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UNITED TECHNOLOGIES
(913017109)

Funds Reporting Holdings of UNITED TECHNOLOGIES according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Cantab Capital Partners LLP 13,866 $1,610,000k Sep 30, 2017 Nov 14, 2017
Viking Global Investors LP 6,743,903 $878,056k Jun 30, 2019 Aug 14, 2019
Third Point LLC 6,000,000 $781,200k Jun 30, 2019 Aug 13, 2019
Soroban Capital Partners LP 5,330,237 $693,997k Jun 30, 2019 Aug 14, 2019
Jensen Investment Management Inc 3,968,549 $516,705k Jun 30, 2019 Aug 2, 2019
Burgundy Asset Management Ltd 3,520,610 $458,383k Jun 30, 2019 Aug 14, 2019
First Pacific Advisors LP 3,211,817 $418,179k Jun 30, 2019 Aug 14, 2019
Diamond Hill Capital Management Inc 2,848,595 $370,887k Jun 30, 2019 Aug 1, 2019
MOON Capital Management LLC 1,622 $211,184k Jun 30, 2019 Jul 11, 2019
Meritage Group LP 1,251,317 $162,921k Jun 30, 2019 Aug 12, 2019
Focused Investors LLC 936,700 $121,958k Jun 30, 2019 Jul 16, 2019
Saratoga Research & Investment Management 750,144 $97,669k Jun 30, 2019 Jul 24, 2019
Connecticut Wealth Management LLC 716,913 $93,342k Jun 30, 2019 Jul 29, 2019
First Manhattan Co 640,398 $83,380k Jun 30, 2019 Aug 16, 2019
Holowesko Partners Ltd 536,500 $69,852k Jun 30, 2019 Aug 12, 2019
Marathon Asset Management LLP 518,445 $67,496k Jun 30, 2019 Jul 15, 2019
International Value Advisers LLC 505,547 $65,822k Jun 30, 2019 Aug 13, 2019
Value Financial Advisers Inc 505,547 $65,822k Jun 30, 2019 Aug 13, 2019
Mawer Investment Management Ltd 446,135 $58,064k Jun 30, 2019 Aug 6, 2019
1919 Investment Counsel LLC 542,031 $57,239k Sep 30, 2014 Nov 14, 2014
Scopus Asset Management LP 400,000 $52,080k Jun 30, 2019 Aug 14, 2019
Lakewood Capital Management LP 322,938 $42,047k Jun 30, 2019 Aug 14, 2019
Lansdowne Partners UK LLP 315,992 $41,142k Jun 30, 2019 Aug 13, 2019
Stack Financial Management Inc 309,401 $40,284k Jun 30, 2019 Jul 30, 2019
Sprucegrove Investment Management Ltd 238,400 $31,040k Jun 30, 2019 Aug 12, 2019
Darrell & King LLC 234,544 $30,538k Jun 30, 2019 Aug 15, 2019
Nitorum Capital LP 230,115 $29,961k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 225,822 $29,402k Jun 30, 2019 Jul 31, 2019
ALTA Capital Management LLC 221,985 $28,902k Jun 30, 2019 Jul 26, 2019
Point72 Asset Management LP 200,000 $26,040k Call Jun 30, 2019 Aug 14, 2019
Advent International Corporation 188,000 $24,478k Jun 30, 2019 Aug 14, 2019
Pentwater Capital Management LP 187,000 $24,347k Jun 30, 2019 Aug 14, 2019
North American Management Corp 183,161 $23,848k Jun 30, 2019 Jul 30, 2019
Cramer Rosenthal Mcglynn LLC 180,613 $23,516k Jun 30, 2019 Aug 13, 2019
Klingenstein Fields & Co LLC 176,587 $22,992k Jun 30, 2019 Aug 12, 2019
BEL AIR Investment Advisors LLC 208,068 $22,434k Sep 30, 2013 Nov 12, 2013
Adams Diversified Equity Fund Inc 169,300 $22,043k Jun 30, 2019 Jul 29, 2019
Allen Investment Management LLC 162,835 $21,201k Jun 30, 2019 Aug 12, 2019
Cacti Asset Management LLC 164,324 $21,193k Jun 30, 2019 Jul 1, 2019
Whitebox Advisors LLC 149,333 $19,443k Jun 30, 2019 Aug 14, 2019
Anchor Bolt Capital LP 149,225 $19,429k Jun 30, 2019 Aug 14, 2019
