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MEDTRONIC PLC
(G5960L103)

Funds Reporting Holdings of MEDTRONIC PLC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Westend Advisors LLC 347,948 $33,886,655k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 99,361 $9,676,768k Jun 30, 2019 Aug 6, 2019
Longview Partners Guernsey Limited 8,843,721 $861,290k Jun 30, 2019 Aug 13, 2019
Sanders Capital LLC 6,134,485 $672,922k Jun 30, 2019 Jul 23, 2019
Dodge & COX 6,629,524 $645,649k Jun 30, 2019 Aug 13, 2019
Vontobel Asset Management Inc 5,034,882 $501,130k Jun 30, 2019 Aug 14, 2019
Aristotle Capital Management LLC 4,846,879 $472,038k Jun 30, 2019 Aug 14, 2019
Janus Capital Management LLC 5,465,773 $440,317k Mar 31, 2017 May 16, 2017
Diamond Hill Capital Management Inc 3,866,573 $376,566k Jun 30, 2019 Aug 1, 2019
Mairs and Power Inc 3,087,062 $300,649k Jun 30, 2019 Aug 14, 2019
Santa Barbara Asset Management LLC 1,773,095 $161,493k Mar 31, 2019 May 14, 2019
Eaton Vance Management International Limited 1,158,246 $112,801k Jun 30, 2019 Aug 16, 2019
Eaton Vance Management 1,158,246 $112,801k Jun 30, 2019 Aug 16, 2019
Equity Investment Corporation 997,408 $97,138k Jun 30, 2019 Aug 5, 2019
RE Advisers Corporation 813,703 $79,247k Jun 30, 2019 Aug 12, 2019
Cornerstone Investment Partners LLC 728,360 $70,935k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 728,360 $70,935k Jun 30, 2019 Jul 19, 2019
Schwartz Investment Counsel Inc 690,264 $67,225k Jun 30, 2019 Jul 24, 2019
TODD Asset Management LLC 686,287 $66,837k Jun 30, 2019 Aug 6, 2019
Healthcor Management LP 578,300 $56,321k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 568,627 $55,379k Jun 30, 2019 Aug 14, 2019
Thornburg Investment Management Inc 565,438 $55,068k Jun 30, 2019 Aug 6, 2019
GS Investments Inc 550 $53,565k Jun 30, 2019 Aug 9, 2019
FORT PITT Capital Group LLC 501,585 $48,849k Jun 30, 2019 Aug 9, 2019
Tekla Capital Management LLC 480,035 $46,751k Jun 30, 2019 Aug 14, 2019
Cambiar Investors LLC 459,946 $44,794k Jun 30, 2019 Jul 25, 2019
Acadian Asset Management LLC 423,564 $41,249k Jun 30, 2019 Aug 8, 2019
Global Thematic Partners LLC 410,459 $39,974k Jun 30, 2019 Jul 23, 2019
Saratoga Research & Investment Management 401,331 $39,086k Jun 30, 2019 Jul 24, 2019
Castleark Management LLC 353,360 $34,414k Jun 30, 2019 Aug 13, 2019
Golub Group LLC 347,079 $33,802k Jun 30, 2019 Aug 13, 2019
Compass Capital Management Inc 338,160 $32,933k Jun 30, 2019 Jul 31, 2019
Madison Investment Holdings Inc 306,505 $29,851k Jun 30, 2019 Aug 13, 2019
Cooke & Bieler LP 295,000 $28,730k Jun 30, 2019 Aug 12, 2019
Willis Investment Counsel Inc 287,812 $28,030k Jun 30, 2019 Aug 14, 2019
Hardman Johnston Global Advisors LLC 281,247 $27,391k Jun 30, 2019 Aug 5, 2019
Crestwood Advisors Group LLC 269,006 $26,198k Jun 30, 2019 Aug 14, 2019
