Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3151 ALPHAMARK ADVISORS LLC 11-01-2019 09-30-2019 511 230,639,000
3152 MIDAS MANAGEMENT CORP 07-09-2019 06-30-2019 161 230,529,000
3153 OAK GROVE CAPITAL LLC 10-29-2019 09-30-2019 83 230,396,000
3154 PEAVINE CAPITAL LLC 10-16-2019 09-30-2019 19 230,351,000
3155 EMPOWERED FUNDS LLC 11-01-2019 09-30-2019 94 229,726,000
3156 WAKEFIELD ASSET MANAGEMENT LLLP 10-24-2019 09-30-2019 148 229,635,000
3157 FINANCIAL CONSULATE INC 10-16-2019 09-30-2019 99 229,624,000
3158 ADVISORS MANAGEMENT GROUP INC /ADV 08-14-2019 06-30-2019 88 229,393,000
3159 BANK OF STOCKTON 10-23-2019 09-30-2019 146 228,695,000
3160 SUMMIT TRAIL ADVISORS LLC 08-08-2019 06-30-2019 75 228,682,000
3161 EDGEHILL ENDOWMENT PARTNERS LLC 01-06-2020 12-31-2019 7 228,583,000
3162 STONEBRIDGE CAPITAL MANAGEMENT INC 01-02-2020 12-31-2019 189 228,532,000
3163 RAAB & MOSKOWITZ ASSET MANAGEMENT LLC 11-12-2019 09-30-2019 156 228,434,000
3164 WEBER ALAN W 11-14-2019 09-30-2019 82 228,246,570
3165 TRUST CO OF OKLAHOMA 10-25-2019 09-30-2019 191 228,063,889
3166 MANCHESTER FINANCIAL INC 10-08-2019 09-30-2019 59 227,982,000
3167 FARMERS & MERCHANTS TRUST CO OF LONG BEACH 10-16-2019 09-30-2019 232 227,952,000
3168 NORTHSTAR WEALTH PARTNERS LLC 11-06-2019 09-30-2019 177 227,891,000
3169 QUAKER CAPITAL INVESTMENTS LLC 11-13-2019 09-30-2019 26 227,888,000
3170 NEWFOCUS FINANCIAL GROUP LLC 10-28-2019 09-30-2019 101 227,876,000
3171 BECK BODE LLC 12-02-2019 09-30-2019 65 227,712,000
3172 PRIVATE ADVISORY GROUP LLC 10-18-2019 09-30-2019 111 227,680,000
3173 JCIC ASSET MANAGEMENT INC 10-04-2019 09-30-2019 136 227,625,000
3174 PICTET BANK & TRUST LTD 11-08-2019 09-30-2019 60 227,602,000
3175 INTELLECTUS PARTNERS LLC 10-10-2019 09-30-2019 195 227,528,000
3176 DB ROOT & COMPANY LLC 01-13-2020 12-31-2019 193 227,043,000
3177 BANK OZK 10-31-2019 09-30-2019 235 227,004,000
3178 LIBERTY CAPITAL MANAGEMENT INC 10-12-2019 09-30-2019 119 226,905,000
3179 GOLDSTEIN MUNGER & ASSOCIATES 11-06-2019 09-30-2019 33 226,800,000
3180 ATHOS CAPITAL LTD 08-12-2019 06-30-2019 37 226,784,000
3181 CEDAR BROOK FINANCIAL PARTNERS LLC 10-24-2019 09-30-2019 304 226,769,000
3182 ACT TWO INVESTORS LLC 11-11-2019 09-30-2019 38 226,643,000
3183 GROWTH INTERFACE MANAGEMENT LLC 10-15-2019 09-30-2019 10 226,588,000
3184 RIVERPOINT WEALTH MANAGEMENT HOLDINGS LLC 10-29-2019 09-30-2019 68 226,245,000
3185 180 WEALTH ADVISORS LLC 10-22-2019 09-30-2019 253 226,161,000
3186 OAKWOOD CAPITAL MANAGEMENT LLC/CA 10-22-2019 09-30-2019 48 226,136,000
3187 HUDSON WAY CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 16 225,893,000
3188 REDMOND ASSET MANAGEMENT LLC 11-07-2019 09-30-2019 151 225,400,000
3189 TECHNOLOGY CROSSOVER MANAGEMENT IX LTD 11-14-2019 09-30-2019 4 225,339,000
3190 TCI WEALTH ADVISORS INC 10-17-2019 09-30-2019 1597 225,171,000
3191 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC 01-09-2020 12-31-2019 42 225,043,000
3192 SIGNALPOINT ASSET MANAGEMENT LLC 10-18-2019 09-30-2019 216 225,027,000
3193 ACON EQUITY MANAGEMENT LLC 11-13-2019 09-30-2019 1 224,980,000
3194 LIFEPLAN FINANCIAL GROUP INC 01-09-2020 12-31-2019 577 224,755,000
3195 BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD 11-07-2019 09-30-2019 54 224,582,000
3196 HI-LINE CAPITAL MANAGEMENT LLC 11-06-2019 09-30-2019 29 224,245,000
3197 FIRST SABREPOINT CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 32 224,216,000
3198 LINCOLN CAPITAL LLC 10-16-2019 09-30-2019 77 224,134,000
3199 WINDSOR CAPITAL MANAGEMENT LLC 11-08-2019 09-30-2019 120 224,005,000
3200 MIRADOR CAPITAL PARTNERS LP 10-31-2019 09-30-2019 166 223,965,000
3201 BOSTON STANDARD WEALTH MANAGEMENT LLC 01-06-2020 12-31-2019 31 223,935,000
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