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ACCENTURE PLC IRELAND
(G1151C101)

Funds Reporting Holdings of ACCENTURE PLC IRELAND according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Select Equity Group LP 123,016 $22,729,666k Jun 30, 2019 Aug 14, 2019
Tower Bridge Advisors Inc 121,124 $22,380,081k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 35,835 $4,840,000k Sep 30, 2017 Nov 14, 2017
Polen Capital Management LLC 5,841,892 $1,079,406k Jun 30, 2019 Aug 12, 2019
Independent Franchise Partners LLP 3,140,273 $580,228k Jun 30, 2019 Aug 13, 2019
Jensen Investment Management Inc 1,897,836 $350,663k Jun 30, 2019 Aug 2, 2019
Grantham Mayo van Otterloo & Co LLC 1,680,680 $310,539k Jun 30, 2019 Aug 13, 2019
Charles Schwab Investment Advisory Inc 1,680,297 $310,468k Jun 30, 2019 Aug 12, 2019
Eaton Vance Management International Limited 1,583,960 $292,665k Jun 30, 2019 Aug 16, 2019
Eaton Vance Management 1,583,960 $292,665k Jun 30, 2019 Aug 16, 2019
Janus Capital Management LLC 2,167,076 $259,789k Mar 31, 2017 May 16, 2017
Provident Trust Company 1,281,619 $236,805k Jun 30, 2019 Aug 1, 2019
Santa Barbara Asset Management LLC 1,180,441 $207,781k Mar 31, 2019 May 14, 2019
Praesidium Investment Management Company LLC 919,926 $169,975k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 863,828 $159,610k Jun 30, 2019 Aug 16, 2019
First Republic Investment Management Inc 653,795 $120,802k Jun 30, 2019 Aug 7, 2019
Los Angeles Capital Management and Equity Research Inc 637,743 $117,836k Jun 30, 2019 Jul 29, 2019
Putnam Investments Limited 558,438 $103,183k Jun 30, 2019 Aug 14, 2019
Williams Jones & Associates LLC 514,390 $95,044k Jun 30, 2019 Aug 14, 2019
Davenport & Company LLC 468,355 $86,538k Jun 30, 2019 Jul 10, 2019
Natixis Advisors LP 408,992 $75,569k Jun 30, 2019 Aug 12, 2019
Hermes Investment Management Limited 455,411 $74,501k Jun 30, 2018 Jul 24, 2018
Congress Asset Management Company LLP 362,982 $67,068k Jun 30, 2019 Aug 7, 2019
Crawford Investment Counsel Inc 356,700 $65,907k Jun 30, 2019 Aug 12, 2019
Bronfman EL Rothschild LP 344,962 $63,739k Jun 30, 2019 Aug 12, 2019
Cornerstone Partners LLC 337,317 $62,326k Jun 30, 2019 Jul 19, 2019
Cornerstone Investment Partners LLC 337,317 $62,326k Jun 30, 2019 Jul 19, 2019
Smead Capital Management Inc 333,405 $61,603k Jun 30, 2019 Jul 26, 2019
Lazard Asset Management LLC 359,799 $61,237k Sep 30, 2018 Aug 30, 2019
William Blair Investment Management LLC 308,674 $57,034k Jun 30, 2019 Aug 9, 2019
BB&T Securities LLC 305,793 $56,501k Jun 30, 2019 Aug 7, 2019
Polar Capital LLP 305,120 $56,377k Jun 30, 2019 Aug 14, 2019
Gotham Asset Management LLC 301,334 $55,677k Jun 30, 2019 Aug 14, 2019
Calamos Advisors LLC 288,889 $53,378k Jun 30, 2019 Aug 7, 2019
Madison Investment Holdings Inc 269,328 $49,764k Jun 30, 2019 Aug 13, 2019
Johnson Investment Counsel Inc 259,490 $47,945k Jun 30, 2019 Aug 14, 2019
Schwerin Boyle Capital Management Inc 245,960 $45,446k Jun 30, 2019 Aug 13, 2019
Marathon Asset Management LLP 238,614 $44,087k Jun 30, 2019 Jul 15, 2019
Woodley Farra Manion Portfolio Management Inc 234,295 $43,291k Jun 30, 2019 Aug 12, 2019
Montag & Caldwell LLC 227,514 $42,037k Jun 30, 2019 Aug 1, 2019
Avalon Advisors LLC 227,143 $41,969k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 227,091 $41,960k Jun 30, 2019 Aug 13, 2019
Waters Parkerson & Co LLC 226,769 $41,900k Jun 30, 2019 Aug 6, 2019
Suncoast Equity Management LLC 205,810 $38,028k Jun 30, 2019 Jul 26, 2019
Janney Capital Management LLC 191,796 $35,438k Jun 30, 2019 Jul 29, 2019
Stack Financial Management Inc 190,727 $35,241k Jun 30, 2019 Jul 30, 2019
Compass Capital Management Inc 190,494 $35,198k Jun 30, 2019 Jul 31, 2019
Capital Bank and Trust Company 174,510 $32,205k Jun 30, 2019 Aug 14, 2019
Eulav Asset Management 167,800 $31,004k Jun 30, 2019 Aug 5, 2019
LEE Danner & BASS Inc 159,678 $29,504k Jun 30, 2019 Jul 30, 2019
Gillespie Robinson & Grimm Inc 158,027 $29,199k Jun 30, 2019 Jul 22, 2019
Bowen Hanes & Co Inc 155,609 $28,752k Jun 30, 2019 Aug 13, 2019
Vontobel Asset Management Inc 171,892 $27,910k Jun 30, 2019 Aug 14, 2019
Schwartz Investment Counsel Inc 150,000 $27,716k Jun 30, 2019 Jul 24, 2019
1919 Investment Counsel LLC 332,801 $27,064k Sep 30, 2014 Nov 14, 2014
