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UNITEDHEALTH GRP INC
(91324P102)

Funds Reporting Holdings of UNITEDHEALTH GRP INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 136,312 $33,261,491k Jun 30, 2019 Jul 23, 2019
Cantab Capital Partners LLP 17,524 $3,432,000k Sep 30, 2017 Nov 14, 2017
GS Investments Inc 9,516 $2,321,999k Jun 30, 2019 Aug 9, 2019
Sanders Capital LLC 4,626,666 $1,255,689k Jun 30, 2019 Jul 23, 2019
Viking Global Investors LP 4,812,185 $1,174,221k Jun 30, 2019 Aug 14, 2019
Lone Pine Capital LLC 3,772,254 $920,468k Jun 30, 2019 Aug 14, 2019
Longview Partners Guernsey Limited 3,752,630 $915,679k Jun 30, 2019 Aug 13, 2019
Veritas Asset Management LLP 2,473,097 $603,460k Jun 30, 2019 Aug 8, 2019
Vontobel Asset Management Inc 2,195,071 $553,090k Jun 30, 2019 Aug 14, 2019
Jackson Square Partners LLC 2,019,113 $492,683k Jun 30, 2019 Aug 14, 2019
Jensen Investment Management Inc 1,817,289 $443,437k Jun 30, 2019 Aug 2, 2019
GQG Partners LLC 1,815,418 $442,648k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 1,295,486 $316,112k Jun 30, 2019 Jul 30, 2019
Provident Trust Company 1,039,951 $253,758k Jun 30, 2019 Aug 1, 2019
Santa Barbara Asset Management LLC 946,540 $234,041k Mar 31, 2019 May 14, 2019
Route One Investment Company LP 923,000 $225,221k Jun 30, 2019 Aug 14, 2019
COHO Partners Ltd 772,156 $188,414k Jun 30, 2019 Aug 8, 2019
Abrams Bison Investments LLC 767,000 $187,156k Jun 30, 2019 Aug 14, 2019
Glenview Capital Management LLC 726,468 $177,265k Jun 30, 2019 Aug 14, 2019
Focused Investors LLC 627,900 $153,214k Jun 30, 2019 Jul 16, 2019
Rock Springs Capital Management LP 591,000 $144,210k Jun 30, 2019 Aug 14, 2019
Allen Investment Management LLC 547,537 $133,605k Jun 30, 2019 Aug 12, 2019
Healthcor Management LP 397,440 $96,979k Jun 30, 2019 Aug 14, 2019
Montag & Caldwell LLC 363,574 $88,715k Jun 30, 2019 Aug 1, 2019
First Manhattan Co 347,588 $84,814k Jun 30, 2019 Aug 16, 2019
Appaloosa LP 335,000 $81,743k Jun 30, 2019 Aug 14, 2019
Tekla Capital Management LLC 324,133 $79,092k Jun 30, 2019 Aug 14, 2019
LGT Capital Partners USA Inc 302,800 $73,886k Jun 30, 2019 Jul 10, 2019
1919 Investment Counsel LLC 684,603 $59,048k Sep 30, 2014 Nov 14, 2014
Marsico Capital Management LLC 216,780 $52,896k Jun 30, 2019 Aug 14, 2019
Egerton Capital UK LLP 194,003 $47,339k Jun 30, 2019 Aug 13, 2019
Riverbridge Partners LLC 179,619 $43,829k Jun 30, 2019 Jul 10, 2019
Bristol Gate Capital Partners Inc 156,274 $38,130k Jun 30, 2019 Aug 14, 2019
Pentwater Capital Management LP 153,000 $37,334k Jun 30, 2019 Aug 14, 2019
Sawgrass Asset Management LLC 150,772 $36,790k Jun 30, 2019 Jul 23, 2019
Redmile Group LLC 141,901 $34,625k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 141,383 $34,499k Jun 30, 2019 Jul 30, 2019
Atalanta Sosnoff Capital LLC 125,099 $30,525k Jun 30, 2019 Jul 15, 2019
Cooke & Bieler LP 114,000 $27,817k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 108,800 $26,548k Jun 30, 2019 Jul 29, 2019
Incline Global Management LLC 106,102 $25,890k Jun 30, 2019 Aug 14, 2019
Sands Capital Management LLC 105,488 $25,740k Jun 30, 2019 Aug 14, 2019
Hoplite Capital Management LP 101,648 $24,803k Jun 30, 2019 Aug 14, 2019
Obermeyer WOOD Investment Counsel LLLP 93,590 $22,837k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 93,239 $22,751k Jun 30, 2019 Aug 12, 2019
