Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2701 ACON EQUITY MANAGEMENT LLC 08-14-2019 06-30-2019 1 312,948,000
2702 ALTAVISTA WEALTH MANAGEMENT INC 08-13-2019 06-30-2019 161 312,222,000
2703 SYQUANT CAPITAL SAS 07-05-2019 06-30-2019 14 311,682,000
2704 KONTIKI CAPITAL MANAGEMENT (HK) LTD 08-14-2019 06-30-2019 5 310,973,000
2705 THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ 04-04-2019 03-31-2019 78 310,854,000
2706 ZEVIN ASSET MANAGEMENT LLC 08-06-2019 06-30-2019 92 310,801,000
2707 CALLAN CAPITAL LLC 08-12-2019 06-30-2019 54 310,562,000
2708 TEEWINOT CAPITAL ADVISERS LLC 08-15-2019 06-30-2019 43 310,552,000
2709 JUMP TRADING LLC 05-14-2019 03-31-2019 531 310,278,000
2710 WRAPMANAGER INC 07-31-2019 06-30-2019 279 310,205,000
2711 MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 07-19-2019 06-30-2019 200 310,161,000
2712 ASSET DEDICATION LLC 07-22-2019 06-30-2019 598 309,968,000
2713 WE ARE ONE SEVEN LLC 07-16-2019 06-30-2019 406 309,885,000
2714 DAVY ASSET MANAGEMENT LTD 07-18-2019 06-30-2019 154 309,681,000
2715 TOKIO MARINE & NICHIDO FIRE INSURANCE CO LTD 08-09-2019 06-30-2019 1 309,572,000
2716 PRICE WEALTH MANAGEMENT INC 08-08-2019 06-30-2019 283 309,012,000
2717 0 0
2718 JP MARVEL INVESTMENT ADVISORS LLC 05-16-2019 03-31-2019 77 308,630,000
2719 HIGH FALLS ADVISORS INC 08-15-2019 06-30-2019 97 308,439,000
2720 OPTIMUM INVESTMENT ADVISORS 07-01-2019 06-30-2019 947 308,289,000
2721 SUSQUEHANNA INTERNATIONAL SECURITIES LTD 08-14-2019 06-30-2019 81 308,246,000
2722 VALUE HOLDINGS MANAGEMENT CO LLC 08-09-2019 06-30-2019 35 307,945,000
2723 0 0
2724 LYNCH & ASSOCIATES/IN 07-19-2019 06-30-2019 95 307,733,000
2725 CREWE ADVISORS LLC 08-09-2019 06-30-2019 310 307,593,000
2726 TRAYNOR CAPITAL MANAGEMENT INC 07-26-2019 06-30-2019 173 307,563,000
2727 CRAWFORD LAKE CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 42 307,524,000
2728 REGENT INVESTMENT MANAGEMENT LLC 07-15-2019 06-30-2019 246 307,406,000
2729 KEYSTONE FINANCIAL GROUP 08-07-2019 06-30-2019 226 307,404,000
2730 GLOVISTA INVESTMENTS LLC 08-14-2019 06-30-2019 94 307,234,000
2731 EOS MANAGEMENT LP 08-06-2019 06-30-2019 28 307,175,000
2732 COVINGTON INVESTMENT ADVISORS INC 08-14-2019 06-30-2019 98 307,115,000
2733 BIRINYI ASSOCIATES INC 08-05-2019 06-30-2019 76 306,414,000
2734 PEAK ASSET MANAGEMENT LLC 08-14-2019 06-30-2019 130 305,854,000
2735 DIVISAR CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 28 305,471,000
2736 0 0
2737 OXFORD FINANCIAL GROUP LTD 07-30-2019 06-30-2019 48 304,966,000
2738 FORESITE CAPITAL MANAGEMENT III LLC 08-13-2019 06-30-2019 18 304,928,000
2739 HENDERSHOT INVESTMENTS INC 07-31-2019 06-30-2019 82 304,882,000
2740 SICART ASSOCIATES LLC 10-18-2019 09-30-2019 106 304,653,000
2741 ABUNDANCE WEALTH COUNSELORS 05-10-2019 03-31-2019 28 304,553,000
2742 ATLAS CAPITAL ADVISORS LLC 07-25-2019 06-30-2019 676 304,391,498
2743 MARIETTA INVESTMENT PARTNERS LLC 08-13-2019 06-30-2019 140 303,998,000
2744 CANAL INSURANCE CO 08-09-2019 06-30-2019 73 303,951,000
2745 FOUNDERS FINANCIAL SECURITIES LLC 07-10-2019 06-30-2019 114 303,923,000
2746 RADNOR CAPITAL MANAGEMENT LLC 07-18-2019 06-30-2019 183 303,908,000
2747 PLIMOTH TRUST CO LLC 08-05-2019 06-30-2019 189 303,893,000
2748 OAKVIEW CAPITAL MANAGEMENT LP 08-13-2019 06-30-2019 15 303,562,000
2749 CAMBRIDGE ADVISORS INC 07-26-2019 06-30-2019 137 302,955,000
2750 ROBINSON CAPITAL MANAGEMENT LLC 07-15-2019 06-30-2019 94 302,528,000
2751 PURA VIDA INVESTMENTS LLC 05-14-2019 03-31-2019 139 302,433,000
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