STRYKER CORP
(863667101)
Funds Reporting Holdings of STRYKER CORP according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| GS Investments Inc | 17,588 | $3,615,741k | Jun 30, 2019 | Aug 9, 2019 | |
| Jensen Investment Management Inc | 2,068,565 | $425,256k | Jun 30, 2019 | Aug 2, 2019 | |
| GQG Partners LLC | 575,451 | $118,205k | Jun 30, 2019 | Aug 14, 2019 | |
| Fenimore Asset Management Inc | 503,528 | $103,515k | Jun 30, 2019 | Jul 16, 2019 | |
| Partner Fund Management LP | 428,849 | $88,163k | Jun 30, 2019 | Aug 14, 2019 | |
| LGT Capital Partners USA Inc | 198,174 | $40,741k | Jun 30, 2019 | Jul 10, 2019 | |
| Rock Springs Capital Management LP | 179,000 | $36,799k | Jun 30, 2019 | Aug 14, 2019 | |
| Compass Capital Management Inc | 174,331 | $35,839k | Jun 30, 2019 | Jul 31, 2019 | |
| Crestwood Advisors Group LLC | 148,552 | $30,539k | Jun 30, 2019 | Aug 14, 2019 | |
| First Manhattan Co | 141,182 | $29,024k | Jun 30, 2019 | Aug 16, 2019 | |
| Destination Wealth Management | 139,677 | $28,715k | Jun 30, 2019 | Jul 19, 2019 | |
| Stack Financial Management Inc | 139,036 | $28,583k | Jun 30, 2019 | Jul 30, 2019 | |
| Wendell David Associates Inc | 118,593 | $24,380k | Jun 30, 2019 | Jul 16, 2019 | |
| Polaris Greystone Financial Group LLC | 112,524 | $23,241k | Jun 30, 2019 | Jul 25, 2019 | |
| Tekla Capital Management LLC | 102,950 | $21,164k | Jun 30, 2019 | Aug 14, 2019 | |
| Dillon & Associates Inc | 95,390 | $19,650k | Jun 30, 2019 | Jul 22, 2019 | |
| Capital Investment Services of America Inc | 92,165 | $18,947k | Jun 30, 2019 | Jul 12, 2019 | |
| Cohen Capital Management Inc | 91,423 | $18,795k | Jun 30, 2019 | Aug 7, 2019 | |
| Suncoast Equity Management LLC | 87,550 | $17,999k | Jun 30, 2019 | Jul 26, 2019 | |
| Perkins Investment Management LLC | 135,838 | $17,883k | Mar 31, 2017 | May 15, 2017 | |
| Cadinha & Co LLC | 85,188 | $17,513k | Jun 30, 2019 | Aug 9, 2019 | |
| Quest Investment Management LLC | 83,099 | $17,083k | Jun 30, 2019 | Aug 13, 2019 | |
| Private Wealth Partners LLC | 75,311 | $15,482k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 75,311 | $15,482k | Jun 30, 2019 | Aug 6, 2019 | |
| Campbell Newman Asset Management Inc | 73,406 | $15,091k | Jun 30, 2019 | Jul 24, 2019 | |
| Investec Asset Management Limited | 72,063 | $14,815k | Jun 30, 2019 | Jul 30, 2019 | |
| Marco Investment Management LLC | 69,410 | $14,269k | Jun 30, 2019 | Aug 6, 2019 | |
| Mcguire Investment Group LLC | 66,167 | $13,603k | Jun 30, 2019 | Jul 25, 2019 | |
| Martin Investment Management LLC | 65,033 | $13,369k | Jun 30, 2019 | Aug 7, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 64,608 | $13,282k | Jun 30, 2019 | Jul 25, 2019 | |