Auxier Asset Management LLC 88,874 $21,686k Jun 30, 2019 Aug 15, 2019
RAUB Brock Capital Management LP 80,935 $19,749k Jun 30, 2019 Jul 23, 2019
The Roosevelt Investment Group Inc 79,420 $19,379k Jun 30, 2019 Aug 8, 2019
Bowen Hanes & Co Inc 75,173 $18,343k Jun 30, 2019 Aug 13, 2019
Eagle Ridge Investment Management LLC 71,633 $17,479k Jun 30, 2019 Aug 1, 2019
Marco Investment Management LLC 67,782 $16,539k Jun 30, 2019 Aug 6, 2019
Cohen Capital Management Inc 66,114 $16,132k Jun 30, 2019 Aug 7, 2019
Nippon Life Global Investors Americas Inc 63,600 $15,519k Jun 30, 2019 Jul 23, 2019
Summit Partners Public Asset Management LLC 62,754 $15,313k Jun 30, 2019 Aug 14, 2019
Minneapolis Portfolio Management Group LLC 61,582 $15,027k Jun 30, 2019 Aug 2, 2019
Partner Fund Management LP 61,321 $14,963k Jun 30, 2019 Aug 14, 2019
Sustainable Growth Advisers LP 60,683 $14,807k Jun 30, 2019 Aug 12, 2019
Badgley Phelps and Bell Inc 59,507 $14,520k Jun 30, 2019 Jul 30, 2019
Main Street Research LLC 58,250 $14,214k Jun 30, 2019 Aug 8, 2019
Tocqueville Asset Management LP 57,931 $14,136k Jun 30, 2019 Jul 31, 2019
Vestor Capital LLC 57,243 $13,968k Jun 30, 2019 Aug 6, 2019
Zweig-Dimenna Associates LLC 56,415 $13,766k Jun 30, 2019 Jul 10, 2019
Kingdon Capital Management LLC 55,312 $13,497k Jun 30, 2019 Aug 14, 2019
Abner Herrman & Brock LLC 54,035 $13,185k Jun 30, 2019 Jul 19, 2019
QS Investors LLC 53,780 $13,123k Jun 30, 2019 Aug 14, 2019
Riverpark Capital Management LLC 50,956 $12,434k Jun 30, 2019 Aug 13, 2019
Callahan Advisors LLC 50,476 $12,317k Jun 30, 2019 Jul 17, 2019
Sentry Management Inc 47,912 $11,691k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 47,912 $11,691k Jun 30, 2019 Aug 12, 2019
Greystone Managed Investments Inc 47,759 $11,654k Jun 30, 2019 Jul 23, 2019
Haverford Financial Services Inc 46,940 $11,454k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 98,370 $11,412k Sep 30, 2015 Nov 16, 2015
Decatur Capital Management Inc 45,870 $11,193k Jun 30, 2019 Jul 24, 2019
Origin Asset Management LLP 45,657 $11,141k Jun 30, 2019 Aug 9, 2019
Quest Investment Management LLC 44,857 $10,946k Jun 30, 2019 Aug 13, 2019
The Leuthold Group LLC 42,764 $10,435k Jun 30, 2019 Aug 14, 2019
CCM Investment Advisers LLC 42,010 $10,250k Jun 30, 2019 Aug 5, 2019
Middleton & Company Inc 38,133 $9,305k Jun 30, 2019 Jul 25, 2019
Torray LLC 36,643 $8,941k Jun 30, 2019 Aug 8, 2019
Hardman Johnston Global Advisors LLC 36,620 $8,936k Jun 30, 2019 Aug 5, 2019
California Capital Advisors Inc 35,652 $8,699k Jun 30, 2019 Jul 15, 2019
Newfocus Financial Group LLC 33,850 $8,260k Jun 30, 2019 Jul 23, 2019
BTR Capital Management Inc 33,783 $8,243k Jun 30, 2019 Jul 18, 2019
Daiwa SB Investments Ltd 32,920 $8,140k Mar 31, 2019 Apr 18, 2019
Affinity Investment Advisors LLC 33,260 $8,116k Jun 30, 2019 Aug 8, 2019
LOWE Brockenbrough & Company Inc 32,766 $7,995k Jun 30, 2019 Aug 12, 2019
Kayne Anderson Rudnick Investment Management LLC 32,738 $7,990k Jun 30, 2019 Aug 14, 2019
Wallington Asset Management LLC 32,330 $7,889k Jun 30, 2019 Aug 13, 2019
Baltimore-Washington Financial Advisors Inc 31,685 $7,731k Jun 30, 2019 Jul 25, 2019
Bridgecreek Investment Management LLC 31,170 $7,606k Jun 30, 2019 Aug 14, 2019
Arnhold LLC 30,770 $7,508k Jun 30, 2019 Aug 8, 2019