Saratoga Research & Investment Management 144,245 $26,652k Jun 30, 2019 Jul 24, 2019
Confluence Investment Management LLC 140,942 $26,042k Jun 30, 2019 Jul 24, 2019
Guardian Capital LP 130,939 $24,194k Jun 30, 2019 Aug 14, 2019
Adams Diversified Equity Fund Inc 126,600 $23,392k Jun 30, 2019 Jul 29, 2019
Piedmont Investment Advisors Inc 126,418 $23,358k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 123,093 $22,744k Jun 30, 2019 Aug 14, 2019
RAUB Brock Capital Management LP 121,342 $22,420k Jun 30, 2019 Jul 23, 2019
Chesley TAFT & Associates LLC 118,650 $21,923k Jun 30, 2019 Jul 10, 2019
SIT Investment Associates Inc 114,845 $21,220k Jun 30, 2019 Aug 14, 2019
Cadinha & Co LLC 113,302 $20,935k Jun 30, 2019 Aug 9, 2019
CIBC Asset Management Inc 107,370 $19,839k Jun 30, 2019 Aug 5, 2019
EP Wealth Advisors LLC 106,509 $19,680k Jun 30, 2019 Aug 27, 2019
Howard Capital Management Inc 106,284 $19,638k Jun 30, 2019 Jul 24, 2019
Kayne Anderson Rudnick Investment Management LLC 105,463 $19,487k Jun 30, 2019 Aug 14, 2019
Advisors Asset Management Inc 105,339 $19,463k Jun 30, 2019 Aug 14, 2019
Investment Advisors Asset Management LLC 105,339 $19,463k Jun 30, 2019 Aug 14, 2019
Asset Advisors Investment Management LLC 105,250 $19,447k Jun 30, 2019 Jul 25, 2019
Weitz Investment Management Inc 103,000 $19,031k Jun 30, 2019 Aug 8, 2019
The Investment House LLC 101,262 $18,710k Jun 30, 2019 Aug 5, 2019
Quest Investment Management LLC 99,034 $18,299k Jun 30, 2019 Aug 13, 2019
The Colony Group LLC 96,069 $17,751k Jun 30, 2019 Aug 19, 2019
BEL AIR Investment Advisors LLC 239,185 $17,614k Sep 30, 2013 Nov 12, 2013
Twin Capital Management Inc 94,520 $17,464k Jun 30, 2019 Aug 1, 2019
Mason Street Advisors LLC 90,966 $16,808k Jun 30, 2019 Aug 12, 2019
GWM Advisors LLC 90,437 $16,710k Jun 30, 2019 Aug 5, 2019
Dearborn Partners LLC 90,269 $16,679k Jun 30, 2019 Jul 29, 2019
Front Barnett Associates LLC 90,183 $16,663k Jun 30, 2019 Aug 6, 2019
Torray LLC 90,151 $16,657k Jun 30, 2019 Aug 8, 2019
Northcoast Asset Management LLC 89,352 $16,584k Jun 30, 2019 Aug 14, 2019
Laurion Capital Management LP 87,100 $16,093k Call Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 83,338 $15,398k Jun 30, 2019 Jul 8, 2019
Azimuth Capital Management LLC 81,942 $15,140k Jun 30, 2019 Aug 13, 2019
RMB Capital Management LLC 81,936 $15,139k Jun 30, 2019 Aug 13, 2019
Zacks Investment Management Inc 76,035 $14,049k Jun 30, 2019 Aug 14, 2019
Haverford Financial Services Inc 73,718 $13,621k Jun 30, 2019 Aug 13, 2019
Trillium Asset Management LLC 72,416 $13,380k Jun 30, 2019 Aug 8, 2019
Martin Investment Management LLC 72,259 $13,351k Jun 30, 2019 Aug 7, 2019
Winton Capital Management Ltd 166,496 $13,273k Mar 31, 2014 May 1, 2014
Panagora Asset Management Inc 71,314 $13,177k Jun 30, 2019 Aug 9, 2019
Steigerwald Gordon & KOCH Inc 66,288 $12,248k Jun 30, 2019 Jul 15, 2019
Thomas Story and SON LLC 65,500 $12,102k Jun 30, 2019 Jul 29, 2019
ZWJ Investment Counsel Inc 65,485 $12,100k Jun 30, 2019 Jul 24, 2019
10-15 Associates Inc 64,417 $11,902k Jun 30, 2019 Aug 12, 2019
Oppenheimer & Co Inc 64,183 $11,859k Jun 30, 2019 Aug 9, 2019
Acadian Asset Management LLC 63,522 $11,738k Jun 30, 2019 Aug 8, 2019
AHL Partners LLP 69,711 $10,672k Dec 31, 2017 Feb 14, 2018
Foster Dykema Cabot & Co Incorporated 57,333 $10,593k Jun 30, 2019 Aug 6, 2019
PRIO Wealth Limited Partnership 56,993 $10,530k Jun 30, 2019 Jul 18, 2019
Smith Asset Management Group LP 55,428 $10,241k Jun 30, 2019 Aug 15, 2019
Pinnacle Associates Ltd 52,848 $9,765k Jun 30, 2019 Aug 5, 2019
Provident Investment Management Inc 52,552 $9,710k Jun 30, 2019 Aug 8, 2019
Great Lakes Advisors LLC 51,995 $9,607k Jun 30, 2019 Aug 5, 2019
Brinker Capital Inc 50,790 $9,384k Jun 30, 2019 Aug 12, 2019
Mcrae Capital Management Inc 50,079 $9,253k Jun 30, 2019 Jul 29, 2019
Cobiz Wealth LLC 49,344 $9,117k Jun 30, 2019 Jul 8, 2019
Dupont Capital Management Corp 48,935 $9,042k Jun 30, 2019 Jul 30, 2019
Evanson Asset Management LLC 48,326 $8,929k Jun 30, 2019 Jul 11, 2019
Douglass Winthrop Advisors LLC 48,245 $8,914k Jun 30, 2019 Jul 10, 2019
Alley Company LLC 47,502 $8,777k Jun 30, 2019 Jul 30, 2019
PENN Davis Mcfarland Inc 47,048 $8,693k Jun 30, 2019 Jul 16, 2019
