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UNION PAC CORP
(907818108)

Funds Reporting Holdings of UNION PAC CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Egerton Capital UK LLP 6,007,518 $1,015,931k Jun 30, 2019 Aug 13, 2019
Lone Pine Capital LLC 4,930,899 $833,864k Jun 30, 2019 Aug 14, 2019
Soroban Capital Partners LP 4,320,067 $730,567k Jun 30, 2019 Aug 14, 2019
First Eagle Investment Management LLC 3,473,509 $587,405k Jun 30, 2019 Aug 13, 2019
Mawer Investment Management Ltd 1,868,064 $315,908k Jun 30, 2019 Aug 6, 2019
Santa Barbara Asset Management LLC 1,123,737 $187,889k Mar 31, 2019 May 14, 2019
Palestra Capital Management LLC 1,058,095 $178,934k Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 1,123,220 $121,656k Mar 31, 2015 May 15, 2015
Pointstate Capital LP 654,162 $110,625k Jun 30, 2019 Aug 14, 2019
Waverton Investment Management Limited 642,055 $108,578k Jun 30, 2019 Jul 17, 2019
Magellan Asset Management Limited 638,312 $107,945k Jun 30, 2019 Aug 13, 2019
Burgundy Asset Management Ltd 471,816 $79,789k Jun 30, 2019 Aug 14, 2019
Marathon Asset Management LLP 461,914 $78,114k Jun 30, 2019 Jul 15, 2019
Skylands Capital LLC 409,050 $69,174k Jun 30, 2019 Jul 29, 2019
First Manhattan Co 404,141 $68,344k Jun 30, 2019 Aug 16, 2019
Park Presidio Capital LLC 345,000 $58,343k Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 519,229 $56,295k Sep 30, 2014 Nov 14, 2014
Marshfield Associates Inc 311,727 $52,716k Jun 30, 2019 Aug 15, 2019
ALTA Capital Management LLC 271,954 $45,990k Jun 30, 2019 Jul 26, 2019
Bowen Hanes & Co Inc 250,306 $42,329k Jun 30, 2019 Aug 13, 2019
Cookson Peirce & Co Inc 226,497 $38,303k Jun 30, 2019 Jul 31, 2019
Sawgrass Asset Management LLC 226,483 $38,301k Jun 30, 2019 Jul 23, 2019
Klingenstein Fields & Co LLC 204,620 $34,603k Jun 30, 2019 Aug 12, 2019
Tweedy Browne Company LLC 195,003 $32,977k Jun 30, 2019 Aug 5, 2019
Hosking Partners LLP 193,701 $32,757k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 187,876 $31,772k Jun 30, 2019 Jul 31, 2019
Newbrook Capital Advisors LP 157,275 $26,597k Jun 30, 2019 Aug 14, 2019
Aristotle Atlantic Partners LLC 155,000 $26,212k Jun 30, 2019 Aug 13, 2019
Adams Diversified Equity Fund Inc 148,300 $25,079k Jun 30, 2019 Jul 29, 2019
Sather Financial Group Inc 134,562 $22,755k Jun 30, 2019 Jul 23, 2019
Dupont Capital Management Corp 130,520 $22,072k Jun 30, 2019 Jul 30, 2019
Front Barnett Associates LLC 128,408 $21,715k Jun 30, 2019 Aug 6, 2019
The Roosevelt Investment Group Inc 123,160 $20,828k Jun 30, 2019 Aug 8, 2019
Zimmer Partners LP 117,500 $19,870k Jun 30, 2019 Aug 14, 2019
Quest Investment Management LLC 115,086 $19,462k Jun 30, 2019 Aug 13, 2019
Madison Investment Holdings Inc 107,775 $18,226k Jun 30, 2019 Aug 13, 2019
KKR Credit Advisors US LLC 115,800 $17,988k Sep 30, 2013 Nov 14, 2013
Sands Capital Management LLC 104,668 $17,700k Jun 30, 2019 Aug 14, 2019
Badgley Phelps and Bell Inc 93,834 $15,868k Jun 30, 2019 Jul 30, 2019
CWM LLC 92,183 $15,589k Jun 30, 2019 Jul 31, 2019
Partners Capital Investment Group LLP 83,664 $14,148k Jun 30, 2019 Aug 12, 2019