Cobiz Wealth LLC 30,712 $7,494k Jun 30, 2019 Jul 8, 2019
Sivik Global Healthcare LLC 30,000 $7,320k Jun 30, 2019 Aug 14, 2019
Carlson Capital Management LLC 29,680 $7,242k Jun 30, 2019 Jul 15, 2019
SIO Capital Management LLC 29,176 $7,119k Jun 30, 2019 Aug 14, 2019
Olstein Capital Management LP 28,000 $6,832k Jun 30, 2019 Jul 31, 2019
Addenda Capital Inc 26,490 $6,465k Jun 30, 2019 Jul 12, 2019
Wespac Advisors Socal LLC 26,358 $6,431k Jun 30, 2019 Jul 30, 2019
Strategic Financial Services Inc 26,208 $6,395k Jun 30, 2019 Aug 13, 2019
Fulcrum Capital LLC 25,070 $6,117k Jun 30, 2019 Jul 29, 2019
Stanley Capital Management LLC 24,980 $6,095k Jun 30, 2019 Aug 14, 2019
Partners Capital Investment Group LLP 24,925 $6,082k Jun 30, 2019 Aug 12, 2019
Folger Nolan Fleming Douglas Capital Management Inc 24,868 $6,068k Jun 30, 2019 Aug 9, 2019
Violich Capital Management 24,165 $5,897k Jun 30, 2019 Jul 22, 2019
Granite Group Advisors LLC 23,477 $5,729k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 23,477 $5,729k Jun 30, 2019 Jul 23, 2019
Bridgewater Associates LP 23,467 $5,726k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 23,435 $5,718k Jun 30, 2019 Jul 23, 2019
NBW Capital LLC 23,300 $5,685k Jun 30, 2019 Aug 5, 2019
Stralem & Company Incorporated 22,345 $5,452k Jun 30, 2019 Jul 16, 2019
EFG Asset Management Americas Corp 21,874 $5,425k Jun 30, 2019 Jul 9, 2019
Cubic Asset Management LLC 21,875 $5,338k Jun 30, 2019 Jul 29, 2019
Bronfman EL Rothschild LP 18,658 $4,553k Jun 30, 2019 Aug 12, 2019
Broadleaf Partners LLC 18,364 $4,481k Jun 30, 2019 Jul 19, 2019
Riverpark Advisors LLC 17,839 $4,353k Jun 30, 2019 Aug 13, 2019
SOL Capital Management Co 17,804 $4,344k Jun 30, 2019 Jul 17, 2019
Horizon Investment Services LLC 17,085 $4,169k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 17,085 $4,169k Jun 30, 2019 Aug 13, 2019
Motley FOOL Asset Management LLC 16,712 $4,078k Jun 30, 2019 Aug 14, 2019
Morris Capital Advisors Inc 16,395 $4,001k Jun 30, 2019 Jul 15, 2019
Liberty Capital Management Inc 16,200 $3,953k Jun 30, 2019 Jul 15, 2019
Madison Investment Holdings Inc 15,983 $3,900k Jun 30, 2019 Aug 13, 2019
Capital Planning Advisors LLC 15,955 $3,893k Jun 30, 2019 Aug 9, 2019
Guardian Capital Advisors LP 15,796 $3,873k Jun 30, 2019 Aug 14, 2019
Harding Loevner LP 15,621 $3,812k Jun 30, 2019 Aug 14, 2019
Rothschild Capital Partners LLC 15,521 $3,787k Jun 30, 2019 Jul 17, 2019
RNC Capital Management LLC 15,420 $3,763k Jun 30, 2019 Jul 25, 2019
Spearhead Capital Advisors LLC 15,269 $3,726k Jun 30, 2019 Jul 17, 2019
Avalon Global Asset Management LLC 15,000 $3,660k Jun 30, 2019 Aug 14, 2019
Courage Capital Management LLC 15,000 $3,660k Jun 30, 2019 Aug 14, 2019
Bowie Capital Management LLC 15,000 $3,660k Jun 30, 2019 Aug 9, 2019
GHP Investment Advisors Inc 14,533 $3,546k Jun 30, 2019 Aug 2, 2019
Quadrant Capital Management LLC 14,516 $3,542k Jun 30, 2019 Aug 8, 2019
Westover Capital Advisors LLC 14,360 $3,504k Jun 30, 2019 Aug 13, 2019
Dorchester Wealth Management Company 14,080 $3,436k Jun 30, 2019 Jul 19, 2019
Palouse Capital Management Inc 13,839 $3,377k Jun 30, 2019 Aug 6, 2019
Acropolis Investment Management LLC 13,588 $3,316k Jun 30, 2019 Jul 11, 2019
Capital Impact Advisors LLC 13,021 $3,208k Jun 30, 2019 Jul 19, 2019