Pointstate Capital LP 132,728 $17,281k Jun 30, 2019 Aug 14, 2019
Luminus Management LLC 130,011 $16,927k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 121,336 $15,798k Jun 30, 2019 Aug 13, 2019
Baring International Investment Ltd 133,892 $15,458k Jun 30, 2014 Jul 21, 2014
Wafra Inc 118,673 $15,451k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 115,552 $15,045k Jun 30, 2019 Jul 30, 2019
Front Barnett Associates LLC 108,532 $14,131k Jun 30, 2019 Aug 6, 2019
Davidson Investment Advisors Inc 107,851 $14,042k Jun 30, 2019 Aug 13, 2019
Taconic Capital Advisors LP 105,000 $13,671k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 104,282 $13,578k Jun 30, 2019 Jul 29, 2019
Capwealth Advisors LLC 94,219 $12,267k Jun 30, 2019 Aug 13, 2019
Cypress Capital Management LLC 93,358 $12,155k Jun 30, 2019 Aug 5, 2019
Altrinsic Global Advisors LLC 90,443 $11,776k Jun 30, 2019 Aug 14, 2019
Graticule Asia Macro Advisors LLC 87,800 $11,432k Jun 30, 2019 Aug 14, 2019
Woodstock Corporation 87,207 $11,354k Jun 30, 2019 Jul 3, 2019
BTR Capital Management Inc 87,006 $11,328k Jun 30, 2019 Jul 18, 2019
Nippon Life Global Investors Americas Inc 83,910 $10,926k Jun 30, 2019 Jul 23, 2019
OWL Creek Asset Management LP 83,306 $10,840k Jun 30, 2019 Aug 14, 2019
LOWE Brockenbrough & Company Inc 78,907 $10,274k Jun 30, 2019 Aug 12, 2019
Pacer Advisors Inc 76,690 $9,985k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 75,565 $9,839k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 74,989 $9,764k Jun 30, 2019 Jul 15, 2019
Lionstone Capital Management LLC 73,700 $9,596k Jun 30, 2019 Aug 7, 2019
Flippin Bruce & Porter Inc 72,695 $9,465k Jun 30, 2019 Aug 6, 2019
Granite Group Advisors LLC 71,824 $9,351k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 71,824 $9,351k Jun 30, 2019 Jul 23, 2019
Arnhold LLC 70,929 $9,235k Jun 30, 2019 Aug 8, 2019
Mastrapasqua Asset Management Inc 69,899 $9,101k Jun 30, 2019 Aug 12, 2019
Cohen & Steers Capital Management Inc 75,800 $8,884k Mar 31, 2015 May 15, 2015
Steigerwald Gordon & KOCH Inc 68,125 $8,870k Jun 30, 2019 Jul 15, 2019
Tufton Capital Management LLC 68,031 $8,857k Jun 30, 2019 Jul 26, 2019
Founders Capital Management Inc 68,014 $8,855k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 68,014 $8,855k Jun 30, 2019 Jul 11, 2019
Hendershot Investments Inc 66,483 $8,656k Jun 30, 2019 Jul 31, 2019
Cohen Capital Management Inc 66,048 $8,599k Jun 30, 2019 Aug 7, 2019
Haverford Financial Services Inc 65,485 $8,526k Jun 30, 2019 Aug 13, 2019
Martin Investment Management LLC 63,219 $8,231k Jun 30, 2019 Aug 7, 2019
Cutler Investment Counsel LLC 62,957 $8,197k Jun 30, 2019 Aug 5, 2019
Ramsay Stattman VELA & Price Inc 60,840 $7,921k Jun 30, 2019 Aug 9, 2019
Folger Nolan Fleming Douglas Capital Management Inc 59,868 $7,795k Jun 30, 2019 Aug 9, 2019
Dalton Greiner Hartman Maher & Co LLC 58,257 $7,585k Jun 30, 2019 Jul 10, 2019
Apriem Advisors 58,104 $7,565k Jun 30, 2019 Aug 14, 2019
Greenwood Gearhart Inc 56,912 $7,410k Jun 30, 2019 Aug 7, 2019
Olstein Capital Management LP 54,000 $7,031k Jun 30, 2019 Jul 31, 2019
Wendell David Associates Inc 52,691 $6,860k Jun 30, 2019 Jul 16, 2019