Archon Partners LLC 80,000 $13,529k Jun 30, 2019 Aug 14, 2019
Courant Investment Management LLC 76,686 $12,968k Jun 30, 2019 Jul 24, 2019
SKBA Capital Management LLC 73,540 $12,436k Jun 30, 2019 Aug 12, 2019
Brandywine Global Investment Management LLC 71,049 $12,016k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 69,103 $11,686k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 68,575 $11,597k Jun 30, 2019 Aug 14, 2019
Leonetti & Associates LLC 79,150 $10,941k Dec 31, 2018 Feb 19, 2019
Alley Company LLC 57,820 $9,778k Jun 30, 2019 Jul 30, 2019
Bishop Rock Capital LP 57,460 $9,717k Jun 30, 2019 Aug 14, 2019
Greenwood Gearhart Inc 55,898 $9,453k Jun 30, 2019 Aug 7, 2019
DUFF & Phelps Investment Management Co 55,521 $9,389k Jun 30, 2019 Aug 2, 2019
Greystone Managed Investments Inc 53,513 $9,050k Jun 30, 2019 Jul 23, 2019
Grassi Investment Management LLC 53,383 $9,028k Jun 30, 2019 Jul 10, 2019
Ipswich Investment Management Company Inc 51,063 $8,635k Jun 30, 2019 Jul 11, 2019
Osborne Partners Capital Management LLC 48,386 $8,183k Jun 30, 2019 Jul 18, 2019
Vestor Capital LLC 43,997 $7,440k Jun 30, 2019 Aug 6, 2019
Wallington Asset Management LLC 43,472 $7,352k Jun 30, 2019 Aug 13, 2019
Founders Capital Management Inc 42,518 $7,190k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 42,518 $7,190k Jun 30, 2019 Jul 11, 2019
Cipher Capital LP 41,965 $7,097k Jun 30, 2019 Aug 13, 2019
Cutler Investment Counsel LLC 41,761 $7,062k Jun 30, 2019 Aug 5, 2019
HUGH Johnson Advisors LLC 41,272 $6,979k Jun 30, 2019 Aug 6, 2019
DSAM Partners London Ltd 40,417 $6,835k Jun 30, 2019 Aug 14, 2019
Wintergreen Advisers LLC 40,780 $6,818k Mar 31, 2019 May 10, 2019
Rodgers Brothers Inc 39,320 $6,649k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 38,200 $6,460k Jun 30, 2019 Aug 6, 2019
Marvin & Palmer Associates 37,924 $6,413k Jun 30, 2019 Aug 19, 2019
Folger Nolan Fleming Douglas Capital Management Inc 36,688 $6,204k Jun 30, 2019 Aug 9, 2019
Sentry Management Inc 35,617 $6,023k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 35,617 $6,023k Jun 30, 2019 Aug 12, 2019
Stewart & Patten Co LLC 35,292 $5,968k Jun 30, 2019 Jul 17, 2019
Marketfield Asset Management LLC 34,625 $5,855k Jun 30, 2019 Aug 6, 2019
Dividend Assets Capital LLC 34,344 $5,808k Jun 30, 2019 Jul 12, 2019
Garland Capital Management Inc 34,278 $5,797k Jun 30, 2019 Jul 24, 2019
Matthew GOFF Investment Advisor LLC 33,507 $5,666k Jun 30, 2019 Aug 5, 2019
The Leuthold Group LLC 32,597 $5,512k Jun 30, 2019 Aug 14, 2019
RKL Wealth Management LLC 31,386 $5,309k Jun 30, 2019 Aug 2, 2019
Centenus Global Management LP 30,000 $5,073k Jun 30, 2019 Aug 14, 2019
Birch Hill Investment Advisors LLC 28,826 $4,875k Jun 30, 2019 Jul 22, 2019
Financial Advantage Inc 28,417 $4,805k Jun 30, 2019 Jul 23, 2019
Whitnell & Co 27,367 $4,628k Jun 30, 2019 Jul 16, 2019
Hendley & Co Inc 27,151 $4,592k Jun 30, 2019 Aug 8, 2019
Keeler Thomas Management LLC 26,676 $4,511k Jun 30, 2019 Jul 31, 2019
Strategic Financial Services Inc 26,653 $4,507k Jun 30, 2019 Aug 13, 2019
Howland Capital Management LLC 26,065 $4,408k Jun 30, 2019 Jul 17, 2019
