
Port Capital LLC 21,243 $1,781k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 21,108 $1,769k Jun 30, 2019 Aug 16, 2019
Mount Yale Investment Advisors LLC 18,507 $1,762k Jun 30, 2019 Aug 13, 2019
Cottage Street Advisors LLC 20,659 $1,732k Jun 30, 2019 Aug 2, 2019
Spears Abacus Advisors LLC 20,349 $1,706k Jun 30, 2019 Aug 9, 2019
Formidable Asset Management LLC 26,188 $1,686k Dec 31, 2018 Feb 6, 2019
Viking Fund Management LLC 20,000 $1,677k Jun 30, 2019 Jul 16, 2019
Campbell Newman Asset Management Inc 19,027 $1,595k Jun 30, 2019 Jul 24, 2019
Monetta Financial Services Inc 18,500 $1,551k Jun 30, 2019 Aug 9, 2019
Oak Grove Capital LLC 18,207 $1,526k Jun 30, 2019 Aug 9, 2019
WE ARE One Seven LLC 18,150 $1,521k Jun 30, 2019 Jul 16, 2019
The WEIL Company 18,075 $1,515k Jun 30, 2019 Aug 12, 2019
Apriem Advisors 18,021 $1,511k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 26,556 $1,509k Sep 30, 2015 Nov 16, 2015
Hall Capital Management Company Inc 17,991 $1,508k Jun 30, 2019 Aug 14, 2019
Brown Capital Management LLC 17,783 $1,491k Jun 30, 2019 Aug 13, 2019
HGI Capital Management LLC 17,600 $1,475k Jun 30, 2019 Jul 26, 2019
Fieldpoint Private Securities LLC 17,464 $1,464k Jun 30, 2019 Aug 14, 2019
Berkeley Capital Partners LLC 17,052 $1,429k Jun 30, 2019 Aug 8, 2019
Benedict Financial Advisors Inc 17,040 $1,428k Jun 30, 2019 Aug 1, 2019
Point72 Asset Management LP 16,401 $1,375k Jun 30, 2019 Aug 14, 2019
Cidel Asset Management Inc 16,355 $1,371k Jun 30, 2019 Aug 12, 2019
Rodgers Brothers Inc 15,941 $1,336k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 15,744 $1,320k Jun 30, 2019 Aug 6, 2019
Breiter Capital Management Inc 15,495 $1,299k Jun 30, 2019 Aug 23, 2019
RNC Capital Management LLC 15,452 $1,295k Jun 30, 2019 Jul 25, 2019
Calamos Wealth Management LLC 15,400 $1,291k Jun 30, 2019 Aug 7, 2019
Bingham Osborn & Scarborough LLC 15,231 $1,277k Jun 30, 2019 Aug 2, 2019
Wakefield Asset Management LLLP 15,177 $1,272k Jun 30, 2019 Aug 13, 2019
Profit Investment Management LLC 14,925 $1,251k Jun 30, 2019 Jul 16, 2019
Prescott Group Capital Management LLC 14,678 $1,230k Jun 30, 2019 Aug 9, 2019
Ionic Capital Management LLC 14,600 $1,224k Put Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 14,526 $1,217k Jun 30, 2019 Jul 26, 2019
Zevenbergen Capital Investments LLC 14,130 $1,185k Jun 30, 2019 Aug 13, 2019
Cipher Capital LP 14,041 $1,177k Jun 30, 2019 Aug 13, 2019
Benin Management Corp 13,995 $1,173k Jun 30, 2019 Jul 31, 2019
Valeo Financial Advisors LLC 13,994 $1,173k Jun 30, 2019 Jul 10, 2019
DUFF & Phelps Investment Management Co 13,345 $1,119k Jun 30, 2019 Aug 2, 2019
Olstein Capital Management LP 13,000 $1,090k Jun 30, 2019 Jul 31, 2019
Brookmont Capital Management LLC 12,988 $1,089k Jun 30, 2019 Jul 18, 2019
Lyell Wealth Management LP 12,868 $1,079k Jun 30, 2019 Aug 1, 2019
IMS Capital Management Inc 12,711 $1,066k Jun 30, 2019 Aug 14, 2019
Mengis Capital Management Inc 12,453 $1,043k Jun 30, 2019 Jul 18, 2019
Becker Capital Management Inc 12,434 $1,042k Jun 30, 2019 Aug 8, 2019
The Burney Company 11,592 $972k Jun 30, 2019 Aug 12, 2019
Auxier Asset Management LLC 11,518 $966k Jun 30, 2019 Aug 15, 2019
Marietta Investment Partners LLC 11,498 $964k Jun 30, 2019 Aug 13, 2019