| Steigerwald Gordon & KOCH Inc | 61,751 | $12,695k | Jun 30, 2019 | Jul 15, 2019 | |
| Eubel Brady & Suttman Asset Management Inc | 61,409 | $12,625k | Jun 30, 2019 | Aug 12, 2019 | |
| Peak Asset Management LLC | 59,825 | $12,299k | Jun 30, 2019 | Aug 15, 2019 | |
| Klingenstein Fields & Co LLC | 58,543 | $12,035k | Jun 30, 2019 | Aug 12, 2019 | |
| Badgley Phelps and Bell Inc | 56,127 | $11,539k | Jun 30, 2019 | Jul 30, 2019 | |
| Orbimed Advisors LLC | 54,000 | $11,101k | Jun 30, 2019 | Aug 14, 2019 | |
| LONG ROAD Investment Counsel LLC | 50,710 | $10,425k | Jun 30, 2019 | Aug 9, 2019 | |
| Callahan Advisors LLC | 50,398 | $10,361k | Jun 30, 2019 | Jul 17, 2019 | |
| Sigma Investment Counselors Inc | 47,789 | $9,825k | Jun 30, 2019 | Jul 23, 2019 | |
| Nuance Investments LLC | 47,457 | $9,756k | Jun 30, 2019 | Aug 12, 2019 | |
| Eagle Ridge Investment Management LLC | 46,776 | $9,616k | Jun 30, 2019 | Aug 1, 2019 | |
| Ramsay Stattman VELA & Price Inc | 45,727 | $9,401k | Jun 30, 2019 | Aug 9, 2019 | |
| Brightworth LLC | 42,529 | $8,743k | Jun 30, 2019 | Jul 31, 2019 | |
| Parthenon LLC | 42,145 | $8,664k | Jun 30, 2019 | Jul 29, 2019 | |
| Capwealth Advisors LLC | 42,138 | $8,663k | Jun 30, 2019 | Aug 13, 2019 | |
| Northstar Investment Advisors LLC | 40,635 | $8,354k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 40,635 | $8,354k | Jun 30, 2019 | Jul 17, 2019 | |
| Gabelli Funds LLC | 39,000 | $8,018k | Jun 30, 2019 | Aug 2, 2019 | |
| The Roosevelt Investment Group Inc | 38,750 | $7,966k | Jun 30, 2019 | Aug 8, 2019 | |
| SVA Plumb Wealth Management LLC | 35,962 | $7,393k | Jun 30, 2019 | Aug 13, 2019 | |
| Bronfman EL Rothschild LP | 34,518 | $7,096k | Jun 30, 2019 | Aug 12, 2019 | |
| Healthcor Management LP | 33,350 | $6,856k | Jun 30, 2019 | Aug 14, 2019 | |
| Cobiz Wealth LLC | 31,278 | $6,430k | Jun 30, 2019 | Jul 8, 2019 | |
| Marietta Investment Partners LLC | 31,231 | $6,420k | Jun 30, 2019 | Aug 13, 2019 | |
| Altavista Wealth Management Inc | 30,660 | $6,303k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacer Advisors Inc | 30,405 | $6,251k | Jun 30, 2019 | Aug 12, 2019 | |
| Greenwood Gearhart Inc | 28,159 | $5,789k | Jun 30, 2019 | Aug 7, 2019 | |
| Marble Harbor Investment Counsel LLC | 27,808 | $5,717k | Jun 30, 2019 | Aug 7, 2019 | |
| Yacktman Asset Management LP | 26,692 | $5,487k | Jun 30, 2019 | Aug 2, 2019 | |
| GHP Investment Advisors Inc | 26,510 | $5,450k | Jun 30, 2019 | Aug 2, 2019 | |
| Argus Investors' Counsel Inc | 24,550 | $5,047k | Jun 30, 2019 | Jul 10, 2019 | |
| Middleton & Company Inc | 23,587 | $4,849k | Jun 30, 2019 | Jul 25, 2019 | |
| Oak Asset Management LLC | 23,148 | $4,826k | Jun 30, 2019 | Jul 25, 2019 | |