Altavista Wealth Management Inc 25,884 $4,377k Jun 30, 2019 Aug 13, 2019
Cohen Capital Management Inc 25,846 $4,371k Jun 30, 2019 Aug 7, 2019
Becker Capital Management Inc 25,623 $4,333k Jun 30, 2019 Aug 8, 2019
Wealthplan Partners Inc 25,129 $4,241k Jun 30, 2019 Aug 19, 2019
Argus Investors' Counsel Inc 24,768 $4,189k Jun 30, 2019 Jul 10, 2019
Monetta Financial Services Inc 24,000 $4,059k Jun 30, 2019 Aug 9, 2019
Capital Planning Advisors LLC 23,750 $4,016k Jun 30, 2019 Aug 9, 2019
Cypress Capital Management LLC 23,684 $4,005k Jun 30, 2019 Aug 5, 2019
Hartline Investment Corp 23,076 $3,902k Jun 30, 2019 Aug 8, 2019
Hedeker Wealth LLC 22,799 $3,855k Jun 30, 2019 Jul 26, 2019
Perkins Investment Management LLC 36,356 $3,851k Mar 31, 2017 May 15, 2017
Addenda Capital Inc 21,502 $3,636k Jun 30, 2019 Jul 12, 2019
Hamel Associates Inc 21,155 $3,578k Jun 30, 2019 Aug 5, 2019
American Money Management LLC 20,629 $3,489k Jun 30, 2019 Aug 12, 2019
KLCM Advisors Inc 20,167 $3,410k Jun 30, 2019 Aug 15, 2019
The Mathes Company Inc 20,122 $3,403k Jun 30, 2019 Jul 29, 2019
Pecaut & Co 19,951 $3,374k Jun 30, 2019 Aug 8, 2019
Advanced Asset Management Advisors Inc 19,800 $3,348k Jun 30, 2019 Aug 2, 2019
Cambridge Advisors LLC 19,774 $3,344k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 19,774 $3,344k Jun 30, 2019 Jul 26, 2019
Pring/Turner Capital Group Inc 23,475 $3,245k Dec 31, 2018 Feb 14, 2019
Wendell David Associates Inc 19,105 $3,231k Jun 30, 2019 Jul 16, 2019
The Bollard Group LLC 18,748 $3,170k Jun 30, 2019 Aug 13, 2019
Benson Investment Management Company Inc 18,720 $3,166k Jun 30, 2019 Jul 11, 2019
Marietta Investment Partners LLC 18,526 $3,133k Jun 30, 2019 Aug 13, 2019
Stokes Capital Advisors LLC 17,938 $3,033k Jun 30, 2019 Jul 15, 2019
Andesa Financial Management Inc 17,656 $2,985k Jun 30, 2019 Jul 30, 2019
Broadleaf Partners LLC 17,594 $2,975k Jun 30, 2019 Jul 19, 2019
The Northstar Group Inc 17,358 $2,935k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 17,358 $2,935k Jun 30, 2019 Jul 12, 2019
Hall Capital Management Company Inc 17,118 $2,895k Jun 30, 2019 Aug 14, 2019
Cadinha & Co LLC 16,676 $2,820k Jun 30, 2019 Aug 9, 2019
Harwood Advisory Group LLC 16,185 $2,737k Jun 30, 2019 Aug 7, 2019
WEIK Capital Management Inc 16,171 $2,735k Jun 30, 2019 Aug 9, 2019
North American Management Corp 16,156 $2,732k Jun 30, 2019 Jul 30, 2019
Murphy Pohlad Asset Management LLC 15,728 $2,659k Jun 30, 2019 Aug 6, 2019
Fernwood Investment Management LLC 15,716 $2,658k Jun 30, 2019 Aug 1, 2019
Overbrook Management Corporation 14,862 $2,513k Jun 30, 2019 Aug 13, 2019
Valicenti Advisory Services Inc 14,810 $2,505k Jun 30, 2019 Jul 17, 2019
Telos Capital Management Inc 14,758 $2,496k Jun 30, 2019 Jul 19, 2019
Independent Investors Inc 14,200 $2,401k Jun 30, 2019 Jul 18, 2019
Biltmore Family Office LLC 14,146 $2,392k Jun 30, 2019 Jul 31, 2019
Johanson Financial Advisors Inc 14,115 $2,382k Jun 30, 2019 Jul 29, 2019
Oliver Luxxe Assets LLC 13,945 $2,365k Jun 30, 2019 Jul 10, 2019
Exchange Capital Management Inc 13,094 $2,214k Jun 30, 2019 Jul 22, 2019