Carderock Capital Management Inc 46,522 $8,596k Jun 30, 2019 Jul 15, 2019
BAHL & Gaynor Inc 46,328 $8,560k Jun 30, 2019 Aug 12, 2019
World Asset Management Inc 46,168 $8,530k Jun 30, 2019 Jul 23, 2019
Atria Investments LLC 44,852 $8,503k Jun 30, 2019 Aug 26, 2019
Cornerstone Advisors LLC 48,000 $8,449k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 48,000 $8,449k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 48,000 $8,449k Mar 31, 2019 May 13, 2019
Baldwin Brothers Inc 45,329 $8,375k Jun 30, 2019 Jul 19, 2019
Bailard Inc 45,260 $8,363k Jun 30, 2019 Jul 26, 2019
Salem Investment Counselors Inc 45,076 $8,329k Jun 30, 2019 Aug 14, 2019
Capital Guardian Trust Company 44,647 $8,222k Jun 30, 2019 Aug 14, 2019
Vantage Advisors LLC 47,943 $8,160k Sep 30, 2018 Nov 9, 2018
Violich Capital Management 43,963 $8,123k Jun 30, 2019 Jul 22, 2019
Sather Financial Group Inc 43,954 $8,121k Jun 30, 2019 Jul 23, 2019
Stratos Wealth Partners Ltd 42,646 $7,880k Jun 30, 2019 Aug 6, 2019
6 Meridian LLC 41,836 $7,730k Jun 30, 2019 Jul 12, 2019
AJO LP 41,262 $7,624k Jun 30, 2019 Aug 14, 2019
Wilkins Investment Counsel Inc 40,625 $7,506k Jun 30, 2019 Aug 9, 2019
Telemus Capital LLC 39,875 $7,399k Jun 30, 2019 Aug 9, 2019
Sentry Management Inc 39,450 $7,289k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 39,450 $7,289k Jun 30, 2019 Aug 12, 2019
Isthmus Partners LLC 39,132 $7,230k Jun 30, 2019 Aug 9, 2019
Punch & Associates Investment Management Inc 38,043 $7,029k Jun 30, 2019 Aug 14, 2019
Contravisory Investment Management Inc 37,434 $6,917k Jun 30, 2019 Jul 9, 2019
Wendell David Associates Inc 36,979 $6,833k Jun 30, 2019 Jul 16, 2019
Bragg Financial Advisors Inc 36,840 $6,807k Jun 30, 2019 Aug 14, 2019
Carnick & Kubik Group LLC 36,400 $6,725k Jun 30, 2019 Jul 30, 2019
Northstar Investment Advisors LLC 35,528 $6,565k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 35,528 $6,565k Jun 30, 2019 Jul 17, 2019
Hunter Associates Investment Management LLC 35,345 $6,531k Jun 30, 2019 Aug 8, 2019
Ancora Advisors LLC 34,703 $6,412k Jun 30, 2019 Aug 12, 2019
Segment Wealth Management LLC 34,492 $6,373k Jun 30, 2019 Jul 29, 2019
Savant Capital LLC 34,265 $6,331k Jun 30, 2019 Aug 6, 2019
Colonial Trust Advisors Inc 33,365 $6,165k Jun 30, 2019 Aug 21, 2019
Legacy Capital Partners Inc 33,209 $6,136k Jun 30, 2019 Jul 16, 2019
Nicholas Hoffman & Company LLC 32,462 $5,998k Jun 30, 2019 Aug 12, 2019
Appleton Partners Inc 31,276 $5,779k Jun 30, 2019 Jul 25, 2019
Monarch Capital Management Inc 31,159 $5,757k Jun 30, 2019 Jul 31, 2019
Crestwood Advisors Group LLC 30,985 $5,725k Jun 30, 2019 Aug 14, 2019
Boston Advisors LLC 30,731 $5,678k Jun 30, 2019 Jul 30, 2019
Brown Advisory Securities LLC 28,881 $5,338k Jun 30, 2019 Aug 12, 2019
Gateway Investment Advisers LLC 28,737 $5,310k Jun 30, 2019 Jul 17, 2019
Amplify Investments LLC 33,670 $5,168k Mar 31, 2018 May 14, 2018
Boston Research and Management Inc 27,846 $5,145k Jun 30, 2019 Aug 7, 2019
Birch Hill Investment Advisors LLC 27,063 $5,000k Jun 30, 2019 Jul 22, 2019
GLG LLC 32,200 $4,929k Dec 31, 2017 Feb 14, 2018
ZEKE Capital Advisors LLC 26,283 $4,856k Jun 30, 2019 Jul 24, 2019
Veritable LP 25,736 $4,755k Jun 30, 2019 Aug 12, 2019
Cambria Investment Management LP 25,354 $4,685k Jun 30, 2019 Aug 12, 2019
FFCM LLC 25,318 $4,678k Jun 30, 2019 Jul 30, 2019
Indexiq Advisors LLC 24,971 $4,614k Jun 30, 2019 Aug 12, 2019
BKD Wealth Advisors LLC 24,857 $4,593k Jun 30, 2019 Jul 10, 2019
Spectrum Management Group Inc 24,669 $4,558k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 24,669 $4,558k Jun 30, 2019 Aug 2, 2019
Callahan Advisors LLC 24,400 $4,508k Jun 30, 2019 Jul 17, 2019
Chartwell Investment Partners LLC 24,329 $4,495k Jun 30, 2019 Aug 19, 2019
Hendershot Investments Inc 24,277 $4,486k Jun 30, 2019 Jul 31, 2019
Marshall WACE North America LP 23,831 $4,404k Jun 30, 2019 Aug 14, 2019
Granite Group Advisors LLC 23,060 $4,261k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 23,060 $4,261k Jun 30, 2019 Jul 23, 2019
Ipswich Investment Management Company Inc 22,220 $4,106k Jun 30, 2019 Jul 11, 2019
USCA RIA LLC 22,209 $4,104k Jun 30, 2019 Aug 14, 2019
Wetherby Asset Management 21,864 $4,040k Jun 30, 2019 Jul 25, 2019
