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WALMART INC COM
(931142103)

Funds Reporting Holdings of WALMART INC COM according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 313,059 $34,589,888k Jun 30, 2019 Jul 23, 2019
Mader & Shannon Wealth Management Inc 42,704 $4,718,364k Jun 30, 2019 Aug 13, 2019
Cantab Capital Partners LLP 43,621 $3,409,000k Sep 30, 2017 Nov 14, 2017
Rmsincerbeaux Capital Management LLC 29,100 $3,215,259k Jun 30, 2019 Aug 9, 2019
Pzena Investment Management LLC 1,625,340 $179,584k Jun 30, 2019 Aug 2, 2019
HS Management Partners LLC 1,525,758 $168,581k Jun 30, 2019 Aug 13, 2019
Letko Brosseau & Associates Inc 765,651 $84,597k Jun 30, 2019 Aug 1, 2019
Saratoga Research & Investment Management 640,521 $70,771k Jun 30, 2019 Jul 24, 2019
Becker Capital Management Inc 454,238 $50,189k Jun 30, 2019 Aug 8, 2019
Fairview Capital Investment Management LLC 426,932 $47,171k Jun 30, 2019 Aug 14, 2019
RWWM Inc 388,003 $42,913k Jun 30, 2019 Aug 9, 2019
Bowen Hanes & Co Inc 377,322 $41,690k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 638,165 $41,379k Sep 30, 2015 Nov 16, 2015
Tocqueville Asset Management LP 340,746 $37,649k Jun 30, 2019 Jul 31, 2019
Interocean Capital LLC 334,347 $36,942k Jun 30, 2019 Aug 13, 2019
Junto Capital Management LP 323,547 $35,749k Jun 30, 2019 Aug 14, 2019
Stack Financial Management Inc 315,667 $34,878k Jun 30, 2019 Jul 30, 2019
Janney Capital Management LLC 310,480 $34,305k Jun 30, 2019 Jul 29, 2019
River ROAD Asset Management LLC 308,758 $34,115k Jun 30, 2019 Aug 12, 2019
Compass Capital Management Inc 303,426 $33,526k Jun 30, 2019 Jul 31, 2019
Hosking Partners LLP 287,044 $31,715k Jun 30, 2019 Aug 13, 2019
Gabalex Capital Management LLC 275,000 $30,385k Jun 30, 2019 Aug 1, 2019
Davidson Investment Advisors Inc 247,935 $27,394k Jun 30, 2019 Aug 13, 2019
Chiron Investment Management LLC 244,188 $26,980k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 235,043 $25,970k Jun 30, 2019 Aug 15, 2019
Polaris Greystone Financial Group LLC 213,626 $23,631k Jun 30, 2019 Jul 25, 2019
Nippon Life Global Investors Americas Inc 205,455 $22,701k Jun 30, 2019 Jul 23, 2019
Abner Herrman & Brock LLC 193,843 $21,418k Jun 30, 2019 Jul 19, 2019
QS Investors LLC 188,638 $20,843k Jun 30, 2019 Aug 14, 2019
Adams Diversified Equity Fund Inc 188,400 $20,816k Jun 30, 2019 Jul 29, 2019
SKBA Capital Management LLC 173,900 $19,214k Jun 30, 2019 Aug 12, 2019
Pacer Advisors Inc 138,962 $15,354k Jun 30, 2019 Aug 12, 2019
Granite Investment Advisors LLC 133,432 $14,743k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 133,432 $14,743k Jun 30, 2019 Jul 23, 2019
KLCM Advisors Inc 133,340 $14,733k Jun 30, 2019 Aug 15, 2019
Hartline Investment Corp 117,573 $12,991k Jun 30, 2019 Aug 8, 2019
Badgley Phelps and Bell Inc 112,504 $12,431k Jun 30, 2019 Jul 30, 2019
Cutler Investment Counsel LLC 104,487 $11,545k Jun 30, 2019 Aug 5, 2019
Greystone Managed Investments Inc 104,452 $11,541k Jun 30, 2019 Jul 23, 2019
Capital Counsel LLC 103,936 $11,484k Jun 30, 2019 Jul 26, 2019
