Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3201 PARADIGM FINANCIAL PARTNERS LLC 08-14-2019 06-30-2019 162 224,436,000
3202 KEATING INVESTMENT COUNSELORS INC 08-01-2019 06-30-2019 65 224,189,000
3203 ARLINGTON PARTNERS LLC 07-10-2019 06-30-2019 216 223,766,000
3204 KELLNER CAPITAL LLC 08-05-2019 06-30-2019 33 223,755,000
3205 FARMERS & MERCHANTS TRUST CO OF LONG BEACH 07-22-2019 06-30-2019 228 223,681,000
3206 STARFIRE INVESTMENT ADVISERS INC 07-22-2019 06-30-2019 161 223,630,000
3207 TRUST CO OF OKLAHOMA 07-25-2019 06-30-2019 200 223,424,738
3208 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 04-25-2019 03-31-2019 97 223,095,000
3209 LINCOLN CAPITAL LLC 07-02-2019 06-30-2019 77 223,056,000
3210 WEALTHSTONE INC 08-14-2019 06-30-2019 1014 223,006,680
3211 LIBERTY CAPITAL MANAGEMENT INC 07-14-2019 06-30-2019 121 222,858,000
3212 PEAK FINANCIAL MANAGEMENT INC 08-01-2019 06-30-2019 56 222,693,000
3213 WOOSTER CORTHELL WEALTH MANAGEMENT INC 07-23-2019 06-30-2019 38 222,674,000
3214 MANCHESTER FINANCIAL INC 07-22-2019 06-30-2019 535 222,380,000
3215 PARAGON CAPITAL MANAGEMENT LLC 08-06-2019 06-30-2019 220 222,309,000
3216 FINANCIAL CONSULATE INC 07-24-2019 06-30-2019 101 222,256,000
3217 WARLANDER ASSET MANAGEMENT LP 8-6-2019 06-30-2019 5 222,226,000
3218 WOODTRUST FINANCIAL CORP 07-15-2019 06-30-2019 75 222,212,000
3219 180 WEALTH ADVISORS LLC 08-03-2019 06-30-2019 247 222,203,000
3220 RDA FINANCIAL NETWORK 07-09-2019 06-30-2019 230 222,042,000
3221 TCI WEALTH ADVISORS INC 07-23-2019 06-30-2019 1515 222,012,000
3222 AMERICAN SECURITIES LLC 08-12-2019 06-30-2019 2 221,945,000
3223 UNITED AMERICAN SECURITIES INC (D/B/A UAS ASSET MANAGEMENT) 05-14-2019 03-31-2019 23 221,418,000
3224 ROANOKE ASSET MANAGEMENT CORP/ NY 07-19-2019 06-30-2019 104 221,394,000
3225 CYPRESS CAPITAL LLC 07-10-2019 06-30-2019 64 221,321,000
3226 SUMMIT FINANCIAL GROUP INC 07-03-2019 06-30-2019 237 221,215,000
3227 FLC CAPITAL ADVISORS 05-09-2019 03-31-2019 115 220,970,000
3228 OARSMAN CAPITAL INC 08-13-2019 06-30-2019 180 220,664,000
3229 HOLDERNESS INVESTMENTS CO 08-02-2019 06-30-2019 187 220,473,000
3230 CAMPBELL & CO INVESTMENT ADVISER LLC 07-09-2019 06-30-2019 507 220,439,000
3231 SHARKEY HOWES & JAVER 07-24-2019 06-30-2019 218 220,431,000
3232 AHRENS INVESTMENT PARTNERS LLC 08-05-2019 06-30-2019 162 220,319,000
3233 DALTON INVESTMENTS LLC 08-13-2019 06-30-2019 43 220,248,000
3234 HGI CAPITAL MANAGEMENT LLC 07-26-2019 06-30-2019 67 220,115,000
3235 PERKINS COIE TRUST CO 07-09-2019 06-30-2019 350 220,109,000
3236 KALOS MANAGEMENT INC 08-14-2019 06-30-2019 194 220,052,000
3237 ROCK POINT ADVISORS LLC 08-12-2019 06-30-2019 71 219,802,000
3238 GALIBIER CAPITAL MANAGEMENT LTD 08-02-2019 06-30-2019 31 219,678,000
3239 NALANDA INDIA FUND LTD 04-18-2019 03-31-2019 1 219,589,000
3240 RIVERPOINT WEALTH MANAGEMENT HOLDINGS LLC 08-10-2019 06-30-2019 64 219,399,000
3241 VERSANT CAPITAL MANAGEMENT INC 07-16-2019 06-30-2019 1674 219,275,000
3242 GOODWIN DANIEL L 07-24-2019 06-30-2019 161 219,117,000
3243 ROCK CREEK GROUP LP 08-14-2019 06-30-2019 112 219,050,000
3244 STONE RUN CAPITAL LLC 08-13-2019 06-30-2019 60 219,036,000
3245 SARGENT INVESTMENT GROUP LLC 08-12-2019 06-30-2019 143 218,987,000
3246 0 0
3247 NORTHWEST QUADRANT WEALTH MANAGEMENT LLC 07-16-2019 06-30-2019 62 218,825,000
3248 CFO4LIFE GROUP LLC 07-29-2019 06-30-2019 124 218,810,000
3249 HOME FEDERAL BANK OF TENNESSEE 07-11-2019 06-30-2019 120 218,732,000
3250 PREMIER FUND MANAGERS LTD 08-08-2019 06-30-2019 43 218,668,000
3251 ARABESQUE ASSET MANAGEMENT LTD 08-05-2019 06-30-2019 111 218,536,000
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