Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3001 HUBER FINANCIAL ADVISORS LLC 10-23-2019 09-30-2019 120 256,137,000
3002 PARADIGM FINANCIAL ADVISORS LLC 11-04-2019 09-30-2019 127 256,074,000
3003 CLIFFWATER LLC 11-13-2019 09-30-2019 21 255,997,000
3004 GFI INVESTMENT COUNSEL LTD 11-14-2019 09-30-2019 12 255,690,000
3005 SILICON VALLEY CAPITAL PARTNERS 11-11-2019 09-30-2019 40 255,556,000
3006 BRAY CAPITAL ADVISORS 10-29-2019 09-30-2019 346 255,556,000
3007 TILDEN PARK MANAGEMENT I LLC 11-14-2019 09-30-2019 4 255,482,000
3008 CADENCE BANK NA 11-12-2019 09-30-2019 346 255,364,000
3009 HYPERION ASSET MANAGEMENT LTD 11-12-2019 12-31-2018 13 255,103,000
3010 SCHNIEDERS CAPITAL MANAGEMENT LLC 08-06-2019 06-30-2019 166 255,004,000
3011 WESTCHESTER CAPITAL MANAGEMENT INC 10-31-2019 09-30-2019 37 254,965,000
3012 WILSEY ASSET MANAGEMENT INC 09-30-2019 09-30-2019 23 254,637,000
3013 STANSBERRY ASSET MANAGEMENT LLC 08-13-2019 06-30-2019 54 254,016,000
3014 TWIN FOCUS CAPITAL PARTNERS LLC 11-06-2019 09-30-2019 162 254,005,000
3015 ELIZABETH PARK CAPITAL ADVISORS LTD 11-13-2019 09-30-2019 32 253,659,000
3016 ENDURANT CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 50 253,641,000
3017 ARCUS CAPITAL PARTNERS LLC 10-31-2019 09-30-2019 98 253,017,000
3018 BOSTON RESEARCH & MANAGEMENT INC 11-12-2019 09-30-2019 99 252,933,000
3019 BLUE POOL MANAGEMENT LTD 11-14-2019 09-30-2019 22 252,903,000
3020 SHIKIAR ASSET MANAGEMENT INC 10-29-2019 09-30-2019 91 252,825,000
3021 PINENO LEVIN & FORD ASSET MANAGEMENT INC 10-17-2019 09-30-2019 104 252,685,000
3022 TRADEWINDS CAPITAL MANAGEMENT LLC 10-17-2019 09-30-2019 640 252,260,000
3023 GYROSCOPE CAPITAL MANAGEMENT GROUP LLC 10-09-2019 09-30-2019 126 252,220,000
3024 CWH CAPITAL MANAGEMENT INC 09-30-2019 09-30-2019 48 252,082,000
3025 STRYCKER VIEW CAPITAL LLC 11-07-2019 09-30-2019 15 251,869,000
3026 INDEX VENTURE ASSOCIATES V LTD 10-29-2019 09-30-2019 3 251,555,000
3027 PERSONAL CFO SOLUTIONS LLC 11-08-2019 09-30-2019 307 251,053,000
3028 KALOS MANAGEMENT INC 11-14-2019 09-30-2019 200 250,873,000
3029 UNITED AMERICAN SECURITIES INC (D/B/A UAS ASSET MANAGEMENT) 11-20-2019 09-30-2019 32 250,820,000
3030 HT PARTNERS LLC 01-15-2020 12-31-2019 33 250,453,000
3031 HARDY REED LLC 10-10-2019 09-30-2019 67 250,326,000
3032 SEARCHLIGHT CAPITAL PARTNERS LP 11-14-2019 09-30-2019 6 250,280,000
3033 PATTON FUND MANAGEMENT INC 11-12-2019 09-30-2019 77 250,251,000
3034 MAK CAPITAL ONE LLC 11-14-2019 09-30-2019 5 250,187,000
3035 DEER VIII & CO LTD 11-14-2019 09-30-2019 2 250,106,000
3036 CALLODINE CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 32 249,899,000
3037 NICOLET BANKSHARES INC 10-22-2019 09-30-2019 190 249,850,000
3038 COOPER FINANCIAL GROUP 01-07-2020 12-31-2019 157 249,830,000
3039 SUMMIT X LLC 10-15-2019 09-30-2019 229 249,407,000
3040 CORBYN INVESTMENT MANAGEMENT INC/MD 11-05-2019 09-30-2019 49 249,183,000
3041 MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD 01-17-2020 12-31-2019 0 248,937,854
3042 AFFINITY WEALTH MANAGEMENT LLC 11-13-2019 09-30-2019 95 248,902,000
3043 DOLIVER ADVISORS LP 11-04-2019 09-30-2019 148 248,894,000
3044 BKS ADVISORS LLC 04-16-2019 03-31-2019 209 248,509,000
3045 FIRST NATIONAL CORP /MA/ /ADV 10-24-2019 09-30-2019 141 248,214,000
3046 GLENVIEW STATE BANK TRUST DEPT 10-31-2019 09-30-2019 204 248,170,000
3047 GLASSMAN WEALTH SERVICES 11-01-2019 09-30-2019 1403 248,011,000
3048 LEGACY CAPITAL PARTNERS INC 01-14-2020 12-31-2019 157 247,999,000
3049 MARATHON CAPITAL MANAGEMENT 11-12-2019 09-30-2019 113 247,954,000
3050 RIVERSTONE GROUP LLC 11-27-2019 09-30-2019 6 247,846,000
3051 MARATHON ASSET MANAGEMENT LP 08-14-2019 06-30-2019 11 247,619,000
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