| Signature Estate & Investment Advisors LLC | 23,337 | $4,798k | Jun 30, 2019 | Aug 1, 2019 | |
| Lyell Wealth Management LP | 21,975 | $4,529k | Jun 30, 2019 | Aug 1, 2019 | |
| Monarch Capital Management Inc | 20,256 | $4,164k | Jun 30, 2019 | Jul 31, 2019 | |
| Maytech Global Investments LLC | 20,224 | $4,158k | Jun 30, 2019 | Aug 12, 2019 | |
| Winslow Asset Management Inc | 20,075 | $4,127k | Jun 30, 2019 | Jul 29, 2019 | |
| Dupont Capital Management Corp | 19,756 | $4,061k | Jun 30, 2019 | Jul 30, 2019 | |
| Addenda Capital Inc | 19,199 | $3,957k | Jun 30, 2019 | Jul 12, 2019 | |
| Sentry Investment Management LLC | 18,785 | $3,862k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 18,785 | $3,862k | Jun 30, 2019 | Aug 12, 2019 | |
| Horizon Investment Services LLC | 18,597 | $3,823k | Jun 30, 2019 | Aug 13, 2019 | |
| Horizon Financial Services LLC | 18,597 | $3,823k | Jun 30, 2019 | Aug 13, 2019 | |
| Copernicus Capital Management LLC | 18,597 | $3,823k | Jun 30, 2019 | Aug 14, 2019 | |
| Alley Company LLC | 17,932 | $3,686k | Jun 30, 2019 | Jul 30, 2019 | |
| Keeler Thomas Management LLC | 17,914 | $3,682k | Jun 30, 2019 | Jul 31, 2019 | |
| Gratus Capital LLC | 17,868 | $3,673k | Jun 30, 2019 | Aug 7, 2019 | |
| Keating Investment Counselors Inc | 17,825 | $3,664k | Jun 30, 2019 | Aug 1, 2019 | |
| Granite Group Advisors LLC | 17,727 | $3,644k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 17,727 | $3,644k | Jun 30, 2019 | Jul 23, 2019 | |
| Woodstock Corporation | 16,523 | $3,397k | Jun 30, 2019 | Jul 3, 2019 | |
| Hendershot Investments Inc | 15,478 | $3,182k | Jun 30, 2019 | Jul 31, 2019 | |
| Howland Capital Management LLC | 15,358 | $3,157k | Jun 30, 2019 | Jul 17, 2019 | |
| Hartline Investment Corp | 15,103 | $3,105k | Jun 30, 2019 | Aug 8, 2019 | |
| Sivik Global Healthcare LLC | 15,000 | $3,084k | Jun 30, 2019 | Aug 14, 2019 | |
| QS Investors LLC | 14,077 | $2,894k | Jun 30, 2019 | Aug 14, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 13,830 | $2,843k | Jun 30, 2019 | Jul 22, 2019 | |
| Cottage Street Advisors LLC | 13,162 | $2,706k | Jun 30, 2019 | Aug 2, 2019 | |
| BFSG LLC | 13,116 | $2,696k | Jun 30, 2019 | Jul 30, 2019 | |
| Rossmore Private Capital LLC | 11,058 | $2,273k | Jun 30, 2019 | Aug 5, 2019 | |
| Founders Capital Management Inc | 10,887 | $2,238k | Jun 30, 2019 | Jul 11, 2019 | |
| Founders Capital Management LLC | 10,887 | $2,238k | Jun 30, 2019 | Jul 11, 2019 | |
| Marshwinds Advisory Company | 13,800 | $2,163k | Dec 31, 2018 | Jan 7, 2019 | |
| Hunter Associates Investment Management LLC | 9,350 | $1,922k | Jun 30, 2019 | Aug 8, 2019 | |
| Tower VIEW Investment Management & Research LLC | 9,021 | $1,855k | Jun 30, 2019 | Jul 17, 2019 | |
