Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2801 HAMILTON CAPITAL MANAGEMENT INC 08-15-2019 06-30-2019 52 289,507,000
2802 CABLE HILL PARTNERS LLC 08-06-2019 06-30-2019 115 289,398,000
2803 SOUND INCOME STRATEGIES LLC 07-15-2019 06-30-2019 762 289,109,000
2804 OLD DOMINION CAPITAL MANAGEMENT INC 08-07-2019 06-30-2019 135 288,863,000
2805 ADVANCED ASSET MANAGEMENT ADVISORS INC 08-02-2019 06-30-2019 89 288,770,000
2806 BISHOP ROCK CAPITAL LP 05-13-2019 03-31-2019 22 288,205,000
2807 APERTURA CAPITAL LLC 08-12-2019 06-30-2019 29 288,177,000
2808 CLIFFWATER LLC 08-13-2019 06-30-2019 20 288,139,000
2809 LAKE POINT WEALTH MANAGEMENT 08-02-2019 06-30-2019 770 287,927,000
2810 HAVERFORD FINANCIAL SERVICES INC 08-12-2019 06-30-2019 67 287,884,000
2811 WEALTHTRUST AXIOM LLC 07-12-2019 06-30-2019 239 287,838,000
2812 ROBOTTI ROBERT 08-14-2019 06-30-2019 89 287,133,000
2813 GEORGE KAISER FAMILY FOUNDATION 07-19-2019 06-30-2019 22 287,111,000
2814 CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC 08-14-2019 06-30-2019 85 286,928,000
2815 BAKER CHAD R 08-14-2019 06-30-2019 87 286,696,000
2816 KJ HARRISON & PARTNERS INC 04-24-2019 03-31-2019 156 286,693,000
2817 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP 07-16-2019 06-30-2019 72 286,562,000
2818 SKY INVESTMENT GROUP LLC 07-16-2019 06-30-2019 101 285,491,000
2819 BLUE EDGE CAPITAL LLC 08-13-2019 06-30-2019 90 285,443,164
2820 PINKERTON RETIREMENT SPECIALISTS LLC 08-06-2019 06-30-2019 61 285,239,000
2821 VIRTUE CAPITAL MANAGEMENT LLC 05-10-2019 03-31-2019 115 284,963,000
2822 TD AMERITRADE TRUST CO 04-17-2019 03-31-2019 21 284,665,000
2823 ESSEX SAVINGS BANK 08-09-2019 06-30-2019 1184 284,254,000
2824 OVERLOOK HOLDINGS LTD 08-01-2019 06-30-2019 3 284,207,000
2825 CORBYN INVESTMENT MANAGEMENT INC/MD 08-06-2019 06-30-2019 52 283,926,000
2826 MCCOLLUM CHRISTOFERSON GROUP LLC 07-09-2019 06-30-2019 69 283,489,000
2827 BODENHOLM CAPITAL AB 07-31-2019 06-30-2019 10 283,252,000
2828 STRATFORD CONSULTING LLC 08-01-2019 06-30-2019 55 283,222,000
2829 ROSSMORE PRIVATE CAPITAL 08-02-2019 06-30-2019 130 283,089,000
2830 FAMILY FIRM INC 08-06-2019 06-30-2019 141 283,038,000
2831 LEGACY FINANCIAL ADVISORS INC 08-07-2019 06-30-2019 111 282,769,000
2832 OLD SECOND NATIONAL BANK OF AURORA 07-18-2019 06-30-2019 371 282,670,000
2833 GREENCAPE CAPITAL PTY LTD 08-06-2019 06-30-2019 7 282,414,000
2834 LAFAYETTE INVESTMENTS INC 08-12-2019 06-30-2019 85 282,299,000
2835 JGP WEALTH MANAGEMENT LLC 07-15-2019 06-30-2019 127 282,243,000
2836 LISANTI CAPITAL GROWTH LLC 05-13-2019 03-31-2019 113 282,213,000
2837 UNITED FIRE GROUP INC 08-07-2019 06-30-2019 118 282,150,000
2838 MARQUETTE ASSET MANAGEMENT LLC 07-23-2019 06-30-2019 256 282,129,000
2839 PRIVATE WEALTH ADVISORS INC 08-05-2019 06-30-2019 135 282,102,000
2840 RATIONAL ADVISORS LLC 08-08-2019 06-30-2019 811 281,878,000
2841 FOUNDERS CAPITAL MANAGEMENT LLC 07-11-2019 06-30-2019 58 281,794,000
2842 STONERIDGE INVESTMENT PARTNERS LLC 07-29-2019 06-30-2019 113 281,622,000
2843 ASSET MANAGEMENT GROUP INC 08-12-2019 06-30-2019 107 281,603,000
2844 CAPITAL ADVANTAGE INC 05-10-2019 03-31-2019 77 281,602,000
2845 KARP CAPITAL MANAGEMENT CORP 04-15-2019 03-31-2019 110 281,393,000
2846 ACUTA CAPITAL PARTNERS LLC 08-14-2019 06-30-2019 30 281,229,000
2847 BLUESKY WEALTH ADVISORS LLC 07-15-2019 06-30-2019 61 281,032,000
2848 MONARCH CAPITAL MANAGEMENT INC/ 07-31-2019 06-30-2019 99 279,967,000
2849 SOUTHPAW ASSET MANAGEMENT LP 08-14-2019 06-30-2019 24 279,713,000
2850 KERRISDALE ADVISERS LLC 08-14-2019 06-30-2019 30 279,426,000
2851 ROWLAND & CO INVESTMENT COUNSEL/ADV 07-08-2019 06-30-2019 133 279,280,984
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