The Leuthold Group LLC 97,503 $10,773k Jun 30, 2019 Aug 14, 2019
Greenwood Gearhart Inc 96,992 $10,717k Jun 30, 2019 Aug 7, 2019
Hamel Associates Inc 94,278 $10,416k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 93,475 $10,328k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 93,475 $10,328k Jun 30, 2019 Aug 5, 2019
Buckhead Capital Management LLC 90,131 $9,959k Jun 30, 2019 Aug 1, 2019
Sentry Management Inc 87,599 $9,679k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 87,599 $9,679k Jun 30, 2019 Aug 12, 2019
1919 Investment Counsel LLC 122,538 $9,371k Sep 30, 2014 Nov 14, 2014
Flippin Bruce & Porter Inc 83,402 $9,215k Jun 30, 2019 Aug 6, 2019
The Bollard Group LLC 82,110 $9,072k Jun 30, 2019 Aug 13, 2019
Parthenon LLC 79,751 $8,812k Jun 30, 2019 Jul 29, 2019
Cohen & Steers Capital Management Inc 106,043 $8,722k Mar 31, 2015 May 15, 2015
Gyroscope Capital Management Group LLC 77,276 $8,653k Jun 30, 2019 Jul 11, 2019
Monarch Capital Management Inc 75,983 $8,395k Jun 30, 2019 Jul 31, 2019
Guardian Capital Advisors LP 73,469 $8,252k Jun 30, 2019 Aug 14, 2019
Mastrapasqua Asset Management Inc 73,318 $8,101k Jun 30, 2019 Aug 12, 2019
Mount Yale Investment Advisors LLC 74,412 $8,051k Jun 30, 2019 Aug 13, 2019
Sitrin Capital Management LLC 69,325 $7,660k Jun 30, 2019 Jul 17, 2019
Financial Advantage Inc 66,715 $7,371k Jun 30, 2019 Jul 23, 2019
Callahan Advisors LLC 64,370 $7,112k Jun 30, 2019 Jul 17, 2019
Dorchester Wealth Management Company 60,160 $6,647k Jun 30, 2019 Jul 19, 2019
Asset Advisors Investment Management LLC 59,858 $6,614k Jun 30, 2019 Jul 25, 2019
Altavista Wealth Management Inc 58,280 $6,439k Jun 30, 2019 Aug 13, 2019
Waters Parkerson & Co LLC 56,697 $6,264k Jun 30, 2019 Aug 6, 2019
Marble Harbor Investment Counsel LLC 56,465 $6,239k Jun 30, 2019 Aug 7, 2019
Auxier Asset Management LLC 53,762 $5,940k Jun 30, 2019 Aug 15, 2019
Marco Investment Management LLC 52,015 $5,747k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 51,174 $5,654k Jun 30, 2019 Aug 12, 2019
Atalanta Sosnoff Capital LLC 50,937 $5,628k Jun 30, 2019 Jul 15, 2019
Boston Research and Management Inc 50,066 $5,531k Jun 30, 2019 Aug 7, 2019
Fagan Associates Inc 49,026 $5,417k Jun 30, 2019 Jul 12, 2019
Allied Investment Advisors LLC 47,212 $5,216k Jun 30, 2019 Jul 17, 2019
Centenus Global Management LP 45,000 $4,972k Jun 30, 2019 Aug 14, 2019
Churchill Management Corp 44,664 $4,935k Jun 30, 2019 Jul 10, 2019
WEIK Capital Management Inc 44,105 $4,873k Jun 30, 2019 Aug 9, 2019
SVA Plumb Wealth Management LLC 43,916 $4,852k Jun 30, 2019 Aug 13, 2019
Jolley Asset Management LLC 43,219 $4,775k Jun 30, 2019 Jul 22, 2019
Spearhead Capital Advisors LLC 42,390 $4,684k Jun 30, 2019 Jul 17, 2019
Chickasaw Capital Management LLC 41,772 $4,615k Jun 30, 2019 Jul 15, 2019
Dupont Capital Management Corp 41,611 $4,598k Jun 30, 2019 Jul 30, 2019
Argus Investors' Counsel Inc 39,744 $4,391k Jun 30, 2019 Jul 10, 2019
JGP Wealth Management LLC 39,445 $4,358k Jun 30, 2019 Jul 15, 2019
HUGH Johnson Advisors LLC 38,618 $4,267k Jun 30, 2019 Aug 6, 2019