Cidel Asset Management Inc 226,190 $22,029k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 222,700 $21,689k Jun 30, 2019 Jul 29, 2019
Payden & Rygel 220,300 $21,455k Jun 30, 2019 Aug 6, 2019
Howland Capital Management LLC 217,536 $21,186k Jun 30, 2019 Jul 17, 2019
RAUB Brock Capital Management LP 211,496 $20,598k Jun 30, 2019 Jul 23, 2019
Grandfield & DODD LLC 207,865 $20,244k Jun 30, 2019 Jul 29, 2019
Motley FOOL Asset Management LLC 205,272 $19,991k Jun 30, 2019 Aug 14, 2019
S & Co Inc 198,970 $19,378k Jun 30, 2019 Jul 23, 2019
Point72 Asset Management LP 197,569 $19,241k Jun 30, 2019 Aug 14, 2019
Motley FOOL Wealth Management LLC 188,714 $18,379k Jun 30, 2019 Aug 14, 2019
Badgley Phelps and Bell Inc 168,038 $16,365k Jun 30, 2019 Jul 30, 2019
Klingenstein Fields & Co LLC 165,986 $16,165k Jun 30, 2019 Aug 12, 2019
Vestor Capital LLC 155,224 $15,117k Jun 30, 2019 Aug 6, 2019
Wallington Asset Management LLC 153,732 $14,972k Jun 30, 2019 Aug 13, 2019
Deroy & Devereaux Private Investment Counsel Inc 148,572 $14,469k Jun 30, 2019 Jul 22, 2019
Polen Capital Management LLC 145,554 $14,176k Jun 30, 2019 Aug 12, 2019
SKBA Capital Management LLC 133,036 $12,956k Jun 30, 2019 Aug 12, 2019
Woodstock Corporation 132,146 $12,870k Jun 30, 2019 Jul 3, 2019
CCM Investment Advisers LLC 131,746 $12,830k Jun 30, 2019 Aug 5, 2019
Nippon Life Global Investors Americas Inc 125,820 $12,253k Jun 30, 2019 Jul 23, 2019
Chilton Capital Management LLC 123,103 $11,989k Jun 30, 2019 Aug 13, 2019
Mcrae Capital Management Inc 119,670 $11,655k Jun 30, 2019 Jul 29, 2019
Clarkston Capital Partners LLC 116,371 $11,333k Jun 30, 2019 Jul 24, 2019
The Investment House LLC 114,386 $11,140k Jun 30, 2019 Aug 5, 2019
Gabelli Funds LLC 113,100 $11,015k Jun 30, 2019 Aug 2, 2019
Front Barnett Associates LLC 108,739 $10,590k Jun 30, 2019 Aug 6, 2019
Sprucegrove Investment Management Ltd 107,722 $10,491k Jun 30, 2019 Aug 12, 2019
Cornerstone Investment Advisors LLC 115,000 $10,474k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 115,000 $10,474k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 115,000 $10,474k Mar 31, 2019 May 13, 2019
Guardian Capital LP 106,247 $10,347k Jun 30, 2019 Aug 14, 2019
Wilkins Investment Counsel Inc 99,070 $9,648k Jun 30, 2019 Aug 9, 2019
Marco Investment Management LLC 96,922 $9,439k Jun 30, 2019 Aug 6, 2019
Northstar Financial Advisors LLC 96,852 $9,432k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 96,852 $9,432k Jun 30, 2019 Jul 17, 2019
SIO Capital Management LLC 96,464 $9,395k Jun 30, 2019 Aug 14, 2019
Stack Financial Management Inc 95,432 $9,294k Jun 30, 2019 Jul 30, 2019
Gratus Capital LLC 95,160 $9,268k Jun 30, 2019 Aug 7, 2019
Cutler Investment Counsel LLC 93,825 $9,138k Jun 30, 2019 Aug 5, 2019
Schafer Cullen Capital Management Inc 89,709 $8,904k Jun 30, 2019 Jul 30, 2019
Parthenon LLC 88,845 $8,653k Jun 30, 2019 Jul 29, 2019