Arjuna Capital LLC 13,066 $2,210k Jun 30, 2019 Aug 21, 2019
AULL & Monroe Investment Management Corp 13,044 $2,205k Jun 30, 2019 Jul 29, 2019
Drexel Morgan & Co 12,998 $2,198k Jun 30, 2019 Aug 8, 2019
Aldebaran Financial Inc 12,971 $2,193k Jun 30, 2019 Aug 14, 2019
Cornerstone Investment Partners LLC 12,615 $2,133k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 12,615 $2,133k Jun 30, 2019 Jul 19, 2019
Acadian Asset Management LLC 12,607 $2,133k Jun 30, 2019 Aug 8, 2019
Mitchell Capital Management Co 12,582 $2,128k Jun 30, 2019 Jul 24, 2019
Beese Fulmer Investment Management Inc 12,048 $2,037k Jun 30, 2019 Jul 5, 2019
Motley FOOL Asset Management LLC 11,878 $2,009k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 22,697 $2,007k Sep 30, 2015 Nov 16, 2015
Cottage Street Advisors LLC 11,500 $1,945k Jun 30, 2019 Aug 2, 2019
Plancorp LLC 11,477 $1,941k Jun 30, 2019 Aug 13, 2019
SPC Financial Inc 11,436 $1,934k Jun 30, 2019 Aug 1, 2019
Cornell Pochily Investment Advisors Inc 11,433 $1,933k Jun 30, 2019 Jul 22, 2019
Hammer Asset Management LLC 11,148 $1,885k Jun 30, 2019 Aug 6, 2019
Wilkins Investment Counsel Inc 10,925 $1,848k Jun 30, 2019 Aug 9, 2019
Ascension Asset Management LLC 10,810 $1,828k Jun 30, 2019 Jul 23, 2019
Auxier Asset Management LLC 10,709 $1,811k Jun 30, 2019 Aug 15, 2019
Baldwin Investment Management LLC 10,601 $1,793k Jun 30, 2019 Aug 6, 2019
Howard Capital Management Inc 10,025 $1,695k Jun 30, 2019 Jul 24, 2019
Mount Yale Investment Advisors LLC 9,997 $1,669k Jun 30, 2019 Aug 13, 2019
East Coast Asset Management LLC 9,631 $1,629k Jun 30, 2019 Aug 14, 2019
West Branch Capital LLC 9,555 $1,616k Jun 30, 2019 Aug 5, 2019
Connecticut Wealth Management LLC 9,345 $1,580k Jun 30, 2019 Jul 29, 2019
Marble Harbor Investment Counsel LLC 9,160 $1,549k Jun 30, 2019 Aug 7, 2019
Bruderman Asset Management LLC 8,348 $1,412k Jun 30, 2019 Aug 12, 2019
Clear Perspective Advisors LLC 8,280 $1,400k Jun 30, 2019 Aug 12, 2019
Quantum Capital Management LLC 8,021 $1,356k Jun 30, 2019 Aug 14, 2019
Kempner Capital Management Inc 7,860 $1,329k Jun 30, 2019 Jul 8, 2019
Shoker Investment Counsel Inc 7,653 $1,294k Jun 30, 2019 Aug 9, 2019
BTR Capital Management Inc 7,120 $1,204k Jun 30, 2019 Jul 18, 2019
Bouchey Financial Group Ltd 6,994 $1,183k Jun 30, 2019 Jul 11, 2019
Modera Wealth Management LLC 6,907 $1,168k Jun 30, 2019 Aug 7, 2019
Midwest Professional Planners Ltd 6,824 $1,154k Jun 30, 2019 Aug 12, 2019
Ruane Cunniff & Goldfarb LP 6,731 $1,138k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 6,722 $1,137k Jun 30, 2019 Aug 7, 2019
Hutner Capital Management Inc 6,719 $1,136k Jun 30, 2019 Aug 7, 2019
LOWE Brockenbrough & Company Inc 6,673 $1,128k Jun 30, 2019 Aug 12, 2019
Abbrea Capital LLC 6,665 $1,127k Jun 30, 2019 Jul 31, 2019
Rossmore Private Capital LLC 6,543 $1,106k Jun 30, 2019 Aug 5, 2019
ARS Investment Partners LLC 6,535 $1,105k Jun 30, 2019 Aug 12, 2019
Wellesley Investment Partners LLC 6,531 $1,104k Jun 30, 2019 Aug 5, 2019
The Fiduciary Group LLC 6,492 $1,098k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 6,463 $1,093k Jun 30, 2019 Jul 25, 2019
