Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2101 CKW FINANCIAL GROUP 08-09-2019 06-30-2019 166 495,361,000
2102 MERRIMAN WEALTH MANAGEMENT LLC 10-17-2019 09-30-2019 173 494,400,000
2103 BASSO CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 242 494,018,000
2104 TOTAL INVESTMENT MANAGEMENT INC 10-28-2019 09-30-2019 52 493,250,000
2105 EMERY HOWARD PORTFOLIO MANAGEMENT INC 11-05-2019 09-30-2019 33 492,816,000
2106 GREENHOUSE FUNDS LLLP 11-14-2019 09-30-2019 35 492,666,000
2107 TOMPKINS FINANCIAL CORP 01-10-2020 12-31-2019 413 492,142,000
2108 JNBA FINANCIAL ADVISORS 11-01-2019 09-30-2019 593 491,664,000
2109 PERIGON WEALTH MANAGEMENT LLC 01-13-2020 12-31-2019 278 489,959,000
2110 SALOMON & LUDWIN LLC 11-06-2019 09-30-2019 215 489,244,000
2111 ANTIPODES PARTNERS LTD 08-14-2019 06-30-2019 27 488,998,390
2112 ANCHOR BOLT CAPITAL LP 11-14-2019 09-30-2019 35 487,739,000
2113 KOVACK ADVISORS INC 10-30-2019 09-30-2019 551 487,379,000
2114 EVANSON ASSET MANAGEMENT LLC 10-10-2019 09-30-2019 236 486,834,000
2115 PEKIN HARDY STRAUSS INC 11-11-2019 09-30-2019 196 486,739,000
2116 QVT FINANCIAL LP 11-14-2019 09-30-2019 53 486,661,000
2117 SHEETS SMITH WEALTH MANAGEMENT 10-25-2019 09-30-2019 292 486,343,000
2118 10-15 ASSOCIATES INC 11-12-2019 09-30-2019 98 485,853,000
2119 CRESCENT PARK MANAGEMENT LP 11-13-2019 09-30-2019 21 484,758,000
2120 OAKTOP CAPITAL MANAGEMENT II LP 11-08-2019 09-30-2019 17 484,273,000
2121 SYMMETRY PARTNERS LLC 11-04-2019 09-30-2019 332 484,111,000
2122 JAMES HAMBRO & PARTNERS 11-04-2019 09-30-2019 47 483,624,000
2123 ARROW FINANCIAL CORP 10-28-2019 09-30-2019 709 481,742,000
2124 BRIDGECREEK INVESTMENT MANAGEMENT LLC 11-12-2019 09-30-2019 119 481,701,000
2125 BRUCE & CO INC 11-14-2019 09-30-2019 41 481,649,000
2126 BAXTER BROS INC 01-09-2020 12-31-2019 116 481,402,000
2127 BRIGHTWORTH 10-29-2019 09-30-2019 91 481,324,000
2128 WESTERN WEALTH MANAGEMENT LLC 11-07-2019 09-30-2019 387 480,498,000
2129 TIGER EYE CAPITAL LLC 08-14-2019 06-30-2019 46 480,192,000
2130 WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO 11-07-2019 09-30-2019 106 479,257,000
2131 CHANGE PATH LLC 08-14-2019 06-30-2019 287 475,985,000
2132 STOKES & HUBBELL CAPITAL MANAGEMENT LLC 04-24-2019 03-31-2019 134 475,651,000
2133 BEACON POINTE WEALTH ADVISORS LLC 11-14-2019 09-30-2019 257 474,893,000
2134 CABOT WEALTH MANAGEMENT INC 10-31-2019 09-30-2019 130 473,277,000
2135 VAN HULZEN ASSET MANAGEMENT LLC 10-29-2019 09-30-2019 262 473,195,000
2136 SPC FINANCIAL INC 10-18-2019 09-30-2019 124 473,143,000
2137 JET CAPITAL INVESTORS L P 11-14-2019 09-30-2019 26 473,051,000
2138 FORESITE CAPITAL MANAGEMENT II LLC 11-13-2019 09-30-2019 7 473,022,000
2139 GLADSTONE CAPITAL MANAGEMENT LLP 10-31-2019 09-30-2019 10 472,760,000
2140 BLUE CHIP PARTNERS INC 10-29-2019 09-30-2019 140 472,716,000
2141 FIRST FIDUCIARY INVESTMENT COUNSEL INC 11-15-2019 09-30-2019 42 472,437,000
2142 RETIREMENT PLANNING GROUP 10-24-2019 09-30-2019 69 472,361,000
2143 SUNCOAST EQUITY MANAGEMENT 10-16-2019 09-30-2019 39 471,886,000
2144 AWM INVESTMENT COMPANY INC 11-12-2019 09-30-2019 97 471,277,000
2145 ROPES WEALTH ADVISORS LLC 11-05-2019 09-30-2019 554 471,274,000
2146 BURNS J W & CO INC/NY 01-07-2020 12-31-2019 164 470,918,000
2147 CIRCLE WEALTH MANAGEMENT LLC 11-15-2019 09-30-2019 167 469,856,000
2148 STAIRWAY PARTNERS LLC 01-07-2020 12-31-2019 10 469,118,000
2149 ALPINE GLOBAL MANAGEMENT LLC 01-16-2020 12-31-2019 413 468,733,000
2150 INCLINE GLOBAL MANAGEMENT LLC 11-14-2019 09-30-2019 20 468,128,000
2151 PARTHENON LLC 10-31-2019 09-30-2019 105 467,543,000
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