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
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