Wellington Shields Capital Management LLC 21,462 $3,966k Jun 30, 2019 Aug 8, 2019
Quadrant Capital Management LLC 21,350 $3,945k Jun 30, 2019 Aug 8, 2019
Hamilton Point Investment Advisors LLC 21,273 $3,931k Jun 30, 2019 Jul 18, 2019
Brookmont Capital Management LLC 21,276 $3,931k Jun 30, 2019 Jul 18, 2019
Carnegie Capital Asset Management LLC 21,020 $3,884k Jun 30, 2019 Jul 24, 2019
Mckinley Carter Wealth Services Inc 20,636 $3,813k Jun 30, 2019 Aug 2, 2019
Exchange Capital Management Inc 20,125 $3,718k Jun 30, 2019 Jul 22, 2019
Valmark Advisers Inc 20,000 $3,695k Jun 30, 2019 Aug 7, 2019
Everence Capital Management Inc 19,869 $3,671k Jun 30, 2019 Aug 2, 2019
Dowling & Yahnke LLC 19,645 $3,630k Jun 30, 2019 Jul 22, 2019
The Bollard Group LLC 19,523 $3,607k Jun 30, 2019 Aug 13, 2019
PFG Advisors LLC 18,159 $3,576k Jun 30, 2019 Aug 5, 2019
Northwest Investment Counselors LLC 19,061 $3,522k Jun 30, 2019 Jul 25, 2019
LONG ROAD Investment Counsel LLC 18,950 $3,501k Jun 30, 2019 Aug 9, 2019
Welch & Forbes LLC 18,843 $3,481k Jun 30, 2019 Jul 12, 2019
Condor Capital Management 18,088 $3,342k Jun 30, 2019 Aug 5, 2019
Stone Ridge Asset Management LLC 17,864 $3,301k Jun 30, 2019 Aug 6, 2019
BFSG LLC 17,769 $3,283k Jun 30, 2019 Jul 30, 2019
Stokes Capital Advisors LLC 17,533 $3,240k Jun 30, 2019 Jul 15, 2019
Autus Asset Management LLC 17,414 $3,218k Jun 30, 2019 Jul 15, 2019
Advisor Partners LLC 17,054 $3,151k Jun 30, 2019 Jul 26, 2019
Johnson Financial Group LLC 16,932 $3,129k Jun 30, 2019 Aug 9, 2019
Krueger & Catalano Capital Partners LLC 16,725 $3,090k Jun 30, 2019 Jul 22, 2019
RDL Financial Inc 16,693 $3,084k Jun 30, 2019 Jul 17, 2019
Global Financial Private Capital LLC 16,514 $3,051k Jun 30, 2019 Aug 14, 2019
Dynamic Advisor Solutions LLC 16,267 $3,006k Jun 30, 2019 Aug 13, 2019
MAI Capital Management LLC 16,048 $2,965k Jun 30, 2019 Aug 15, 2019
LS Investment Advisors LLC 15,836 $2,926k Jun 30, 2019 Aug 7, 2019
EQIS Capital Management Inc 15,486 $2,861k Jun 30, 2019 Jul 18, 2019
Cambridge Advisors LLC 15,297 $2,826k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 15,297 $2,826k Jun 30, 2019 Jul 26, 2019
QS Investors LLC 15,079 $2,787k Jun 30, 2019 Aug 14, 2019
Element Capital Management LLC 14,953 $2,763k Jun 30, 2019 Aug 14, 2019
FORT LP 14,895 $2,752k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 14,750 $2,725k Jun 30, 2019 Aug 2, 2019
JAG Capital Management LLC 14,528 $2,684k Jun 30, 2019 Jul 22, 2019
OFI Advisors LLC 26,841 $2,637k Sep 30, 2015 Nov 16, 2015
Pictet Asset Management Inc 14,172 $2,619k Jun 30, 2019 Aug 15, 2019
Pictet Asset Management Limited 14,172 $2,619k Jun 30, 2019 Aug 15, 2019
Schulhoff & Co Inc 14,072 $2,600k Jun 30, 2019 Aug 7, 2019
Marco Investment Management LLC 13,874 $2,563k Jun 30, 2019 Aug 6, 2019
Logan Capital Management Inc 13,700 $2,531k Jun 30, 2019 Jul 24, 2019
Tocqueville Asset Management LP 13,426 $2,481k Jun 30, 2019 Jul 31, 2019
Mendel Money Management Inc 12,593 $2,327k Jun 30, 2019 Aug 8, 2019
Profund Advisors LLC 12,295 $2,272k Jun 30, 2019 Aug 13, 2019
Marietta Wealth Management LLC 12,167 $2,248k Jun 30, 2019 Aug 14, 2019
Baldwin Investment Management LLC 12,041 $2,225k Jun 30, 2019 Aug 6, 2019
Ativo Capital Management LLC 11,985 $2,214k Jun 30, 2019 Aug 14, 2019
Conning Inc 11,970 $2,212k Jun 30, 2019 Jul 25, 2019
GQG Partners LLC 11,770 $2,175k Jun 30, 2019 Aug 14, 2019
Moors & Cabot Inc 11,133 $2,053k Jun 30, 2019 Jul 18, 2019
NTV Asset Management LLC 10,775 $1,991k Jun 30, 2019 Jul 29, 2019
Sheaff Brock Investment Advisors LLC 10,769 $1,990k Jun 30, 2019 Jul 31, 2019
Cetera Advisors LLC 10,150 $1,878k Jun 30, 2019 Aug 12, 2019
Engineers Gate Manager LP 9,957 $1,839k Jun 30, 2019 Aug 14, 2019
West Coast Financial LLC 9,829 $1,816k Jun 30, 2019 Jul 16, 2019
Monetary Management Group Inc 9,650 $1,783k Jun 30, 2019 Aug 13, 2019
Cleararc Capital Inc 9,510 $1,757k Jun 30, 2019 Aug 7, 2019
Pillar Pacific Capital Management LLC 9,476 $1,751k Jun 30, 2019 Aug 7, 2019
Montag A & Associates Inc 9,465 $1,749k Jun 30, 2019 Aug 6, 2019
Epoch Investment Partners Inc 9,239 $1,707k Jun 30, 2019 Aug 13, 2019
Regentatlantic Capital LLC 9,500 $1,688k Jun 30, 2019 Jul 23, 2019
Oak Grove Capital LLC 9,030 $1,669k Jun 30, 2019 Aug 9, 2019