JGP Wealth Management LLC 11,260 $944k Jun 30, 2019 Jul 15, 2019
AFT Forsyth and Company Inc 11,175 $937k Jun 30, 2019 Jul 29, 2019
Glovista Investments LLC 11,038 $925k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 10,905 $914k Jun 30, 2019 Aug 5, 2019
Ipswich Investment Management Company Inc 10,471 $878k Jun 30, 2019 Jul 11, 2019
Winslow Asset Management Inc 10,116 $848k Jun 30, 2019 Jul 29, 2019
Marble Harbor Investment Counsel LLC 10,050 $842k Jun 30, 2019 Aug 7, 2019
USA Mutuals Advisors Inc 10,000 $838k Jun 30, 2019 Aug 5, 2019
CWH Capital Management Inc 9,788 $821k Jun 30, 2019 Aug 14, 2019
Whitnell & Co 9,600 $805k Jun 30, 2019 Jul 16, 2019
Mirador Capital Partners LP 9,435 $791k Jun 30, 2019 Aug 6, 2019
Cornell Pochily Investment Advisors Inc 9,369 $785k Jun 30, 2019 Jul 22, 2019
SFE Investment Counsel Inc 9,280 $778k Jun 30, 2019 Jul 26, 2019
Thompson Investment Management Inc 8,976 $752k Jun 30, 2019 Aug 7, 2019
Accuvest Global Advisors 8,942 $750k Jun 30, 2019 Jul 17, 2019
The RICE Partnership LLC 8,873 $744k Jun 30, 2019 Jul 25, 2019
ORCA Investment Management LLC 8,786 $737k Jun 30, 2019 Jul 17, 2019
RAAB & Moskowitz Asset Management LLC 8,734 $732k Jun 30, 2019 Aug 9, 2019
Hengehold Capital Management LLC 8,566 $718k Jun 30, 2019 Jul 23, 2019
Pratt Collard Advisory Partners LLC 8,439 $707k Jun 30, 2019 Jul 16, 2019
Cambridge Advisors LLC 8,241 $691k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 8,241 $691k Jun 30, 2019 Jul 26, 2019
Hoylecohen LLC 8,149 $683k Jun 30, 2019 Aug 9, 2019
Ballast Inc 8,145 $682k Jun 30, 2019 Jul 26, 2019
Main Street Research LLC 8,111 $680k Jun 30, 2019 Aug 8, 2019
Curbstone Financial Management Corporation 8,100 $679k Jun 30, 2019 Jul 9, 2019
Private Vista LLC 8,020 $671k Jun 30, 2019 Jul 19, 2019
Omnistar Financial Group Inc 7,897 $662k Jun 30, 2019 Jul 30, 2019
Secrest Blakey & Associates LLC 7,876 $660k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 7,756 $650k Jun 30, 2019 Jul 17, 2019
Northrock Partners LLC 7,606 $639k Jun 30, 2019 Aug 12, 2019
Front Barnett Associates LLC 7,603 $637k Jun 30, 2019 Aug 6, 2019
Inspirion Wealth Advisors LLC 7,378 $618k Jun 30, 2019 Jul 15, 2019
Edgewood Management LLC 7,221 $605k Jun 30, 2019 Aug 12, 2019
Wealthplan Partners Inc 6,246 $604k Jun 30, 2019 Aug 19, 2019
GHP Investment Advisors Inc 7,186 $602k Jun 30, 2019 Aug 2, 2019
BTR Capital Management Inc 6,745 $565k Jun 30, 2019 Jul 18, 2019
Allied Investment Advisors LLC 6,676 $560k Jun 30, 2019 Jul 17, 2019
Newsquare Capital LLC 6,472 $543k Jun 30, 2019 Aug 20, 2019
New Vernon Investment Management LLC 6,400 $537k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 6,136 $514k Jun 30, 2019 Jul 11, 2019
Sonata Capital Group Inc 6,022 $505k Jun 30, 2019 Aug 5, 2019
Thomas Story and SON LLC 6,000 $503k Jun 30, 2019 Jul 29, 2019
Nicholas Hoffman & Company LLC 5,948 $499k Jun 30, 2019 Aug 12, 2019
Lombard Odier Transatlantic Limited 9,100 $492k Sep 30, 2016 Nov 14, 2016
Ausdal Financial Partners Inc 5,083 $491k Jun 30, 2019 Aug 5, 2019
Dorchester Wealth Management Company 5,753 $482k Jun 30, 2019 Jul 19, 2019
Aries Wealth Management LLC 5,491 $482k Jun 30, 2019 Jul 15, 2019
New England Research & Management Inc 5,625 $472k Jun 30, 2019 Jul 9, 2019