Monetta Financial Services Inc 13,000 $3,172k Jun 30, 2019 Aug 9, 2019
Blue FIN Capital Inc 12,917 $3,152k Jun 30, 2019 Jul 22, 2019
Accredited Investors Inc 12,712 $3,102k Jun 30, 2019 Aug 13, 2019
Jasper Ridge Partners LP 12,375 $3,020k Jun 30, 2019 Aug 9, 2019
Tealwood Asset Management Inc 12,184 $2,973k Jun 30, 2019 Aug 6, 2019
Ballast Inc 12,063 $2,943k Jun 30, 2019 Jul 26, 2019
Carderock Capital Management Inc 12,026 $2,934k Jun 30, 2019 Jul 15, 2019
Arjuna Capital LLC 11,867 $2,896k Jun 30, 2019 Aug 21, 2019
Cahaba Wealth Management Inc 11,698 $2,854k Jun 30, 2019 Jul 31, 2019
Benson Investment Management Company Inc 11,675 $2,849k Jun 30, 2019 Jul 11, 2019
KJ Harrison & Partners USA Inc 11,500 $2,806k Jun 30, 2019 Aug 5, 2019
Johanson Financial Advisors Inc 11,233 $2,749k Jun 30, 2019 Jul 29, 2019
Nikulski Financial Inc 9,962 $2,656k Jun 30, 2019 Jul 22, 2019
Murphy Pohlad Asset Management LLC 10,487 $2,558k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 10,450 $2,550k Jun 30, 2019 Aug 2, 2019
Advanced Asset Management Advisors Inc 10,400 $2,538k Jun 30, 2019 Aug 2, 2019
WEIK Capital Management Inc 10,088 $2,462k Jun 30, 2019 Aug 9, 2019
Spears Abacus Advisors LLC 9,964 $2,431k Jun 30, 2019 Aug 9, 2019
Stokes Capital Advisors LLC 9,950 $2,428k Jun 30, 2019 Jul 15, 2019
Polaris Greystone Financial Group LLC 9,961 $2,417k Jun 30, 2019 Jul 25, 2019
Buckley Wealth Management LLC 9,850 $2,403k Jun 30, 2019 Jul 19, 2019
Legacy Capital Partners Inc 9,681 $2,362k Jun 30, 2019 Jul 16, 2019
Doliver Capital Advisors LP 9,668 $2,359k Jun 30, 2019 Jul 25, 2019
Blue CHIP Wealth Management Inc 9,281 $2,265k Jun 30, 2019 Aug 13, 2019
Altavista Wealth Management Inc 9,234 $2,253k Jun 30, 2019 Aug 13, 2019
Mitchell Capital Management Co 8,910 $2,174k Jun 30, 2019 Jul 24, 2019
Tower VIEW Investment Management & Research LLC 8,869 $2,164k Jun 30, 2019 Jul 17, 2019
Marietta Wealth Management LLC 8,470 $2,067k Jun 30, 2019 Aug 14, 2019
Lexaurum Advisors LLC 8,437 $2,059k Jun 30, 2019 Jul 19, 2019
Thompson Investment Management Inc 8,432 $2,057k Jun 30, 2019 Aug 7, 2019
Becker Capital Management Inc 8,302 $2,026k Jun 30, 2019 Aug 8, 2019
Altman Advisors Inc 8,244 $2,012k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 8,130 $1,984k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 8,130 $1,984k Jun 30, 2019 Jul 12, 2019
Ativo Capital Management LLC 8,088 $1,974k Jun 30, 2019 Aug 14, 2019
Access Financial Services Inc 7,951 $1,940k Jun 30, 2019 Jul 24, 2019
LaSalle Street Capital Management LLC 7,871 $1,921k Jun 30, 2019 Aug 8, 2019
Dedora Capital Inc 7,699 $1,879k Jun 30, 2019 Aug 8, 2019
HCR Wealth Advisors 7,696 $1,878k Jun 30, 2019 Jul 25, 2019
Fagan Associates Inc 7,687 $1,876k Jun 30, 2019 Jul 12, 2019
RAAB & Moskowitz Asset Management LLC 7,649 $1,866k Jun 30, 2019 Aug 9, 2019
Oarsman Capital Inc 7,604 $1,855k Jun 30, 2019 Aug 13, 2019
Private Advisors LLC 7,470 $1,823k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 7,470 $1,823k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 7,470 $1,823k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 7,470 $1,823k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 7,470 $1,823k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 7,470 $1,823k Jun 30, 2019 Jul 30, 2019
Mirador Capital Partners LP 7,175 $1,751k Jun 30, 2019 Aug 6, 2019
