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
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