NEXT Century Growth Investors LLC 6,117 $1,034k Jun 30, 2019 Aug 14, 2019
Cobiz Wealth LLC 5,991 $1,013k Jun 30, 2019 Jul 8, 2019
KMS Financial Services Inc 9,324 $1,011k Sep 30, 2014 Nov 17, 2014
Violich Capital Management 5,943 $1,005k Jun 30, 2019 Jul 22, 2019
Family Legacy Inc 5,843 $988k Jun 30, 2019 Jul 25, 2019
Eagle Ridge Investment Management LLC 5,803 $981k Jun 30, 2019 Aug 1, 2019
Golub Group LLC 5,588 $945k Jun 30, 2019 Aug 13, 2019
Peak Asset Management LLC 5,577 $943k Jun 30, 2019 Aug 15, 2019
First Pacific Advisors LP 5,500 $930k Jun 30, 2019 Aug 14, 2019
Hamilton Point Investment Advisors LLC 5,443 $920k Jun 30, 2019 Jul 18, 2019
FFCM LLC 5,411 $915k Jun 30, 2019 Jul 30, 2019
Haverford Financial Services Inc 5,392 $912k Jun 30, 2019 Aug 13, 2019
Conestoga Capital Advisors LLC 5,332 $902k Jun 30, 2019 Aug 2, 2019
Bigsur Wealth Management LLC 5,100 $875k Jun 30, 2019 Jul 5, 2019
New England Research & Management Inc 5,167 $874k Jun 30, 2019 Jul 9, 2019
Wealthstreet Investment Advisors LLC 5,165 $873k Jun 30, 2019 Jul 16, 2019
Isthmus Partners LLC 5,158 $872k Jun 30, 2019 Aug 9, 2019
Northstar Asset Management LLC 5,137 $869k Jun 30, 2019 Jul 16, 2019
Private Advisors LLC 5,120 $866k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 5,120 $866k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 5,120 $866k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 5,120 $866k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 5,120 $866k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 5,120 $866k Jun 30, 2019 Jul 30, 2019
Osterweis Capital Management LLC 5,083 $860k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 5,083 $860k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 5,052 $854k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 5,041 $852k Jun 30, 2019 Jul 23, 2019
Arnhold LLC 5,000 $846k Jun 30, 2019 Aug 8, 2019
Symphony Asset Management LLC 4,862 $822k Jun 30, 2019 Aug 14, 2019
Pratt Collard Advisory Partners LLC 4,831 $817k Jun 30, 2019 Jul 16, 2019
ELM Advisors LLC 4,802 $812k Jun 30, 2019 Jul 3, 2019
Ativo Capital Management LLC 4,745 $802k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 4,695 $794k Jun 30, 2019 Aug 2, 2019
Altfest L J & Co Inc 4,670 $790k Jun 30, 2019 Jul 15, 2019
Stearns Financial Services Group Inc 4,572 $773k Jun 30, 2019 Aug 14, 2019
KCS Wealth Advisory LLC 4,465 $755k Jun 30, 2019 Jul 29, 2019
Tower VIEW Investment Management & Research LLC 4,453 $753k Jun 30, 2019 Jul 17, 2019
GM Advisory Group Inc 4,443 $751k Jun 30, 2019 Aug 9, 2019
Mengis Capital Management Inc 4,380 $740k Jun 30, 2019 Jul 18, 2019
Sunbelt Securities Inc 4,332 $733k Jun 30, 2019 Aug 1, 2019
Guardian Capital Advisors LP 4,225 $725k Jun 30, 2019 Aug 14, 2019
Ballast Inc 4,207 $711k Jun 30, 2019 Jul 26, 2019
Abner Herrman & Brock LLC 4,180 $707k Jun 30, 2019 Jul 19, 2019
Private Vista LLC 4,101 $697k Jun 30, 2019 Jul 19, 2019
Caxton Associates LP 4,079 $690k Jun 30, 2019 Aug 14, 2019
Campbell & Company Investment Adviser LLC 4,011 $678k Jun 30, 2019 Jul 10, 2019
DOCK Street Asset Management Inc 4,000 $676k Jun 30, 2019 Jul 31, 2019