Edgemoor Investment Advisors Inc 87,874 $8,558k Jun 30, 2019 Aug 9, 2019
Isthmus Partners LLC 85,206 $8,298k Jun 30, 2019 Aug 9, 2019
Sentry Investment Management LLC 82,842 $8,068k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 82,842 $8,068k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 82,033 $7,990k Jun 30, 2019 Aug 14, 2019
Prospector Partners LLC 80,000 $7,791k Jun 30, 2019 Aug 14, 2019
Appleton Partners Inc 79,220 $7,715k Jun 30, 2019 Jul 25, 2019
Sectoral Asset Management Inc 76,851 $7,485k Jun 30, 2019 Aug 14, 2019
Monarch Capital Management Inc 75,651 $7,368k Jun 30, 2019 Jul 31, 2019
Dupont Capital Management Corp 75,211 $7,325k Jun 30, 2019 Jul 30, 2019
Greystone Managed Investments Inc 74,204 $7,227k Jun 30, 2019 Jul 23, 2019
Olstein Capital Management LP 74,000 $7,207k Jun 30, 2019 Jul 31, 2019
Telos Capital Management Inc 71,439 $6,958k Jun 30, 2019 Jul 19, 2019
van Hulzen Asset Management LLC 70,175 $6,834k Jun 30, 2019 Aug 8, 2019
Valicenti Advisory Services Inc 69,319 $6,751k Jun 30, 2019 Jul 17, 2019
Dividend Assets Capital LLC 65,882 $6,416k Jun 30, 2019 Jul 12, 2019
Gabalex Capital Management LLC 65,000 $6,330k Jun 30, 2019 Aug 1, 2019
Round Hill Asset Management Inc 64,941 $6,325k Jun 30, 2019 Aug 13, 2019
Beese Fulmer Investment Management Inc 59,560 $5,801k Jun 30, 2019 Jul 5, 2019
Alley Company LLC 59,018 $5,748k Jun 30, 2019 Jul 30, 2019
Murphy Pohlad Asset Management LLC 58,882 $5,734k Jun 30, 2019 Aug 6, 2019
Benedict Financial Advisors Inc 58,422 $5,690k Jun 30, 2019 Aug 1, 2019
Mccollum Christoferson Group LLC 57,756 $5,625k Jun 30, 2019 Jul 11, 2019
Strategic Financial Services Inc 54,103 $5,269k Jun 30, 2019 Aug 13, 2019
Cubic Asset Management LLC 53,128 $5,174k Jun 30, 2019 Jul 29, 2019
Allied Investment Advisors LLC 51,685 $5,034k Jun 30, 2019 Jul 17, 2019
Haverford Financial Services Inc 48,962 $4,768k Jun 30, 2019 Aug 13, 2019
Indexiq Advisors LLC 48,237 $4,698k Jun 30, 2019 Aug 12, 2019
Calamos Wealth Management LLC 47,965 $4,671k Jun 30, 2019 Aug 7, 2019
Spearhead Capital Advisors LLC 45,423 $4,424k Jun 30, 2019 Jul 17, 2019
Deltec Asset Management LLC 45,300 $4,412k Jun 30, 2019 Jul 29, 2019
Boston Research and Management Inc 44,911 $4,373k Jun 30, 2019 Aug 7, 2019
Woodley Farra Manion Portfolio Management Inc 44,062 $4,291k Jun 30, 2019 Aug 12, 2019
JGP Wealth Management LLC 41,921 $4,083k Jun 30, 2019 Jul 15, 2019
Athena Capital Advisors LLC 41,759 $4,067k Jun 30, 2019 Aug 9, 2019
Exchange Capital Management Inc 41,593 $4,051k Jun 30, 2019 Jul 22, 2019
Benson Investment Management Company Inc 41,155 $4,008k Jun 30, 2019 Jul 11, 2019
Augustine Asset Management Inc 40,066 $3,902k Jun 30, 2019 Aug 5, 2019
Strategy Asset Managers LLC 38,150 $3,715k Jun 30, 2019 Aug 14, 2019
DAVY Asset Management Limited 37,101 $3,613k Jun 30, 2019 Jul 19, 2019
