Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3151 ARGENTIERE CAPITAL AG 05-15-2019 03-31-2019 39 230,094,000
3152 BANK OZK 08-05-2019 06-30-2019 236 230,029,000
3153 SUNBELT SECURITIES INC 07-31-2019 06-30-2019 261 229,940,000
3154 EAGLECLAW CAPITAL MANAGMENT LLC 07-17-2019 06-30-2019 122 229,784,000
3155 COBALT CAPITAL MANAGEMENT INC 05-15-2019 03-31-2019 28 229,725,000
3156 CALLODINE CAPITAL MANAGEMENT LP 07-29-2019 06-30-2019 32 229,548,000
3157 BANCO BTG PACTUAL SA 08-05-2019 06-30-2019 63 229,490,000
3158 ADVISORS MANAGEMENT GROUP INC /ADV 08-14-2019 06-30-2019 88 229,393,000
3159 REILLY HERBERT FAULKNER III 08-15-2019 06-30-2019 48 229,374,000
3160 GOLDSTEIN MUNGER & ASSOCIATES 08-01-2019 06-30-2019 33 229,034,000
3161 STOCKMAN WEALTH MANAGEMENT INC 05-07-2019 03-31-2019 149 228,845,000
3162 EAGLE BOSTON INVESTMENT MANAGEMENT INC 05-01-2019 03-31-2019 119 228,753,000
3163 SUMMIT TRAIL ADVISORS LLC 08-08-2019 06-30-2019 75 228,682,000
3164 MONTGOMERY INVESTMENT MANAGEMENT INC 08-05-2019 06-30-2019 160 228,591,000
3165 ALPHAMARK ADVISORS LLC 08-02-2019 06-30-2019 536 228,217,000
3166 BURT WEALTH ADVISORS 08-02-2019 06-30-2019 347 228,168,000
3167 HAMEL ASSOCIATES INC 08-05-2019 06-30-2019 84 227,996,000
3168 WINDSOR GROUP LTD 07-15-2019 06-30-2019 175 227,936,000
3169 TORONADO PARTNERS LLC 08-13-2019 06-30-2019 12 227,670,000
3170 PICTET BANK & TRUST LTD 08-07-2019 06-30-2019 60 227,451,000
3171 FINANCIAL SENSE ADVISORS INC 07-25-2019 06-30-2019 69 227,301,000
3172 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 08-01-2019 06-30-2019 147 227,106,000
3173 ASSET PLANNING SERVICES LTD 07-17-2019 06-30-2019 275 227,063,000
3174 KORA MANAGEMENT LP 05-15-2019 03-31-2019 7 226,926,000
3175 RAINIER GROUP INVESTMENT ADVISORY LLC 05-10-2019 03-31-2019 40 226,890,000
3176 ATHOS CAPITAL LTD 08-12-2019 06-30-2019 37 226,784,000
3177 PENNANT INVESTORS LP 08-14-2019 06-30-2019 15 226,736,000
3178 PENSIONMARK FINANCIAL GROUP LLC 08-06-2019 06-30-2019 147 226,718,000
3179 LITTLE HOUSE CAPITAL LLC 08-14-2019 06-30-2019 29 226,546,000
3180 MARATHON PARTNERS EQUITY MANAGEMENT LLC 05-14-2019 03-31-2019 18 226,057,000
3181 FIRST SABREPOINT CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 32 226,004,000
3182 PERMIT CAPITAL LLC 08-14-2019 06-30-2019 26 225,930,000
3183 AQUILO CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 14 225,924,000
3184 CV STARR & CO INC TRUST 07-12-2019 06-30-2019 28 225,676,000
3185 DB ROOT & COMPANY LLC 07-19-2019 06-30-2019 195 225,675,000
3186 RAAB & MOSKOWITZ ASSET MANAGEMENT LLC 08-08-2019 06-30-2019 159 225,540,000
3187 HOWARD CAPITAL MANAGEMENT INC 07-31-2019 06-30-2019 39 225,464,000
3188 AMUSSEN HUNSAKER ASSOCIATES LLC 05-15-2019 03-31-2019 69 225,183,000
3189 LEGACY CAPITAL PARTNERS INC 07-16-2019 06-30-2019 141 225,151,000
3190 LIONSTONE CAPITAL MANAGEMENT LLC 08-07-2019 06-30-2019 19 225,102,000
3191 EXANE ASSET MANAGEMENT 08-05-2019 06-30-2019 50 225,087,110
3192 YORKBRIDGE WEALTH PARTNERS LLC 07-18-2019 06-30-2019 774 225,052,000
3193 SIGNALPOINT ASSET MANAGEMENT LLC 10-18-2019 09-30-2019 216 225,027,000
3194 TIGER LEGATUS CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 21 224,993,000
3195 MERIDIAN MANAGEMENT CO 08-05-2019 06-30-2019 72 224,975,000
3196 TRUEWEALTH LLC 07-10-2019 06-30-2019 762 224,954,000
3197 NORTHSTAR WEALTH PARTNERS LLC 08-14-2019 06-30-2019 180 224,604,000
3198 STACKLINE PARTNERS LP 08-14-2019 06-30-2019 21 224,581,000
3199 PARADIGM FINANCIAL PARTNERS LLC 08-14-2019 06-30-2019 162 224,436,000
3200 KEATING INVESTMENT COUNSELORS INC 08-01-2019 06-30-2019 65 224,189,000
3201 KELLNER CAPITAL LLC 08-05-2019 06-30-2019 33 223,755,000
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