Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3051 | WORM CAPITAL LLC | 08-12-2019 | 06-30-2019 | 8 | 242,659,000 |
| 3052 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | 08-06-2019 | 06-30-2019 | 112 | 242,554,000 |
| 3053 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | 08-13-2019 | 06-30-2019 | 31 | 242,141,000 |
| 3054 | AIA INVESTMENT MANAGEMENT PRIVATE LTD | 08-08-2019 | 06-30-2019 | 9 | 242,091,000 |
| 3055 | PIONEER TRUST BANK N A/OR | 07-19-2019 | 06-30-2019 | 73 | 241,966,000 |
| 3056 | FUNDX INVESTMENT GROUP LLC | 08-05-2019 | 06-30-2019 | 43 | 241,896,000 |
| 3057 | CAMELOT PORTFOLIOS LLC | 07-18-2019 | 06-30-2019 | 246 | 241,735,000 |
| 3058 | ATLAS VENTURE ADVISORS INC | 08-06-2019 | 06-30-2019 | 6 | 241,605,000 |
| 3059 | JCIC ASSET MANAGEMENT INC | 07-09-2019 | 06-30-2019 | 131 | 241,374,000 |
| 3060 | KARPAS STRATEGIES LLC | 07-25-2019 | 06-30-2019 | 122 | 240,979,000 |
| 3061 | SILVER ROCK FINANCIAL LP | 05-15-2019 | 03-31-2019 | 22 | 240,860,000 |
| 3062 | GLENVIEW STATE BANK TRUST DEPT | 07-26-2019 | 06-30-2019 | 201 | 240,785,000 |
| 3063 | SYMONS CAPITAL MANAGEMENT INC | 08-12-2019 | 06-30-2019 | 73 | 240,724,000 |
| 3064 | STARR INTERNATIONAL CO INC | 07-12-2019 | 06-30-2019 | 35 | 240,234,000 |
| 3065 | CAHILL FINANCIAL ADVISORS INC | 05-15-2019 | 03-31-2019 | 151 | 240,109,000 |
| 3066 | PEAVINE CAPITAL LLC | 07-19-2019 | 06-30-2019 | 13 | 240,023,000 |
| 3067 | BENEDICT FINANCIAL ADVISORS INC | 07-30-2019 | 06-30-2019 | 105 | 240,018,000 |
| 3068 | BOSTON RESEARCH & MANAGEMENT INC | 08-07-2019 | 06-30-2019 | 104 | 240,001,000 |
| 3069 | WILSEY ASSET MANAGEMENT INC | 04-08-2019 | 03-31-2019 | 20 | 239,780,000 |
| 3070 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC | 07-31-2019 | 06-30-2019 | 126 | 239,608,000 |
| 3071 | NICOLET BANKSHARES INC | 07-30-2019 | 06-30-2019 | 185 | 239,500,000 |
| 3072 | BESSEMER SECURITIES LLC | 07-19-2019 | 06-30-2019 | 103 | 239,399,000 |
| 3073 | MCNAMARA FINANCIAL SERVICES INC | 07-09-2019 | 06-30-2019 | 38 | 239,326,000 |
| 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 |