The Family FIRM Inc 3,990 $675k Jun 30, 2019 Aug 6, 2019
Waters Parkerson & Co LLC 3,962 $670k Jun 30, 2019 Aug 6, 2019
Montag & Caldwell LLC 3,931 $665k Jun 30, 2019 Aug 1, 2019
AFT Forsyth and Company Inc 3,904 $660k Jun 30, 2019 Jul 29, 2019
Curbstone Financial Management Corporation 3,886 $657k Jun 30, 2019 Jul 9, 2019
Triangle Securities Wealth Management 3,795 $644k Jun 30, 2019 Jul 10, 2019
Private Wealth Advisors Inc 3,803 $643k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 3,803 $643k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 3,803 $643k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 3,803 $643k Jun 30, 2019 Aug 7, 2019
Cornerstone Advisory LLC 3,752 $635k Jun 30, 2019 Aug 8, 2019
Brown Capital Management LLC 3,694 $625k Jun 30, 2019 Aug 13, 2019
Weybosset Research & Management LLC 3,650 $617k Jun 30, 2019 Jul 22, 2019
Lucia Wealth Services LLC 3,623 $613k Jun 30, 2019 Jul 23, 2019
ELCO Management Company LLC 3,604 $609k Jun 30, 2019 Aug 1, 2019
Obermeyer WOOD Investment Counsel LLLP 3,585 $606k Jun 30, 2019 Aug 13, 2019
Northstar Wealth Partners LLC 3,557 $602k Jun 30, 2019 Aug 15, 2019
ZWJ Investment Counsel Inc 3,509 $593k Jun 30, 2019 Jul 24, 2019
REDW Stanley Financial Advisors LLC 3,487 $590k Jun 30, 2019 Aug 9, 2019
Meristem Family Wealth LLC 3,475 $588k Jun 30, 2019 Aug 6, 2019
Alphastar Capital Management LLC 3,467 $586k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 3,453 $584k Jun 30, 2019 Aug 6, 2019
van Strum & Towne Inc 3,437 $581k Jun 30, 2019 Aug 12, 2019
Spectrum Group Management LLC 3,409 $576k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 3,409 $576k Jun 30, 2019 Aug 2, 2019
Alexandria Capital LLC 3,366 $569k Jun 30, 2019 Aug 12, 2019
Dedora Capital Inc 3,311 $560k Jun 30, 2019 Aug 8, 2019
DAVY Asset Management Limited 3,288 $556k Jun 30, 2019 Jul 19, 2019
LLBH Private Wealth Management LLC 3,203 $542k Jun 30, 2019 Aug 13, 2019
Copperwynd Financial LLC 3,143 $532k Jun 30, 2019 Aug 7, 2019
RAAB & Moskowitz Asset Management LLC 3,079 $520k Jun 30, 2019 Aug 9, 2019
New Vernon Investment Management LLC 2,985 $505k Jun 30, 2019 Aug 14, 2019
Thomas Story and SON LLC 2,925 $495k Jun 30, 2019 Jul 29, 2019
Apriem Advisors 2,846 $481k Jun 30, 2019 Aug 14, 2019
Beach Investment Management LLC 2,800 $474k Jun 30, 2019 Jul 17, 2019
Kingfisher Capital LLC 2,789 $472k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 2,792 $472k Jun 30, 2019 Jul 15, 2019
Ausdal Financial Partners Inc 2,599 $466k Jun 30, 2019 Aug 5, 2019
Brookmont Capital Management LLC 2,758 $466k Jun 30, 2019 Jul 18, 2019
American Financial Network Advisory Services LLC 2,783 $462k Jun 30, 2019 Aug 9, 2019
Congress Park Capital LLC 2,627 $458k Jun 30, 2019 Aug 2, 2019
FORT Point Capital Partners LLC 2,704 $457k Jun 30, 2019 Aug 9, 2019
Nicholas Hoffman & Company LLC 2,698 $456k Jun 30, 2019 Aug 12, 2019
IMS Capital Management Inc 2,660 $450k Jun 30, 2019 Aug 14, 2019
Traynor Capital Management Inc 2,626 $450k Jun 30, 2019 Jul 26, 2019
America First Investment Advisors LLC 2,606 $441k Jun 30, 2019 Jul 29, 2019
