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
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