Hartline Investment Corp 9,018 $1,666k Jun 30, 2019 Aug 8, 2019
DAVY Asset Management Limited 8,890 $1,643k Jun 30, 2019 Jul 19, 2019
Sigma Planning Corporation 8,880 $1,641k Jun 30, 2019 Aug 1, 2019
Riverpoint Wealth Management Holdings LLC 8,814 $1,629k Jun 30, 2019 Aug 12, 2019
Highland Capital Management LLC 8,658 $1,600k Jun 30, 2019 Jul 29, 2019
Parsec Financial Management Inc 8,637 $1,596k Jun 30, 2019 Jul 23, 2019
Homrich & BERG Inc 8,428 $1,557k Jun 30, 2019 Aug 5, 2019
The Caprock Group Inc 8,402 $1,552k Jun 30, 2019 Jul 23, 2019
Neumann Capital Management LLC 8,335 $1,540k Jun 30, 2019 Jul 25, 2019
Wilmington Funds Management Corporation 18,700 $1,512k Jun 30, 2014 Aug 13, 2014
ST Johns Investment Management Company LLC 8,103 $1,497k Jun 30, 2019 Jul 24, 2019
Prospera Financial Services Inc 7,740 $1,473k Jun 30, 2019 Aug 14, 2019
Rational Advisors Inc 7,837 $1,448k Jun 30, 2019 Aug 8, 2019
DA Davidson & Co 7,557 $1,396k Jun 30, 2019 Aug 13, 2019
Choate Investment Advisors LLC 7,446 $1,376k Jun 30, 2019 Aug 14, 2019
First Allied Advisory Services Inc 7,341 $1,356k Jun 30, 2019 Aug 12, 2019
Verition Fund Management LLC 7,332 $1,355k Jun 30, 2019 Aug 14, 2019
Cetera Investment Advisers LLC 7,264 $1,349k Jun 30, 2019 Aug 12, 2019
Clark Capital Management Group Inc 7,184 $1,327k Jun 30, 2019 Jul 12, 2019
Altium Wealth Management LLC 7,092 $1,310k Jun 30, 2019 Jul 18, 2019
Cetera Advisor Networks LLC 6,992 $1,296k Jun 30, 2019 Aug 12, 2019
Capital Planning Advisors LLC 7,008 $1,295k Jun 30, 2019 Aug 9, 2019
DUFF & Phelps Investment Management Co 6,975 $1,289k Jun 30, 2019 Aug 2, 2019
Checchi Capital Advisers LLC 6,924 $1,279k Jun 30, 2019 Aug 6, 2019
Wrapmanager Inc 6,882 $1,272k Jun 30, 2019 Jul 31, 2019
Daiwa SB Investments USA Ltd 7,190 $1,266k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 7,190 $1,266k Mar 31, 2019 Apr 18, 2019
Cohen Klingenstein LLC 6,800 $1,256k Jun 30, 2019 Jul 15, 2019
Holocene Advisors LP 6,575 $1,215k Jun 30, 2019 Aug 14, 2019
Perkins Investment Management LLC 10,112 $1,212k Mar 31, 2017 May 15, 2017
Impax Asset Management LLC 7,352 $1,203k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 7,352 $1,203k Jun 30, 2018 Aug 14, 2018
Wilmington Trust Investment Management LLC 14,800 $1,196k Jun 30, 2014 Aug 13, 2014
Vision Capital Management Inc 6,438 $1,190k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 6,438 $1,190k Jun 30, 2019 Jul 29, 2019
Bingham Osborn & Scarborough LLC 6,391 $1,181k Jun 30, 2019 Aug 2, 2019
Cypress Capital Management LLC 6,348 $1,173k Jun 30, 2019 Aug 5, 2019
Calamos Wealth Management LLC 6,249 $1,155k Jun 30, 2019 Aug 7, 2019
Armor Advisors LLC 6,051 $1,118k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 6,051 $1,118k Jun 30, 2019 Aug 13, 2019
Steinberg Global Asset Management Ltd 6,315 $1,112k Mar 31, 2019 Apr 24, 2019
Acropolis Investment Management LLC 6,000 $1,109k Jun 30, 2019 Jul 11, 2019
Texas Yale Capital Corp 5,972 $1,103k Jun 30, 2019 Jul 24, 2019
Woodmont Investment Counsel LLC 5,895 $1,089k Jun 30, 2019 Aug 14, 2019
Sequoia Financial Advisors LLC 5,833 $1,078k Jun 30, 2019 Jul 31, 2019
SFMG LLC 5,404 $1,064k Jun 30, 2019 Aug 5, 2019
DSC Advisors LP 5,708 $1,055k Jun 30, 2019 Aug 14, 2019
Wellesley Investment Partners LLC 5,673 $1,048k Jun 30, 2019 Aug 5, 2019
Lucia Wealth Services LLC 5,658 $1,045k Jun 30, 2019 Jul 23, 2019
Evergreen Capital Management LLC 5,476 $1,012k Jun 30, 2019 Aug 14, 2019
The Capital Group Investment Advisory Services LLC 5,032 $978k Jun 30, 2019 Aug 8, 2019
Capital Investment Advisory Services LLC 5,032 $978k Jun 30, 2019 Aug 8, 2019
Fulcrum Capital LLC 5,190 $959k Jun 30, 2019 Jul 29, 2019
FRED Alger Management Inc 5,183 $958k Jun 30, 2019 Aug 14, 2019
Shamrock Asset Management LLC 4,938 $912k Jun 30, 2019 Aug 9, 2019
American National Registered Investment Advisor Inc 4,920 $909k Jun 30, 2019 Aug 5, 2019
Confluence Wealth Management LLC 4,881 $902k Jun 30, 2019 Aug 9, 2019
Advisors Capital Management LLC 4,868 $899k Jun 30, 2019 Aug 15, 2019
The Rikoon Group LLC 4,864 $899k Jun 30, 2019 Aug 6, 2019
Rossmore Private Capital LLC 4,840 $894k Jun 30, 2019 Aug 5, 2019
Vivaldi Capital Management LLC 4,784 $884k Jun 30, 2019 Aug 14, 2019
Oakbrook Investments LLC 4,776 $882k Jun 30, 2019 Jul 18, 2019