Dillon & Associates Inc 52,218 $6,788k Jun 30, 2019 Jul 22, 2019
Circle ROAD Advisors LP 50,098 $6,523k Jun 30, 2019 Aug 7, 2019
Sentry Management Inc 50,050 $6,517k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 50,050 $6,517k Jun 30, 2019 Aug 12, 2019
Prospector Partners LLC 49,120 $6,395k Jun 30, 2019 Aug 14, 2019
Eagle Ridge Investment Management LLC 48,653 $6,335k Jun 30, 2019 Aug 1, 2019
Perkins Investment Management LLC 56,253 $6,312k Mar 31, 2017 May 15, 2017
Badgley Phelps and Bell Inc 46,689 $6,079k Jun 30, 2019 Jul 30, 2019
Crossvault Capital Management LLC 46,391 $6,040k Jun 30, 2019 Jul 19, 2019
Osborne Partners Capital Management LLC 46,011 $5,991k Jun 30, 2019 Jul 18, 2019
Waters Parkerson & Co LLC 44,328 $5,772k Jun 30, 2019 Aug 6, 2019
Grassi Investment Management LLC 43,800 $5,703k Jun 30, 2019 Jul 10, 2019
Exchange Capital Management Inc 42,706 $5,560k Jun 30, 2019 Jul 22, 2019
OFI Advisors LLC 59,132 $5,262k Sep 30, 2015 Nov 16, 2015
Garland Capital Management Inc 39,685 $5,167k Jun 30, 2019 Jul 24, 2019
Cubic Asset Management LLC 39,384 $5,128k Jun 30, 2019 Jul 29, 2019
Monarch Capital Management Inc 39,168 $5,100k Jun 30, 2019 Jul 31, 2019
Matthew GOFF Investment Advisor LLC 38,204 $4,974k Jun 30, 2019 Aug 5, 2019
ZWJ Investment Counsel Inc 37,859 $4,929k Jun 30, 2019 Jul 24, 2019
Dividend Assets Capital LLC 36,933 $4,809k Jun 30, 2019 Jul 12, 2019
Allied Investment Advisors LLC 34,539 $4,497k Jun 30, 2019 Jul 17, 2019
Boston Research and Management Inc 33,606 $4,375k Jun 30, 2019 Aug 7, 2019
Fagan Associates Inc 33,582 $4,372k Jun 30, 2019 Jul 12, 2019
Hamilton Point Investment Advisors LLC 33,020 $4,299k Jun 30, 2019 Jul 18, 2019
Wells Trecaso Financial Group LLC 31,417 $4,090k Jun 30, 2019 Jul 22, 2019
JGP Wealth Management LLC 31,031 $4,040k Jun 30, 2019 Jul 15, 2019
Abbrea Capital LLC 30,804 $4,011k Jun 30, 2019 Jul 31, 2019
Otter Creek Advisors LLC 28,927 $3,766k Jun 30, 2019 Aug 14, 2019
Salem Capital Management Inc 28,710 $3,738k Jun 30, 2019 Jul 9, 2019
Chelsea Counsel Company 28,465 $3,559k Jun 30, 2018 Oct 3, 2018
Mendel Money Management Inc 26,724 $3,479k Jun 30, 2019 Aug 8, 2019
HUGH Johnson Advisors LLC 26,621 $3,466k Jun 30, 2019 Aug 6, 2019
Wakefield Asset Management LLLP 26,440 $3,442k Jun 30, 2019 Aug 13, 2019
Capital Planning Advisors LLC 26,094 $3,397k Jun 30, 2019 Aug 9, 2019
DAVY Asset Management Limited 25,995 $3,385k Jun 30, 2019 Jul 19, 2019
Asset Advisors Investment Management LLC 25,900 $3,372k Jun 30, 2019 Jul 25, 2019
Vision Capital Management Corporation 25,821 $3,362k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 25,821 $3,362k Jun 30, 2019 Jul 29, 2019
Alexandria Capital LLC 25,353 $3,301k Jun 30, 2019 Aug 12, 2019
Curbstone Financial Management Corporation 25,290 $3,293k Jun 30, 2019 Jul 9, 2019
Hall Capital Management Company Inc 25,047 $3,261k Jun 30, 2019 Aug 14, 2019
Marble Harbor Investment Counsel LLC 24,978 $3,252k Jun 30, 2019 Aug 7, 2019
Bronfman EL Rothschild LP 24,861 $3,237k Jun 30, 2019 Aug 12, 2019
Strategic Financial Services Inc 24,787 $3,227k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 24,429 $3,181k Jun 30, 2019 Aug 2, 2019
