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 |