Oarsman Capital Inc 4,763 $880k Jun 30, 2019 Aug 13, 2019
First Foundation Advisors 4,736 $875k Jun 30, 2019 Aug 14, 2019
Congress Park Capital LLC 4,407 $868k Jun 30, 2019 Aug 2, 2019
Mission Wealth Management LP 4,646 $858k Jun 30, 2019 Aug 9, 2019
Boston Family Office LLC 4,637 $857k Jun 30, 2019 Jul 30, 2019
Goelzer Investment Management Inc 4,640 $857k Jun 30, 2019 Jul 29, 2019
Henry James International Management Inc 4,634 $856k Jun 30, 2019 Jul 17, 2019
Miracle MILE Advisors LLC 4,606 $851k Jun 30, 2019 Aug 7, 2019
Strategy Asset Managers LLC 4,568 $844k Jun 30, 2019 Aug 14, 2019
North Star Investment Management Corporation 4,564 $843k Jun 30, 2019 Jul 15, 2019
Grand JEAN Capital Management Inc 4,556 $842k Jun 30, 2019 Aug 13, 2019
LOWE Brockenbrough & Company Inc 4,545 $840k Jun 30, 2019 Aug 12, 2019
Global Endowment Management LP 4,400 $813k Jun 30, 2019 Aug 12, 2019
BLB & B Advisors LLC 4,390 $811k Jun 30, 2019 Jul 29, 2019
Mitchell Capital Management Co 4,155 $768k Jun 30, 2019 Jul 24, 2019
Financial Counselors Inc 4,138 $765k Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 4,118 $761k Jun 30, 2019 Aug 14, 2019
Kovack Advisors Inc 4,118 $761k Jun 30, 2019 Aug 14, 2019
Harbour Capital Advisors LLC 4,110 $759k Jun 30, 2019 Jul 10, 2019
Curbstone Financial Management Corporation 4,100 $758k Jun 30, 2019 Jul 9, 2019
Maryland Capital Management LLC 4,090 $756k Jun 30, 2019 Aug 13, 2019
Signet Financial Management LLC 3,826 $753k Jun 30, 2019 Aug 13, 2019
Elite Wealth Management Inc 4,000 $739k Jun 30, 2019 Jul 18, 2019
Dedora Capital Inc 3,941 $728k Jun 30, 2019 Aug 8, 2019
Modera Wealth Management LLC 3,891 $719k Jun 30, 2019 Aug 7, 2019
Omnistar Financial Group Inc 3,857 $713k Jun 30, 2019 Jul 30, 2019
The London Company of Virginia LLC 3,853 $712k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 3,839 $709k Jun 30, 2019 Jul 22, 2019
The Leuthold Group LLC 3,830 $708k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 3,800 $702k Jun 30, 2019 Aug 12, 2019
Hartwell J M Ltd Partnership 3,774 $697k Jun 30, 2019 Jul 31, 2019
Voloridge Investment Management LLC 3,728 $689k Jun 30, 2019 Aug 14, 2019
Pagnatokarp Partners LLC 3,702 $684k Jun 30, 2019 Aug 8, 2019
Personal Capital Advisors Corporation 3,650 $674k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 3,641 $673k Jun 30, 2019 Jul 19, 2019
Badgley Phelps and Bell Inc 3,608 $667k Jun 30, 2019 Jul 30, 2019
Highvista Strategies LLC 3,600 $665k Jun 30, 2019 Aug 14, 2019
Clear Perspective Advisors LLC 3,594 $664k Jun 30, 2019 Aug 12, 2019
Crescent Grove Advisors LLC 3,596 $664k Jun 30, 2019 Aug 6, 2019
Bristlecone Advisors LLC 3,574 $660k Jun 30, 2019 Jul 19, 2019
Transamerica Financial Advisors Inc 3,467 $641k Jun 30, 2019 Aug 21, 2019
RAAB & Moskowitz Asset Management LLC 3,455 $638k Jun 30, 2019 Aug 9, 2019
Eagle Ridge Investment Management LLC 3,358 $620k Jun 30, 2019 Aug 1, 2019
Mirador Capital Partners LP 3,316 $613k Jun 30, 2019 Aug 6, 2019
Campbell Newman Asset Management Inc 3,275 $605k Jun 30, 2019 Jul 24, 2019
Clearstead Advisors LLC 3,270 $604k Jun 30, 2019 Aug 8, 2019
Fernwood Investment Management LLC 3,090 $571k Jun 30, 2019 Aug 1, 2019
Premier Asset Management LLC 3,075 $568k Jun 30, 2019 Aug 7, 2019
Meritage Portfolio Management Inc 2,954 $546k Jun 30, 2019 Jul 30, 2019
Abner Herrman & Brock LLC 2,937 $543k Jun 30, 2019 Jul 19, 2019
Court Place Advisors LLC 2,904 $537k Jun 30, 2019 Jul 30, 2019
NWAM LLC 2,895 $535k Jun 30, 2019 Jul 18, 2019
Landscape Capital Management LLC 2,821 $521k Jun 30, 2019 Aug 8, 2019
Cadence Capital Management LLC 2,810 $519k Jun 30, 2019 Aug 12, 2019
Measured Wealth Private Client Group LLC 2,795 $516k Jun 30, 2019 Jul 26, 2019
Spears Abacus Advisors LLC 2,765 $511k Jun 30, 2019 Aug 9, 2019
Ropes Wealth Advisors LLC 2,733 $505k Jun 30, 2019 Jul 31, 2019
Drexel Morgan & Co 2,610 $482k Jun 30, 2019 Aug 8, 2019
Summit X 2,509 $464k Jun 30, 2019 Aug 13, 2019
Hourglass Capital LLC 2,500 $462k Jun 30, 2019 Aug 12, 2019
SWS Partners LLC 2,371 $462k Jun 30, 2019 Aug 13, 2019
Ballentine Partners LLC 2,450 $453k Jun 30, 2019 Jul 25, 2019
CIM LLC 2,388 $441k Jun 30, 2019 Jul 22, 2019
CWA Asset Management Group LLC 2,359 $436k Jun 30, 2019 Aug 13, 2019
