Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2551 MORSE ASSET MANAGEMENT INC 08-01-2019 06-30-2019 132 346,208,000
2552 SCHMIDT P J INVESTMENT MANAGEMENT INC 07-25-2019 06-30-2019 133 346,113,000
2553 BANBURY PARTNERS LLC 05-14-2019 03-31-2019 16 345,989,000
2554 NADLER FINANCIAL GROUP INC 07-16-2019 06-30-2019 84 345,687,000
2555 STRATEGIC FINANCIAL GROUP LLC 07-26-2019 06-30-2019 200 345,338,000
2556 THREE PEAKS CAPITAL MANAGEMENT LLC 08-06-2019 06-30-2019 93 345,227,000
2557 COZAD ASSET MANAGEMENT INC 08-13-2019 06-30-2019 244 345,189,000
2558 HOLT CAPITAL ADVISORS LLC DBA HOLT CAPITAL PARTNERS LP 05-15-2019 03-31-2019 146 344,729,000
2559 ALPINE GLOBAL MANAGEMENT LLC 07-12-2019 06-30-2019 64 344,366,000
2560 ACK ASSET MANAGEMENT LLC 08-14-2019 06-30-2019 26 344,311,000
2561 ARISTOTLE ATLANTIC PARTNERS LLC 08-13-2019 06-30-2019 125 343,967,000
2562 GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 08-07-2019 06-30-2019 118 343,774,000
2563 VERSANT VENTURE MANAGEMENT LLC 07-12-2019 06-30-2019 9 343,186,489
2564 MA PRIVATE WEALTH 07-17-2019 06-30-2019 88 343,126,000
2565 BLUEMAR CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 44 342,807,000
2566 BLUESCAPE ENERGY PARTNERS LLC 07-30-2019 06-30-2019 2 342,509,000
2567 BILTMORE CAPITAL ADVISORS LLC 08-08-2019 06-30-2019 72 342,429,000
2568 BOENNING & SCATTERGOOD INC 07-15-2019 06-30-2019 365 342,232,000
2569 SOUTHSIDE CAPITAL LLC 08-07-2019 06-30-2019 64 342,178,000
2570 GILBERT & COOK INC 07-29-2019 06-30-2019 116 342,063,000
2571 CORSAIR CAPITAL MANAGEMENT LP 08-13-2019 06-30-2019 65 341,854,000
2572 SPEARHEAD CAPITAL ADVISORS LLC 07-17-2019 06-30-2019 105 341,641,000
2573 ALGEBRIS (UK) LTD 08-14-2019 06-30-2019 41 341,545,000
2574 TELOS CAPITAL MANAGEMENT INC 07-17-2019 06-30-2019 155 341,259,000
2575 SAGE ADVISORY SERVICES LTDCO 07-26-2019 06-30-2019 48 340,822,000
2576 MAPLE ROCK CAPITAL PARTNERS INC 05-15-2019 03-31-2019 13 340,676,000
2577 CAPITAL PLANNING ADVISORS LLC 08-09-2019 06-30-2019 116 340,441,000
2578 PL CAPITAL ADVISORS LLC 07-29-2019 06-30-2019 37 339,709,000
2579 FNY INVESTMENT ADVISERS LLC 07-24-2019 06-30-2019 1036 339,693,000
2580 PATHWAY FINANCIAL ADVISORS LLC 08-05-2019 06-30-2019 101 339,588,000
2581 SHELTER MUTUAL INSURANCE CO 04-22-2019 03-31-2019 44 339,347,000
2582 CLEARARC CAPITAL INC 08-07-2019 06-30-2019 355 339,218,000
2583 NFC INVESTMENTS LLC 05-14-2019 03-31-2019 35 338,892,000
2584 ESSEX FINANCIAL SERVICES INC 07-30-2019 06-30-2019 243 338,761,000
2585 TORTOISE INDEX SOLUTIONS LLC 08-14-2019 06-30-2019 161 338,306,000
2586 SOUND VIEW WEALTH ADVISORS GROUP LLC 08-07-2019 06-30-2019 247 338,270,000
2587 DORCHESTER WEALTH MANAGEMENT CO 07-17-2019 06-30-2019 127 337,733,000
2588 SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT COLTD 08-02-2019 06-30-2019 108 337,681,000
2589 GFS ADVISORS LLC 05-13-2019 03-31-2019 109 337,521,000
2590 SIENA CAPITAL PARTNERS GP LLC 07-25-2019 06-30-2019 134 337,199,000
2591 MRAZ AMERINE & ASSOCIATES INC 08-02-2019 06-30-2019 165 336,415,000
2592 SOUTH STREET ADVISORS LLC 07-19-2019 06-30-2019 66 335,823,000
2593 ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD 08-04-2019 06-30-2019 145 335,140,000
2594 GREATMARK INVESTMENT PARTNERS INC 08-05-2019 06-30-2019 123 334,923,000
2595 GOOD LIFE ADVISORS LLC 07-26-2019 06-30-2019 245 334,664,000
2596 MCADAM LLC 07-30-2019 06-30-2019 74 334,645,000
2597 0 0
2598 LENOX WEALTH MANAGEMENT INC 06-30-2019 06-30-2019 709 334,538,000
2599 KING WEALTH 08-13-2019 06-30-2019 136 334,480,000
2600 MARTIN & CO INC /TN/ 08-15-2019 06-30-2019 116 334,431,000
2601 AMERICAN RESEARCH & MANAGEMENT CO 07-18-2019 06-30-2019 349 334,241,000
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