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July 10, 2020 Filings
- Patriot Financial Group Insurance Agency
- Integer Wealth Advisors Group
- Xcel Wealth Management
- Curbstone Financial Management
- Fulton Breakefield Broenniman d/b/a FBB Capital Partners
- Peoples Financial Services
- Hexavest
- Enterprise Bank & Trust
- BFAM Partners
- Hoey Investments
- Eidelman Virant Capital
- Gradient Investments
- Defender Capital
- Acorn Financial Advisory Services
- Moneywise
- Apple Tree Partners IV
- Old North State Trust
- TPG Financial Advisors
- Spirit Of America Management Corp
- WEDGE Capital Management L
- Larson Financial Group
- Moody National Bank Trust Division
- Manning & Napier Group
- Sl Advisors
- Old Point Trust & Financial Services N A
- Vigilant Capital Management
- Whittier Trust
- Whittier Trust Co. of Nevada
- FLC Capital Advisors
- Allied Investment Advisors
- Leicht Financial Planning & Wealth Management
- Investors Financial Group
- Mokosak Advisory Group
- O'Brien Wealth Partners
- Newport Asia
- Wellcome Trust Limited, as Trustee of the Wellcome Trust
- Joseph P. Lucia & Associates
- Wealth Management Group
- Cypress Capital Group
- TrimTabs Asset Management
- FNY Investment Advisers
- Ballew Advisors
- LFA - Lugano Financial Advisors SA
- Sowa Financial Group
- Abner, Herrman & BrocK
- Exane Derivatives
July 9, 2020 Filings
- Investment Security Group
- Stolper
- Mount Yale Investment Advisors
- Legacy Private Trust
- Legacy Advisors
- Investment Counsel
- Horan Capital Management
- Trust Co Of Toledo Na
- Polianta
- Bay Rivers Group
- Ipswich Investment Management
- Clarus Wealth Advisors
- Bright Rock Capital Management
- Rockland Trust
- Richard P Slaughter Associates
- Fourthstone
- Jacobs and Company
- Genesis Investment Management
- Mountain Pacific Investment Advisers
- Unison Advisors
- Himanshu H. Shah
- Farmers & Merchants Trust Co of Chambersburg PA
- Benchmark Wealth Management
- 6 Meridian
- Nadler Financial
- Contravisory Investment Management
- Financial Life Advisors
- Aries Wealth Management
- Tatro Capital
- Hilltop Wealth Advisors
- Boussard & Gavaudan Investment Management
- Neumann Advisory Hong Kong
- Webster Bank, N. A.
- Money Design
- Arden Trust
- Traverso Chambers Private Wealth Management
- Strid
- California Capital Advisors
- Diligent Investors
- Univest National Bank and Trust
- Compass Ion Advisors
- Carnegie Capital Asset Management
- Arq Wealth Advisors
- Omega Financial Group
- Northwest Quadrant Wealth Management
- Integrys Wealth Advisors
- KG&L Capital Management
- Sanders Morris Harris
- N.E.W. Advisory Services
- Oak Asset Management
- Regal Wealth Group
- Edgehill Endowment Partners
- Addenda Capital
- Carroll Financial Associates
- Lgt Capital Partners
- Qwest Asset Management Company
- Cottage Street Advisors
- Baugh & Associates
- Forte Capital
- Independent Investors
- Everence Capital Management
- Starfire Investment Advisers
July 8, 2020 Filings
- DnB NOR Asset Management AS
- Livforsakringsaktiebolaget Skandia
- Pm Capital
- Clarius
- Grubman Wealth Management
- Foundations Investment Advisors
- IBM Retirement Fund
- Riverview Trust
- Triangle Securities Wealth Management
- Symphony Financial
- Envestnet Asset Management
- Wealthsimple US
- First American Trust
- HBW Advisory Services
- Campbell Capital Management
- West Branch Capital
- Mountain Capital Investment Advisors
- Moulton Wealth Management
- New Capital Management
- Elm Advisors
- Pure Financial Advisors
- Private Capital Management
- Virginia National Bank
- Foundation Resource Management
- Riverbrige Partners
- New England Guild Wealth Advisors
- O'Keefe Stevens Advisory
- FC Advisory
- Home Federal Bank Of Tennessee
- Murphy, Middleton, Hinkle & Parker
- Verde Servicos Internacionais
- Trinity Legacy Partners
- First National Bank of Mount Dora
- Bangor Savings Bank
- Town & Country Bank & Trust CO dba First Bankers Trust
- Founders Capital Management
- Lowe fs
- Rainey & Randall Investment Management
- Cardinal Capital Management
- Old Port Advisors
- Bogart Wealth
- Global Trust Asset Management
- Copperleaf Capital
- Independence Bank of Kentucky
- Wealth Alliance Advisory Group
- Dalton, Greiner, Hartman, Maher & Co
- Qp Wealth Management
- Patton Fund Management
- Castle Creek Capital Partners Iv
- Belvedere Trading
- Silverleafe Capital Partners
- Chesley, Taft & Associates
- Nexus Investment Management
July 7, 2020 Filings
- Japan Post Holdings
- Berson & Corrado Investment Advisors
- Deane Retirement Strategies
- Platte River Wealth Advisors
- American National Bank
- Wiley Bros.-aintree Capital
- TRUE Private Wealth Advisors
- Santori & Peters
- First PREMIER Bank
- Norway Savings Bank
- Ayalon Holdings
- Crumly & Associates
- Private Trust Co Na
- Legacy Capital Partners
- Diversified Trust Company
- EWG Elevate
- SAM Sustainable Asset Management
- Beacon Financial Advisory
- Pinnacle Bank
- Woodstock Corp
- Red Door Wealth Management
- BEAM Asset Management
- Hudson Valley Investment Advisors
- August Capital Management V
- Stonebridge Capital Management
- Cullinan Associates
- E&G Advisors
- Watchman Group
- TSFG
- Renaissance Investment Group
- Martin Capital Partners
- Paragon Advisors
- Skyline Asset Management
- Canandaigua National Bank and Trust Company