| Hendley & Co Inc | 8,850 | $1,819k | Jun 30, 2019 | Aug 8, 2019 | |
| Abbrea Capital LLC | 8,635 | $1,780k | Jun 30, 2019 | Jul 31, 2019 | |
| YCG LLC | 8,559 | $1,760k | Jun 30, 2019 | Jul 23, 2019 | |
| Blue FIN Capital Inc | 8,401 | $1,727k | Jun 30, 2019 | Jul 22, 2019 | |
| Private Harbour Investment Management & Counsel LLC | 8,099 | $1,665k | Jun 30, 2019 | Aug 6, 2019 | |
| Tocqueville Asset Management LP | 8,029 | $1,651k | Jun 30, 2019 | Jul 31, 2019 | |
| Northstar Asset Management LLC | 7,225 | $1,485k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management Inc | 7,225 | $1,485k | Jun 30, 2019 | Jul 16, 2019 | |
| Terra NOVA Asset Management LLC | 9,333 | $1,463k | Dec 31, 2018 | Feb 15, 2019 | |
| Perritt Capital Management Inc | 7,050 | $1,449k | Jun 30, 2019 | Aug 13, 2019 | |
| ST Johns Investment Management Company LLC | 6,777 | $1,393k | Jun 30, 2019 | Jul 24, 2019 | |
| The Northstar Group Inc | 6,775 | $1,392k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 6,775 | $1,392k | Jun 30, 2019 | Jul 12, 2019 | |
| Wheatland Advisors Inc | 6,714 | $1,380k | Jun 30, 2019 | Aug 7, 2019 | |
| FFCM LLC | 6,643 | $1,366k | Jun 30, 2019 | Jul 30, 2019 | |
| Liberty Capital Management Inc | 6,602 | $1,357k | Jun 30, 2019 | Jul 15, 2019 | |
| Ifrah Financial Services Inc | 6,514 | $1,339k | Jun 30, 2019 | Aug 6, 2019 | |
| Tradition Capital Management LLC | 6,685 | $1,320k | Mar 31, 2019 | May 7, 2019 | |
| Breiter Capital Management Inc | 6,309 | $1,297k | Jun 30, 2019 | Aug 23, 2019 | |
| Investment Counsel Inc | 6,271 | $1,288k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 6,271 | $1,288k | Jun 30, 2019 | Jul 29, 2019 | |
| Front Barnett Associates LLC | 6,080 | $1,250k | Jun 30, 2019 | Aug 6, 2019 | |
| Violich Capital Management | 5,600 | $1,151k | Jun 30, 2019 | Jul 22, 2019 | |
| Spears Abacus Advisors LLC | 5,600 | $1,151k | Jun 30, 2019 | Aug 9, 2019 | |
| Becker Capital Management Inc | 5,577 | $1,147k | Jun 30, 2019 | Aug 8, 2019 | |
| Ativo Capital Management LLC | 5,519 | $1,135k | Jun 30, 2019 | Aug 14, 2019 | |
| Aureus Asset Management LLC | 5,460 | $1,122k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Investment Partners LLC | 5,345 | $1,099k | Jun 30, 2019 | Jul 19, 2019 | |
| Cornerstone Partners LLC | 5,345 | $1,099k | Jun 30, 2019 | Jul 19, 2019 | |
| Benedict Financial Advisors Inc | 5,260 | $1,081k | Jun 30, 2019 | Aug 1, 2019 | |
| Biltmore Family Office LLC | 5,220 | $1,076k | Jun 30, 2019 | Jul 31, 2019 | |
| New Potomac Partners LLC | 5,235 | $1,076k | Jun 30, 2019 | Jul 26, 2019 | |
| Brookmont Capital Management LLC | 5,226 | $1,074k | Jun 30, 2019 | Jul 18, 2019 | |
