Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2251 KORE PRIVATE WEALTH LLC 08-13-2019 06-30-2019 224 438,186,000
2252 PRIVATE CAPITAL GROUP LLC 08-15-2019 06-30-2019 2335 438,147,000
2253 MILLER INVESTMENT MANAGEMENT LP 08-01-2019 06-30-2019 77 437,794,000
2254 BAXTER BROS INC 07-29-2019 06-30-2019 119 437,690,000
2255 GRACE & WHITE INC /NY 07-19-2019 06-30-2019 152 437,621,000
2256 KOVACK ADVISORS INC 08-13-2019 06-30-2019 503 437,499,000
2257 WEST COAST FINANCIAL LLC 07-12-2019 06-30-2019 109 437,338,000
2258 HILL PATH CAPITAL LP 05-14-2019 03-31-2019 2 435,893,000
2259 UNITED ASSET STRATEGIES INC 07-31-2019 06-30-2019 190 435,233,000
2260 LVZ ADVISORS INC 07-12-2019 06-30-2019 54 435,036,000
2261 MAIN MANAGEMENT ETF ADVISORS LLC 08-08-2019 06-30-2019 11 434,034,000
2262 CAMDEN NATIONAL BANK 08-08-2019 06-30-2019 195 433,894,000
2263 TRIODOS INVESTMENT MANAGEMENT BV 07-30-2019 06-30-2019 36 432,871,000
2264 MV CAPITAL MANAGEMENT INC 08-07-2019 06-30-2019 354 432,542,000
2265 ALMANACK INVESTMENT PARTNERS LLC 07-31-2019 06-30-2019 278 432,490,790
2266 BURNS J W & CO INC/NY 07-09-2019 06-30-2019 167 432,244,000
2267 M HOLDINGS SECURITIES INC 05-17-2019 03-31-2019 361 432,235,000
2268 MD SASS INVESTORS SERVICES INC 08-13-2019 06-30-2019 108 432,064,000
2269 HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 07-16-2019 06-30-2019 176 431,585,000
2270 WAGNER BOWMAN MANAGEMENT CORP 08-01-2019 06-30-2019 233 431,368,000
2271 WILLINGDON WEALTH MANAGEMENT 08-01-2019 06-30-2019 317 430,805,000
2272 CHEMUNG CANAL TRUST CO 07-11-2019 06-30-2019 218 430,114,000
2273 MARK ASSET MANAGEMENT LP 08-14-2019 06-30-2019 61 429,450,000
2274 JAFFETILCHIN INVESTMENT PARTNERS LLC 08-02-2019 06-30-2019 258 429,292,000
2275 LSP INVESTMENT ADVISORS LLC 05-15-2019 03-31-2019 23 428,808,000
2276 EXENCIAL WEALTH ADVISORS LLC 08-13-2019 06-30-2019 227 428,658,000
2277 PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 08-14-2019 06-30-2019 206 428,175,000
2278 DUNDAS PARTNERS LLP 08-01-2019 06-30-2019 31 428,065,000
2279 WELL DONE LLC 07-18-2019 06-30-2019 145 428,060,000
2280 GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT INC 07-22-2019 06-30-2019 176 427,356,000
2281 PERIGON WEALTH MANAGEMENT LLC 08-05-2019 06-30-2019 244 427,117,000
2282 HIGHPOINT ADVISOR GROUP LLC 08-15-2019 06-30-2019 492 427,087,000
2283 RBO & CO LLC 08-12-2019 06-30-2019 40 426,457,000
2284 ADELPHI CAPITAL LLP 07-30-2019 06-30-2019 3 426,407,000
2285 RPG INVESTMENT ADVISORY LLC 07-09-2019 06-30-2019 265 424,770,000
2286 RPTC INC 08-06-2019 06-30-2019 11 424,659,000
2287 PREMIER ASSET MANAGEMENT LLC 08-04-2019 06-30-2019 143 424,404,000
2288 BRUDERMAN ASSET MANAGEMENT LLC 08-12-2019 06-30-2019 115 423,745,000
2289 STA WEALTH MANAGEMENT LLC 08-12-2019 06-30-2019 146 422,953,000
2290 ENGLE CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 21 421,900,000
2291 VALLEY FORGE CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 9 421,802,000
2292 BIONDO INVESTMENT ADVISORS LLC 08-06-2019 06-30-2019 88 421,784,000
2293 BRISTLECONE ADVISORS LLC 07-19-2019 06-30-2019 178 421,271,000
2294 SCHNEIDER CAPITAL MANAGEMENT CORP 08-14-2019 06-30-2019 43 420,854,000
2295 CAPITAL INTERNATIONAL LTD /CA/ 08-14-2019 06-30-2019 136 420,698,000
2296 ACTIAM NV 08-06-2019 06-30-2019 4 420,625,000
2297 QUANTUM CAPITAL MANAGEMENT LLC / NJ 08-14-2019 06-30-2019 35 420,180,000
2298 MONEY DESIGN COLTD 07-09-2019 06-30-2019 52 420,150,000
2299 QUBE RESEARCH & TECHNOLOGIES LTD 08-02-2019 06-30-2019 386 420,031,000
2300 RVW WEALTH LLC 07-05-2019 06-30-2019 66 420,007,000
2301 LODGE HILL CAPITAL LLC 08-13-2019 06-30-2019 34 419,685,000
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