FFCM LLC 37,884 $4,186k Jun 30, 2019 Jul 30, 2019
Woodstock Corporation 36,361 $4,018k Jun 30, 2019 Jul 3, 2019
Benson Investment Management Company Inc 36,045 $3,983k Jun 30, 2019 Jul 11, 2019
Marietta Wealth Management LLC 35,662 $3,940k Jun 30, 2019 Aug 14, 2019
Morgens Waterfall Vintiadis & Company Inc 34,500 $3,812k Jun 30, 2019 Aug 14, 2019
Annex Advisory Services LLC 33,897 $3,744k Jun 30, 2019 Jul 18, 2019
Wealth Advisors Inc 33,646 $3,718k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 33,646 $3,718k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 33,646 $3,718k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 33,646 $3,718k Jun 30, 2019 Aug 7, 2019
Strategic Financial Services Inc 32,731 $3,616k Jun 30, 2019 Aug 13, 2019
Advanced Asset Management Advisors Inc 31,715 $3,504k Jun 30, 2019 Aug 2, 2019
Mcguire Investment Group LLC 31,445 $3,474k Jun 30, 2019 Jul 25, 2019
LVW Advisors LLC 31,222 $3,450k Jun 30, 2019 Aug 14, 2019
Wendell David Associates Inc 31,153 $3,442k Jun 30, 2019 Jul 16, 2019
Baugh & Associates LLC 31,064 $3,432k Jun 30, 2019 Jul 23, 2019
Grace Capital 30,974 $3,422k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 3,069 $3,395k Jun 30, 2019 Jul 31, 2019
Grassi Investment Management LLC 30,185 $3,335k Jun 30, 2019 Jul 10, 2019
Stokes Capital Advisors LLC 28,764 $3,178k Jun 30, 2019 Jul 15, 2019
GHP Investment Advisors Inc 28,484 $3,147k Jun 30, 2019 Aug 2, 2019
Hutner Capital Management Inc 28,239 $3,120k Jun 30, 2019 Aug 7, 2019
BECK Capital Management LLC 28,044 $3,099k Jun 30, 2019 Aug 14, 2019
Private Counsel Group Ltd 26,610 $3,054k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 26,610 $3,054k Jun 30, 2019 Jul 29, 2019
KMS Financial Services Inc 39,746 $3,039k Sep 30, 2014 Nov 17, 2014
Strategy Asset Managers LLC 27,457 $3,034k Jun 30, 2019 Aug 14, 2019
Hamilton Point Investment Advisors LLC 27,222 $3,008k Jun 30, 2019 Jul 18, 2019
Andesa Financial Management Inc 26,992 $2,979k Jun 30, 2019 Jul 30, 2019
ORCA Investment Management LLC 25,804 $2,851k Jun 30, 2019 Jul 17, 2019
Butensky & Cohen Financial Security Inc 25,697 $2,839k Jun 30, 2019 Jul 12, 2019
Harwood Advisory Group LLC 25,286 $2,794k Jun 30, 2019 Aug 7, 2019
Acropolis Investment Management LLC 25,199 $2,784k Jun 30, 2019 Jul 11, 2019
Northpointe Capital LLC 24,875 $2,748k Jun 30, 2019 Jul 26, 2019
Northwest Investment Counselors LLC 24,641 $2,723k Jun 30, 2019 Jul 25, 2019
Crossvault Capital Management LLC 24,549 $2,712k Jun 30, 2019 Jul 19, 2019
Quest Investment Management LLC 24,300 $2,685k Jun 30, 2019 Aug 13, 2019
Benedict Financial Advisors Inc 23,730 $2,622k Jun 30, 2019 Aug 1, 2019
Stanley-Laman Group Ltd 23,525 $2,599k Jun 30, 2019 Aug 1, 2019
Riverbridge Partners LLC 23,316 $2,576k Jun 30, 2019 Jul 10, 2019
Westover Capital Advisors LLC 23,258 $2,570k Jun 30, 2019 Aug 13, 2019
North American Management Corp 22,710 $2,509k Jun 30, 2019 Jul 30, 2019
Hengehold Capital Management LLC 22,679 $2,506k Jun 30, 2019 Jul 23, 2019
Torch Wealth Management LLC 22,551 $2,492k Jun 30, 2019 Aug 2, 2019
