Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3001 VISIONARY ASSET MANAGEMENT INC 01-10-2019 12-31-2018 129 252,315,000
3002 AFFINITY WEALTH MANAGEMENT LLC 05-09-2019 03-31-2019 100 252,227,000
3003 REDHAWK WEALTH ADVISORS INC 08-09-2019 06-30-2019 490 251,603,000
3004 ELLEVEST INC 08-20-2019 06-30-2019 400 251,568,000
3005 TECHNOLOGY CROSSOVER MANAGEMENT IX LTD 08-14-2019 06-30-2019 3 251,542,000
3006 SLOW CAPITAL INC 05-16-2019 03-31-2019 177 251,461,000
3007 INCOME RESEARCH & MANAGEMENT 08-12-2019 06-30-2019 21 251,143,000
3008 STRATOS WEALTH ADVISORS LLC 08-06-2019 06-30-2019 232 250,696,000
3009 BOYER & CORPORON WEALTH MANAGEMENT LLC 08-13-2019 06-30-2019 73 250,240,000
3010 FINTRUST CAPITAL ADVISORS LLC 07-28-2019 06-30-2019 1298 250,186,000
3011 MCRAE CAPITAL MANAGEMENT INC 07-29-2019 06-30-2019 91 249,937,000
3012 KEENAN CAPITAL LLC 08-14-2019 06-30-2019 12 249,906,000
3013 AMARILLO NATIONAL BANK 06-30-2019 06-30-2019 86 249,890,000
3014 FRUTH INVESTMENT MANAGEMENT 07-15-2019 06-30-2019 201 249,627,000
3015 FAMILY CAPITAL TRUST CO 07-16-2019 06-30-2019 55 249,599,000
3016 RIVERSTONE GROUP LLC 08-14-2019 06-30-2019 5 249,413,000
3017 BRIO CONSULTANTS LLC 07-17-2019 06-30-2019 71 249,004,000
3018 CUTLER CAPITAL MANAGEMENT LLC 08-08-2019 06-30-2019 99 248,844,000
3019 BKS ADVISORS LLC 04-16-2019 03-31-2019 209 248,509,000
3020 RBS PARTNERS LP 05-15-2019 03-31-2019 4 248,466,000
3021 ARROW INVESTMENT ADVISORS LLC 07-31-2019 06-30-2019 66 248,167,000
3022 AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 08-13-2019 06-30-2019 42 248,152,000
3023 VIRIDIAN RIA LLC 08-13-2019 06-30-2019 58 247,916,000
3024 GLASSMAN WEALTH SERVICES 08-08-2019 06-30-2019 1455 247,619,000
3025 MPM ASSET MANAGEMENT LLC 08-13-2019 06-30-2019 5 247,474,000
3026 NEW ENGLAND INVESTMENT & RETIREMENT GROUP INC 07-31-2019 06-30-2019 59 246,939,000
3027 GRAND JEAN CAPITAL MANAGEMENT INC 08-13-2019 06-30-2019 36 246,735,000
3028 TIGER MANAGEMENT LLC 08-14-2019 06-30-2019 23 246,670,000
3029 MCNAMARA FINANCIAL SERVICES INC 10-18-2019 09-30-2019 39 246,489,000
3030 TAVIO CAPITAL LLC 08-13-2019 06-30-2019 10 246,406,000
3031 CWH CAPITAL MANAGEMENT INC 08-13-2019 06-30-2019 48 246,362,000
3032 QUAKER CAPITAL INVESTMENTS LLC 08-13-2019 06-30-2019 27 246,239,000
3033 SICART ASSOCIATES LLC 07-23-2019 06-30-2019 78 246,087,000
3034 FAGAN ASSOCIATES INC 07-11-2019 06-30-2019 112 246,035,000
3035 KOSHINSKI ASSET MANAGEMENT INC 07-18-2019 06-30-2019 270 245,839,000
3036 TEALWOOD ASSET MANAGEMENT INC 08-06-2019 06-30-2019 97 245,632,000
3037 RAILWAY PENSION INVESTMENTS LTD 07-16-2019 06-30-2019 17 245,291,000
3038 MARATHON CAPITAL MANAGEMENT 07-25-2019 06-30-2019 112 245,204,000
3039 TRADEWINDS CAPITAL MANAGEMENT LLC 08-08-2019 06-30-2019 624 244,878,000
3040 HARFST & ASSOCIATES INC 08-14-2019 06-30-2019 93 244,822,000
3041 SUMMIT X LLC 08-12-2019 06-30-2019 236 244,723,000
3042 PATTEN GROUP INC 07-11-2019 06-30-2019 206 244,530,000
3043 ELIZABETH PARK CAPITAL ADVISORS LTD 08-14-2019 06-30-2019 31 244,459,000
3044 WINTRUST INVESTMENTS LLC 08-05-2019 06-30-2019 384 244,281,000
3045 MEANS INVESTMENT CO INC 08-07-2019 06-30-2019 134 243,803,000
3046 WATERTON GLOBAL RESOURCE MANAGEMENT INC 08-08-2019 06-30-2019 4 243,735,000
3047 ALAMBIC INVESTMENT MANAGEMENT LP 05-09-2019 03-31-2019 343 243,730,000
3048 ROOF EIDAM & MAYCOCK/ADV 07-19-2019 06-30-2019 105 243,726,000
3049 PIONEER TRUST BANK N A/OR 10-18-2019 09-30-2019 71 243,680,000
3050 HNA CAPITAL GROUP CO LTD 02-14-2019 12-31-2018 3 243,255,000
3051 KEYWISE CAPITAL MANAGEMENT LTD 08-12-2019 06-30-2019 12 242,956,000
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