Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2651 | FORTE CAPITAL LLC /ADV | 10-08-2019 | 09-30-2019 | 92 | 323,559,000 |
| 2652 | ROBLE BELKO & COMPANY INC | 08-13-2019 | 06-30-2019 | 351 | 323,479,000 |
| 2653 | DILLON & ASSOCIATES INC | 07-22-2019 | 06-30-2019 | 66 | 323,478,000 |
| 2654 | RK CAPITAL MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 51 | 323,183,000 |
| 2655 | BRILLIANCE ASSET MANAGEMENT LTD | 07-15-2019 | 06-30-2019 | 6 | 323,107,000 |
| 2656 | PETTYJOHN WOOD & WHITE INC | 08-02-2019 | 06-30-2019 | 146 | 322,846,000 |
| 2657 | WT ASSET MANAGEMENT LTD | 08-12-2019 | 06-30-2019 | 35 | 322,485,000 |
| 2658 | MOERUS CAPITAL MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 15 | 322,272,000 |
| 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 | CUTTER & CO BROKERAGE INC | 07-31-2019 | 06-30-2019 | 304 | 321,477,000 |
| 2662 | RELAXING RETIREMENT COACH | 04-19-2019 | 03-31-2019 | 51 | 320,865,000 |
| 2663 | HUGH JOHNSON ADVISORS LLC | 08-05-2019 | 06-30-2019 | 93 | 320,437,000 |
| 2664 | GUARDIAN POINT CAPITAL LP | 08-14-2019 | 06-30-2019 | 14 | 319,734,000 |
| 2665 | BRIGHT ROCK CAPITAL MANAGEMENT LLC | 10-08-2019 | 09-30-2019 | 74 | 319,722,000 |
| 2666 | BULLDOG INVESTORS LLC | 08-14-2019 | 06-30-2019 | 168 | 319,663,000 |
| 2667 | TARBOX FAMILY OFFICE INC | 08-02-2019 | 06-30-2019 | 1123 | 319,628,000 |
| 2668 | BARRY INVESTMENT ADVISORS LLC | 04-18-2019 | 03-31-2019 | 73 | 319,560,000 |
| 2669 | ARBOR INVESTMENT ADVISORS LLC | 07-11-2019 | 06-30-2019 | 77 | 319,515,000 |
| 2670 | BACH INVESTMENT ADVISORS LTD | 07-25-2019 | 06-30-2019 | 78 | 319,201,000 |
| 2671 | SOUND VIEW WEALTH ADVISORS LLC | 05-09-2019 | 03-31-2019 | 248 | 318,983,000 |
| 2672 | PRECEPT MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 70 | 318,927,000 |
| 2673 | SECURITY NATIONAL TRUST CO | 08-14-2019 | 06-30-2019 | 525 | 318,486,000 |
| 2674 | GM ADVISORY GROUP INC | 08-09-2019 | 06-30-2019 | 117 | 318,265,000 |
| 2675 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 59 | 317,757,000 |
| 2676 | BDT CAPITAL PARTNERS LLC | 05-15-2019 | 03-31-2019 | 1 | 317,658,000 |
| 2677 | VHCP MANAGEMENT II LLC | 08-13-2019 | 06-30-2019 | 21 | 317,188,000 |
| 2678 | FCG ADVISORS LLC | 08-07-2019 | 06-30-2019 | 158 | 316,935,000 |
| 2679 | GREENLINE PARTNERS LLC | 08-05-2019 | 06-30-2019 | 61 | 316,916,000 |
| 2680 | THORNTREE CAPITAL PARTNERS LP | 08-14-2019 | 06-30-2019 | 15 | 316,787,000 |
| 2681 | SPYGLASS CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 26 | 316,505,000 |
| 2682 | ST LOUIS TRUST CO | 07-30-2019 | 06-30-2019 | 112 | 316,425,000 |
| 2683 | BOTTY INVESTORS LLC | 07-26-2019 | 06-30-2019 | 137 | 316,097,000 |
| 2684 | CEROS FINANCIAL SERVICES INC | 05-02-2019 | 03-31-2019 | 192 | 315,993,000 |
| 2685 | UNIVEST FINANCIAL CORP | 07-02-2019 | 06-30-2019 | 108 | 315,983,000 |
| 2686 | TIGER PACIFIC CAPITAL LP | 08-09-2019 | 06-30-2019 | 12 | 315,891,000 |
| 2687 | MCGUIRE INVESTMENT GROUP LLC | 07-25-2019 | 06-30-2019 | 93 | 315,586,000 |
| 2688 | HANSON & DOREMUS INVESTMENT MANAGEMENT | 07-18-2019 | 06-30-2019 | 473 | 315,468,000 |
| 2689 | GOLDEN STATE WEALTH MANAGEMENT LLC | 08-09-2019 | 06-30-2019 | 1134 | 315,294,000 |
| 2690 | AMERICAN INVESTMENT SERVICES INC | 08-06-2019 | 06-30-2019 | 133 | 315,215,000 |
| 2691 | FILAMENT LLC | 07-03-2019 | 06-30-2019 | 36 | 315,176,000 |
| 2692 | LODBROK CAPITAL LLP | 08-14-2019 | 06-30-2019 | 4 | 315,107,000 |
| 2693 | VERDE SERVICOS INTERNACIONAIS SA | 10-02-2019 | 09-30-2019 | 38 | 314,888,000 |
| 2694 | WADDELL & ASSOCIATES LLC | 05-14-2019 | 12-31-2018 | 14 | 215,779,000 |
| 2695 | BERMAN CAPITAL ADVISORS LLC | 07-25-2019 | 06-30-2019 | 1881 | 314,257,000 |
| 2696 | DIVERGENT WEALTH ADVISORS LLC | 08-05-2019 | 06-30-2019 | 41 | 314,136,000 |
| 2697 | IPSWICH INVESTMENT MANAGEMENT CO INC | 10-08-2019 | 09-30-2019 | 173 | 313,815,000 |
| 2698 | TERRIL BROTHERS INC | 08-01-2019 | 06-30-2019 | 59 | 313,582,000 |
| 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 | KONTIKI CAPITAL MANAGEMENT (HK) LTD | 08-14-2019 | 06-30-2019 | 5 | 310,973,000 |