BFSG LLC 22,418 $2,477k Jun 30, 2019 Jul 30, 2019
Pratt Collard Advisory Partners LLC 22,293 $2,463k Jun 30, 2019 Jul 16, 2019
Meridian Investment Counsel Inc 22,055 $2,437k Jun 30, 2019 Aug 13, 2019
Bridgecreek Investment Management LLC 22,045 $2,436k Jun 30, 2019 Aug 14, 2019
RAAB & Moskowitz Asset Management LLC 21,794 $2,408k Jun 30, 2019 Aug 9, 2019
Stewardship Advisors LLC 21,713 $2,399k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 21,713 $2,399k Jun 30, 2019 Aug 12, 2019
Cfo4Life Group LLC 21,613 $2,388k Jun 30, 2019 Jul 29, 2019
Stoneridge Investment Partners LLC 21,384 $2,363k Jun 30, 2019 Jul 29, 2019
KJ Harrison & Partners USA Inc 21,230 $2,346k Jun 30, 2019 Aug 5, 2019
Mitchell Capital Management Co 20,803 $2,299k Jun 30, 2019 Jul 24, 2019
Murphy Middleton Hinkle & Parker Inc 19,413 $2,145k Jun 30, 2019 Jul 15, 2019
Dumont & Blake Investment Advisors LLC 19,350 $2,138k Jun 30, 2019 Aug 1, 2019
Birinyi Associates Inc 18,550 $2,050k Jun 30, 2019 Aug 5, 2019
Krueger & Catalano Capital Partners LLC 18,432 $2,037k Jun 30, 2019 Jul 22, 2019
The Northstar Group Inc 18,426 $2,036k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 18,426 $2,036k Jun 30, 2019 Jul 12, 2019
Greatmark Investment Partners Inc 17,628 $1,948k Jun 30, 2019 Aug 5, 2019
FORT PITT Capital Group LLC 17,067 $1,886k Jun 30, 2019 Aug 9, 2019
Burleson & Company LLC 16,908 $1,849k Jun 30, 2019 Aug 5, 2019
Transamerica Financial Advisors Inc 16,529 $1,827k Jun 30, 2019 Aug 21, 2019
Private Harbour Investment Management & Counsel LLC 16,230 $1,793k Jun 30, 2019 Aug 6, 2019
Sovarnum Capital LP 16,000 $1,768k Jun 30, 2019 Aug 14, 2019
Providence Wealth Advisors LLC 15,979 $1,765k Jun 30, 2019 Jul 22, 2019
Summit Financial Wealth Advisors LLC 15,923 $1,759k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 15,923 $1,759k Jun 30, 2019 Jul 16, 2019
Family Legacy Inc 15,481 $1,710k Jun 30, 2019 Jul 25, 2019
Successful Portfolios LLC 15,438 $1,706k Jun 30, 2019 Jul 11, 2019
DUFF & Phelps Investment Management Co 15,215 $1,681k Jun 30, 2019 Aug 2, 2019
Stokes & Hubbell Capital Management LLC 17,241 $1,681k Mar 31, 2019 Apr 24, 2019
Hall Capital Management Company Inc 15,087 $1,667k Jun 30, 2019 Aug 14, 2019
Windsor Capital Management LLC 14,992 $1,656k Jun 30, 2019 Aug 2, 2019
The RICE Partnership LLC 14,236 $1,573k Jun 30, 2019 Jul 25, 2019
The Rock Creek Group LP 13,997 $1,547k Jun 30, 2019 Aug 14, 2019
Unison Advisors LLC 13,857 $1,532k Jun 30, 2019 Jul 11, 2019
Wealth Alliance Advisory Group LLC 13,188 $1,516k Jun 30, 2019 Jul 17, 2019
Private Advisors LLC 13,415 $1,482k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 13,415 $1,482k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 13,415 $1,482k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 13,415 $1,482k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 13,415 $1,482k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 13,415 $1,482k Jun 30, 2019 Jul 30, 2019
Gratus Capital LLC 13,365 $1,477k Jun 30, 2019 Aug 7, 2019
