Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1951 IFG ADVISORY LLC 08-06-2019 06-30-2019 343 563,819,000
1952 361 CAPITAL LLC 08-07-2019 06-30-2019 306 563,395,000
1953 STONEBRIDGE CAPITAL ADVISORS LLC 08-15-2019 06-30-2019 959 562,710,000
1954 CAT ROCK CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 11 562,638,000
1955 CITY FINANCIAL INVESTMENT CO LTD 02-13-2019 12-31-2018 124 562,280,000
1956 BROUWER & JANACHOWSKI LLC 08-12-2019 06-30-2019 51 561,496,000
1957 MARCO INVESTMENT MANAGEMENT LLC 08-06-2019 06-30-2019 179 560,632,000
1958 SUMMIT PARTNERS L P 08-01-2019 06-30-2019 8 560,199,000
1959 0 0
1960 STIEVEN CAPITAL ADVISORS LP 08-09-2019 06-30-2019 57 559,317,000
1961 NBT BANK N A /NY 08-06-2019 06-30-2019 359 558,872,000
1962 PENSIONFUND DSM NETHERLANDS 07-02-2019 06-30-2019 209 558,553,000
1963 HORAN CAPITAL MANAGEMENT 07-17-2019 06-30-2019 60 558,529,000
1964 SILVANT CAPITAL MANAGEMENT LLC 08-09-2019 06-30-2019 427 558,294,000
1965 PURE FINANCIAL ADVISORS INC 07-11-2019 06-30-2019 135 557,727,000
1966 NELSON VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP LLC 08-14-2019 06-30-2019 961 557,530,000
1967 CALLAHAN ADVISORS LLC 07-16-2019 06-30-2019 137 557,224,000
1968 PRANA CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 51 557,056,000
1969 STEWART & PATTEN CO LLC 07-17-2019 06-30-2019 141 556,930,000
1970 CORNERSTONE WEALTH MANAGEMENT LLC 08-02-2019 06-30-2019 509 556,741,000
1971 NACHMAN NORWOOD & PARROTT INC 07-09-2019 06-30-2019 260 555,782,000
1972 LEGACY WEALTH MANAGEMENT INC 07-16-2019 06-30-2019 12 554,695,000
1973 THOMAS WHITE INTERNATIONAL LTD 05-08-2019 03-31-2019 245 554,123,000
1974 BCJ CAPITAL MANAGEMENT LLC 05-14-2019 03-31-2019 112 553,873,000
1975 FIDUCIARY GROUP LLC 08-05-2019 06-30-2019 189 552,784,000
1976 COLONIAL TRUST ADVISORS 08-20-2019 06-30-2019 202 552,523,000
1977 CLEARWATER CAPITAL ADVISORS LLC 07-26-2019 06-30-2019 183 550,708,000
1978 OBERWEIS ASSET MANAGEMENT INC/ 08-14-2019 06-30-2019 196 550,433,000
1979 JBF CAPITAL INC 08-09-2019 06-30-2019 81 550,201,000
1980 CRESCENT PARK MANAGEMENT LP 08-13-2019 06-30-2019 25 549,856,000
1981 PERMIAN INVESTMENT PARTNERS LP 05-15-2019 03-31-2019 8 549,712,000
1982 NORTHSTAR INVESTMENT ADVISORS LLC 07-16-2019 06-30-2019 120 549,679,000
1983 SKYLINE ASSET MANAGEMENT LP 07-17-2019 06-30-2019 57 549,299,000
1984 ANCIENT ART LP 05-15-2019 03-31-2019 15 549,251,000
1985 PRIME CAPITAL INVESTMENT ADVISORS LLC 08-06-2019 06-30-2019 357 548,308,000
1986 ROYAL BANK OF SCOTLAND GROUP PLC 07-25-2019 06-30-2019 143 547,884,000
1987 MODERA WEALTH MANAGEMENT LLC 08-07-2019 06-30-2019 144 547,820,000
1988 NEWSQUARE CAPITAL LLC 08-20-2019 06-30-2019 357 547,802,000
1989 STEARNS FINANCIAL SERVICES GROUP 08-14-2019 06-30-2019 178 547,687,000
1990 PLANNING ALTERNATIVES LTD /ADV 07-19-2019 06-30-2019 51 547,414,000
1991 STRATEGIC VALUE PARTNERS LLC 08-14-2019 06-30-2019 8 547,238,000
1992 SEATOWN HOLDINGS PTE LTD 07-31-2019 06-30-2019 49 547,054,000
1993 NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN 10-18-2019 09-30-2019 533 546,854,000
1994 PHILLIPS FINANCIAL MANAGEMENT LLC 08-06-2019 06-30-2019 76 546,024,000
1995 KAYS FINANCIAL ADVISORY CORP /ADV 07-24-2019 06-30-2019 120 546,012,000
1996 NORTH POINT PORTFOLIO MANAGERS CORP/OH 08-02-2019 06-30-2019 75 545,685,000
1997 ARCHON CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 30 545,133,000
1998 WELD CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 706 544,401,000
1999 CONNABLE OFFICE INC 08-06-2019 06-30-2019 180 544,191,000
2000 DSC ADVISORS LP 05-15-2019 03-31-2019 81 544,166,000
2001 CANANDAIGUA NATIONAL BANK & TRUST CO 06-30-2019 06-30-2019 282 543,061,000
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