West Branch Capital LLC 7,058 $1,722k Jun 30, 2019 Aug 5, 2019
KARP Capital Management Corporation 7,035 $1,716k Jun 30, 2019 Aug 8, 2019
COE Capital Management LLC 6,879 $1,679k Jun 30, 2019 Aug 14, 2019
Capital Insight Partners LLC 6,693 $1,633k Jun 30, 2019 Jul 9, 2019
Family Legacy Inc 6,522 $1,592k Jun 30, 2019 Jul 25, 2019
Elgethun Capital Management 6,389 $1,559k Jun 30, 2019 Aug 8, 2019
Carret Asset Management LLC 6,234 $1,521k Jun 30, 2019 Aug 12, 2019
Brand Asset Management Group Inc 6,148 $1,500k Jun 30, 2019 Jul 24, 2019
Shepherd Kaplan Krochuk LLC 5,993 $1,462k Jun 30, 2019 Aug 12, 2019
Triangle Securities Wealth Management 5,826 $1,444k Jun 30, 2019 Jul 10, 2019
Stanley-Laman Group Ltd 5,890 $1,437k Jun 30, 2019 Aug 1, 2019
Aureus Asset Management LLC 5,828 $1,422k Jun 30, 2019 Aug 14, 2019
Birinyi Associates Inc 5,650 $1,379k Jun 30, 2019 Aug 5, 2019
Oak Asset Management LLC 5,322 $1,359k Jun 30, 2019 Jul 25, 2019
S R Schill & Associates Inc 5,545 $1,353k Jun 30, 2019 Aug 19, 2019
Morgens Waterfall Vintiadis & Company Inc 5,400 $1,318k Jun 30, 2019 Aug 14, 2019
Northside Capital Management LLC 5,352 $1,306k Jun 30, 2019 Jul 16, 2019
Castle Rock Wealth Management LLC 5,314 $1,283k Jun 30, 2019 Aug 8, 2019
Meristem Family Wealth LLC 5,183 $1,265k Jun 30, 2019 Aug 6, 2019
Westbourne Investment Advisors Inc 5,080 $1,240k Jun 30, 2019 Jul 22, 2019
FFCM LLC 4,973 $1,213k Jun 30, 2019 Jul 30, 2019
Bigsur Wealth Management LLC 4,950 $1,201k Jun 30, 2019 Jul 5, 2019
Cambridge Advisors LLC 4,918 $1,200k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 4,918 $1,200k Jun 30, 2019 Jul 26, 2019
KCS Wealth Advisory LLC 4,903 $1,196k Jun 30, 2019 Jul 29, 2019
Strategic Advisors LLC 4,851 $1,183k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 4,851 $1,183k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 4,851 $1,183k Jun 30, 2019 Jul 22, 2019
Sunbelt Securities Inc 4,629 $1,130k Jun 30, 2019 Aug 1, 2019
Seizert Capital Partners LLC 4,544 $1,109k Jun 30, 2019 Aug 6, 2019
Sovarnum Capital LP 4,450 $1,086k Jun 30, 2019 Aug 14, 2019
Bigelow Investment Advisors LLC 4,417 $1,078k Jun 30, 2019 Jul 17, 2019
Transamerica Financial Advisors Inc 4,388 $1,071k Jun 30, 2019 Aug 21, 2019
HM Capital Management LLC 4,374 $1,067k Jun 30, 2019 Jul 24, 2019
The Rock Creek Group LP 4,333 $1,057k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 4,224 $1,031k Jun 30, 2019 Aug 14, 2019
Summit Financial Wealth Advisors LLC 4,117 $1,005k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 4,117 $1,005k Jun 30, 2019 Jul 16, 2019
Abbrea Capital LLC 4,006 $978k Jun 30, 2019 Jul 31, 2019
Viking Fund Management LLC 4,000 $976k Jun 30, 2019 Jul 16, 2019
First Pacific Advisors LP 3,950 $964k Jun 30, 2019 Aug 14, 2019
Financial Advisory Service Inc 3,905 $953k Jun 30, 2019 Jul 25, 2019
Bernicke Wealth Management Ltd 3,859 $942k Jun 30, 2019 Aug 5, 2019
Malaga COVE Capital LLC 3,835 $936k Jun 30, 2019 Aug 14, 2019
New England Investment & Retirement Group Inc 3,828 $934k Jun 30, 2019 Jul 31, 2019
New England Research & Management Inc 3,825 $933k Jun 30, 2019 Jul 9, 2019
Oak Ridge Investments LLC 3,760 $917k Jun 30, 2019 Aug 14, 2019
Deroy & Devereaux Private Investment Counsel Inc 3,706 $904k Jun 30, 2019 Jul 22, 2019