Pettee Investors Inc 2,600 $440k Jun 30, 2019 Aug 7, 2019
SAND Hill Global Advisors LLC 2,598 $439k Jun 30, 2019 Aug 13, 2019
CIM LLC 2,563 $433k Jun 30, 2019 Jul 22, 2019
Brightworth LLC 2,517 $426k Jun 30, 2019 Jul 31, 2019
Buckley Wealth Management LLC 2,515 $425k Jun 30, 2019 Jul 19, 2019
Cfo4Life Group LLC 2,434 $412k Jun 30, 2019 Jul 29, 2019
Granite Investment Advisors LLC 2,405 $407k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 2,405 $407k Jun 30, 2019 Jul 23, 2019
Coyle Financial Counsel LLC 2,392 $405k Jun 30, 2019 Aug 13, 2019
Tufton Capital Management LLC 2,400 $405k Jun 30, 2019 Jul 26, 2019
Harvey Investment Company LLC 2,363 $400k Jun 30, 2019 Jul 16, 2019
RNC Capital Management LLC 2,316 $392k Jun 30, 2019 Jul 25, 2019
Aries Wealth Management LLC 2,300 $391k Jun 30, 2019 Jul 15, 2019
Carlson Capital Management LLC 2,288 $387k Jun 30, 2019 Jul 15, 2019
California Capital Advisors Inc 2,283 $386k Jun 30, 2019 Jul 15, 2019
Stewardship Financial Advisors LLC 2,275 $385k Jun 30, 2019 Aug 12, 2019
Terra NOVA Asset Management LLC 2,786 $385k Dec 31, 2018 Feb 15, 2019
Stewardship Advisors LLC 2,275 $385k Jun 30, 2019 Aug 12, 2019
Baring International Investment Ltd 3,748 $374k Jun 30, 2014 Jul 21, 2014
Janney Capital Management LLC 2,199 $372k Jun 30, 2019 Jul 29, 2019
Salem Capital Management Inc 2,200 $372k Jun 30, 2019 Jul 9, 2019
Northstar Financial Advisors LLC 2,170 $367k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 2,170 $367k Jun 30, 2019 Jul 17, 2019
KJ Harrison & Partners USA Inc 2,066 $349k Jun 30, 2019 Aug 5, 2019
Greenhaven Associates Inc 2,032 $344k Jun 30, 2019 Aug 7, 2019
Lehman Financial Resources Inc 2,104 $342k Sep 30, 2018 Nov 14, 2018
Woodstock Corporation 2,020 $342k Jun 30, 2019 Jul 3, 2019
Armbruster Capital Management Inc 2,000 $338k Jun 30, 2019 Jul 18, 2019
Atalanta Sosnoff Capital LLC 1,975 $334k Jun 30, 2019 Jul 15, 2019
Successful Portfolios LLC 1,948 $329k Jun 30, 2019 Jul 11, 2019
LVW Advisors LLC 1,943 $329k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 1,937 $328k Jun 30, 2019 Jul 11, 2019
Accuvest Global Advisors 1,924 $325k Jun 30, 2019 Jul 17, 2019
Wells Trecaso Financial Group LLC 1,866 $316k Jun 30, 2019 Jul 22, 2019
United Asset Strategies Inc 1,865 $315k Jun 30, 2019 Jul 31, 2019
BSW Wealth Partners LLC 1,851 $313k Jun 30, 2019 Aug 13, 2019
SVA Plumb Wealth Management LLC 1,851 $313k Jun 30, 2019 Aug 13, 2019
Taurus Asset Management LLC 1,835 $310k Jun 30, 2019 Aug 14, 2019
Macroview Investment Management LLC 1,816 $307k Jun 30, 2019 Jul 23, 2019
Carderock Capital Management Inc 1,785 $302k Jun 30, 2019 Jul 15, 2019
Intersect Capital LLC 1,760 $298k Jun 30, 2019 Aug 9, 2019
Interocean Capital LLC 1,753 $296k Jun 30, 2019 Aug 13, 2019
Affiance Financial LLC 1,747 $295k Jun 30, 2019 Jul 11, 2019
Summit Financial Wealth Advisors LLC 1,730 $293k Jun 30, 2019 Jul 16, 2019
Searle & Co 1,733 $293k Jun 30, 2019 Jul 17, 2019
Summit Wealth Advisors Inc 1,730 $293k Jun 30, 2019 Jul 16, 2019
Gardner Russo & Gardner LLC 1,700 $287k Jun 30, 2019 Aug 13, 2019
DSC Advisors LP 1,689 $286k Jun 30, 2019 Aug 14, 2019