IMS Capital Management Inc 13,190 $1,457k Jun 30, 2019 Aug 14, 2019
Johanson Financial Advisors Inc 12,868 $1,420k Jun 30, 2019 Jul 29, 2019
Blue FIN Capital Inc 12,825 $1,417k Jun 30, 2019 Jul 22, 2019
Guardian Investment Management LLC 12,679 $1,401k Jun 30, 2019 Aug 16, 2019
Bell & Brown Wealth Advisors LLC 12,647 $1,397k Jun 30, 2019 Aug 6, 2019
Wealthplan Partners Inc 12,715 $1,366k Jun 30, 2019 Aug 19, 2019
Birch Hill Investment Advisors LLC 12,306 $1,360k Jun 30, 2019 Jul 22, 2019
SOL Capital Management Co 11,722 $1,295k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 11,453 $1,265k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 11,453 $1,265k Jun 30, 2019 Jul 17, 2019
Wheatland Advisors Inc 11,422 $1,262k Jun 30, 2019 Aug 7, 2019
HCR Wealth Advisors 11,225 $1,240k Jun 30, 2019 Jul 25, 2019
Abbrea Capital LLC 11,126 $1,229k Jun 30, 2019 Jul 31, 2019
Financial Advisory Service Inc 10,637 $1,175k Jun 30, 2019 Jul 25, 2019
Kayne Anderson Rudnick Investment Management LLC 10,513 $1,162k Jun 30, 2019 Aug 14, 2019
Motley FOOL Wealth Management LLC 10,463 $1,156k Jun 30, 2019 Aug 14, 2019
Chatham Capital Group Inc 10,275 $1,135k Jun 30, 2019 Jul 24, 2019
Legacy Capital Partners Inc 10,242 $1,132k Jun 30, 2019 Jul 16, 2019
Peconic Partners LLC 10,000 $1,105k Jun 30, 2019 Aug 14, 2019
Twin Focus Capital Partners LLC 10,000 $1,105k Jun 30, 2019 Aug 14, 2019
Quantum Capital Management LLC 9,678 $1,069k Jun 30, 2019 Aug 14, 2019
Breiter Capital Management Inc 9,345 $1,033k Jun 30, 2019 Aug 23, 2019
Rossmore Private Capital LLC 8,990 $993k Jun 30, 2019 Aug 5, 2019
Kelman Lazarov Inc 8,976 $992k Jun 30, 2019 Jul 22, 2019
Ausdal Financial Partners Inc 8,724 $978k Jun 30, 2019 Aug 5, 2019
Exchange Capital Management Inc 8,807 $973k Jun 30, 2019 Jul 22, 2019
Dillon & Associates Inc 8,840 $972k Jun 30, 2019 Jul 22, 2019
Summit Asset Management LLC 8,754 $967k Jun 30, 2019 Aug 7, 2019
Woodley Farra Manion Portfolio Management Inc 8,722 $964k Jun 30, 2019 Aug 12, 2019
Gibraltar Capital Management Inc 8,696 $961k Jun 30, 2019 Jul 17, 2019
Asset Management Group Inc 8,667 $958k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 8,667 $958k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 8,667 $958k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 8,667 $958k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 8,667 $958k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 8,667 $958k Jun 30, 2019 Aug 14, 2019
Edgemoor Investment Advisors Inc 8,597 $950k Jun 30, 2019 Aug 9, 2019
Beese Fulmer Investment Management Inc 8,237 $910k Jun 30, 2019 Jul 5, 2019
Cornerstone Investment Partners LLC 8,134 $899k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 8,134 $899k Jun 30, 2019 Jul 19, 2019
Founders Financial Securities LLC 8,055 $890k Jun 30, 2019 Jul 22, 2019
Pettee Investors Inc 8,042 $889k Jun 30, 2019 Aug 7, 2019
LaSalle Street Capital Management LLC 7,987 $882k Jun 30, 2019 Aug 8, 2019
Nicholas Hoffman & Company LLC 7,899 $873k Jun 30, 2019 Aug 12, 2019
Insight 2811 Inc 7,730 $868k Jun 30, 2019 Jul 9, 2019