Liberty Capital Management Inc 24,268 $3,160k Jun 30, 2019 Jul 15, 2019
Triangle Securities Wealth Management 23,897 $3,127k Jun 30, 2019 Jul 10, 2019
Monte Financial Group LLC 23,975 $3,122k Jun 30, 2019 Aug 7, 2019
Telos Capital Management Inc 23,951 $3,119k Jun 30, 2019 Jul 19, 2019
Sigma Investment Counselors Inc 23,010 $2,996k Jun 30, 2019 Jul 23, 2019
Private Wealth Advisors LLC 22,701 $2,956k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 22,701 $2,956k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 22,701 $2,956k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 22,701 $2,956k Jun 30, 2019 Aug 7, 2019
Tower VIEW Investment Management & Research LLC 22,256 $2,898k Jun 30, 2019 Jul 17, 2019
The Bollard Group LLC 20,503 $2,670k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 19,860 $2,586k Jun 30, 2019 Aug 14, 2019
Valicenti Advisory Services Inc 19,856 $2,585k Jun 30, 2019 Jul 17, 2019
Northstar Wealth Partners LLC 19,111 $2,488k Jun 30, 2019 Aug 15, 2019
Wespac Advisors LLC 19,031 $2,478k Jun 30, 2019 Jul 23, 2019
AULL & Monroe Investment Management Corp 18,633 $2,426k Jun 30, 2019 Jul 29, 2019
10-15 Associates Inc 18,503 $2,409k Jun 30, 2019 Aug 12, 2019
Lombard Odier Transatlantic Limited 23,655 $2,403k Sep 30, 2016 Nov 14, 2016
Traynor Capital Management Inc 17,657 $2,319k Jun 30, 2019 Jul 26, 2019
Benedict Financial Advisors Inc 17,775 $2,314k Jun 30, 2019 Aug 1, 2019
Carret Asset Management LLC 17,683 $2,302k Jun 30, 2019 Aug 12, 2019
United Asset Strategies Inc 17,610 $2,293k Jun 30, 2019 Jul 31, 2019
Stanley-Laman Group Ltd 17,592 $2,290k Jun 30, 2019 Aug 1, 2019
Altman Advisors Inc 17,420 $2,268k Jun 30, 2019 Jul 12, 2019
Whitnell & Co 16,979 $2,211k Jun 30, 2019 Jul 16, 2019
Oliver Luxxe Assets LLC 16,820 $2,201k Jun 30, 2019 Jul 10, 2019
Krueger & Catalano Capital Partners LLC 16,886 $2,199k Jun 30, 2019 Jul 22, 2019
RNC Capital Management LLC 16,540 $2,154k Jun 30, 2019 Jul 25, 2019
Quadrant Capital Management LLC 16,061 $2,091k Jun 30, 2019 Aug 8, 2019
BFSG LLC 15,999 $2,083k Jun 30, 2019 Jul 30, 2019
Guardian Capital Advisors LP 15,555 $2,068k Jun 30, 2019 Aug 14, 2019
Selway Asset Management Inc 15,532 $2,022k Jun 30, 2019 Jul 30, 2019
Ascension Asset Management LLC 15,485 $2,016k Jun 30, 2019 Jul 23, 2019
Oak Asset Management LLC 15,026 $1,998k Jun 30, 2019 Jul 25, 2019
Global Endowment Management LP 15,330 $1,997k Jun 30, 2019 Aug 12, 2019
Northstar Financial Advisors LLC 15,176 $1,976k Jun 30, 2019 Jul 17, 2019
Newfocus Financial Group LLC 15,178 $1,976k Jun 30, 2019 Jul 23, 2019
Benin Management Corp 15,177 $1,976k Jun 30, 2019 Jul 31, 2019
Northstar Investment Advisors LLC 15,176 $1,976k Jun 30, 2019 Jul 17, 2019
Wealth Advisors of Tampa BAY LLC 15,161 $1,974k Jun 30, 2019 Jul 23, 2019
Bridgewater Associates LP 15,022 $1,956k Jun 30, 2019 Aug 13, 2019
Torch Wealth Management LLC 14,374 $1,871k Jun 30, 2019 Aug 2, 2019
HIGH Pointe Capital Management LLC 14,330 $1,866k Jun 30, 2019 Aug 12, 2019
Wilkins Investment Counsel Inc 14,175 $1,846k Jun 30, 2019 Aug 9, 2019
Wheatland Advisors Inc 14,100 $1,836k Jun 30, 2019 Aug 7, 2019
