Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2701 | LEGACY FINANCIAL ADVISORS INC | 01-27-2020 | 12-31-2019 | 113 | 316,183,000 |
| 2702 | CEROS FINANCIAL SERVICES INC | 05-02-2019 | 03-31-2019 | 192 | 315,993,000 |
| 2703 | TIGER PACIFIC CAPITAL LP | 11-06-2019 | 09-30-2019 | 15 | 315,130,000 |
| 2704 | GALIBIER CAPITAL MANAGEMENT LTD | 01-14-2020 | 12-31-2019 | 35 | 314,974,000 |
| 2705 | NIGHT OWL CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 28 | 314,764,000 |
| 2706 | FOUNDERS FINANCIAL SECURITIES LLC | 10-17-2019 | 09-30-2019 | 131 | 313,542,000 |
| 2707 | HENDERSHOT INVESTMENTS INC | 10-29-2019 | 09-30-2019 | 83 | 313,038,000 |
| 2708 | MUTUAL OF OMAHA BANK WEALTH MANAGEMENT | 11-06-2019 | 09-30-2019 | 199 | 312,917,000 |
| 2709 | DDD PARTNERS LLC | 07-30-2019 | 06-30-2019 | 47 | 312,881,000 |
| 2710 | JP MARVEL INVESTMENT ADVISORS LLC | 11-20-2019 | 09-30-2019 | 78 | 312,195,000 |
| 2711 | THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 04-04-2019 | 03-31-2019 | 78 | 310,854,000 |
| 2712 | ZEVIN ASSET MANAGEMENT LLC | 11-05-2019 | 09-30-2019 | 90 | 310,476,000 |
| 2713 | JUMP TRADING LLC | 05-14-2019 | 03-31-2019 | 531 | 310,278,000 |
| 2714 | ESSEX FINANCIAL SERVICES INC | 11-04-2019 | 09-30-2019 | 251 | 310,241,000 |
| 2715 | GROVE BANK & TRUST | 10-30-2019 | 09-30-2019 | 253 | 310,183,000 |
| 2716 | ISOMER PARTNERS LP | 11-14-2019 | 09-30-2019 | 13 | 309,730,000 |
| 2717 | FORESITE CAPITAL MANAGEMENT IV LLC | 11-13-2019 | 09-30-2019 | 19 | 309,434,000 |
| 2718 | CUMBERLAND ADVISORS INC | 01-16-2020 | 12-31-2019 | 74 | 309,424,000 |
| 2719 | NOESIS CAPITAL MANGEMENT CORP | 11-05-2019 | 09-30-2019 | 99 | 309,276,000 |
| 2720 | PARKSIDE FINANCIAL BANK & TRUST | 11-05-2019 | 09-30-2019 | 1917 | 309,055,000 |
| 2721 | DAVY ASSET MANAGEMENT LTD | 11-09-2019 | 09-30-2019 | 156 | 308,876,000 |
| 2722 | MARBLE RIDGE CAPITAL LP | 11-13-2019 | 09-30-2019 | 12 | 308,723,000 |
| 2723 | HIGH FALLS ADVISORS INC | 08-15-2019 | 06-30-2019 | 97 | 308,439,000 |
| 2724 | FIRST PERSONAL FINANCIAL SERVICES | 01-24-2020 | 12-31-2019 | 550 | 308,402,000 |
| 2725 | PROBITY ADVISORS INC | 11-14-2019 | 09-30-2019 | 172 | 308,134,000 |
| 2726 | KRENSAVAGE ASSET MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 10 | 308,112,000 |
| 2727 | VIVALDI ASSET MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 37 | 308,074,000 |
| 2728 | COMPASS GROUP LLC | 11-14-2019 | 09-30-2019 | 16 | 307,913,000 |
| 2729 | DIANA DAVIS SPENCER FOUNDATION | 11-21-2019 | 09-30-2019 | 3 | 307,886,000 |
| 2730 | CREWE ADVISORS LLC | 08-09-2019 | 06-30-2019 | 310 | 307,593,000 |
| 2731 | CUTTER & CO BROKERAGE INC | 11-07-2019 | 09-30-2019 | 297 | 306,944,000 |
| 2732 | GUARDIAN POINT CAPITAL LP | 11-14-2019 | 09-30-2019 | 15 | 306,885,000 |
| 2733 | LISANTI CAPITAL GROWTH LLC | 11-05-2019 | 09-30-2019 | 97 | 306,655,000 |
| 2734 | QUANTAMENTAL TECHNOLOGIES LLC | 11-08-2019 | 09-30-2019 | 1531 | 306,380,000 |
| 2735 | NINEPOINT PARTNERS LP | 01-24-2020 | 12-31-2019 | 77 | 306,028,000 |
| 2736 | PEAK ASSET MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 130 | 305,854,000 |
| 2737 | GIDEON CAPITAL ADVISORS INC | 11-14-2019 | 09-30-2019 | 278 | 305,812,000 |
| 2738 | GIFFORD FONG ASSOCIATES | 11-13-2019 | 09-30-2019 | 124 | 305,778,000 |
| 2739 | SKY INVESTMENT GROUP LLC | 01-13-2020 | 12-31-2019 | 100 | 305,510,000 |
| 2740 | SAGE ADVISORY SERVICES LTDCO | 10-17-2019 | 09-30-2019 | 50 | 305,300,000 |
| 2741 | PREMIER ASSET MANAGEMENT LLC | 01-14-2020 | 12-31-2019 | 118 | 305,218,000 |
| 2742 | CABLE HILL PARTNERS LLC | 10-29-2019 | 09-30-2019 | 107 | 305,185,000 |
| 2743 | REGENT INVESTMENT MANAGEMENT LLC | 10-17-2019 | 09-30-2019 | 246 | 305,139,000 |
| 2744 | PLIMOTH TRUST CO LLC | 09-30-2019 | 09-30-2019 | 184 | 304,975,000 |
| 2745 | SICART ASSOCIATES LLC | 10-18-2019 | 09-30-2019 | 106 | 304,653,000 |
| 2746 | WELLESLEY INVESTMENT PARTNERS LLC | 11-07-2019 | 09-30-2019 | 109 | 304,513,000 |
| 2747 | ATLAS CAPITAL ADVISORS LLC | 07-25-2019 | 06-30-2019 | 676 | 304,391,498 |
| 2748 | 13D MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 23 | 304,304,000 |
| 2749 | INVESTURE LLC | 11-12-2019 | 09-30-2019 | 12 | 304,300,000 |
| 2750 | WRAPMANAGER INC | 11-12-2019 | 09-30-2019 | 271 | 303,226,000 |
| 2751 | FOUNDERS CAPITAL MANAGEMENT LLC | 01-08-2020 | 12-31-2019 | 56 | 303,193,000 |