BRAY Capital Advisors LLC 35,939 $3,500k Jun 30, 2019 Jul 29, 2019
Colonial Trust Advisors Inc 35,473 $3,455k Jun 30, 2019 Aug 21, 2019
Keating Investment Counselors Inc 34,540 $3,364k Jun 30, 2019 Aug 1, 2019
Oak Asset Management LLC 31,946 $3,234k Jun 30, 2019 Jul 25, 2019
Riverbridge Partners LLC 33,165 $3,230k Jun 30, 2019 Jul 10, 2019
Financial Advisory Service Inc 32,998 $3,214k Jun 30, 2019 Jul 25, 2019
Quadrant Capital Management LLC 32,856 $3,200k Jun 30, 2019 Aug 8, 2019
MAR Vista Investment Partners LLC 32,333 $3,149k Jun 30, 2019 Aug 13, 2019
Stoneridge Investment Partners LLC 30,357 $2,956k Jun 30, 2019 Jul 29, 2019
GAME Creek Capital LP 30,250 $2,946k Jun 30, 2019 Aug 5, 2019
Sivik Global Healthcare LLC 30,000 $2,922k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 29,795 $2,902k Jun 30, 2019 Aug 13, 2019
Wealth Advisors of Tampa BAY LLC 29,009 $2,825k Jun 30, 2019 Jul 23, 2019
Hengehold Capital Management LLC 28,834 $2,808k Jun 30, 2019 Jul 23, 2019
LOWE Brockenbrough & Company Inc 28,725 $2,798k Jun 30, 2019 Aug 12, 2019
Marietta Wealth Management LLC 28,493 $2,775k Jun 30, 2019 Aug 14, 2019
Blackhawk Capital Partners LLC 27,258 $2,655k Jun 30, 2019 Aug 13, 2019
Stokes Capital Advisors LLC 26,914 $2,621k Jun 30, 2019 Jul 15, 2019
Andesa Financial Management Inc 26,669 $2,595k Jun 30, 2019 Jul 30, 2019
Colrain Capital LLC 25,927 $2,525k Jun 30, 2019 Aug 6, 2019
Private Harbour Investment Management & Counsel LLC 25,053 $2,440k Jun 30, 2019 Aug 6, 2019
F3Logic LLC 24,611 $2,418k Jun 30, 2019 Aug 2, 2019
Butensky & Cohen Financial Security Inc 24,735 $2,409k Jun 30, 2019 Jul 12, 2019
Pratt Collard Advisory Partners LLC 24,449 $2,381k Jun 30, 2019 Jul 16, 2019
Oarsman Capital Inc 24,364 $2,373k Jun 30, 2019 Aug 13, 2019
Hedeker Wealth LLC 23,886 $2,326k Jun 30, 2019 Jul 26, 2019
Wealth Advisors Inc 23,621 $2,300k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 23,621 $2,300k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 23,621 $2,300k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 23,621 $2,300k Jun 30, 2019 Aug 7, 2019
Needham Investment Management LLC 23,541 $2,293k Jun 30, 2019 Aug 14, 2019
Krueger & Catalano Capital Partners LLC 23,466 $2,285k Jun 30, 2019 Jul 22, 2019
BFSG LLC 23,219 $2,261k Jun 30, 2019 Jul 30, 2019
Hartline Investment Corp 22,853 $2,226k Jun 30, 2019 Aug 8, 2019
Sawgrass Asset Management LLC 22,533 $2,194k Jun 30, 2019 Jul 23, 2019
New England Asset Management Inc 21,944 $2,137k Jun 30, 2019 Aug 14, 2019
Tradition Capital Management LLC 23,333 $2,125k Mar 31, 2019 May 7, 2019
Capital Insight Partners LLC 21,024 $2,048k Jun 30, 2019 Jul 9, 2019
YHB Investment Advisors Inc 20,124 $1,960k Jun 30, 2019 Jul 15, 2019
Northwest Investment Counselors LLC 19,848 $1,933k Jun 30, 2019 Jul 25, 2019
Schulhoff & Co Inc 19,674 $1,916k Jun 30, 2019 Aug 7, 2019