Sawgrass Asset Management LLC 13,950 $1,816k Jun 30, 2019 Jul 23, 2019
Blackhawk Capital Partners LLC 13,866 $1,805k Jun 30, 2019 Aug 13, 2019
Becker Capital Management Inc 13,740 $1,789k Jun 30, 2019 Aug 8, 2019
Advanced Asset Management Advisors Inc 13,438 $1,750k Jun 30, 2019 Aug 2, 2019
QS Investors LLC 13,249 $1,726k Jun 30, 2019 Aug 14, 2019
Shayne & Co LLC 13,069 $1,702k Jun 30, 2019 Jul 24, 2019
Howland Capital Management LLC 12,772 $1,663k Jun 30, 2019 Jul 17, 2019
USA Mutuals Advisors Inc 12,500 $1,628k Jun 30, 2019 Aug 5, 2019
Addenda Capital Inc 12,465 $1,623k Jun 30, 2019 Jul 12, 2019
Howard Capital Management Inc 11,506 $1,498k Jun 30, 2019 Jul 24, 2019
Chesapeake Asset Management LLC 11,441 $1,490k Jun 30, 2019 Aug 6, 2019
Drexel Morgan & Co 11,360 $1,479k Jun 30, 2019 Aug 8, 2019
Keeler Thomas Management LLC 11,124 $1,448k Jun 30, 2019 Jul 31, 2019
The Fiduciary Group LLC 11,083 $1,443k Jun 30, 2019 Aug 14, 2019
Legacy Capital Partners Inc 11,002 $1,432k Jun 30, 2019 Jul 16, 2019
Rossmore Private Capital LLC 10,967 $1,428k Jun 30, 2019 Aug 5, 2019
Bell & Brown Wealth Advisors LLC 10,811 $1,408k Jun 30, 2019 Aug 6, 2019
Excalibur Management Corp 10,779 $1,403k Jun 30, 2019 Jul 26, 2019
Aldebaran Financial Inc 10,720 $1,396k Jun 30, 2019 Aug 14, 2019
Unison Advisors LLC 10,379 $1,352k Jun 30, 2019 Jul 11, 2019
Kayne Anderson Rudnick Investment Management LLC 9,726 $1,266k Jun 30, 2019 Aug 14, 2019
New England Research & Management Inc 9,650 $1,256k Jun 30, 2019 Jul 9, 2019
Hamel Associates Inc 9,475 $1,234k Jun 30, 2019 Aug 5, 2019
Bennicas & Associates Inc 9,439 $1,229k Jun 30, 2019 Jul 12, 2019
Blue FIN Capital Inc 9,020 $1,174k Jun 30, 2019 Jul 22, 2019
DUFF & Phelps Investment Management Co 8,990 $1,170k Jun 30, 2019 Aug 2, 2019
American Asset Management Inc 8,530 $1,111k Jun 30, 2019 Jul 31, 2019
Shakespeare Wealth Management Inc 8,285 $1,079k Jun 30, 2019 Aug 12, 2019
RAAB & Moskowitz Asset Management LLC 8,211 $1,069k Jun 30, 2019 Aug 9, 2019
Profit Investment Management LLC 8,171 $1,064k Jun 30, 2019 Jul 16, 2019
EOS Management LP 8,158 $1,062k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 8,085 $1,053k Jun 30, 2019 Aug 5, 2019
Bowen Hanes & Co Inc 8,021 $1,044k Jun 30, 2019 Aug 13, 2019
Burleson & Company LLC 7,867 $1,037k Jun 30, 2019 Aug 5, 2019
Baldwin Investment Management LLC 7,935 $1,033k Jun 30, 2019 Aug 6, 2019
SFMG LLC 7,587 $1,029k Jun 30, 2019 Aug 5, 2019
Evermay Wealth Management LLC 7,681 $1,000k Jun 30, 2019 Jul 23, 2019
Wellesley Investment Partners LLC 7,672 $998k Jun 30, 2019 Aug 5, 2019
Cambridge Advisors Inc 7,396 $963k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 7,396 $963k Jun 30, 2019 Jul 26, 2019
Argent Capital Management LLC 7,350 $957k Jun 30, 2019 Aug 15, 2019
Providence Wealth Advisors LLC 7,222 $951k Jun 30, 2019 Jul 22, 2019
Bernicke Wealth Management Ltd 7,288 $949k Jun 30, 2019 Aug 5, 2019
Keeley-Teton Advisors LLC 7,072 $921k Jun 30, 2019 Aug 12, 2019
Meridian Investment Counsel Inc 7,074 $921k Jun 30, 2019 Aug 13, 2019
Cadinha & Co LLC 7,045 $917k Jun 30, 2019 Aug 9, 2019
Rodgers Brothers Inc 7,020 $914k Jun 30, 2019 Aug 14, 2019