Venturi Wealth Management LLC 2,362 $436k Jun 30, 2019 Aug 7, 2019
New England Asset Management Inc 2,355 $435k Jun 30, 2019 Aug 14, 2019
Kingfisher Capital LLC 2,304 $426k Jun 30, 2019 Aug 14, 2019
Lakeview Capital Partners LLC 2,273 $420k Jun 30, 2019 Aug 5, 2019
Aries Wealth Management LLC 2,185 $418k Jun 30, 2019 Jul 15, 2019
Nuance Investments LLC 2,249 $416k Jun 30, 2019 Aug 12, 2019
Harwood Advisory Group LLC 2,245 $415k Jun 30, 2019 Aug 7, 2019
Round Table Services LLC 2,236 $413k Jun 30, 2019 Jul 17, 2019
WSFS Capital Management LLC 2,187 $404k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 2,186 $404k Jun 30, 2019 Jul 15, 2019
Plante Moran Financial Advisors LLC 2,183 $403k Jun 30, 2019 Aug 13, 2019
Edgemoor Investment Advisors Inc 2,174 $402k Jun 30, 2019 Aug 9, 2019
Middleton & Company Inc 2,175 $402k Jun 30, 2019 Jul 25, 2019
Beacon Investment Advisory Services Inc 2,151 $397k Jun 30, 2019 Aug 7, 2019
Moloney Securities Asset Management LLC 2,151 $397k Jun 30, 2019 Jul 29, 2019
Osborne Partners Capital Management LLC 2,145 $396k Jun 30, 2019 Jul 18, 2019
Aspiriant LLC 2,114 $391k Jun 30, 2019 Aug 6, 2019
Evermay Wealth Management LLC 2,104 $389k Jun 30, 2019 Jul 23, 2019
KJ Harrison & Partners USA Inc 2,100 $388k Jun 30, 2019 Aug 5, 2019
Harvest Capital Management Inc 2,060 $380k Jun 30, 2019 Aug 7, 2019
Pecaut & Co 2,048 $378k Jun 30, 2019 Aug 8, 2019
First Pacific Advisors LP 2,000 $370k Jun 30, 2019 Aug 14, 2019
Ferguson Wellman Capital Management Inc 1,999 $369k Jun 30, 2019 Jul 16, 2019
Financial Architects Inc 1,984 $367k Jun 30, 2019 Aug 14, 2019
Lateef Investment Management LP 1,981 $366k Jun 30, 2019 Aug 12, 2019
Buckingham Asset Management LLC 1,970 $364k Jun 30, 2019 Aug 5, 2019
van Hulzen Asset Management LLC 1,964 $363k Jun 30, 2019 Aug 8, 2019
First National Bank of Omaha 1,945 $359k Jun 30, 2019 Jul 10, 2019
Crabel Capital Management LLC 1,939 $358k Jun 30, 2019 Aug 13, 2019
BECK Capital Management LLC 1,900 $351k Jun 30, 2019 Aug 14, 2019
Weybosset Research & Management LLC 1,850 $342k Jun 30, 2019 Jul 22, 2019
Aureus Asset Management LLC 1,841 $340k Jun 30, 2019 Aug 14, 2019
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Chicago Equity Partners LLC 1,790 $331k Jun 30, 2019 Aug 2, 2019
DF DENT and Company Inc 1,770 $327k Jun 30, 2019 Aug 15, 2019
F3Logic LLC 1,735 $325k Jun 30, 2019 Aug 2, 2019
The Family FIRM Inc 1,749 $323k Jun 30, 2019 Aug 6, 2019
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Shine Investment Advisory Services Inc 1,727 $319k Jun 30, 2019 Jul 25, 2019
Gideon Capital Advisors Inc 1,725 $319k Jun 30, 2019 Aug 14, 2019
Joel Isaacson & Co LLC 1,666 $308k Jun 30, 2019 Jul 11, 2019
Abbrea Capital LLC 1,667 $308k Jun 30, 2019 Jul 31, 2019
Portland Global Advisors LLC 1,663 $307k Jun 30, 2019 Jul 26, 2019
First National Corporation 1,653 $305k Jun 30, 2019 Jul 22, 2019
Frontier Wealth Management LLC 1,647 $304k Jun 30, 2019 Aug 16, 2019
Peak Asset Management LLC 1,639 $303k Jun 30, 2019 Aug 15, 2019
Meristem Family Wealth LLC 1,630 $301k Jun 30, 2019 Aug 6, 2019
Convergence Investment Partners LLC 1,610 $297k Jun 30, 2019 Jul 23, 2019
Tradition Capital Management LLC 1,660 $292k Mar 31, 2019 May 7, 2019
North American Management Corp 1,571 $290k Jun 30, 2019 Jul 30, 2019
KCS Wealth Advisory LLC 1,547 $286k Jun 30, 2019 Jul 29, 2019
Institute FOR Wealth Management LLC 1,540 $285k Jun 30, 2019 Aug 2, 2019
Rodgers Brothers Inc 1,543 $285k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 1,529 $282k Jun 30, 2019 Jul 19, 2019
Ridgewood Investments LLC 1,524 $282k Jun 30, 2019 Jul 12, 2019
Murphy Pohlad Asset Management LLC 1,500 $277k Jun 30, 2019 Aug 6, 2019
Summit Financial Group Inc 1,482 $274k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 1,482 $274k Jun 30, 2019 Jul 3, 2019
Providence Wealth Advisors LLC 1,425 $267k Jun 30, 2019 Jul 22, 2019
Paulson Wealth Management Inc 1,371 $267k Jun 30, 2019 Jul 30, 2019
Penobscot Investment Management Company Inc 1,430 $264k Jun 30, 2019 Aug 2, 2019
East Coast Asset Management LLC 1,429 $264k Jun 30, 2019 Aug 14, 2019
American Trust Investment Advisors LLC 1,425 $263k Jun 30, 2019 Aug 12, 2019