| Dumont & Blake Investment Advisors LLC | 5,221 | $1,073k | Jun 30, 2019 | Aug 1, 2019 | |
| Strategic Capital Advisers Inc | 5,200 | $1,069k | Jun 30, 2019 | Jul 30, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 5,009 | $1,030k | Jun 30, 2019 | Aug 14, 2019 | |
| Knowledge Leaders Capital LLC | 4,934 | $1,014k | Jun 30, 2019 | Aug 7, 2019 | |
| American Asset Management Inc | 4,745 | $975k | Jun 30, 2019 | Jul 31, 2019 | |
| Whitnell & Co | 4,575 | $941k | Jun 30, 2019 | Jul 16, 2019 | |
| Boston Research and Management Inc | 4,534 | $932k | Jun 30, 2019 | Aug 7, 2019 | |
| Oak Ridge Investments LLC | 4,490 | $923k | Jun 30, 2019 | Aug 14, 2019 | |
| Nicholas Hoffman & Company LLC | 4,481 | $921k | Jun 30, 2019 | Aug 12, 2019 | |
| Interocean Capital LLC | 4,262 | $876k | Jun 30, 2019 | Aug 13, 2019 | |
| Bristlecone Advisors LLC | 4,063 | $835k | Jun 30, 2019 | Jul 19, 2019 | |
| Armor Investment Advisors LLC | 4,031 | $829k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 4,031 | $829k | Jun 30, 2019 | Aug 13, 2019 | |
| Wealth Alliance Advisory Group LLC | 4,025 | $827k | Jun 30, 2019 | Jul 17, 2019 | |
| Stearns Financial Services Group Inc | 3,996 | $822k | Jun 30, 2019 | Aug 14, 2019 | |
| OFI Advisors LLC | 8,392 | $790k | Sep 30, 2015 | Nov 16, 2015 | |
| CWH Capital Management Inc | 3,831 | $788k | Jun 30, 2019 | Aug 14, 2019 | |
| Salem Capital Management Inc | 3,650 | $750k | Jun 30, 2019 | Jul 9, 2019 | |
| Acadian Asset Management LLC | 3,608 | $742k | Jun 30, 2019 | Aug 8, 2019 | |
| Harfst and Associates Inc | 3,531 | $726k | Jun 30, 2019 | Aug 14, 2019 | |
| Optimum Investment Advisors LLC | 3,415 | $702k | Jun 30, 2019 | Jul 29, 2019 | |
| Aldebaran Financial Inc | 3,351 | $689k | Jun 30, 2019 | Aug 14, 2019 | |
| LOWE Brockenbrough & Company Inc | 3,300 | $678k | Jun 30, 2019 | Aug 12, 2019 | |
| Beese Fulmer Investment Management Inc | 3,297 | $678k | Jun 30, 2019 | Jul 5, 2019 | |
| Brasada Capital Management LP | 3,230 | $672k | Jun 30, 2019 | Aug 7, 2019 | |
| Strategy Asset Managers LLC | 3,245 | $667k | Jun 30, 2019 | Aug 14, 2019 | |
| Ridgewood Investments LLC | 3,169 | $651k | Jun 30, 2019 | Jul 12, 2019 | |
| Wiley Bros-Aintree Capital LLC | 3,100 | $637k | Jun 30, 2019 | Jul 10, 2019 | |
| Lejeune Puetz Investment Counsel | 3,088 | $635k | Jun 30, 2019 | Jul 29, 2019 | |
| Curbstone Financial Management Corporation | 3,010 | $619k | Jun 30, 2019 | Jul 9, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 3,000 | $617k | Jun 30, 2019 | Aug 6, 2019 | |
| Independent Investors Inc | 3,000 | $616k | Jun 30, 2019 | Jul 18, 2019 | |
| Guardian Capital Advisors LP | 2,865 | $596k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpine Woods Capital Investors LLC | 2,900 | $596k | Jun 30, 2019 | Aug 5, 2019 | |