Dumont & Blake Investment Advisors LLC 6,961 $906k Jun 30, 2019 Aug 1, 2019
Abner Herrman & Brock LLC 6,860 $893k Jun 30, 2019 Jul 19, 2019
Westbourne Investment Advisors Inc 6,845 $891k Jun 30, 2019 Jul 22, 2019
West Branch Capital LLC 6,787 $884k Jun 30, 2019 Aug 5, 2019
RB Capital Management LLC 6,754 $879k Jun 30, 2019 Aug 7, 2019
Stone RUN Capital LLC 6,750 $879k Jun 30, 2019 Aug 14, 2019
Hunter Associates Investment Management LLC 6,721 $875k Jun 30, 2019 Aug 8, 2019
Aureus Asset Management LLC 6,689 $871k Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 6,681 $870k Jun 30, 2019 Aug 14, 2019
Port Capital LLC 6,625 $863k Jun 30, 2019 Aug 14, 2019
Callahan Advisors LLC 6,505 $847k Jun 30, 2019 Jul 17, 2019
Brasada Capital Management LP 6,500 $846k Jun 30, 2019 Aug 7, 2019
Ridgewood Investments LLC 6,317 $823k Jun 30, 2019 Jul 12, 2019
Breiter Capital Management Inc 6,109 $795k Jun 30, 2019 Aug 23, 2019
Ativo Capital Management LLC 5,761 $750k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 5,621 $732k Jun 30, 2019 Jul 5, 2019
Campbell Newman Asset Management Inc 5,600 $729k Jun 30, 2019 Jul 24, 2019
Bigelow Investment Advisors LLC 5,600 $729k Jun 30, 2019 Jul 17, 2019
Strategic Investment Advisors LLC 5,557 $723k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 5,557 $723k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 5,557 $723k Jun 30, 2019 Jul 22, 2019
Stewart & Patten Co LLC 5,515 $718k Jun 30, 2019 Jul 17, 2019
Mcrae Capital Management Inc 5,495 $715k Jun 30, 2019 Jul 29, 2019
Congress Park Capital LLC 5,207 $706k Jun 30, 2019 Aug 2, 2019
Prescott Group Capital Management LLC 5,400 $703k Jun 30, 2019 Aug 9, 2019
Signature Financial Management Inc 6,550 $697k Dec 31, 2018 Feb 13, 2019
Ipswich Investment Management Company Inc 5,310 $691k Jun 30, 2019 Jul 11, 2019
Aries Wealth Management LLC 5,167 $685k Jun 30, 2019 Jul 15, 2019
Golub Group LLC 5,250 $684k Jun 30, 2019 Aug 13, 2019
Cornell Pochily Investment Advisors Inc 5,104 $665k Jun 30, 2019 Jul 22, 2019
SOL Capital Management Co 4,980 $648k Jun 30, 2019 Jul 17, 2019
Kingfisher Capital LLC 4,945 $644k Jun 30, 2019 Aug 14, 2019
East Coast Asset Management LLC 4,934 $642k Jun 30, 2019 Aug 14, 2019
Acropolis Investment Management LLC 4,892 $637k Jun 30, 2019 Jul 11, 2019
Hellman Jordan Management Co Inc 4,831 $629k Jun 30, 2019 Aug 19, 2019
Provident Trust Company 4,649 $605k Jun 30, 2019 Aug 1, 2019
Biegel & Waller LLC 4,314 $562k Jun 30, 2019 Jul 23, 2019
Meristem Family Wealth LLC 4,242 $552k Jun 30, 2019 Aug 6, 2019
Westport Asset Management Inc 4,127 $537k Jun 30, 2019 Aug 9, 2019
Altavista Wealth Management Inc 4,128 $537k Jun 30, 2019 Aug 13, 2019
Private Vista LLC 4,051 $527k Jun 30, 2019 Jul 19, 2019
Marshwinds Advisory Company 4,752 $506k Dec 31, 2018 Jan 7, 2019
Lucia Wealth Services LLC 3,881 $505k Jun 30, 2019 Jul 23, 2019
PURE Financial Advisors Inc 3,767 $491k Jun 30, 2019 Jul 11, 2019
Capital Counsel LLC 3,761 $490k Jun 30, 2019 Jul 26, 2019
West Oak Capital LLC 3,762 $490k Jun 30, 2019 Jul 12, 2019
Intersect Capital LLC 3,735 $486k Jun 30, 2019 Aug 9, 2019
Lourd Capital LLC 3,717 $484k Jun 30, 2019 Jul 11, 2019