Stadion Money Management LLC 7,769 $858k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 7,737 $855k Jun 30, 2019 Aug 6, 2019
White Lighthouse Investment Management Inc 7,645 $845k Jun 30, 2019 Jul 31, 2019
Green Square Capital LLC 7,635 $844k Jun 30, 2019 Aug 14, 2019
DAY & Ennis LLC 7,601 $840k Jun 30, 2019 Aug 2, 2019
Aldebaran Financial Inc 7,573 $837k Jun 30, 2019 Aug 14, 2019
Gilbert & COOK Inc 7,543 $833k Jun 30, 2019 Aug 5, 2019
Liberty Capital Management Inc 7,114 $786k Jun 30, 2019 Jul 15, 2019
LLBH Private Wealth Management LLC 6,960 $769k Jun 30, 2019 Aug 13, 2019
Triangle Securities Wealth Management 6,810 $768k Jun 30, 2019 Jul 10, 2019
Shayne & Co LLC 6,840 $756k Jun 30, 2019 Jul 24, 2019
Arnhold LLC 6,690 $739k Jun 30, 2019 Aug 8, 2019
Campbell Newman Asset Management Inc 6,666 $737k Jun 30, 2019 Jul 24, 2019
Lejeune Puetz Investment Counsel 6,660 $736k Jun 30, 2019 Jul 29, 2019
Highvista Strategies LLC 6,600 $729k Jun 30, 2019 Aug 14, 2019
Violich Capital Management 6,579 $727k Jun 30, 2019 Jul 22, 2019
Landmark Financial Advisors LLC 6,524 $720k Jun 30, 2019 Aug 2, 2019
Bridgeworth LLC 6,404 $708k Jun 30, 2019 Jul 25, 2019
TLWM LLC 6,386 $705k Jun 30, 2019 Jul 12, 2019
New England Investment & Retirement Group Inc 6,327 $699k Jun 30, 2019 Jul 31, 2019
Murphy Pohlad Asset Management LLC 6,285 $694k Jun 30, 2019 Aug 6, 2019
Summit Financial Strategies Inc 6,248 $690k Jun 30, 2019 Aug 8, 2019
Bramshill Investments LLC 6,208 $686k Jun 30, 2019 Aug 14, 2019
Wafra Inc 6,166 $681k Jun 30, 2019 Aug 14, 2019
Alphastar Capital Management LLC 6,150 $679k Jun 30, 2019 Aug 14, 2019
Barber Financial Group 6,063 $670k Jun 30, 2019 Aug 9, 2019
Columbus Macro LLC 6,009 $664k Jun 30, 2019 Jul 16, 2019
West Chester Capital Advisors Inc 5,894 $651k Jun 30, 2019 Jul 30, 2019
Elgethun Capital Management 5,685 $628k Jun 30, 2019 Aug 8, 2019
SFMG LLC 5,485 $620k Jun 30, 2019 Aug 5, 2019
Shepherd Kaplan Krochuk LLC 5,598 $619k Jun 30, 2019 Aug 12, 2019
Tealwood Asset Management Inc 5,051 $558k Jun 30, 2019 Aug 6, 2019
Cookson Peirce & Co Inc 5,048 $558k Jun 30, 2019 Jul 31, 2019
Oarsman Capital Inc 5,052 $558k Jun 30, 2019 Aug 13, 2019
Copperwynd Financial LLC 5,048 $558k Jun 30, 2019 Aug 7, 2019
Colrain Capital LLC 5,000 $552k Jun 30, 2019 Aug 6, 2019
Eubel Brady & Suttman Asset Management Inc 4,974 $550k Jun 30, 2019 Aug 12, 2019
Main Street Research LLC 4,944 $546k Jun 30, 2019 Aug 8, 2019
Klingenstein Fields & Co LLC 4,874 $539k Jun 30, 2019 Aug 12, 2019
REDW Stanley Financial Advisors LLC 4,852 $536k Jun 30, 2019 Aug 9, 2019
Gardner Russo & Gardner LLC 4,855 $536k Jun 30, 2019 Aug 13, 2019
Capital Planning Advisors LLC 4,775 $528k Jun 30, 2019 Aug 9, 2019
Quadrant Private Wealth Management LLC 4,766 $527k Jun 30, 2019 Aug 13, 2019
Bingham Osborn & Scarborough LLC 4,548 $502k Jun 30, 2019 Aug 2, 2019
Lexaurum Advisors LLC 4,538 $501k Jun 30, 2019 Jul 19, 2019
Foundation Resource Management Inc 4,529 $500k Jun 30, 2019 Jul 10, 2019
Ramsay Stattman VELA & Price Inc 4,356 $481k Jun 30, 2019 Aug 9, 2019