| AFT Forsyth and Company Inc | 2,885 | $593k | Jun 30, 2019 | Jul 29, 2019 | |
| Provident Investment Management Inc | 2,770 | $569k | Jun 30, 2019 | Aug 8, 2019 | |
| Cfo4Life Group LLC | 2,719 | $559k | Jun 30, 2019 | Jul 29, 2019 | |
| Montag & Caldwell LLC | 2,712 | $558k | Jun 30, 2019 | Aug 1, 2019 | |
| Ipswich Investment Management Company Inc | 2,707 | $557k | Jun 30, 2019 | Jul 11, 2019 | |
| Schwartz Investment Counsel Inc | 2,700 | $555k | Jun 30, 2019 | Jul 24, 2019 | |
| Evermay Wealth Management LLC | 2,672 | $549k | Jun 30, 2019 | Jul 23, 2019 | |
| Clarkston Capital Partners LLC | 2,636 | $542k | Jun 30, 2019 | Jul 24, 2019 | |
| Cubic Asset Management LLC | 2,616 | $538k | Jun 30, 2019 | Jul 29, 2019 | |
| Davidson Investment Advisors Inc | 2,550 | $524k | Jun 30, 2019 | Aug 13, 2019 | |
| Abbot Financial Management Inc | 2,500 | $514k | Jun 30, 2019 | Aug 8, 2019 | |
| Castle Rock Wealth Management LLC | 2,486 | $508k | Jun 30, 2019 | Aug 8, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 2,450 | $504k | Jun 30, 2019 | Aug 13, 2019 | |
| BTR Capital Management Inc | 2,240 | $460k | Jun 30, 2019 | Jul 18, 2019 | |
| Wafra Inc | 2,004 | $412k | Jun 30, 2019 | Aug 14, 2019 | |
| Riverbridge Partners LLC | 1,900 | $391k | Jun 30, 2019 | Jul 10, 2019 | |
| CAMG Solamere Management LLC | 1,877 | $386k | Jun 30, 2019 | Aug 13, 2019 | |
| Wellesley Investment Partners LLC | 1,853 | $381k | Jun 30, 2019 | Aug 5, 2019 | |
| Bedel Financial Consulting Inc | 1,726 | $355k | Jun 30, 2019 | Aug 1, 2019 | |
| 1919 Investment Counsel LLC | 4,277 | $346k | Sep 30, 2014 | Nov 14, 2014 | |
| Paragon Wealth Strategies LLC | 1,676 | $345k | Jun 30, 2019 | Jul 17, 2019 | |
| Hall Capital Management Company Inc | 1,650 | $339k | Jun 30, 2019 | Aug 14, 2019 | |
| Cedar Wealth Management LLC | 1,630 | $335k | Jun 30, 2019 | Jul 24, 2019 | |
| Pratt Collard Advisory Partners LLC | 1,600 | $329k | Jun 30, 2019 | Jul 16, 2019 | |
| COHO Partners Ltd | 1,595 | $328k | Jun 30, 2019 | Aug 8, 2019 | |
| Cypress Capital Management LLC | 1,550 | $319k | Jun 30, 2019 | Aug 5, 2019 | |
| MANA Advisors LLC | 1,549 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Monte Financial Group LLC | 1,511 | $311k | Jun 30, 2019 | Aug 7, 2019 | |
| Mastrapasqua Asset Management Inc | 1,500 | $308k | Jun 30, 2019 | Aug 12, 2019 | |
| Bourne LENT Asset Management Inc | 1,500 | $308k | Jun 30, 2019 | Jul 29, 2019 | |
| UNIO Capital LLC | 1,500 | $308k | Jun 30, 2019 | Aug 14, 2019 | |
| Aristotle Capital Management LLC | 1,427 | $293k | Jun 30, 2019 | Aug 14, 2019 | |
| Harvest Capital Management Inc | 1,355 | $278k | Jun 30, 2019 | Aug 7, 2019 | |
