Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3101 | REILLY HERBERT FAULKNER III | 11-04-2019 | 09-30-2019 | 50 | 238,174,000 |
| 3102 | KNOTT DAVID M | 11-12-2019 | 09-30-2019 | 157 | 238,024,000 |
| 3103 | CAMELOT PORTFOLIOS LLC | 01-15-2020 | 12-31-2019 | 248 | 237,997,000 |
| 3104 | ASHMORE GROUP PLC | 11-14-2019 | 09-30-2019 | 34 | 237,883,000 |
| 3105 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | 11-08-2019 | 09-30-2019 | 113 | 237,816,000 |
| 3106 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 11-12-2019 | 09-30-2019 | 193 | 237,576,000 |
| 3107 | BURLESON & COMPANY LLC | 08-05-2019 | 06-30-2019 | 106 | 237,410,000 |
| 3108 | TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | 01-10-2020 | 12-31-2019 | 125 | 237,319,000 |
| 3109 | HOWARD CAPITAL MANAGEMENT INC | 10-08-2019 | 09-30-2019 | 38 | 237,304,000 |
| 3110 | DYNAMO ADMINISTRACAO DE RECURSOS LTDA | 08-09-2019 | 06-30-2019 | 7 | 237,122,000 |
| 3111 | SIRIS CAPITAL GROUP LLC | 11-14-2019 | 09-30-2019 | 1 | 237,064,000 |
| 3112 | SAYBROOK CAPITAL /NC | 11-06-2019 | 09-30-2019 | 48 | 236,909,000 |
| 3113 | STEWARDSHIP FINANCIAL ADVISORS LLC | 11-11-2019 | 09-30-2019 | 73 | 236,887,000 |
| 3114 | ZHANG FINANCIAL LLC | 10-17-2019 | 09-30-2019 | 87 | 236,697,000 |
| 3115 | SFE INVESTMENT COUNSEL | 10-31-2019 | 09-30-2019 | 118 | 236,562,000 |
| 3116 | HARBOUR CAPITAL ADVISORS LLC | 10-23-2019 | 09-30-2019 | 200 | 236,454,000 |
| 3117 | UNIVEST FINANCIAL CORP | 01-13-2020 | 12-31-2019 | 100 | 236,080,000 |
| 3118 | AMS CAPITAL LTDA | 11-4-2019 | 09-30-2019 | 27 | 235,992,000 |
| 3119 | MENTA CAPITAL LLC | 08-06-2019 | 06-30-2019 | 470 | 235,730,000 |
| 3120 | PERRITT CAPITAL MANAGEMENT INC | 11-11-2019 | 09-30-2019 | 227 | 235,674,000 |
| 3121 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC | 01-08-2020 | 12-31-2019 | 105 | 235,349,000 |
| 3122 | EAM GLOBAL INVESTORS LLC | 08-14-2019 | 06-30-2019 | 124 | 235,153,000 |
| 3123 | PERMIT CAPITAL LLC | 11-13-2019 | 09-30-2019 | 26 | 235,141,000 |
| 3124 | CHEVIOT VALUE MANAGEMENT LLC | 11-15-2019 | 09-30-2019 | 66 | 234,741,000 |
| 3125 | HNP CAPITAL LLC | 01-13-2020 | 12-31-2019 | 112 | 234,600,000 |
| 3126 | WITTENBERG INVESTMENT MANAGEMENT INC | 07-23-2019 | 06-30-2019 | 80 | 234,138,000 |
| 3127 | HAMEL ASSOCIATES INC | 11-12-2019 | 09-30-2019 | 84 | 234,131,000 |
| 3128 | MONTGOMERY INVESTMENT MANAGEMENT INC | 11-08-2019 | 09-30-2019 | 163 | 233,853,000 |
| 3129 | 55I LLC | 01-14-2020 | 12-31-2019 | 138 | 233,688,000 |
| 3130 | MERIDIAN WEALTH ADVISORS LLC | 11-08-2019 | 09-30-2019 | 153 | 233,672,000 |
| 3131 | MPM ASSET MANAGEMENT LLC | 11-13-2019 | 09-30-2019 | 5 | 233,670,000 |
| 3132 | MATTHEW GOFF INVESTMENT ADVISOR LLC | 08-05-2019 | 06-30-2019 | 54 | 233,600,000 |
| 3133 | PENSIONMARK FINANCIAL GROUP LLC | 11-12-2019 | 09-30-2019 | 155 | 233,301,000 |
| 3134 | NORTHWEST QUADRANT WEALTH MANAGEMENT LLC | 10-23-2019 | 09-30-2019 | 65 | 233,250,000 |
| 3135 | REDHAWK WEALTH ADVISORS INC | 10-04-2019 | 09-30-2019 | 135 | 233,207,000 |
| 3136 | COMMUNITY BANK & TRUST WACO TEXAS | 11-12-2019 | 09-30-2019 | 134 | 232,832,000 |
| 3137 | PRICE CAPITAL MANAGEMENT INC | 01-16-2020 | 12-31-2019 | 44 | 232,747,000 |
| 3138 | NORTH PEAK CAPITAL MANAGEMENT LLC | 11-13-2019 | 09-30-2019 | 10 | 232,734,000 |
| 3139 | WOODTRUST FINANCIAL CORP | 10-15-2019 | 09-30-2019 | 72 | 232,042,000 |
| 3140 | SHARKEY HOWES & JAVER | 11-01-2019 | 09-30-2019 | 58 | 231,946,000 |
| 3141 | CAVALIER INVESTMENTS LLC | 11-05-2019 | 09-30-2019 | 128 | 231,767,000 |
| 3142 | TRUEWEALTH LLC | 10-10-2019 | 09-30-2019 | 734 | 231,669,000 |
| 3143 | SENSIBLE FINANCIAL PLANNING & MANAGEMENT LLC | 10-28-2019 | 09-30-2019 | 35 | 231,635,000 |
| 3144 | NYL INVESTORS LLC | 11-08-2019 | 09-30-2019 | 28 | 231,596,000 |
| 3145 | BILTMORE FAMILY OFFICE LLC | 10-16-2019 | 09-30-2019 | 174 | 231,543,000 |
| 3146 | BEACON POINTE ADVISORS LLC | 11-14-2019 | 09-30-2019 | 172 | 231,504,000 |
| 3147 | TIGER LEGATUS CAPITAL MANAGEMENT LLC | 11-06-2019 | 09-30-2019 | 19 | 231,349,000 |
| 3148 | WILDCAT CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 32 | 231,103,000 |
| 3149 | TRIANGLE SECURITIES WEALTH MANAGEMENT | 01-09-2020 | 12-31-2019 | 163 | 230,754,000 |
| 3150 | ASSET PLANNING SERVICES LTD | 11-08-2019 | 09-30-2019 | 286 | 230,735,000 |
| 3151 | ALPHAMARK ADVISORS LLC | 11-01-2019 | 09-30-2019 | 511 | 230,639,000 |