Payden & Rygel 4,220 $466k Jun 30, 2019 Aug 6, 2019
Howard Capital Management Inc 4,221 $466k Jun 30, 2019 Jul 24, 2019
Curbstone Financial Management Corporation 4,144 $458k Jun 30, 2019 Jul 9, 2019
Crabel Capital Management LLC 4,142 $458k Jun 30, 2019 Aug 13, 2019
Independence Financial Advisors LLC 4,103 $453k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 4,103 $453k Jun 30, 2019 Aug 12, 2019
Lenox Wealth Advisors LLC 4,086 $451k Jun 30, 2019 Jul 12, 2019
Oak Grove Capital LLC 4,050 $447k Jun 30, 2019 Aug 9, 2019
Oak Asset Management LLC 3,932 $444k Jun 30, 2019 Jul 25, 2019
Cypress Capital Management LLC 4,010 $443k Jun 30, 2019 Aug 5, 2019
Westbourne Investment Advisors Inc 4,002 $442k Jun 30, 2019 Jul 22, 2019
Prescott Group Capital Management LLC 4,000 $442k Jun 30, 2019 Aug 9, 2019
BTR Capital Management Inc 3,941 $435k Jun 30, 2019 Jul 18, 2019
Osborne Partners Capital Management LLC 3,930 $434k Jun 30, 2019 Jul 18, 2019
Pinnacle Family Advisors LLC 3,900 $431k Jun 30, 2019 Aug 14, 2019
Eagle Ridge Investment Management LLC 3,785 $418k Jun 30, 2019 Aug 1, 2019
Cadinha & Co LLC 3,760 $415k Jun 30, 2019 Aug 9, 2019
CIM LLC 3,668 $405k Jun 30, 2019 Jul 22, 2019
ZWJ Investment Counsel Inc 3,454 $382k Jun 30, 2019 Jul 24, 2019
HIGH Falls Advisors Inc 3,407 $376k Jun 30, 2019 Aug 15, 2019
Paulson Wealth Management Inc 3,297 $370k Jun 30, 2019 Jul 30, 2019
Resource Planning Group Ltd 3,326 $367k Jun 30, 2019 Jul 18, 2019
Affiance Financial LLC 3,234 $357k Jun 30, 2019 Jul 11, 2019
Middleton & Company Inc 3,205 $354k Jun 30, 2019 Jul 25, 2019
Folger Nolan Fleming Douglas Capital Management Inc 3,192 $353k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisory LLC 3,184 $352k Jun 30, 2019 Aug 8, 2019
Stewart & Patten Co LLC 3,176 $351k Jun 30, 2019 Jul 17, 2019
Signature Financial Management Inc 3,620 $338k Dec 31, 2018 Feb 13, 2019
Tufton Capital Management LLC 3,026 $334k Jun 30, 2019 Jul 26, 2019
Keating Investment Counselors Inc 3,024 $334k Jun 30, 2019 Aug 1, 2019
Biltmore Family Office LLC 3,010 $333k Jun 30, 2019 Jul 31, 2019
Excalibur Management Corp 2,998 $331k Jun 30, 2019 Jul 26, 2019
LGL Partners LLC 2,908 $321k Jun 30, 2019 Aug 14, 2019
Northstar Wealth Partners LLC 2,886 $319k Jun 30, 2019 Aug 15, 2019
RB Capital Management LLC 2,880 $318k Jun 30, 2019 Aug 7, 2019
Sadoff Investment Management LLC 2,855 $315k Jun 30, 2019 Aug 7, 2019
Daiwa SB Investments Ltd 3,220 $314k Mar 31, 2019 Apr 18, 2019
Hendershot Investments Inc 2,820 $312k Jun 30, 2019 Jul 31, 2019
New England Research & Management Inc 2,762 $305k Jun 30, 2019 Jul 9, 2019
Accredited Investors Inc 2,662 $294k Jun 30, 2019 Aug 13, 2019
RNC Capital Management LLC 2,630 $291k Jun 30, 2019 Jul 25, 2019
Marietta Investment Partners LLC 2,631 $291k Jun 30, 2019 Aug 13, 2019
Sicart Associates LLC 2,600 $287k Jun 30, 2019 Jul 23, 2019
Modera Wealth Management LLC 2,554 $282k Jun 30, 2019 Aug 7, 2019
Athena Capital Advisors LLC 2,534 $280k Jun 30, 2019 Aug 9, 2019
American Asset Management Inc 2,512 $278k Jun 30, 2019 Jul 31, 2019
