Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1651 EVENSKY & KATZ LLC 11-07-2019 09-30-2019 112 732,432,000
1652 WEALTHPLAN PARTNERS LLC 11-14-2019 09-30-2019 362 731,563,000
1653 PICTET NORTH AMERICA ADVISORS SA 11-08-2019 09-30-2019 153 731,238,000
1654 BTS ASSET MANAGEMENT INC 11-08-2019 09-30-2019 18 731,138,000
1655 TIRSCHWELL & LOEWY INC 03-31-2019 03-31-2019 67 730,875,000
1656 PROSPECTOR PARTNERS LLC 08-13-2019 06-30-2019 111 729,149,000
1657 CONNORS INVESTOR SERVICES INC 10-25-2019 09-30-2019 142 728,108,000
1658 STEPHENS GROUP ASSET MANAGEMENT LLC 01-13-2020 12-31-2019 22 727,128,000
1659 FIRST FINANCIAL BANK - TRUST DIVISION 01-03-2020 12-31-2019 381 726,683,000
1660 CAPE COD FIVE CENTS SAVINGS BANK 11-13-2019 09-30-2019 296 725,097,000
1661 DOYLE WEALTH MANAGEMENT 11-05-2019 09-30-2019 198 724,262,000
1662 PRICE MICHAEL F 11-14-2019 09-30-2019 143 723,411,000
1663 PATRIOT INVESTMENT MANAGEMENT INC 10-30-2019 09-30-2019 212 723,368,000
1664 E-L FINANCIAL CORP LTD 10-24-2019 09-30-2019 2 723,067,000
1665 ACROPOLIS INVESTMENT MANAGEMENT LLC 01-13-2020 12-31-2019 172 722,435,000
1666 WALTHAUSEN & CO LLC 11-14-2019 09-30-2019 137 721,959,000
1667 COASTLINE TRUST CO 01-15-2020 12-31-2019 545 721,506,000
1668 KIMELMAN & BAIRD LLC 12-10-2019 09-30-2019 100 721,178,000
1669 SAVANT CAPITAL LLC 11-08-2019 09-30-2019 326 720,221,000
1670 SAPIENCE INVESTMENTS LLC 11-14-2019 09-30-2019 85 719,005,000
1671 BOK FINANCIAL PRIVATE WEALTH INC 11-08-2019 09-30-2019 129 717,169,000
1672 DENALI ADVISORS LLC 10-09-2019 09-30-2019 299 715,387,000
1673 COVE STREET CAPITAL LLC 11-13-2019 09-30-2019 129 715,151,000
1674 ENSEMBLE CAPITAL MANAGEMENT LLC 11-13-2019 09-30-2019 28 713,022,000
1675 KNIGHTHEAD CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 8 712,672,000
1676 VICUS CAPITAL 08-08-2019 06-30-2019 228 712,458,000
1677 CHICAGO PARTNERS INVESTMENT GROUP LLC 10-30-2019 09-30-2019 334 710,027,000
1678 CENTENUS GLOBAL MANAGEMENT LP 11-14-2019 09-30-2019 111 709,300,000
1679 BCJ CAPITAL MANAGEMENT LLC 11-01-2019 09-30-2019 137 707,410,000
1680 ITHAKA GROUP LLC 11-05-2019 09-30-2019 37 707,150,000
1681 CORNERCAP INVESTMENT COUNSEL INC 11-14-2019 09-30-2019 483 707,071,000
1682 BLUEFIN TRADING LLC 08-14-2019 06-30-2019 327 706,236,000
1683 CORIENT CAPITAL PARTNERS LLC 11-06-2019 09-30-2019 754 706,150,000
1684 CIBC BANK USA 10-22-2019 09-30-2019 1300 704,460,000
1685 SMITH SALLEY & ASSOCIATES 10-28-2019 09-30-2019 288 703,681,000
1686 TAURUS ASSET MANAGEMENT LLC 11-14-2019 09-30-2019 88 703,377,000
1687 NEXUS INVESTMENT MANAGEMENT INC 10-03-2019 09-30-2019 66 703,086,000
1688 WE DONOGHUE & CO LLC 10-29-2019 09-30-2019 155 702,540,000
1689 SIGFIG WEALTH MANAGEMENT LLC 11-12-2019 09-30-2019 43 702,413,000
1690 JOEL ISAACSON & CO LLC 10-10-2019 09-30-2019 202 701,880,000
1691 CYRUS CAPITAL PARTNERS LP 11-14-2019 09-30-2019 21 701,011,000
1692 MEIJI YASUDA LIFE INSURANCE CO 11-13-2019 09-30-2019 295 700,248,000
1693 STANDARD GENERAL LP 11-14-2019 09-30-2019 6 699,818,000
1694 HIGHLAND ASSOCIATES INC 08-08-2019 06-30-2019 7 698,955,438
1695 CARDAN CAPITAL PARTNERS LLC 11-13-2019 09-30-2019 186 698,348,000
1696 CAMPBELL NEWMAN ASSET MANAGEMENT INC 09-30-2019 09-30-2019 161 697,435,000
1697 WARREN AVERETT ASSET MANAGEMENT LLC 11-12-2019 09-30-2019 133 696,988,000
1698 PORTFOLIO SOLUTIONS LLC 11-12-2019 09-30-2019 35 696,491,000
1699 FIRST MIDWEST BANK TRUST DIVISION 10-17-2019 09-30-2019 610 694,996,000
1700 ESSEX INVESTMENT MANAGEMENT CO LLC 10-22-2019 09-30-2019 468 692,818,000
1701 ASHFORD CAPITAL MANAGEMENT INC 11-15-2019 09-30-2019 97 691,729,000
Debug Info- Version: 2.4