Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3051 ROOF EIDAM & MAYCOCK/ADV 07-19-2019 06-30-2019 105 243,726,000
3052 PIONEER TRUST BANK N A/OR 10-18-2019 09-30-2019 71 243,680,000
3053 HNA CAPITAL GROUP CO LTD 02-14-2019 12-31-2018 3 243,255,000
3054 KEYWISE CAPITAL MANAGEMENT LTD 08-12-2019 06-30-2019 12 242,956,000
3055 WORM CAPITAL LLC 08-12-2019 06-30-2019 8 242,659,000
3056 EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC 08-06-2019 06-30-2019 112 242,554,000
3057 OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 08-13-2019 06-30-2019 31 242,141,000
3058 AIA INVESTMENT MANAGEMENT PRIVATE LTD 08-08-2019 06-30-2019 9 242,091,000
3059 FUNDX INVESTMENT GROUP LLC 08-05-2019 06-30-2019 43 241,896,000
3060 CAMELOT PORTFOLIOS LLC 07-18-2019 06-30-2019 246 241,735,000
3061 ATLAS VENTURE ADVISORS INC 08-06-2019 06-30-2019 6 241,605,000
3062 JCIC ASSET MANAGEMENT INC 07-09-2019 06-30-2019 131 241,374,000
3063 SILVER ROCK FINANCIAL LP 05-15-2019 03-31-2019 22 240,860,000
3064 GLENVIEW STATE BANK TRUST DEPT 07-26-2019 06-30-2019 201 240,785,000
3065 SYMONS CAPITAL MANAGEMENT INC 08-12-2019 06-30-2019 73 240,724,000
3066 BENIN MANAGEMENT CORP 10-21-2019 09-30-2019 92 240,352,000
3067 STARR INTERNATIONAL CO INC 07-12-2019 06-30-2019 35 240,234,000
3068 CAHILL FINANCIAL ADVISORS INC 05-15-2019 03-31-2019 151 240,109,000
3069 BENEDICT FINANCIAL ADVISORS INC 07-30-2019 06-30-2019 105 240,018,000
3070 BOSTON RESEARCH & MANAGEMENT INC 08-07-2019 06-30-2019 104 240,001,000
3071 WILSEY ASSET MANAGEMENT INC 04-08-2019 03-31-2019 20 239,780,000
3072 WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC 07-31-2019 06-30-2019 126 239,608,000
3073 BESSEMER SECURITIES LLC 07-19-2019 06-30-2019 103 239,399,000
3074 BRICKLEY WEALTH MANAGEMENT 08-08-2019 06-30-2019 42 239,292,000
3075 EMPOWERED FUNDS LLC 06-30-2019 06-30-2019 94 239,262,000
3076 KOHMANN BOSSHARD FINANCIAL SERVICES LLC 07-10-2019 06-30-2019 113 239,226,000
3077 CHESAPEAKE WEALTH MANAGEMENT 07-31-2019 06-30-2019 304 239,216,000
3078 CAVALIER INVESTMENTS LLC 07-30-2019 06-30-2019 123 239,202,000
3079 ZHANG FINANCIAL LLC 07-24-2019 06-30-2019 90 239,044,000
3080 WINTHROP ADVISORY GROUP LLC 07-17-2019 06-30-2019 87 238,947,000
3081 RIVER WEALTH ADVISORS LLC 05-07-2019 03-31-2019 153 238,814,000
3082 MOSAIC FAMILY WEALTH LLC 08-12-2019 06-30-2019 170 238,778,000
3083 BW GESTAO DE INVESTIMENTOS LTDA 05-14-2019 03-31-2019 94 238,617,000
3084 ARMBRUSTER CAPITAL MANAGEMENT INC 07-18-2019 06-30-2019 73 238,413,000
3085 STILLWATER INVESTMENT MANAGEMENT LLC 07-03-2019 06-30-2019 65 238,313,000
3086 TWIN FOCUS CAPITAL PARTNERS LLC 08-14-2019 06-30-2019 144 237,774,000
3087 CWM ADVISORS LLC 07-16-2019 06-30-2019 328 237,739,000
3088 HT PARTNERS LLC 07-09-2019 06-30-2019 29 237,472,000
3089 BURLESON & COMPANY LLC 08-05-2019 06-30-2019 106 237,410,000
3090 NORTHWEST BANCSHARES INC 02-08-2019 06-30-2019 152 237,197,000
3091 KNOTT DAVID M 08-12-2019 06-30-2019 148 237,063,000
3092 SMITH & HOWARD WEALTH MANAGEMENT LLC 07-23-2019 06-30-2019 62 236,931,000
3093 SAYBROOK CAPITAL /NC 08-09-2019 06-30-2019 48 236,873,000
3094 NORTHSTAR GROUP INC 07-10-2019 06-30-2019 134 236,452,000
3095 DUMONT & BLAKE INVESTMENT ADVISORS LLC 04-04-2019 03-31-2019 190 236,205,000
3096 COMPTON CAPITAL MANAGEMENT INC /RI 08-13-2019 06-30-2019 134 236,164,000
3097 MENTA CAPITAL LLC 08-06-2019 06-30-2019 470 235,730,000
3098 PIER 88 INVESTMENT PARTNERS LLC 08-08-2019 06-30-2019 98 235,707,000
3099 FIRST NATIONAL CORP /MA/ /ADV 06-12-2019 12-31-2018 411 217,042,000
3100 ALPHA OMEGA WEALTH MANAGEMENT LLC 08-14-2019 06-30-2019 641 235,443,000
3101 SIRIS CAPITAL GROUP LLC 08-09-2019 06-30-2019 1 235,285,000
Debug Info- Version: 2.1