ELCO Management Company LLC 18,366 $1,789k Jun 30, 2019 Aug 1, 2019
Condor Capital Management 18,320 $1,784k Jun 30, 2019 Aug 5, 2019
Access Financial Services Inc 17,288 $1,684k Jun 30, 2019 Jul 24, 2019
Drexel Morgan & Co 17,144 $1,670k Jun 30, 2019 Aug 8, 2019
Fernwood Investment Management LLC 17,064 $1,662k Jun 30, 2019 Aug 1, 2019
Wheatland Advisors Inc 16,450 $1,602k Jun 30, 2019 Aug 7, 2019
SWS Partners LLC 15,568 $1,578k Jun 30, 2019 Aug 13, 2019
Marble Harbor Investment Counsel LLC 15,983 $1,557k Jun 30, 2019 Aug 7, 2019
Founders Capital Management Inc 15,591 $1,518k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 15,591 $1,518k Jun 30, 2019 Jul 11, 2019
Advanced Asset Management Advisors Inc 15,100 $1,471k Jun 30, 2019 Aug 2, 2019
Morgens Waterfall Vintiadis & Company Inc 15,000 $1,461k Jun 30, 2019 Aug 14, 2019
Private Counsel Group Ltd 14,390 $1,437k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 14,390 $1,437k Jun 30, 2019 Jul 29, 2019
DUFF & Phelps Investment Management Co 14,635 $1,425k Jun 30, 2019 Aug 2, 2019
Cullen Capital Management LLC 14,610 $1,423k Jun 30, 2019 Jul 30, 2019
OFI Advisors LLC 21,063 $1,410k Sep 30, 2015 Nov 16, 2015
Impax Asset Management Ltd 16,040 $1,373k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 16,040 $1,373k Jun 30, 2018 Aug 14, 2018
Triangle Securities Wealth Management 13,891 $1,362k Jun 30, 2019 Jul 10, 2019
Violich Capital Management 13,865 $1,350k Jun 30, 2019 Jul 22, 2019
Beach Investment Management LLC 13,550 $1,320k Jun 30, 2019 Jul 17, 2019
Northpointe Capital LLC 13,376 $1,303k Jun 30, 2019 Jul 26, 2019
Nicholas Hoffman & Company LLC 12,886 $1,255k Jun 30, 2019 Aug 12, 2019
DB Root & Company LLC 12,870 $1,253k Jun 30, 2019 Jul 19, 2019
Dumont & Blake Investment Advisors LLC 12,734 $1,240k Jun 30, 2019 Aug 1, 2019
Stanley-Laman Group Ltd 12,518 $1,219k Jun 30, 2019 Aug 1, 2019
Cipher Capital LP 12,378 $1,205k Jun 30, 2019 Aug 13, 2019
TSP Capital Management Group LLC 12,350 $1,203k Jun 30, 2019 Aug 9, 2019
Monetta Financial Services Inc 12,000 $1,169k Jun 30, 2019 Aug 9, 2019
The Burney Company 11,436 $1,114k Jun 30, 2019 Aug 12, 2019
FFCM LLC 11,106 $1,082k Jun 30, 2019 Jul 30, 2019
Hunter Associates Investment Management LLC 11,025 $1,074k Jun 30, 2019 Aug 8, 2019
Bowen Hanes & Co Inc 10,870 $1,059k Jun 30, 2019 Aug 13, 2019
Symphony Asset Management LLC 10,739 $1,046k Jun 30, 2019 Aug 14, 2019
Kingfisher Capital LLC 10,486 $1,021k Jun 30, 2019 Aug 14, 2019
Founders Financial Securities LLC 10,436 $1,016k Jun 30, 2019 Jul 22, 2019
Bernicke Wealth Management Ltd 9,815 $956k Jun 30, 2019 Aug 5, 2019
Benin Management Corp 9,590 $934k Jun 30, 2019 Jul 31, 2019
Gargoyle Investment Advisor LLC 9,586 $934k Jun 30, 2019 Aug 13, 2019
HIGH Pointe Capital Management LLC 9,570 $932k Jun 30, 2019 Aug 12, 2019
Wellesley Investment Partners LLC 9,435 $918k Jun 30, 2019 Aug 5, 2019
