Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3101 SIRIS CAPITAL GROUP LLC 08-09-2019 06-30-2019 1 235,285,000
3102 TRV GP III LLC 08-06-2019 06-30-2019 3 235,234,000
3103 EAM GLOBAL INVESTORS LLC 08-14-2019 06-30-2019 124 235,153,000
3104 PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC 08-08-2019 06-30-2019 186 235,147,000
3105 PROSPECT CAPITAL ADVISORS LLC 08-14-2019 06-30-2019 27 235,130,000
3106 CEDAR CAPITAL LLC 08-05-2019 06-30-2019 158 235,046,000
3107 POINT VIEW WEALTH MANAGEMENT INC 07-29-2019 06-30-2019 274 234,949,000
3108 CHICAGO TRUST CO NA 07-22-2019 06-30-2019 335 234,666,000
3109 GENWEALTH GROUP INC 07-09-2019 06-30-2019 66 234,633,000
3110 WESCAP MANAGEMENT GROUP INC 05-01-2019 03-31-2019 77 234,539,000
3111 COMPASS GROUP LLC 08-14-2019 06-30-2019 17 234,483,000
3112 REDWOOD INVESTMENT MANAGEMENT LLC 05-15-2019 03-31-2019 152 234,442,000
3113 E&G ADVISORS LP 07-11-2019 06-30-2019 178 234,375,000
3114 HAMILTON POINT INVESTMENT ADVISORS LLC 07-18-2019 06-30-2019 73 234,160,000
3115 WITTENBERG INVESTMENT MANAGEMENT INC 07-23-2019 06-30-2019 80 234,138,000
3116 SILICON VALLEY CAPITAL PARTNERS 05-15-2019 03-31-2019 34 234,057,000
3117 SENSIBLE FINANCIAL PLANNING & MANAGEMENT LLC 08-07-2019 06-30-2019 33 233,733,000
3118 SCHNIEDERS CAPITAL MANAGEMENT LLC 05-02-2019 03-31-2019 151 233,666,000
3119 MATTHEW GOFF INVESTMENT ADVISOR LLC 08-05-2019 06-30-2019 54 233,600,000
3120 GFI INVESTMENT COUNSEL LTD 08-14-2019 06-30-2019 11 233,574,000
3121 SFE INVESTMENT COUNSEL 07-26-2019 06-30-2019 111 233,571,000
3122 BENIN MANAGEMENT CORP 07-18-2019 06-30-2019 93 233,570,000
3123 BLACKSTART CAPITAL LP 08-14-2019 06-30-2019 22 233,526,000
3124 USADVISORS WEALTH MANAGEMENT LLC 08-09-2019 06-30-2019 56 233,484,000
3125 HENRY JAMES INTERNATIONAL MANAGEMENT INC 07-16-2019 06-30-2019 138 233,255,000
3126 HARBOUR CAPITAL ADVISORS LLC 07-10-2010 06-30-2019 204 233,238,000
3127 PRECISION PATH CAPITAL LP 02-14-2019 12-31-2018 16 233,204,000
3128 OAKWOOD CAPITAL MANAGEMENT LLC/CA 07-30-2019 06-30-2019 50 233,169,000
3129 RIVERPARK ADVISORS LLC 08-13-2019 06-30-2019 60 233,163,000
3130 PRIVATE PORTFOLIO PARTNERS LLC 08-14-2019 06-30-2019 369 233,123,000
3131 AISLING CAPITAL MANAGEMENT LP 08-08-2019 06-30-2019 14 232,738,000
3132 CHICAGO CAPITAL MANAGEMENT LLC 08-12-2019 06-30-2019 31 232,601,000
3133 REDMOND ASSET MANAGEMENT LLC 08-01-2019 06-30-2019 161 232,580,000
3134 MEAG MUNICH ERGO ASSETMANAGEMENT GMBH 07-15-2019 06-30-2019 15 232,487,000
3135 FAMILY MANAGEMENT CORP 03-31-2019 03-31-2019 132 231,943,000
3136 JHL CAPITAL GROUP LLC 05-15-2019 03-31-2019 10 231,925,000
3137 POLIANTA LTD 07-17-2019 06-30-2019 69 231,838,000
3138 PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC 08-07-2019 06-30-2019 1428 231,763,000
3139 LEHMAN & DERAFELO FINANCIAL RESOURCES LLC 05-08-2019 03-31-2019 191 231,749,000
3140 HMS CAPITAL MANAGEMENT LLC 07-12-2019 06-30-2019 314 231,662,000
3141 INSPIRION WEALTH ADVISORS LLC 07-15-2019 06-30-2019 75 231,573,000
3142 STEWARDSHIP FINANCIAL ADVISORS LLC 08-12-2019 06-30-2019 67 231,437,000
3143 EVOLUTION WEALTH ADVISORS LLC 07-12-2019 06-30-2019 467 231,359,000
3144 INTELLECTUS PARTNERS LLC 08-08-2019 06-30-2019 191 231,103,000
3145 CHEVIOT VALUE MANAGEMENT LLC 08-13-2019 06-30-2019 65 231,050,000
3146 TINICUM INC 08-12-2019 06-30-2019 4 230,834,000
3147 MIDAS MANAGEMENT CORP 07-09-2019 06-30-2019 161 230,529,000
3148 HUBER FINANCIAL ADVISORS LLC 08-05-2019 06-30-2019 122 230,300,000
3149 ALBAR CAPITAL LTD 08-14-2019 06-30-2019 27 230,199,000
3150 AVEO CAPITAL PARTNERS LLC 08-06-2019 06-30-2019 191 230,162,000
3151 ARGENTIERE CAPITAL AG 05-15-2019 03-31-2019 39 230,094,000
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