LGL Partners LLC 3,665 $477k Jun 30, 2019 Aug 14, 2019
Northside Capital Management LLC 3,635 $473k Jun 30, 2019 Jul 16, 2019
Weybosset Research & Management LLC 3,633 $473k Jun 30, 2019 Jul 22, 2019
Wealth Alliance Advisory Group LLC 3,514 $468k Jun 30, 2019 Jul 17, 2019
Summit Wealth Advisors Inc 3,575 $465k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 3,575 $465k Jun 30, 2019 Jul 16, 2019
FORT Point Capital Partners LLC 3,561 $464k Jun 30, 2019 Aug 9, 2019
Vontobel Swiss Wealth Advisors AG 3,500 $456k Jun 30, 2019 Aug 12, 2019
MANA Advisors LLC 3,500 $456k Jun 30, 2019 Aug 14, 2019
Modera Wealth Management LLC 3,489 $454k Jun 30, 2019 Aug 7, 2019
Seizert Capital Partners LLC 3,439 $448k Jun 30, 2019 Aug 6, 2019
HCR Wealth Advisors 3,373 $439k Jun 30, 2019 Jul 25, 2019
Cornerstone Advisory LLC 3,350 $436k Jun 30, 2019 Aug 8, 2019
New Potomac Partners LLC 3,335 $434k Jun 30, 2019 Jul 26, 2019
Ballast Inc 3,296 $429k Jun 30, 2019 Jul 26, 2019
Foothills Asset Management Ltd 3,168 $412k Jun 30, 2019 Jul 17, 2019
American Financial Network Advisory Services LLC 3,170 $409k Jun 30, 2019 Aug 9, 2019
BHK Investment Advisors LLC 3,145 $409k Jun 30, 2019 Aug 2, 2019
LLBH Private Wealth Management LLC 3,144 $409k Jun 30, 2019 Aug 13, 2019
Security Asset Management Inc 3,100 $404k Jun 30, 2019 Aug 6, 2019
UNIO Capital LLC 3,040 $403k Jun 30, 2019 Aug 14, 2019
Sunbelt Securities Inc 3,031 $395k Jun 30, 2019 Aug 1, 2019
COHO Partners Ltd 3,024 $394k Jun 30, 2019 Aug 8, 2019
Gillespie Robinson & Grimm Inc 3,012 $392k Jun 30, 2019 Jul 22, 2019
CIM LLC 2,944 $383k Jun 30, 2019 Jul 22, 2019
The Roosevelt Investment Group Inc 2,900 $378k Jun 30, 2019 Aug 8, 2019
SAND Hill Global Advisors LLC 2,895 $377k Jun 30, 2019 Aug 13, 2019
Paragon Wealth Strategies LLC 2,881 $375k Jun 30, 2019 Jul 17, 2019
Doliver Capital Advisors LP 2,873 $374k Jun 30, 2019 Jul 25, 2019
Obermeyer WOOD Investment Counsel LLLP 2,847 $371k Jun 30, 2019 Aug 13, 2019
Lyell Wealth Management LP 2,713 $353k Jun 30, 2019 Aug 1, 2019
Ironwood Wealth Management LLC 2,631 $343k Jun 30, 2019 Aug 14, 2019
Dedora Capital Inc 2,627 $342k Jun 30, 2019 Aug 8, 2019
Sicart Associates LLC 2,601 $339k Jun 30, 2019 Jul 23, 2019
Affinity Investment Advisors LLC 2,592 $337k Jun 30, 2019 Aug 8, 2019
Windsor Capital Management LLC 2,569 $334k Jun 30, 2019 Aug 2, 2019
LBMC Investment Advisors LLC 2,529 $329k Jun 30, 2019 Jul 18, 2019
The Financial Consulate Inc 2,521 $328k Jun 30, 2019 Jul 24, 2019
Acorn Wealth Advisors LLC 2,533 $328k Jun 30, 2019 Aug 14, 2019
Guinness Atkinson Asset Management Inc 2,504 $326k Jun 30, 2019 Jul 26, 2019
LVW Advisors LLC 2,383 $310k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 2,372 $309k Jun 30, 2019 Aug 6, 2019
Parthenon LLC 2,347 $306k Jun 30, 2019 Jul 29, 2019
FFCM LLC 2,338 $304k Jun 30, 2019 Jul 30, 2019
Crescent Grove Advisors LLC 2,292 $298k Jun 30, 2019 Aug 6, 2019
Foster Dykema Cabot & Co Incorporated 2,265 $295k Jun 30, 2019 Aug 6, 2019
Ausdal Financial Partners Inc 2,169 $293k Jun 30, 2019 Aug 5, 2019
RDL Financial Inc 2,243 $292k Jun 30, 2019 Jul 17, 2019
Spears Abacus Advisors LLC 2,204 $287k Jun 30, 2019 Aug 9, 2019