Sowell Financial Services LLC 10,052 $916k Mar 31, 2019 May 15, 2019
Diligent Investors LLC 9,348 $910k Jun 30, 2019 Aug 1, 2019
Cambridge Advisors Inc 9,034 $880k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 9,034 $880k Jun 30, 2019 Jul 26, 2019
Mitchell Capital Management Co 9,033 $880k Jun 30, 2019 Jul 24, 2019
Bigelow Investment Advisors LLC 8,845 $861k Jun 30, 2019 Jul 17, 2019
Moloney Securities Asset Management LLC 8,775 $855k Jun 30, 2019 Jul 29, 2019
Biltmore Family Office LLC 8,683 $846k Jun 30, 2019 Jul 31, 2019
Altrinsic Global Advisors LLC 8,339 $812k Jun 30, 2019 Aug 14, 2019
Affiance Financial LLC 7,972 $776k Jun 30, 2019 Jul 11, 2019
Round Table Services LLC 7,958 $775k Jun 30, 2019 Jul 17, 2019
Buckley Wealth Management LLC 7,943 $774k Jun 30, 2019 Jul 19, 2019
New England Research & Management Inc 7,800 $760k Jun 30, 2019 Jul 9, 2019
Cornell Pochily Investment Advisors Inc 7,773 $757k Jun 30, 2019 Jul 22, 2019
Murphy Middleton Hinkle & Parker Inc 7,723 $752k Jun 30, 2019 Jul 15, 2019
Harfst and Associates Inc 7,550 $735k Jun 30, 2019 Aug 14, 2019
Legacy Financial Strategies LLC 7,237 $724k Jun 30, 2019 Jul 15, 2019
Dedora Capital Inc 7,237 $705k Jun 30, 2019 Aug 8, 2019
Venturi Wealth Management LLC 7,222 $703k Jun 30, 2019 Aug 7, 2019
Windsor Capital Management LLC 7,184 $699k Jun 30, 2019 Aug 2, 2019
Mckinley Carter Wealth Services Inc 7,059 $687k Jun 30, 2019 Aug 2, 2019
MANA Advisors LLC 6,930 $675k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 6,707 $653k Jun 30, 2019 Aug 13, 2019
Gilman Hill Asset Management LLC 6,647 $647k Jun 30, 2019 Jul 17, 2019
Loudon Investment Management LLC 6,635 $646k Jun 30, 2019 Aug 13, 2019
Cardan Capital Partners LLC 6,588 $642k Jun 30, 2019 Jul 16, 2019
Mitchell Mcleod PUGH & Williams Inc 6,484 $631k Jun 30, 2019 Jul 9, 2019
LONG ROAD Investment Counsel LLC 6,400 $623k Jun 30, 2019 Aug 9, 2019
Abbrea Capital LLC 6,110 $595k Jun 30, 2019 Jul 31, 2019
Sunbelt Securities Inc 5,688 $554k Jun 30, 2019 Aug 1, 2019
Becker Capital Management Inc 5,574 $543k Jun 30, 2019 Aug 8, 2019
Middleton & Company Inc 5,456 $531k Jun 30, 2019 Jul 25, 2019
American National Registered Investment Advisor Inc 5,283 $515k Jun 30, 2019 Aug 5, 2019
Henry James International Management Inc 5,282 $514k Jun 30, 2019 Jul 17, 2019
Ridgewood Investments LLC 5,264 $513k Jun 30, 2019 Jul 12, 2019
SOL Capital Management Co 5,244 $511k Jun 30, 2019 Jul 17, 2019
STA Wealth Management LLC 5,167 $503k Jun 30, 2019 Aug 14, 2019
Meridian Investment Counsel Inc 5,123 $499k Jun 30, 2019 Aug 13, 2019
Semper Augustus Investments Group LLC 5,106 $497k Jun 30, 2019 Aug 13, 2019
Jensen Investment Management Inc 5,090 $496k Jun 30, 2019 Aug 2, 2019
TLWM LLC 5,008 $490k Jun 30, 2019 Jul 12, 2019
Mengis Capital Management Inc 4,915 $478k Jun 30, 2019 Jul 18, 2019
