Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2201 S&T BANK/PA 08-13-2019 06-30-2019 145 456,465,000
2202 SOMERSET CAPITAL MANAGEMENT LLP 08-02-2019 06-30-2019 19 456,348,000
2203 LAUREL WEALTH ADVISORS INC 08-13-2019 06-30-2019 398 456,139,000
2204 COVENANT MULTIFAMILY OFFICES LLC 07-30-2019 06-30-2019 142 456,084,000
2205 SOLUS ALTERNATIVE ASSET MANAGEMENT LP 08-14-2019 06-30-2019 9 455,892,000
2206 AVIVA HOLDINGS LTD 05-15-2019 03-31-2019 9 455,811,000
2207 VAN CLEEF ASSET MANAGEMENTINC 07-19-2019 06-30-2019 114 454,959,000
2208 CAYMUS CAPITAL PARTNERS LP 08-05-2019 06-30-2019 31 454,688,000
2209 BASSO CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 219 453,518,000
2210 VITRUVIAN PARTNERS LLP 08-12-2019 06-30-2019 2 453,106,000
2211 AUTONOMY CAPITAL (JERSEY) LP 08-14-2019 06-30-2019 11 452,422,000
2212 ZUCKERMAN INVESTMENT GROUP LLC 08-14-2019 06-30-2019 65 452,152,000
2213 INSTITUTE FOR WEALTH MANAGEMENT LLC 08-01-2019 06-30-2019 469 451,778,000
2214 HIKARI TSUSHIN INC 05-13-2019 03-31-2019 54 451,384,000
2215 FIRST INTERSTATE BANK 08-05-2019 06-30-2019 807 450,962,000
2216 EDGE WEALTH MANAGEMENT LLC 07-15-2019 06-30-2019 604 450,759,000
2217 WINSLOW ASSET MANAGEMENT INC 07-29-2019 06-30-2019 86 450,224,000
2218 RATAN CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 41 450,102,000
2219 HERITAGE TRUST CO 08-13-2019 06-30-2019 287 449,858,000
2220 RESOURCES MANAGEMENT CORP /CT/ /ADV 02-21-2019 12-31-2018 518 449,302,000
2221 UNIVERSITY OF NOTRE DAME DU LAC 05-14-2019 03-31-2019 61 447,994,000
2222 OKUMUS FUND MANAGEMENT LTD 05-15-2019 03-31-2019 7 447,952,000
2223 DORSEY ASSET MANAGEMENT LLC 08-14-2019 06-30-2019 10 447,387,000
2224 TOTH FINANCIAL ADVISORY CORP 07-17-2019 06-30-2019 462 447,053,000
2225 SC CHINA HOLDING LTD 08-14-2019 06-30-2019 12 446,963,000
2226 TRUSTCORE FINANCIAL SERVICES LLC 07-25-2019 06-30-2019 929 446,925,000
2227 LONESTAR CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 26 446,922,000
2228 ELM PARTNERS MANAGEMENT LLC 08-08-2019 06-30-2019 41 446,661,000
2229 BLUE CHIP PARTNERS INC 07-31-2019 06-30-2019 133 446,216,000
2230 DUNCKER STREETT & CO INC 07-24-2019 06-30-2019 673 445,590,000
2231 AMERICAN ASSETS CAPITAL ADVISERS LLC 07-23-2019 06-30-2019 43 445,472,000
2232 GREYLIN INVESTMENT MANGEMENT INC 07-02-2019 06-30-2019 69 445,362,000
2233 MAPLE CAPITAL MANAGEMENT INC 08-14-2019 06-30-2019 126 445,135,000
2234 BELL BANK 08-13-2019 06-30-2019 156 444,911,000
2235 WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO 08-06-2019 06-30-2019 101 444,843,000
2236 STRATEGY ASSET MANAGERS LLC 05-07-2019 03-31-2019 213 444,725,000
2237 SMITH MOORE & CO 08-15-2019 06-30-2019 318 444,685,000
2238 JOYN ADVISORS INC 08-09-2019 06-30-2019 127 444,567,000
2239 MAIN STREET RESEARCH LLC 08-06-2019 06-30-2019 91 444,476,000
2240 ROUNDVIEW CAPITAL LLC 08-12-2019 06-30-2019 220 444,029,000
2241 CENTRAL BANK & TRUST CO 07-16-2019 06-30-2019 299 443,831,000
2242 LEE FINANCIAL CO 07-30-2019 06-30-2019 582 442,829,000
2243 MECHANICS BANK TRUST DEPARTMENT 07-16-2019 06-30-2019 261 442,529,000
2244 M&R CAPITAL MANAGEMENT INC 07-24-2019 06-30-2019 520 442,258,000
2245 AIA GROUP LTD 08-08-2019 06-30-2019 9 441,750,000
2246 MANAGED ASSET PORTFOLIOS LLC 08-08-2019 06-30-2019 51 441,558,000
2247 RETIREMENT PLANNING GROUP 07-25-2019 06-30-2019 65 440,976,000
2248 INVESTURE LLC 08-13-2019 06-30-2019 15 438,985,000
2249 CROSSLINK CAPITAL INC 08-13-2019 06-30-2019 26 438,970,000
2250 TOTAL INVESTMENT MANAGEMENT INC 08-07-2019 06-30-2019 53 438,679,000
2251 KORE PRIVATE WEALTH LLC 08-13-2019 06-30-2019 224 438,186,000
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