Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3051 CWH CAPITAL MANAGEMENT INC 01-17-2020 12-31-2019 49 250,312,000
3052 SEARCHLIGHT CAPITAL PARTNERS LP 11-14-2019 09-30-2019 6 250,280,000
3053 MAK CAPITAL ONE LLC 11-14-2019 09-30-2019 5 250,187,000
3054 DEER VIII & CO LTD 11-14-2019 09-30-2019 2 250,106,000
3055 CALLODINE CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 32 249,899,000
3056 COOPER FINANCIAL GROUP 01-07-2020 12-31-2019 157 249,830,000
3057 CORBYN INVESTMENT MANAGEMENT INC/MD 11-05-2019 09-30-2019 49 249,183,000
3058 MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD 01-17-2020 12-31-2019 0 248,937,854
3059 AFFINITY WEALTH MANAGEMENT LLC 11-13-2019 09-30-2019 95 248,902,000
3060 BKS ADVISORS LLC 04-16-2019 03-31-2019 209 248,509,000
3061 FIRST NATIONAL CORP /MA/ /ADV 10-24-2019 09-30-2019 141 248,214,000
3062 GLENVIEW STATE BANK TRUST DEPT 10-31-2019 09-30-2019 204 248,170,000
3063 BLUE BELL PRIVATE WEALTH MANAGEMENT LLC 01-22-2020 12-31-2019 190 248,157,000
3064 GLASSMAN WEALTH SERVICES 11-01-2019 09-30-2019 1403 248,011,000
3065 LEGACY CAPITAL PARTNERS INC 01-14-2020 12-31-2019 157 247,999,000
3066 MARATHON CAPITAL MANAGEMENT 11-12-2019 09-30-2019 113 247,954,000
3067 RIGGS ASSET MANAGMENT CO INC 01-24-2020 12-31-2019 296 247,906,000
3068 RIVERSTONE GROUP LLC 11-27-2019 09-30-2019 6 247,846,000
3069 MARATHON ASSET MANAGEMENT LP 08-14-2019 06-30-2019 11 247,619,000
3070 FIRSTHAND CAPITAL MANAGEMENT INC 11-07-2019 09-30-2019 55 247,586,000
3071 STORDAHL CAPITAL MANAGEMENT INC 01-15-2020 12-31-2019 46 247,377,000
3072 BOYER & CORPORON WEALTH MANAGEMENT LLC 11-13-2019 09-30-2019 67 247,344,000
3073 FINTRUST CAPITAL ADVISORS LLC 01-23-2020 12-31-2019 1109 247,151,000
3074 TRUEWEALTH LLC 01-22-2020 12-31-2019 762 246,985,000
3075 DELTA FINANCIAL ADVISORS LLC 10-30-2019 09-30-2019 114 246,837,000
3076 GRAND JEAN CAPITAL MANAGEMENT INC 08-13-2019 06-30-2019 36 246,735,000
3077 CRESTVIEW PARTNERS III GP LP 10-25-2019 09-30-2019 4 246,159,000
3078 CHICAGO TRUST CO NA 01-10-2020 12-31-2019 317 245,848,000
3079 ROOF EIDAM & MAYCOCK/ADV 11-01-2019 09-30-2019 119 245,520,000
3080 CHESAPEAKE WEALTH MANAGEMENT 10-24-2019 09-30-2019 300 245,348,000
3081 HAMILTON POINT INVESTMENT ADVISORS LLC 11-13-2019 09-30-2019 71 244,916,000
3082 OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 10-15-2019 09-30-2019 31 244,906,000
3083 SFE INVESTMENT COUNSEL 01-17-2020 12-31-2019 113 244,512,000
3084 ALTA PARK CAPITAL LP 11-14-2019 09-30-2019 21 244,151,000
3085 PERKINS COIE TRUST CO 01-09-2020 12-31-2019 328 244,108,000
3086 EMPOWERED FUNDS LLC 01-27-2020 12-31-2019 94 244,077,000
3087 BRICKLEY WEALTH MANAGEMENT 11-13-2019 09-30-2019 47 244,047,000
3088 WHITE PINE INVESTMENT CO 01-27-2020 12-31-2019 66 244,012,000
3089 FAMILY CAPITAL TRUST CO 10-15-2019 09-30-2019 54 243,951,000
3090 BENEDICT FINANCIAL ADVISORS INC 11-04-2019 09-30-2019 102 243,777,000
3091 BECK BODE LLC 01-27-2020 12-31-2019 69 243,568,000
3092 LIBERTY CAPITAL MANAGEMENT INC 01-21-2020 12-31-2019 124 242,990,000
3093 BURT WEALTH ADVISORS 10-31-2019 09-30-2019 343 242,914,000
3094 HARFST & ASSOCIATES INC 11-14-2019 09-30-2019 95 242,905,000
3095 WESCAP MANAGEMENT GROUP INC 11-13-2019 09-30-2019 76 242,787,000
3096 FLC CAPITAL ADVISORS 08-01-2019 06-30-2019 129 242,729,000
3097 FOREFRONT ANALYTICS LLC 11-05-2019 09-30-2019 76 242,643,000
3098 NORTHWEST QUADRANT WEALTH MANAGEMENT LLC 01-21-2020 12-31-2019 66 242,543,000
3099 MOSAIC FAMILY WEALTH LLC 10-24-2019 09-30-2019 168 242,474,000
3100 SLOW CAPITAL INC 07-31-2019 06-30-2019 188 242,411,000
3101 NORTHWEST BANCSHARES INC 10-09-2019 09-30-2019 187 242,357,000
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