Perkins Investment Management LLC 5,846 $471k Mar 31, 2017 May 15, 2017
Northstar Company LLC 4,791 $466k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 4,791 $466k Jun 30, 2019 Jul 12, 2019
Folger Nolan Fleming Douglas Capital Management Inc 4,782 $466k Jun 30, 2019 Aug 9, 2019
Douglas Lane & Associates LLC 4,671 $455k Jun 30, 2019 Jul 8, 2019
Doliver Capital Advisors LP 4,605 $448k Jun 30, 2019 Jul 25, 2019
Security Asset Management Inc 4,560 $444k Jun 30, 2019 Aug 6, 2019
Aureus Asset Management LLC 4,555 $444k Jun 30, 2019 Aug 14, 2019
Bigsur Wealth Management LLC 4,499 $441k Jun 30, 2019 Jul 5, 2019
First Manhattan Co 4,455 $433k Jun 30, 2019 Aug 16, 2019
Nuance Investments LLC 4,343 $423k Jun 30, 2019 Aug 12, 2019
Hall Capital Management Company Inc 4,255 $414k Jun 30, 2019 Aug 14, 2019
CIM LLC 4,189 $408k Jun 30, 2019 Jul 22, 2019
Segment Wealth Management LLC 4,108 $400k Jun 30, 2019 Jul 29, 2019
Perritt Capital Management Inc 4,107 $400k Jun 30, 2019 Aug 13, 2019
Rossmore Private Capital LLC 3,991 $389k Jun 30, 2019 Aug 5, 2019
Evermay Wealth Management LLC 3,978 $387k Jun 30, 2019 Jul 23, 2019
First Pacific Advisors LP 3,950 $385k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 3,917 $381k Jun 30, 2019 Jul 29, 2019
AULL & Monroe Investment Management Corp 3,897 $379k Jun 30, 2019 Jul 29, 2019
Ipswich Investment Management Company Inc 3,862 $376k Jun 30, 2019 Jul 11, 2019
Aries Wealth Management LLC 3,790 $372k Jun 30, 2019 Jul 15, 2019
Quadrant Private Wealth Management LLC 3,823 $372k Jun 30, 2019 Aug 13, 2019
The Bollard Group LLC 3,762 $366k Jun 30, 2019 Aug 13, 2019
Martin Investment Management LLC 3,742 $364k Jun 30, 2019 Aug 7, 2019
Ballast Inc 3,578 $348k Jun 30, 2019 Jul 26, 2019
PURE Financial Advisors Inc 3,416 $333k Jun 30, 2019 Jul 11, 2019
Alphastar Capital Management LLC 3,262 $318k Jun 30, 2019 Aug 14, 2019
Capital Planning Advisors LLC 3,270 $318k Jun 30, 2019 Aug 9, 2019
First National Bank of Omaha 3,203 $312k Jun 30, 2019 Jul 10, 2019
Lejeune Puetz Investment Counsel 3,202 $312k Jun 30, 2019 Jul 29, 2019
Prelude Capital Management LLC 3,158 $308k Jun 30, 2019 Aug 14, 2019
Good Harbor Financial LLC 4,525 $303k Sep 30, 2015 Nov 13, 2015
Glovista Investments LLC 3,100 $302k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 2,998 $291k Jun 30, 2019 Jul 22, 2019
ACG Wealth Inc 2,958 $288k Jun 30, 2019 Aug 6, 2019
Private Vista LLC 2,913 $284k Jun 30, 2019 Jul 19, 2019
American Investment Services Inc 2,868 $279k Jun 30, 2019 Aug 6, 2019
Court Place Advisors LLC 2,861 $279k Jun 30, 2019 Jul 30, 2019
Independent Investors Inc 2,813 $273k Jun 30, 2019 Jul 18, 2019
Miles Capital Inc 2,781 $271k Jun 30, 2019 Aug 13, 2019
Profit Investment Management LLC 2,766 $269k Jun 30, 2019 Jul 16, 2019
KCS Wealth Advisory LLC 2,752 $268k Jun 30, 2019 Jul 29, 2019
Harwood Advisory Group LLC 2,738 $267k Jun 30, 2019 Aug 7, 2019