Fairview Capital Investment Management LLC 1,681 $284k Jun 30, 2019 Aug 14, 2019
Acorn Wealth Advisors LLC 1,637 $277k Jun 30, 2019 Aug 14, 2019
Eubel Brady & Suttman Asset Management Inc 1,631 $276k Jun 30, 2019 Aug 12, 2019
Fenimore Asset Management Inc 1,629 $275k Jun 30, 2019 Jul 16, 2019
Summit Financial Group Inc 1,620 $274k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 1,620 $274k Jun 30, 2019 Jul 3, 2019
Sippican Capital Advisors LLC 1,580 $267k Jun 30, 2019 Jul 17, 2019
Meridian Investment Counsel Inc 1,543 $261k Jun 30, 2019 Aug 13, 2019
Highland Private Wealth Management 1,532 $259k Jun 30, 2019 Aug 13, 2019
Hunter Associates Investment Management LLC 1,525 $258k Jun 30, 2019 Aug 8, 2019
Paulson Wealth Management Inc 1,487 $258k Jun 30, 2019 Jul 30, 2019
Capital Wealth Management LLC 1,520 $257k Jun 30, 2019 Aug 12, 2019
SRB Corporation 1,443 $244k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 1,442 $244k Jun 30, 2019 Aug 13, 2019
Lyell Wealth Management LP 1,419 $240k Jun 30, 2019 Aug 1, 2019
GHP Investment Advisors Inc 1,397 $236k Jun 30, 2019 Aug 2, 2019
Lexaurum Advisors LLC 1,374 $232k Jun 30, 2019 Jul 19, 2019
Legacy Capital Partners Inc 1,364 $231k Jun 30, 2019 Jul 16, 2019
Windsor Capital Management LLC 1,364 $230k Jun 30, 2019 Aug 2, 2019
Vision Capital Management Corporation 1,353 $229k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 1,353 $229k Jun 30, 2019 Jul 29, 2019
Wealth Alliance Advisory Group LLC 1,317 $227k Jun 30, 2019 Jul 17, 2019
SFMG LLC 1,287 $224k Jun 30, 2019 Aug 5, 2019
Oak Asset Management LLC 1,292 $224k Jun 30, 2019 Jul 25, 2019
Argent Capital Management LLC 1,251 $212k Jun 30, 2019 Aug 15, 2019
Alesco Advisors LLC 1,256 $212k Jun 30, 2019 Aug 14, 2019
Southeast Asset Advisors Inc 1,255 $212k Jun 30, 2019 Aug 14, 2019
MANA Advisors LLC 1,218 $206k Jun 30, 2019 Aug 14, 2019
MRAZ Amerine & Associates Inc 1,211 $205k Jun 30, 2019 Aug 2, 2019
Aureus Asset Management LLC 1,208 $204k Jun 30, 2019 Aug 14, 2019
DT Investment Partners LLC 1,200 $203k Jun 30, 2019 Jul 30, 2019
Malaga COVE Capital LLC 1,200 $203k Jun 30, 2019 Aug 14, 2019
Whitebox Advisors LLC 1,189 $201k Jun 30, 2019 Aug 14, 2019
Port Capital LLC 1,186 $201k Jun 30, 2019 Aug 14, 2019
Brand Asset Management Group Inc 1,045 $177k Jun 30, 2019 Jul 24, 2019
West Oak Capital LLC 945 $160k Jun 30, 2019 Jul 12, 2019
Acropolis Investment Management LLC 800 $135k Jun 30, 2019 Jul 11, 2019
Westport Asset Management Inc 800 $135k Jun 30, 2019 Aug 9, 2019
Transamerica Financial Advisors Inc 179 $31k Jun 30, 2019 Aug 21, 2019
Avondale Wealth Management LLC 144 $24k Jun 30, 2019 Jul 26, 2019
BRAY Capital Advisors LLC 112 $19k Jun 30, 2019 Jul 29, 2019
Investment Counselors of Maryland LLC 100 $17k Jun 30, 2019 Aug 5, 2019
Kayne Anderson Rudnick Investment Management LLC 24 $4k Jun 30, 2019 Aug 14, 2019
Private Wealth Partners LLC 3,000 $2k Put Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 3,000 $2k Put Jun 30, 2019 Aug 6, 2019
Independent Advisor Alliance LLC 1,702 $0k Jun 30, 2019 Aug 12, 2019

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