Biegel & Waller LLC 3,637 $887k Jun 30, 2019 Jul 23, 2019
CI Global Investments Inc 3,300 $878k Sep 30, 2018 Nov 9, 2018
Cfo4Life Group LLC 3,575 $872k Jun 30, 2019 Jul 29, 2019
Affiance Financial LLC 3,527 $861k Jun 30, 2019 Jul 11, 2019
RKL Wealth Management LLC 3,475 $849k Jun 30, 2019 Aug 2, 2019
Annex Advisory Services LLC 3,366 $821k Jun 30, 2019 Jul 18, 2019
Confluence Wealth Management LLC 3,341 $815k Jun 30, 2019 Aug 9, 2019
GM Advisory Group Inc 3,260 $795k Jun 30, 2019 Aug 9, 2019
SWS Partners LLC 3,048 $794k Jun 30, 2019 Aug 13, 2019
Curbstone Financial Management Corporation 3,230 $788k Jun 30, 2019 Jul 9, 2019
Cottage Street Advisors LLC 3,198 $780k Jun 30, 2019 Aug 2, 2019
American Financial Network Advisory Services LLC 3,150 $776k Jun 30, 2019 Aug 9, 2019
Cypress Capital Management LLC 3,142 $767k Jun 30, 2019 Aug 5, 2019
Pictet North America Advisors SA 3,125 $763k Jun 30, 2019 Aug 7, 2019
Harwood Advisory Group LLC 3,108 $758k Jun 30, 2019 Aug 7, 2019
Campbell Newman Asset Management Inc 3,100 $756k Jun 30, 2019 Jul 24, 2019
Perritt Capital Management Inc 3,061 $747k Jun 30, 2019 Aug 13, 2019
Pettee Investors Inc 2,945 $719k Jun 30, 2019 Aug 7, 2019
Vista Investment Management LLC 2,900 $708k Jun 30, 2019 Aug 14, 2019
Carleon Capital Partners LLC 2,892 $706k Jun 30, 2019 Aug 13, 2019
Tiger EYE Capital LLC 2,871 $701k Jun 30, 2019 Aug 14, 2019
Symphony Asset Management LLC 2,849 $695k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 2,800 $683k Jun 30, 2019 Jul 25, 2019
Breiter Capital Management Inc 2,733 $667k Jun 30, 2019 Aug 23, 2019
Northrock Partners LLC 2,703 $658k Jun 30, 2019 Aug 12, 2019
Lejeune Puetz Investment Counsel 2,695 $658k Jun 30, 2019 Jul 29, 2019
Signet Financial Management LLC 2,578 $652k Jun 30, 2019 Aug 13, 2019
Investment Counsel Inc 2,445 $647k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 2,445 $647k Jun 30, 2019 Jul 29, 2019
Driehaus Capital Management LLC 2,649 $646k Jun 30, 2019 Aug 14, 2019
Washington Capital Management Inc 2,640 $644k Jun 30, 2019 Aug 7, 2019
Huber Financial Advisors LLC 2,544 $621k Jun 30, 2019 Aug 5, 2019
Strategy Asset Managers LLC 2,507 $612k Jun 30, 2019 Aug 14, 2019
Connecticut Wealth Management LLC 2,505 $611k Jun 30, 2019 Jul 29, 2019
SVA Plumb Wealth Management LLC 2,479 $605k Jun 30, 2019 Aug 13, 2019
Uncommon Cents Investing LLC 2,475 $604k Jun 30, 2019 Jul 12, 2019
Signature Estate & Investment Advisors LLC 2,453 $598k Jun 30, 2019 Aug 1, 2019
Monte Financial Group LLC 2,425 $592k Jun 30, 2019 Aug 7, 2019
Provident Investment Management Inc 2,379 $581k Jun 30, 2019 Aug 8, 2019
Hartwell J M Ltd Partnership 2,349 $573k Jun 30, 2019 Jul 31, 2019
Lourd Capital LLC 2,300 $561k Jun 30, 2019 Jul 11, 2019
Foundations Investment Advisors LLC 2,213 $543k Jun 30, 2019 Jul 8, 2019
Berkeley Capital Partners LLC 2,220 $542k Jun 30, 2019 Aug 8, 2019
Baldwin Investment Management LLC 2,195 $536k Jun 30, 2019 Aug 6, 2019
Founders Financial Securities LLC 2,127 $519k Jun 30, 2019 Jul 22, 2019
Harfst and Associates Inc 2,124 $518k Jun 30, 2019 Aug 14, 2019
Andesa Financial Management Inc 2,072 $504k Jun 30, 2019 Jul 30, 2019
Suncoast Equity Management LLC 2,041 $498k Jun 30, 2019 Jul 26, 2019
TLWM LLC 2,011 $495k Jun 30, 2019 Jul 12, 2019
Paulson Wealth Management Inc 1,940 $495k Jun 30, 2019 Jul 30, 2019
