Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2551 CALLAN CAPITAL LLC 11-14-2019 09-30-2019 53 349,113,000
2552 GREENLINE PARTNERS LLC 11-12-2019 09-30-2019 82 348,794,000
2553 GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 11-06-2019 09-30-2019 135 348,679,000
2554 THREE PEAKS CAPITAL MANAGEMENT LLC 10-15-2019 09-30-2019 93 348,673,000
2555 HANSON & DOREMUS INVESTMENT MANAGEMENT 01-16-2020 12-31-2019 450 348,657,000
2556 KING WEALTH 11-13-2019 09-30-2019 143 348,578,000
2557 EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 11-12-2019 09-30-2019 74 348,343,000
2558 LYNCH & ASSOCIATES/IN 01-10-2020 12-31-2019 99 347,962,000
2559 HARVEST CAPITAL MANAGEMENT INC 08-01-2019 06-30-2019 102 347,294,000
2560 CRANBROOK WEALTH MANAGEMENT LLC 11-12-2019 09-30-2019 286 347,279,000
2561 ARISTOTLE ATLANTIC PARTNERS LLC 11-14-2019 09-30-2019 123 347,245,000
2562 PARADIGM ASSET MANAGEMENT CO LLC 08-08-2019 06-30-2019 363 346,879,061
2563 POINT72 HONG KONG LTD 11-14-2019 09-30-2019 985 346,740,000
2564 LODGE HILL CAPITAL LLC 11-13-2019 09-30-2019 25 346,634,000
2565 GRYPHON FINANCIAL PARTNERS LLC 11-07-2019 09-30-2019 412 346,618,000
2566 COMMUNITY FINANCIAL SERVICES GROUP LLC 10-24-2019 09-30-2019 139 345,671,000
2567 LENOX WEALTH MANAGEMENT INC 11-05-2019 09-30-2019 738 344,473,000
2568 BALDWIN INVESTMENT MANAGEMENT LLC 11-13-2019 09-30-2019 166 343,750,000
2569 CAPITAL PLANNING ADVISORS LLC 11-01-2019 09-30-2019 151 343,614,000
2570 KARP CAPITAL MANAGEMENT CORP 10-10-2019 09-30-2019 100 343,312,000
2571 SOUTH STREET ADVISORS LLC 11-12-2019 09-30-2019 65 342,953,000
2572 SHELTER MUTUAL INSURANCE CO 11-21-2019 09-30-2019 44 342,557,000
2573 RWWM INC 11-12-2019 09-30-2019 14 342,185,000
2574 SOUTHSIDE CAPITAL LLC 08-07-2019 06-30-2019 64 342,178,000
2575 AMERICAN NATIONAL BANK 01-10-2020 12-31-2019 189 341,356,000
2576 COWEN INVESTMENT MANAGEMENT LLC 11-12-2019 09-30-2019 95 341,335,000
2577 BRIGHT ROCK CAPITAL MANAGEMENT LLC 01-06-2020 12-31-2019 74 341,102,000
2578 YAKIRA CAPITAL MANAGEMENT INC 11-13-2019 09-30-2019 149 340,796,000
2579 DORCHESTER WEALTH MANAGEMENT CO 10-18-2019 09-30-2019 128 340,314,000
2580 AVIANCE CAPITAL PARTNERS LLC 11-07-2019 09-30-2019 213 340,280,000
2581 SC CHINA HOLDING LTD 11-14-2019 09-30-2019 11 340,139,000
2582 IPSWICH INVESTMENT MANAGEMENT CO INC 01-07-2020 12-31-2019 180 340,085,000
2583 DIVERGENT WEALTH ADVISORS LLC 01-08-2020 12-31-2019 41 339,806,000
2584 MCCUTCHEN GROUP LLC 11-01-2019 09-30-2019 25 339,489,000
2585 CLEARARC CAPITAL INC 08-07-2019 06-30-2019 355 339,218,000
2586 FINEPOINT CAPITAL LP 11-13-2019 09-30-2019 2 339,162,000
2587 LANCASTER INVESTMENT MANAGEMENT LLP 11-14-2019 09-30-2019 12 338,715,000
2588 JGP WEALTH MANAGEMENT LLC 01-08-2020 12-31-2019 133 338,325,000
2589 ROUND TABLE SERVICES LLC 10-17-2019 09-30-2019 141 338,015,000
2590 ADVISORY ALPHA LLC 11-13-2019 09-30-2019 870 337,878,963
2591 HARWOOD ADVISORY GROUP LLC 10-16-2019 09-30-2019 145 337,871,000
2592 AMERICAN RESEARCH & MANAGEMENT CO 01-16-2020 12-31-2019 346 337,677,000
2593 OVERLOOK HOLDINGS LTD 11-12-2019 09-30-2019 2 337,462,000
2594 ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD 11-12-2019 09-30-2019 133 337,439,000
2595 PENN DAVIS MCFARLAND INC 01-17-2020 12-31-2019 49 337,209,000
2596 MCGUIRE INVESTMENT GROUP LLC 01-07-2020 12-31-2019 91 336,719,000
2597 MONTECITO BANK & TRUST 10-18-2019 09-30-2019 208 336,504,000
2598 TOKIO MARINE & NICHIDO FIRE INSURANCE CO LTD 10-29-2019 09-30-2019 1 336,423,000
2599 MRAZ AMERINE & ASSOCIATES INC 08-02-2019 06-30-2019 165 336,415,000
2600 THAMES CAPITAL MANAGEMENT LLC 11-13-2019 09-30-2019 34 335,882,000
2601 HERALD INVESTMENT MANAGEMENT LTD 11-21-2019 09-30-2019 88 335,876,000
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