Capwealth Advisors LLC 2,491 $275k Jun 30, 2019 Aug 13, 2019
Sunbelt Securities Inc 2,482 $274k Jun 30, 2019 Aug 1, 2019
Founders Capital Management LLC 2,455 $271k Jun 30, 2019 Jul 11, 2019
Founders Capital Management Inc 2,455 $271k Jun 30, 2019 Jul 11, 2019
Steigerwald Gordon & KOCH Inc 2,386 $264k Jun 30, 2019 Jul 15, 2019
FORT Point Capital Partners LLC 2,368 $262k Jun 30, 2019 Aug 9, 2019
The Fiduciary Group LLC 2,371 $262k Jun 30, 2019 Aug 14, 2019
AULL & Monroe Investment Management Corp 2,333 $258k Jun 30, 2019 Jul 29, 2019
Strategic Investment Advisors LLC 2,309 $255k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 2,309 $255k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 2,309 $255k Jun 30, 2019 Jul 22, 2019
Front Barnett Associates LLC 2,258 $249k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 2,233 $247k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 2,233 $247k Jun 30, 2019 Aug 6, 2019
Newport Wealth Strategies Inc 2,136 $245k Jun 30, 2019 Jul 22, 2019
Lehman Financial Resources Inc 2,603 $244k Sep 30, 2018 Nov 14, 2018
Northwest Wealth Management LLC 2,194 $242k Jun 30, 2019 Jul 23, 2019
Mcrae Capital Management Inc 2,150 $238k Jun 30, 2019 Jul 29, 2019
Canal Capital Management LLC 2,100 $232k Jun 30, 2019 Jul 31, 2019
Huber Financial Advisors LLC 2,102 $232k Jun 30, 2019 Aug 5, 2019
Karpas Strategies LLC 2,073 $229k Jun 30, 2019 Jul 25, 2019
Schwartz Investment Counsel Inc 2,050 $227k Jun 30, 2019 Jul 24, 2019
DSC Advisors LP 2,044 $226k Jun 30, 2019 Aug 14, 2019
Dedora Capital Inc 2,010 $222k Jun 30, 2019 Aug 8, 2019
Willow Creek Wealth Management Inc 2,010 $222k Jun 30, 2019 Jul 22, 2019
Minichmacgregor Wealth Management LLC 1,964 $217k Jun 30, 2019 Aug 5, 2019
Lourd Capital LLC 1,860 $206k Jun 30, 2019 Jul 11, 2019
PURE Financial Advisors Inc 1,843 $204k Jun 30, 2019 Jul 11, 2019
Donald L Hagan LLC 1,833 $203k Jun 30, 2019 Jul 18, 2019
HM Capital Management LLC 1,832 $202k Jun 30, 2019 Jul 24, 2019
Augustine Asset Management Inc 1,832 $202k Jun 30, 2019 Aug 5, 2019
Solstein Capital LLC 1,675 $185k Jun 30, 2019 Aug 12, 2019
Highland Private Wealth Management 1,400 $155k Jun 30, 2019 Aug 13, 2019
Vigilant Capital Management LLC 1,389 $154k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 950 $105k Jun 30, 2019 Jul 12, 2019
Lucia Wealth Services LLC 596 $66k Jun 30, 2019 Jul 23, 2019
Asset Planning Services Ltd 543 $60k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Inc 543 $60k Jun 30, 2019 Jul 17, 2019
Spectrum Group Management LLC 500 $55k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 500 $55k Jun 30, 2019 Aug 2, 2019
BRAY Capital Advisors LLC 123 $14k Jun 30, 2019 Jul 29, 2019
Point72 Asset Management LP 100 $11k Jun 30, 2019 Aug 14, 2019
Fluent Financial LLC 84 $9k Jun 30, 2019 Jul 29, 2019
Summit Financial Group Inc 50 $6k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 50 $6k Jun 30, 2019 Jul 3, 2019
Macroview Investment Management LLC 52 $6k Jun 30, 2019 Jul 23, 2019

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