Nicholas Hoffman & Company LLC 2,199 $286k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 2,110 $275k Jun 30, 2019 Jul 24, 2019
Summit Asset Management LLC 2,107 $274k Jun 30, 2019 Aug 7, 2019
Buckhead Capital Management LLC 2,089 $272k Jun 30, 2019 Aug 1, 2019
Edgemoor Investment Advisors Inc 2,080 $271k Jun 30, 2019 Aug 9, 2019
FORT PITT Capital Group LLC 2,056 $268k Jun 30, 2019 Aug 9, 2019
DSC Advisors LP 2,014 $262k Jun 30, 2019 Aug 14, 2019
Infrastructure Capital Advisors LLC 2,000 $260k Jun 30, 2019 Aug 13, 2019
GAME Creek Capital LP 2,000 $260k Jun 30, 2019 Aug 5, 2019
GM Advisory Group Inc 1,940 $253k Jun 30, 2019 Aug 9, 2019
South Street Advisors LLC 1,920 $250k Jun 30, 2019 Jul 22, 2019
Terra NOVA Asset Management LLC 2,303 $245k Dec 31, 2018 Feb 15, 2019
Blue CHIP Wealth Management Inc 1,869 $243k Jun 30, 2019 Aug 13, 2019
SVA Plumb Wealth Management LLC 1,869 $243k Jun 30, 2019 Aug 13, 2019
Wooster Corthell Wealth Management Inc 1,856 $242k Jun 30, 2019 Jul 31, 2019
Portland Global Advisors LLC 1,851 $241k Jun 30, 2019 Jul 26, 2019
Round Table Services LLC 1,847 $240k Jun 30, 2019 Jul 17, 2019
Uncommon Cents Investing LLC 1,821 $237k Jun 30, 2019 Jul 12, 2019
Bruderman Asset Management LLC 1,803 $235k Jun 30, 2019 Aug 12, 2019
Searle & Co 1,799 $234k Jun 30, 2019 Jul 17, 2019
GSB Wealth Management LLC 1,800 $234k Jun 30, 2019 Aug 9, 2019
Summit Financial Group Inc 1,799 $234k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 1,799 $234k Jun 30, 2019 Jul 3, 2019
KMS Financial Services Inc 2,167 $229k Sep 30, 2014 Nov 17, 2014
Foundation Resource Management Inc 1,749 $228k Jun 30, 2019 Jul 10, 2019
Spark Investment Management LLC 1,700 $221k Jun 30, 2019 Aug 12, 2019
Cumberland Advisors Inc 1,695 $221k Jun 30, 2019 Jul 11, 2019
Schulhoff & Co Inc 1,669 $217k Jun 30, 2019 Aug 7, 2019
Driehaus Capital Management LLC 1,661 $216k Jun 30, 2019 Aug 14, 2019
Oakmont Corporation 1,660 $216k Jun 30, 2019 Aug 1, 2019
Winslow Asset Management Inc 1,648 $215k Jun 30, 2019 Jul 29, 2019
Mengis Capital Management Inc 1,658 $215k Jun 30, 2019 Jul 18, 2019
Pictet North America Advisors SA 1,614 $210k Jun 30, 2019 Aug 7, 2019
Accredited Investors Inc 1,608 $209k Jun 30, 2019 Aug 13, 2019
Woodley Farra Manion Portfolio Management Inc 1,585 $206k Jun 30, 2019 Aug 12, 2019
ARGA Investment Management LP 1,575 $205k Jun 30, 2019 Jul 31, 2019
Lenox Wealth Advisors LLC 1,546 $201k Jun 30, 2019 Jul 12, 2019
Highland Private Wealth Management 1,310 $171k Jun 30, 2019 Aug 13, 2019
Financial Advantage Inc 1,000 $130k Jun 30, 2019 Jul 23, 2019
Vestor Capital LLC 675 $88k Jun 30, 2019 Aug 6, 2019
Birch Hill Investment Advisors LLC 152,359 $78k Jun 30, 2019 Jul 22, 2019
Northstar Asset Management LLC 355 $46k Jun 30, 2019 Jul 16, 2019
Transamerica Financial Advisors Inc 230 $30k Jun 30, 2019 Aug 21, 2019
Spectrum Group Management LLC 150 $20k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 150 $20k Jun 30, 2019 Aug 2, 2019
Middleton & Company Inc 100 $13k Jun 30, 2019 Jul 25, 2019
Brand Asset Management Group Inc 50 $7k Jun 30, 2019 Jul 24, 2019

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