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 |