Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2651 | RELAXING RETIREMENT COACH | 11-07-2019 | 09-30-2019 | 50 | 323,586,000 |
| 2652 | GOOD LIFE ADVISORS LLC | 11-06-2019 | 09-30-2019 | 265 | 323,459,000 |
| 2653 | ALLEN CAPITAL GROUP LLC | 10-22-2019 | 09-30-2019 | 180 | 323,407,000 |
| 2654 | FNY INVESTMENT ADVISERS LLC | 01-10-2020 | 12-31-2019 | 893 | 323,096,000 |
| 2655 | RADNOR CAPITAL MANAGEMENT LLC | 01-10-2020 | 12-31-2019 | 186 | 322,686,000 |
| 2656 | ST LOUIS TRUST CO | 10-29-2019 | 09-30-2019 | 110 | 322,606,000 |
| 2657 | ATLAS VENTURE ADVISORS INC | 11-11-2019 | 09-30-2019 | 7 | 322,298,000 |
| 2658 | PARPLUS PARTNERS | 11-05-2019 | 09-30-2019 | 1 | 322,260,000 |
| 2659 | FIRST PERSONAL FINANCIAL SERVICES | 10-15-2019 | 09-30-2019 | 555 | 321,902,000 |
| 2660 | NICHOLAS HOFFMAN & COMPANY LLC | 08-08-2019 | 06-30-2019 | 193 | 321,818,000 |
| 2661 | ALTAVISTA WEALTH MANAGEMENT INC | 11-05-2019 | 09-30-2019 | 163 | 321,672,000 |
| 2662 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | 11-05-2019 | 09-30-2019 | 66 | 321,624,000 |
| 2663 | GM ADVISORY GROUP INC | 11-13-2019 | 09-30-2019 | 115 | 321,558,000 |
| 2664 | ABUNDANCE WEALTH COUNSELORS | 08-14-2019 | 06-30-2019 | 29 | 321,377,000 |
| 2665 | BLUEMAR CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 41 | 321,054,000 |
| 2666 | PRICE WEALTH LLC | 01-16-2020 | 12-31-2019 | 400 | 321,052,000 |
| 2667 | BERMAN CAPITAL ADVISORS LLC | 11-12-2019 | 09-30-2019 | 1841 | 320,770,000 |
| 2668 | KONTIKI CAPITAL MANAGEMENT (HK) LTD | 11-14-2019 | 09-30-2019 | 5 | 320,702,000 |
| 2669 | ENCAP ENERGY CAPITAL FUND IX LP | 11-11-2019 | 09-30-2019 | 3 | 320,577,000 |
| 2670 | HUGH JOHNSON ADVISORS LLC | 08-05-2019 | 06-30-2019 | 93 | 320,437,000 |
| 2671 | EVERSEPT PARTNERS LP | 11-13-2019 | 09-30-2019 | 59 | 320,311,000 |
| 2672 | BAYVIEW ASSET MANAGEMENT LLC | 10-28-2019 | 09-30-2019 | 13 | 319,958,000 |
| 2673 | FRAZIER MANAGEMENT LLC | 11-12-2019 | 09-30-2019 | 19 | 319,851,000 |
| 2674 | TRAYNOR CAPITAL MANAGEMENT INC | 11-01-2019 | 09-30-2019 | 165 | 319,573,000 |
| 2675 | WADDELL & ASSOCIATES LLC | 11-12-2019 | 09-30-2019 | 17 | 319,268,000 |
| 2676 | BACH INVESTMENT ADVISORS LTD | 07-25-2019 | 06-30-2019 | 78 | 319,201,000 |
| 2677 | CLEAN YIELD GROUP | 01-17-2020 | 12-31-2019 | 362 | 319,056,000 |
| 2678 | SOUND VIEW WEALTH ADVISORS LLC | 05-09-2019 | 03-31-2019 | 248 | 318,983,000 |
| 2679 | SECURITY NATIONAL TRUST CO | 11-01-2019 | 09-30-2019 | 514 | 318,737,000 |
| 2680 | D L CARLSON INVESTMENT GROUP INC | 11-05-2019 | 09-30-2019 | 148 | 318,720,000 |
| 2681 | AFFINITY INVESTMENT ADVISORS LLC | 11-12-2019 | 09-30-2019 | 134 | 318,668,000 |
| 2682 | AMERICAN INVESTMENT SERVICES INC | 11-07-2019 | 09-30-2019 | 135 | 318,480,000 |
| 2683 | CSAT INVESTMENT ADVISORY LP | 11-13-2019 | 09-30-2019 | 1603 | 317,978,000 |
| 2684 | MSD CAPITAL L P | 08-14-2019 | 06-30-2019 | 4 | 317,198,000 |
| 2685 | MAVEN SECURITIES LTD | 11-13-2019 | 09-30-2019 | 208 | 317,071,000 |
| 2686 | RED CEDAR INVESTMENT MANAGEMENT LLC | 11-08-2019 | 09-30-2019 | 24 | 316,888,000 |
| 2687 | OPTIMUM INVESTMENT ADVISORS | 10-17-2019 | 09-30-2019 | 1006 | 316,786,000 |
| 2688 | OXFORD FINANCIAL GROUP LTD | 11-08-2019 | 09-30-2019 | 50 | 316,505,000 |
| 2689 | CEROS FINANCIAL SERVICES INC | 05-02-2019 | 03-31-2019 | 192 | 315,993,000 |
| 2690 | TIGER PACIFIC CAPITAL LP | 11-06-2019 | 09-30-2019 | 15 | 315,130,000 |
| 2691 | GALIBIER CAPITAL MANAGEMENT LTD | 01-14-2020 | 12-31-2019 | 35 | 314,974,000 |
| 2692 | NIGHT OWL CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 28 | 314,764,000 |
| 2693 | FOUNDERS FINANCIAL SECURITIES LLC | 10-17-2019 | 09-30-2019 | 131 | 313,542,000 |
| 2694 | HENDERSHOT INVESTMENTS INC | 10-29-2019 | 09-30-2019 | 83 | 313,038,000 |
| 2695 | MUTUAL OF OMAHA BANK WEALTH MANAGEMENT | 11-06-2019 | 09-30-2019 | 199 | 312,917,000 |
| 2696 | DDD PARTNERS LLC | 07-30-2019 | 06-30-2019 | 47 | 312,881,000 |
| 2697 | JP MARVEL INVESTMENT ADVISORS LLC | 11-20-2019 | 09-30-2019 | 78 | 312,195,000 |
| 2698 | D'ORAZIO & ASSOCIATES INC | 11-01-2019 | 09-30-2019 | 361 | 311,444,000 |
| 2699 | ADVANCED ASSET MANAGEMENT ADVISORS INC | 10-28-2019 | 09-30-2019 | 92 | 311,370,000 |
| 2700 | THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 04-04-2019 | 03-31-2019 | 78 | 310,854,000 |
| 2701 | ZEVIN ASSET MANAGEMENT LLC | 11-05-2019 | 09-30-2019 | 90 | 310,476,000 |