PURE Financial Advisors Inc 2,024 $494k Jun 30, 2019 Jul 11, 2019
Highland Private Wealth Management 2,021 $493k Jun 30, 2019 Aug 13, 2019
Brasada Capital Management LP 1,997 $490k Jun 30, 2019 Aug 7, 2019
Strategic Capital Advisers Inc 2,000 $488k Jun 30, 2019 Jul 30, 2019
Colrain Capital LLC 2,000 $488k Jun 30, 2019 Aug 6, 2019
Highvista Strategies LLC 2,000 $488k Jun 30, 2019 Aug 14, 2019
Brookmont Capital Management LLC 1,890 $461k Jun 30, 2019 Jul 18, 2019
Letko Brosseau & Associates Inc 1,850 $451k Jun 30, 2019 Aug 1, 2019
Peak Asset Management LLC 1,772 $432k Jun 30, 2019 Aug 15, 2019
DSC Advisors LP 1,768 $431k Jun 30, 2019 Aug 14, 2019
Telos Capital Management Inc 1,722 $420k Jun 30, 2019 Jul 19, 2019
Cornerstone Advisory LLC 1,720 $420k Jun 30, 2019 Aug 8, 2019
Newport Wealth Strategies Inc 1,555 $415k Jun 30, 2019 Jul 22, 2019
Evermay Wealth Management LLC 1,674 $409k Jun 30, 2019 Jul 23, 2019
Cahill Financial Advisors Inc 1,663 $406k Jun 30, 2019 Aug 14, 2019
Benin Management Corp 1,659 $405k Jun 30, 2019 Jul 31, 2019
Port Capital LLC 1,641 $400k Jun 30, 2019 Aug 14, 2019
Mcrae Capital Management Inc 1,600 $390k Jun 30, 2019 Jul 29, 2019
LVW Advisors LLC 1,570 $383k Jun 30, 2019 Aug 14, 2019
Aries Wealth Management LLC 1,533 $379k Jun 30, 2019 Jul 15, 2019
Hunter Associates Investment Management LLC 1,525 $372k Jun 30, 2019 Aug 8, 2019
Keeler Thomas Management LLC 619 $370k Jun 30, 2019 Jul 31, 2019
Gilbert & COOK Inc 1,510 $368k Jun 30, 2019 Aug 5, 2019
Acorn Advisory Capital LP 1,500 $366k Jun 30, 2019 Aug 13, 2019
MANA Advisors LLC 1,476 $360k Jun 30, 2019 Aug 14, 2019
Armbruster Capital Management Inc 1,464 $357k Jun 30, 2019 Jul 18, 2019
Financial Management Inc 1,418 $353k Dec 31, 2018 Jan 30, 2019
Financial & Investment Management Group Ltd 1,418 $353k Dec 31, 2018 Jan 30, 2019
Copperwynd Financial LLC 1,448 $353k Jun 30, 2019 Aug 7, 2019
Investment Management Corporation 1,418 $353k Dec 31, 2018 Jan 30, 2019
Private Management Group Inc 1,418 $353k Dec 31, 2018 Jan 30, 2019
Hartline Investment Corp 1,440 $351k Jun 30, 2019 Aug 8, 2019
Successful Portfolios LLC 1,437 $351k Jun 30, 2019 Jul 11, 2019
Drexel Morgan & Co 1,433 $350k Jun 30, 2019 Aug 8, 2019
Lenox Wealth Advisors LLC 1,421 $347k Jun 30, 2019 Jul 12, 2019
Northstar Wealth Partners LLC 1,421 $347k Jun 30, 2019 Aug 15, 2019
Intersect Capital LLC 1,417 $346k Jun 30, 2019 Aug 9, 2019
CIM LLC 1,412 $345k Jun 30, 2019 Jul 22, 2019
Eubel Brady & Suttman Asset Management Inc 1,376 $336k Jun 30, 2019 Aug 12, 2019
Wealth Advisors Inc 1,363 $333k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 1,363 $333k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 1,363 $333k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 1,363 $333k Jun 30, 2019 Aug 7, 2019
FORT Point Capital Partners LLC 1,358 $331k Jun 30, 2019 Aug 9, 2019
Wespac Advisors LLC 1,358 $331k Jun 30, 2019 Jul 23, 2019
Biltmore Family Office LLC 1,340 $327k Jun 30, 2019 Jul 31, 2019
LESA Sroufe & Company Inc 1,303 $318k Jun 30, 2019 Jul 29, 2019
Good Harbor Financial LLC 2,735 $317k Sep 30, 2015 Nov 13, 2015
Fernwood Investment Management LLC 1,295 $316k Jun 30, 2019 Aug 1, 2019
Aldebaran Financial Inc 1,290 $315k Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 1,289 $315k Jun 30, 2019 Aug 6, 2019