Huntington Steele LLC 8,114 $470k Mar 31, 2018 Apr 18, 2018
Zevin Asset Management LLC 5,535 $464k Jun 30, 2019 Aug 6, 2019
Abbrea Capital LLC 5,525 $463k Jun 30, 2019 Jul 31, 2019
Bruderman Asset Management LLC 5,477 $459k Jun 30, 2019 Aug 12, 2019
Intersect Capital LLC 5,361 $449k Jun 30, 2019 Aug 9, 2019
Baltimore-Washington Financial Advisors Inc 5,340 $448k Jun 30, 2019 Jul 25, 2019
Montag & Caldwell LLC 5,300 $444k Jun 30, 2019 Aug 1, 2019
Zuckerman Investment Group LLC 5,285 $443k Jun 30, 2019 Aug 14, 2019
Smith Salley & Associates LLC 5,255 $441k Jun 30, 2019 Jul 12, 2019
HIGH Falls Advisors Inc 5,214 $437k Jun 30, 2019 Aug 15, 2019
LGL Partners LLC 5,146 $431k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors Inc 4,849 $406k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 4,849 $406k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 4,849 $406k Jun 30, 2019 Jul 22, 2019
Guardian Capital LP 4,800 $402k Jun 30, 2019 Aug 14, 2019
Stordahl Capital Management Inc 4,438 $400k Jun 30, 2019 Jul 22, 2019
Dedora Capital Inc 4,763 $399k Jun 30, 2019 Aug 8, 2019
Triangle Securities Wealth Management 4,556 $398k Jun 30, 2019 Jul 10, 2019
Mendel Money Management Inc 4,594 $385k Jun 30, 2019 Aug 8, 2019
Abner Herrman & Brock LLC 4,529 $380k Jun 30, 2019 Jul 19, 2019
Abbot Financial Management Inc 4,500 $377k Jun 30, 2019 Aug 8, 2019
Waters Parkerson & Co LLC 4,400 $369k Jun 30, 2019 Aug 6, 2019
Marathon Capital Management LLC 4,408 $369k Jun 30, 2019 Jul 25, 2019
TMD & Associates Inc 4,303 $361k Jun 30, 2019 Aug 9, 2019
Summit Financial LLC 4,214 $353k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 4,214 $353k Jun 30, 2019 Jul 3, 2019
ZWJ Investment Counsel Inc 4,098 $344k Jun 30, 2019 Jul 24, 2019
Newfocus Financial Group LLC 4,046 $339k Jun 30, 2019 Jul 23, 2019
Wespac Advisors LLC 4,037 $338k Jun 30, 2019 Jul 23, 2019
Torray LLC 4,000 $335k Jun 30, 2019 Aug 8, 2019
Aristotle Capital Management LLC 4,000 $335k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 3,986 $334k Jun 30, 2019 Jul 11, 2019
Blue CHIP Wealth Management Inc 3,941 $330k Jun 30, 2019 Aug 13, 2019
Leonard Rickey Investment Advisors PLLC 3,915 $328k Jun 30, 2019 Jul 10, 2019
Diamond Hill Capital Management Inc 3,850 $323k Jun 30, 2019 Aug 1, 2019
Altfest L J & Co Inc 3,822 $320k Jun 30, 2019 Jul 15, 2019
REDW Stanley Financial Advisors LLC 3,704 $311k Jun 30, 2019 Aug 9, 2019
The London Company of Virginia LLC 3,700 $310k Jun 30, 2019 Aug 14, 2019
Strategy Asset Managers LLC 3,674 $308k Jun 30, 2019 Aug 14, 2019
Howard Capital Management Inc 3,650 $306k Jun 30, 2019 Jul 24, 2019
Howland Capital Management LLC 3,631 $304k Jun 30, 2019 Jul 17, 2019
The Ithaka Group LLC 3,600 $302k Jun 30, 2019 Aug 12, 2019
Gratus Capital LLC 3,608 $302k Jun 30, 2019 Aug 7, 2019
Financial Gravity Wealth Inc 3,510 $294k Jun 30, 2019 Jul 26, 2019
West Oak Capital LLC 3,500 $293k Jun 30, 2019 Jul 12, 2019
Willow Creek Wealth Management Inc 3,496 $293k Jun 30, 2019 Jul 22, 2019
Financial Advisory Service Inc 3,398 $285k Jun 30, 2019 Jul 25, 2019
Highland Private Wealth Management 3,279 $275k Jun 30, 2019 Aug 13, 2019
Elite Wealth Management Inc 3,104 $260k Jun 30, 2019 Jul 18, 2019
Polaris Greystone Financial Group LLC 3,075 $260k Jun 30, 2019 Jul 25, 2019
