Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3201 MIRADOR CAPITAL PARTNERS LP 10-31-2019 09-30-2019 166 223,965,000
3202 BOSTON STANDARD WEALTH MANAGEMENT LLC 01-06-2020 12-31-2019 31 223,935,000
3203 MERIDIAN MANAGEMENT CO 11-06-2019 09-30-2019 71 223,880,000
3204 GRYPHON INTERNATIONAL INVESTMENT CORP 01-16-2020 12-31-2019 41 223,737,000
3205 CREATIVE FINANCIAL DESIGNS INC /ADV 01-15-2020 12-31-2019 591 223,718,000
3206 PARKSIDE ADVISORS LLC 01-13-2020 12-31-2019 71 223,635,000
3207 TURIM 21 INVESTIMENTOS LTDA 11-07-2019 09-30-2019 20 223,493,000
3208 WOOSTER CORTHELL WEALTH MANAGEMENT INC 10-25-2019 09-30-2019 38 223,392,000
3209 JHL CAPITAL GROUP LLC 08-14-2019 06-30-2019 8 223,035,000
3210 CFO4LIFE GROUP LLC 11-01-2019 09-30-2019 124 223,023,000
3211 BULLDOG INVESTORS LLC 11-14-2019 09-30-2019 156 222,805,000
3212 ENTERPRISE BANK & TRUST CO 01-07-2020 12-31-2019 94 222,767,000
3213 PEAK FINANCIAL MANAGEMENT INC 08-01-2019 06-30-2019 56 222,693,000
3214 SARGENT INVESTMENT GROUP LLC 10-29-2019 09-30-2019 138 222,691,000
3215 BODENHOLM CAPITAL AB 09-30-2019 09-30-2019 7 222,552,000
3216 PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC 10-25-2019 09-30-2019 1440 222,402,000
3217 KEATING INVESTMENT COUNSELORS INC 10-28-2019 09-30-2019 68 222,110,000
3218 BRIDGE CREEK CAPITAL MANAGEMENT LLC 01-14-2020 12-31-2019 89 222,062,000
3219 CARTICA MANAGEMENT LLC 08-14-2019 06-30-2019 4 222,021,000
3220 BANK PICTET & CIE (ASIA) LTD 11-08-2019 09-30-2019 85 221,573,000
3221 ROCK POINT ADVISORS LLC 11-08-2019 09-30-2019 72 221,438,000
3222 SLOANE ROBINSON LLP 11-01-2019 09-30-2019 22 221,181,000
3223 POINT VIEW WEALTH MANAGEMENT INC 11-06-2019 09-30-2019 272 220,844,000
3224 TORTOISE ADVISORS UK LTD 11-06-2019 09-30-2019 33 220,716,000
3225 CV STARR & CO INC TRUST 01-15-2020 12-31-2019 27 220,587,000
3226 PARIAN GLOBAL MANAGEMENT LP 11-14-2019 09-30-2019 30 220,583,000
3227 GOODWIN DANIEL L 10-22-2019 09-30-2019 165 220,503,000
3228 KEYWISE CAPITAL MANAGEMENT LTD 10-24-2019 09-30-2019 17 220,424,000
3229 CLAAR ADVISORS LLC 08-14-2019 06-30-2019 30 220,387,000
3230 BUCKLEY WEALTH MANAGEMENT LLC 01-15-2020 12-31-2019 133 220,360,000
3231 RAINIER GROUP INVESTMENT ADVISORY LLC 11-14-2019 09-30-2019 46 220,308,000
3232 JJJ ADVISORS INC 10-29-2019 09-30-2019 167 220,086,000
3233 MYDA ADVISORS LLC 11-13-2019 09-30-2019 110 219,878,000
3234 LAKE STREET FINANCIAL LLC 10-18-2019 09-30-2019 151 219,758,000
3235 STONEHAGE FLEMING (UK) LTD 10-11-2019 12-31-2015 245 219,689,000
3236 SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ 10-18-2019 09-30-2019 219 219,632,000
3237 RIVERPARK ADVISORS LLC 11-14-2019 09-30-2019 59 219,579,000
3238 CLEARLINE CAPITAL LP 11-14-2019 09-30-2019 52 219,477,000
3239 MONASHEE INVESTMENT MANAGEMENT LLC 11-05-2019 09-30-2019 112 219,364,000
3240 ARGUS INVESTORS' COUNSEL INC 01-17-2020 12-31-2019 70 219,319,000
3241 FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES 10-01-2019 09-30-2019 170 218,949,000
3242 MACHINA CAPITAL SAS 11-08-2019 09-30-2019 301 218,864,000
3243 GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC 11-14-2019 09-30-2019 691 218,646,000
3244 YORKBRIDGE WEALTH PARTNERS LLC 01-17-2020 12-31-2019 183 218,173,000
3245 PARADIGM FINANCIAL PARTNERS LLC 11-14-2019 09-30-2019 159 218,067,000
3246 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10-17-2019 09-30-2019 1193 218,023,000
3247 AIA INVESTMENT MANAGEMENT PRIVATE LTD 11-08-2019 09-30-2019 9 217,782,000
3248 SOUND INCOME STRATEGIES LLC 01-06-2020 12-31-2019 507 217,637,000
3249 CYPRESS CAPITAL LLC 10-21-2019 09-30-2019 65 217,552,000
3250 ALBAR CAPITAL LTD 11-14-2019 09-30-2019 27 217,503,000
3251 INTERACTIVE FINANCIAL ADVISORS 10-22-2019 09-30-2019 123 217,456,000
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