Bingham Osborn & Scarborough LLC 1,286 $314k Jun 30, 2019 Aug 2, 2019
Interocean Capital LLC 1,274 $311k Jun 30, 2019 Aug 13, 2019
Front Barnett Associates LLC 1,265 $309k Jun 30, 2019 Aug 6, 2019
Marietta Investment Partners LLC 1,245 $304k Jun 30, 2019 Aug 13, 2019
Crossvault Capital Management LLC 1,225 $299k Jun 30, 2019 Jul 19, 2019
Global Endowment Management LP 1,220 $298k Jun 30, 2019 Aug 12, 2019
FORD Financial Group Inc 1,210 $295k Jun 30, 2019 Jul 25, 2019
van Strum & Towne Inc 1,175 $287k Jun 30, 2019 Aug 12, 2019
Spectrum Group Management LLC 1,160 $283k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 1,160 $283k Jun 30, 2019 Aug 2, 2019
Private Vista LLC 1,137 $277k Jun 30, 2019 Jul 19, 2019
Dimension Capital Management LLC 1,108 $271k Jun 30, 2019 Aug 12, 2019
Dillon & Associates Inc 1,100 $268k Jun 30, 2019 Jul 22, 2019
Torch Wealth Management LLC 1,065 $260k Jun 30, 2019 Aug 2, 2019
The Financial Consulate Inc 1,063 $259k Jun 30, 2019 Jul 24, 2019
Fairview Capital Investment Management LLC 1,065 $259k Jun 30, 2019 Aug 14, 2019
Founders Capital Management Inc 1,048 $256k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 1,048 $256k Jun 30, 2019 Jul 11, 2019
Signature Financial Management Inc 1,022 $255k Dec 31, 2018 Feb 13, 2019
Independence Financial Advisors LLC 1,031 $252k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,031 $252k Jun 30, 2019 Aug 12, 2019
White Lighthouse Investment Management Inc 1,029 $251k Jun 30, 2019 Jul 31, 2019
Sonata Capital Group Inc 1,015 $248k Jun 30, 2019 Aug 5, 2019
SRB Corporation 1,007 $246k Jun 30, 2019 Aug 14, 2019
ZWJ Investment Counsel Inc 991 $242k Jun 30, 2019 Jul 24, 2019
Stewardship Advisors LLC 990 $242k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 990 $242k Jun 30, 2019 Aug 12, 2019
Howland Capital Management LLC 974 $238k Jun 30, 2019 Jul 17, 2019
Premier Asset Management LLC 953 $232k Jun 30, 2019 Aug 7, 2019
Chickasaw Capital Management LLC 950 $232k Jun 30, 2019 Jul 15, 2019
Stearns Financial Services Group Inc 939 $229k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 2,585 $223k Sep 30, 2014 Nov 17, 2014
Kingfisher Capital LLC 905 $221k Jun 30, 2019 Aug 14, 2019
Hengehold Capital Management LLC 845 $206k Jun 30, 2019 Jul 23, 2019
Poehling Capital Management Inc 845 $206k Jun 30, 2019 Aug 9, 2019
Barber Financial Group 822 $201k Jun 30, 2019 Aug 9, 2019
Hendershot Investments Inc 616 $150k Jun 30, 2019 Jul 31, 2019
Cowen Prime Services LLC 500 $122k Jun 30, 2019 Jul 31, 2019
West Oak Capital LLC 399 $97k Jun 30, 2019 Jul 12, 2019
PURA VIDA Investments LLC 300 $87k Put Jun 30, 2019 Aug 14, 2019
Lucia Wealth Services LLC 311 $76k Jun 30, 2019 Jul 23, 2019
Spiderrock Advisors LLC 12,500 $70k Put Jun 30, 2019 Jul 29, 2019
Wealthplan Partners Inc 250 $62k Jun 30, 2019 Aug 19, 2019
Ranger International Management LP 254 $62k Jun 30, 2019 Aug 14, 2019
Stewart & Patten Co LLC 59 $14k Jun 30, 2019 Jul 17, 2019
Wakefield Asset Management LLLP 16 $4k Jun 30, 2019 Aug 13, 2019
Gyroscope Capital Management Group LLC 3,516 $2k Put Jun 30, 2019 Jul 11, 2019
Independent Advisor Alliance LLC 3,217 $1k Jun 30, 2019 Aug 12, 2019
Newfound Research LLC 5 $1k Jun 30, 2019 Aug 13, 2019
RB Capital Management LLC 100 $1k Call Jun 30, 2019 Aug 7, 2019

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