White Lighthouse Investment Management Inc 2,705 $263k Jun 30, 2019 Jul 31, 2019
DSC Advisors LP 2,659 $259k Jun 30, 2019 Aug 14, 2019
Gillespie Robinson & Grimm Inc 2,625 $256k Jun 30, 2019 Jul 22, 2019
Meristem Family Wealth LLC 2,599 $253k Jun 30, 2019 Aug 6, 2019
Searle & Co 2,519 $245k Jun 30, 2019 Jul 17, 2019
Birch Hill Investment Advisors LLC 2,485 $242k Jun 30, 2019 Jul 22, 2019
Retirement Capital Strategies Inc 2,390 $233k Jun 30, 2019 Aug 2, 2019
Highland Private Wealth Management 2,369 $231k Jun 30, 2019 Aug 13, 2019
Gilbert & COOK Inc 2,354 $229k Jun 30, 2019 Aug 5, 2019
Legacy Capital Partners Inc 2,288 $223k Jun 30, 2019 Jul 16, 2019
The Rikoon Group LLC 2,260 $220k Jun 30, 2019 Aug 6, 2019
Harvest Capital Management Inc 2,220 $216k Jun 30, 2019 Aug 7, 2019
Family Legacy Inc 2,219 $216k Jun 30, 2019 Jul 25, 2019
Fulcrum Capital LLC 2,157 $210k Jun 30, 2019 Jul 29, 2019
Armor Investment Advisors LLC 2,140 $208k Jun 30, 2019 Aug 13, 2019
Shoker Investment Counsel Inc 2,140 $208k Jun 30, 2019 Aug 9, 2019
Armor Advisors LLC 2,140 $208k Jun 30, 2019 Aug 13, 2019
Liberty Capital Management Inc 2,125 $207k Jun 30, 2019 Jul 15, 2019
West Chester Capital Advisors Inc 2,127 $207k Jun 30, 2019 Jul 30, 2019
Family Management Corporation 2,111 $206k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 2,091 $204k Jun 30, 2019 Aug 14, 2019
BSW Wealth Partners LLC 2,081 $203k Jun 30, 2019 Aug 13, 2019
CPWM LLC 2,078 $202k Jun 30, 2019 Aug 2, 2019
ALL Terrain Financial Advisors LLC 2,043 $199k Jun 30, 2019 Aug 14, 2019
Clean Yield Group Inc 1,518 $148k Jun 30, 2019 Jul 22, 2019
Cohen & Steers Capital Management Inc 1,816 $142k Mar 31, 2015 May 15, 2015
Clear Perspective Advisors LLC 757 $74k Jun 30, 2019 Aug 12, 2019
America First Investment Advisors LLC 695 $68k Jun 30, 2019 Jul 29, 2019
Kayne Anderson Rudnick Investment Management LLC 674 $66k Jun 30, 2019 Aug 14, 2019
Arbor Wealth Management LLC 544 $53k Jun 30, 2019 Jul 16, 2019
Allsquare Wealth Management LLC 534 $52k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 485 $48k Jun 30, 2019 Aug 21, 2019
Lombard Odier Transatlantic Limited 550 $48k Sep 30, 2016 Nov 14, 2016
Northstar Asset Management Inc 370 $36k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 370 $36k Jun 30, 2019 Jul 16, 2019
The Central Trust Bank 245 $24k Jun 30, 2019 Jul 16, 2019
First National Corporation 211 $21k Jun 30, 2019 Jul 22, 2019
Summit Financial Group Inc 200 $19k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 200 $19k Jun 30, 2019 Jul 3, 2019
Stevens First Principles Investment Advisors 33 $3k Jun 30, 2019 Jul 22, 2019
Lifeplan Financial Group Inc 23 $2k Jun 30, 2019 Jul 15, 2019
Newsquare Capital LLC 22 $2k Jun 30, 2019 Aug 20, 2019
Independent Advisor Alliance LLC 2,977 $0k Jun 30, 2019 Aug 12, 2019

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