American Financial Advisors Inc 1,425 $263k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 1,425 $263k Jun 30, 2019 Aug 12, 2019
Baker Ellis Asset Management LLC 1,410 $261k Jun 30, 2019 Aug 12, 2019
Altavista Wealth Management Inc 1,398 $258k Jun 30, 2019 Aug 13, 2019
Cypress Wealth Services LLC 1,357 $251k Jun 30, 2019 Jul 24, 2019
Probity Advisors Inc 1,352 $250k Jun 30, 2019 Aug 8, 2019
Accredited Investors Inc 1,344 $248k Jun 30, 2019 Aug 13, 2019
Kaizen Advisory LLC 1,718 $242k Dec 31, 2018 Feb 15, 2019
SNS Financial Group LLC 1,289 $238k Jun 30, 2019 Jul 26, 2019
Pictet North America Advisors SA 1,290 $238k Jun 30, 2019 Aug 7, 2019
SSI Investment Management Inc 1,281 $238k Jun 30, 2019 Aug 12, 2019
Annex Advisory Services LLC 1,273 $235k Jun 30, 2019 Jul 18, 2019
Fiera Capital Inc 1,260 $233k Jun 30, 2019 Aug 12, 2019
BECK MACK & Oliver LLC 1,250 $231k Jun 30, 2019 Aug 13, 2019
Palladium Partners LLC 1,242 $229k Jun 30, 2019 Aug 7, 2019
Hilton Capital Management LLC 1,236 $228k Jun 30, 2019 Aug 14, 2019
Bridgeworth LLC 1,225 $226k Jun 30, 2019 Jul 25, 2019
Tiedemann Advisors LLC 1,203 $222k Jun 30, 2019 Aug 13, 2019
Mairs and Power Inc 1,191 $220k Jun 30, 2019 Aug 14, 2019
Andesa Financial Management Inc 1,185 $219k Jun 30, 2019 Jul 30, 2019
Bienville Capital Management LLC 1,182 $218k Jun 30, 2019 Aug 14, 2019
Santori & Peters Inc 1,175 $217k Jun 30, 2019 Jul 30, 2019
Lourd Capital LLC 1,169 $216k Jun 30, 2019 Jul 11, 2019
Cohen & Steers Capital Management Inc 2,300 $215k Mar 31, 2015 May 15, 2015
MANA Advisors LLC 1,157 $214k Jun 30, 2019 Aug 14, 2019
Port Capital LLC 1,147 $212k Jun 30, 2019 Aug 14, 2019
Weiss Asset Management LP 1,137 $210k Jun 30, 2019 Aug 14, 2019
GSB Wealth Management LLC 1,129 $209k Jun 30, 2019 Aug 9, 2019
Horizon Asset Management LLC 1,128 $208k Jun 30, 2019 Aug 14, 2019
Willow Creek Wealth Management Inc 1,119 $207k Jun 30, 2019 Jul 22, 2019
Highland Private Wealth Management 1,113 $206k Jun 30, 2019 Aug 13, 2019
White Pine Capital LLC 1,102 $204k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 1,106 $204k Jun 30, 2019 Jul 15, 2019
BOYS Arnold & Company Inc 1,101 $203k Jun 30, 2019 Aug 1, 2019
180 Wealth Advisors LLC 1,041 $202k Jun 30, 2019 Aug 5, 2019
Searle & Co 1,091 $202k Jun 30, 2019 Jul 17, 2019
Legacy Advisors LLC 1,051 $194k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Corporation 1,051 $194k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 1,051 $194k Jun 30, 2019 Jul 15, 2019
Assetmark Inc 744 $137k Jun 30, 2019 Aug 14, 2019
Centerstar Asset Management LLC 642 $117k Jun 30, 2019 Aug 2, 2019
Bridges Investment Management Inc 510 $94k Jun 30, 2019 Aug 7, 2019
Hallmark Capital Management Inc 450 $83k Jun 30, 2019 Aug 8, 2019
Claraphi Advisory Network LLC 401 $74k Jun 30, 2019 Jul 29, 2019
Pathstone Family Office LLC 352 $64k Jun 30, 2019 Aug 14, 2019
Advantage Investment Management LLC 342 $63k Jun 30, 2019 Jul 30, 2019
Earnest Partners LLC 306 $57k Jun 30, 2019 Aug 13, 2019
Jackson Grant Investment Advisers Inc 299 $55k Jun 30, 2019 Aug 13, 2019
Spiderrock Advisors LLC 12,400 $47k Put Jun 30, 2019 Jul 29, 2019
National Asset Management Inc 231 $43k Jun 30, 2019 Aug 5, 2019
Seabridge Investment Advisors LLC 210 $39k Jun 30, 2019 Jul 18, 2019
The Central Trust Bank 154 $28k Jun 30, 2019 Jul 16, 2019
Endurance Wealth Management Inc 155 $28k Jun 30, 2019 Jul 30, 2019
Cranbrook Wealth Management LLC 144 $27k Jun 30, 2019 Aug 7, 2019
Whitener Capital Management Inc 135 $24k Jun 30, 2019 Aug 2, 2019
Boston Private Wealth LLC 125 $23k Jun 30, 2019 Jul 10, 2019
Evercore Wealth Management LLC 125 $23k Jun 30, 2019 Aug 13, 2019
CI Global Investments Inc 131 $22k Sep 30, 2018 Nov 9, 2018
Thomas J Herzfeld Advisors Inc 89 $16k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 76 $14k Jun 30, 2019 Aug 14, 2019
Kavar Capital Partners LLC 62 $11k Jun 30, 2019 Aug 1, 2019
Arbor Wealth Management LLC 49 $9k Jun 30, 2019 Jul 16, 2019
Ellevest Inc 33 $6k Jun 30, 2019 Aug 20, 2019
Hillsdale Investment Management Inc 15 $3k Jun 30, 2019 Aug 2, 2019
Hudock Capital Group LLC 17 $3k Jun 30, 2019 Jul 30, 2019
CSAT Investment Advisory LP 12 $2k Jun 30, 2019 Aug 15, 2019
Independent Advisor Alliance LLC 1,811 $0k Jun 30, 2019 Aug 12, 2019

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