Steigerwald Gordon & KOCH Inc 3,084 $258k Jun 30, 2019 Jul 15, 2019
HUGH Johnson Advisors LLC 3,062 $257k Jun 30, 2019 Aug 6, 2019
Carlson Capital Management LLC 2,974 $249k Jun 30, 2019 Jul 15, 2019
New England Private Wealth Advisors LLC 2,962 $249k Jun 30, 2019 Aug 8, 2019
Fernwood Investment Management LLC 2,952 $247k Jun 30, 2019 Aug 1, 2019
Tradition Capital Management LLC 3,320 $246k Mar 31, 2019 May 7, 2019
Allsquare Wealth Management LLC 2,800 $235k Jun 30, 2019 Aug 13, 2019
Harwood Advisory Group LLC 2,776 $233k Jun 30, 2019 Aug 7, 2019
American Financial Network Advisory Services LLC 2,765 $231k Jun 30, 2019 Aug 9, 2019
Gradient Capital Advisors LLC 2,754 $231k Jun 30, 2019 Jul 16, 2019
BEL AIR Investment Advisors LLC 2,975 $229k Sep 30, 2013 Nov 12, 2013
Cooper/Haims Advisors LLC 2,694 $226k Jun 30, 2019 Jul 26, 2019
The Family FIRM Inc 2,682 $225k Jun 30, 2019 Aug 6, 2019
Liberty Capital Management Inc 2,660 $223k Jun 30, 2019 Jul 15, 2019
Meristem Family Wealth LLC 2,642 $221k Jun 30, 2019 Aug 6, 2019
Harbour Capital Advisors LLC 2,638 $221k Jun 30, 2019 Jul 10, 2019
Callahan Advisors LLC 2,630 $220k Jun 30, 2019 Jul 17, 2019
Alpine Woods Capital Investors LLC 2,600 $218k Jun 30, 2019 Aug 5, 2019
KOPP Investment Advisors LLC 2,590 $217k Jun 30, 2019 Aug 14, 2019
Cedar Wealth Management LLC 2,556 $214k Jun 30, 2019 Jul 24, 2019
Blue FIN Capital Inc 2,539 $212k Jun 30, 2019 Jul 22, 2019
Sigma Investment Counselors Inc 2,516 $211k Jun 30, 2019 Jul 23, 2019
Shepherd Financial Partners LLC 2,487 $208k Jun 30, 2019 Aug 5, 2019
Stewart & Patten Co LLC 2,440 $205k Jun 30, 2019 Jul 17, 2019
Guardian Capital Advisors LP 2,315 $203k Jun 30, 2019 Aug 14, 2019
Darrell & King LLC 2,400 $201k Jun 30, 2019 Aug 15, 2019
Wellesley Investment Partners LLC 2,405 $201k Jun 30, 2019 Aug 5, 2019
Cavalier Investments LLC 2,236 $187k Jun 30, 2019 Jul 31, 2019
The Fiduciary Group LLC 2,201 $185k Jun 30, 2019 Aug 14, 2019
Spiderrock Advisors LLC 242,600 $153k Put Jun 30, 2019 Jul 29, 2019
Kayne Anderson Rudnick Investment Management LLC 1,818 $152k Jun 30, 2019 Aug 14, 2019
Lucia Wealth Services LLC 1,655 $139k Jun 30, 2019 Jul 23, 2019
Transamerica Financial Advisors Inc 1,654 $139k Jun 30, 2019 Aug 21, 2019
ST Johns Investment Management Company LLC 1,500 $126k Jun 30, 2019 Jul 24, 2019
Prelude Capital Management LLC 1,200 $101k Put Jun 30, 2019 Aug 14, 2019
Vestor Capital LLC 1,175 $99k Jun 30, 2019 Aug 6, 2019
Horan Securities Inc 954 $80k Jun 30, 2019 Jul 24, 2019
Toroso Investments LLC 791 $66k Jun 30, 2019 Aug 15, 2019
RPG Investment Advisory LLC 650 $54k Jun 30, 2019 Jul 10, 2019
Clearbridge Investments LLC 704 $45k Dec 31, 2018 Feb 14, 2019
Clean Yield Group Inc 468 $39k Jun 30, 2019 Jul 22, 2019
Certified Advisory Corp 396 $33k Jun 30, 2019 Aug 7, 2019
Kopernik Global Investors LLC 18,600 $27k Put Jun 30, 2019 Aug 14, 2019
Avondale Wealth Management LLC 300 $25k Jun 30, 2019 Jul 26, 2019
New Potomac Partners LLC 224 $19k Jun 30, 2019 Jul 26, 2019
Northstar Asset Management LLC 200 $17k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 200 $17k Jun 30, 2019 Jul 16, 2019
Permanens Capital LP 80 $7k Jun 30, 2019 Aug 9, 2019

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