| Edgemoor Investment Advisors Inc | 1,349 | $277k | Jun 30, 2019 | Aug 9, 2019 | |
| SRB Corporation | 1,349 | $277k | Jun 30, 2019 | Aug 14, 2019 | |
| Legacy Capital Partners Inc | 1,305 | $268k | Jun 30, 2019 | Jul 16, 2019 | |
| Advisory Alpha LLC | 1,287 | $268k | Jun 30, 2019 | Aug 16, 2019 | |
| Birch Hill Investment Advisors LLC | 1,273 | $262k | Jun 30, 2019 | Jul 22, 2019 | |
| PURA VIDA Investments LLC | 600 | $260k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Annex Advisory Services LLC | 1,239 | $255k | Jun 30, 2019 | Jul 18, 2019 | |
| Campbell & Company Investment Adviser LLC | 1,181 | $243k | Jun 30, 2019 | Jul 10, 2019 | |
| Cidel Asset Management Inc | 1,175 | $242k | Jun 30, 2019 | Aug 12, 2019 | |
| Meristem Family Wealth LLC | 1,166 | $240k | Jun 30, 2019 | Aug 6, 2019 | |
| KMS Financial Services Inc | 2,918 | $236k | Sep 30, 2014 | Nov 17, 2014 | |
| The Burney Company | 1,023 | $210k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornerstone Advisory LLC | 1,010 | $208k | Jun 30, 2019 | Aug 8, 2019 | |
| Carret Asset Management LLC | 1,000 | $206k | Jun 30, 2019 | Aug 12, 2019 | |
| Zevin Asset Management LLC | 1,000 | $206k | Jun 30, 2019 | Aug 6, 2019 | |
| Alexandria Capital LLC | 994 | $204k | Jun 30, 2019 | Aug 12, 2019 | |
| JGP Wealth Management LLC | 981 | $202k | Jun 30, 2019 | Jul 15, 2019 | |
| The Bollard Group LLC | 851 | $175k | Jun 30, 2019 | Aug 13, 2019 | |
| West Oak Capital LLC | 620 | $127k | Jun 30, 2019 | Jul 12, 2019 | |
| Wakefield Asset Management LLLP | 572 | $118k | Jun 30, 2019 | Aug 13, 2019 | |
| Drexel Morgan & Co | 500 | $103k | Jun 30, 2019 | Aug 8, 2019 | |
| The Fiduciary Group LLC | 490 | $101k | Jun 30, 2019 | Aug 14, 2019 | |
| Spectrum Management Group Inc | 350 | $72k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 350 | $72k | Jun 30, 2019 | Aug 2, 2019 | |
| Contravisory Investment Management Inc | 344 | $71k | Jun 30, 2019 | Jul 9, 2019 | |
| Peninsula Asset Management Inc | 325 | $67k | Jun 30, 2019 | Aug 15, 2019 | |
| Woodmont Investment Counsel LLC | 300 | $62k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Financial Advantage Inc | 300 | $61k | Jun 30, 2019 | Jul 23, 2019 | |
| Stewart & Patten Co LLC | 188 | $39k | Jun 30, 2019 | Jul 17, 2019 | |
| CI Global Investments Inc | 131 | $23k | Sep 30, 2018 | Nov 9, 2018 | |
| Institutional and Family Asset Management LLC | 75 | $15k | Jun 30, 2019 | Aug 14, 2019 | |
| BRAY Capital Advisors LLC | 50 | $10k | Jun 30, 2019 | Jul 29, 2019 | |
| RPG Investment Advisory LLC | 50 | $10k | Jun 30, 2019 | Jul 10, 2019 | |
| Permanens Capital LP | 40 | $8k | Jun 30, 2019 | Aug 9, 2019 | |
| Sound Income Strategies LLC | 2 | $0k | Jun 30, 2019 | Jul 16, 2019 |