Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2651 BRILLIANCE ASSET MANAGEMENT LTD 07-15-2019 06-30-2019 6 323,107,000
2652 HARWOOD ADVISORY GROUP LLC 08-07-2019 06-30-2019 146 323,066,000
2653 PETTYJOHN WOOD & WHITE INC 08-02-2019 06-30-2019 146 322,846,000
2654 WT ASSET MANAGEMENT LTD 08-12-2019 06-30-2019 35 322,485,000
2655 MOERUS CAPITAL MANAGEMENT LLC 08-13-2019 06-30-2019 15 322,272,000
2656 NICHOLAS HOFFMAN & COMPANY LLC 08-08-2019 06-30-2019 193 321,818,000
2657 CUTTER & CO BROKERAGE INC 07-31-2019 06-30-2019 304 321,477,000
2658 RELAXING RETIREMENT COACH 04-19-2019 03-31-2019 51 320,865,000
2659 HUGH JOHNSON ADVISORS LLC 08-05-2019 06-30-2019 93 320,437,000
2660 BUFFINGTON MOHR MCNEAL 07-31-2019 06-30-2019 116 319,859,000
2661 GUARDIAN POINT CAPITAL LP 08-14-2019 06-30-2019 14 319,734,000
2662 BULLDOG INVESTORS LLC 08-14-2019 06-30-2019 168 319,663,000
2663 TARBOX FAMILY OFFICE INC 08-02-2019 06-30-2019 1123 319,628,000
2664 BARRY INVESTMENT ADVISORS LLC 04-18-2019 03-31-2019 73 319,560,000
2665 ARBOR INVESTMENT ADVISORS LLC 07-11-2019 06-30-2019 77 319,515,000
2666 BACH INVESTMENT ADVISORS LTD 07-25-2019 06-30-2019 78 319,201,000
2667 SOUND VIEW WEALTH ADVISORS LLC 05-09-2019 03-31-2019 248 318,983,000
2668 PRECEPT MANAGEMENT LLC 08-14-2019 06-30-2019 70 318,927,000
2669 SECURITY NATIONAL TRUST CO 08-14-2019 06-30-2019 525 318,486,000
2670 GM ADVISORY GROUP INC 08-09-2019 06-30-2019 117 318,265,000
2671 G2 INVESTMENT PARTNERS MANAGEMENT LLC 08-14-2019 06-30-2019 59 317,757,000
2672 BDT CAPITAL PARTNERS LLC 05-15-2019 03-31-2019 1 317,658,000
2673 VHCP MANAGEMENT II LLC 08-13-2019 06-30-2019 21 317,188,000
2674 FCG ADVISORS LLC 08-07-2019 06-30-2019 158 316,935,000
2675 GREENLINE PARTNERS LLC 08-05-2019 06-30-2019 61 316,916,000
2676 AMERICAN NATIONAL BANK 07-17-2019 06-30-2019 152 316,899,000
2677 THORNTREE CAPITAL PARTNERS LP 08-14-2019 06-30-2019 15 316,787,000
2678 SPYGLASS CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 26 316,505,000
2679 ST LOUIS TRUST CO 07-30-2019 06-30-2019 112 316,425,000
2680 BOTTY INVESTORS LLC 07-26-2019 06-30-2019 137 316,097,000
2681 CEROS FINANCIAL SERVICES INC 05-02-2019 03-31-2019 192 315,993,000
2682 UNIVEST FINANCIAL CORP 07-02-2019 06-30-2019 108 315,983,000
2683 TIGER PACIFIC CAPITAL LP 08-09-2019 06-30-2019 12 315,891,000
2684 MCGUIRE INVESTMENT GROUP LLC 07-25-2019 06-30-2019 93 315,586,000
2685 HANSON & DOREMUS INVESTMENT MANAGEMENT 07-18-2019 06-30-2019 473 315,468,000
2686 GOLDEN STATE WEALTH MANAGEMENT LLC 08-09-2019 06-30-2019 1134 315,294,000
2687 AMERICAN INVESTMENT SERVICES INC 08-06-2019 06-30-2019 133 315,215,000
2688 FILAMENT LLC 07-03-2019 06-30-2019 36 315,176,000
2689 LODBROK CAPITAL LLP 08-14-2019 06-30-2019 4 315,107,000
2690 NORTHPOINTE CAPITAL LLC 07-26-2019 06-30-2019 89 314,930,000
2691 WADDELL & ASSOCIATES LLC 05-14-2019 12-31-2018 14 215,779,000
2692 BERMAN CAPITAL ADVISORS LLC 07-25-2019 06-30-2019 1881 314,257,000
2693 DIVERGENT WEALTH ADVISORS LLC 08-05-2019 06-30-2019 41 314,136,000
2694 TERRIL BROTHERS INC 08-01-2019 06-30-2019 59 313,582,000
2695 FORTE CAPITAL LLC /ADV 07-15-2019 06-30-2019 93 313,556,000
2696 IPSWICH INVESTMENT MANAGEMENT CO INC 07-11-2019 06-30-2019 175 313,169,000
2697 BRIGHT ROCK CAPITAL MANAGEMENT LLC 07-05-2019 06-30-2019 74 313,153,000
2698 CUMBERLAND ADVISORS INC 07-11-2019 06-30-2019 80 312,965,000
2699 ACON EQUITY MANAGEMENT LLC 08-14-2019 06-30-2019 1 312,948,000
2700 ALTAVISTA WEALTH MANAGEMENT INC 08-13-2019 06-30-2019 161 312,222,000
2701 SYQUANT CAPITAL SAS 07-05-2019 06-30-2019 14 311,682,000
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