Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3251 AQUAMARINE CAPITAL MANAGEMENT LLC 01-17-2020 12-31-2019 12 217,286,000
3252 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 11-05-2019 09-30-2019 99 217,239,000
3253 BOGART WEALTH LLC 10-10-2019 09-30-2019 368 217,228,000
3254 SYMONS CAPITAL MANAGEMENT INC 11-05-2019 09-30-2019 72 217,169,000
3255 PASADENA PRIVATE WEALTH LLC 10-16-2019 09-30-2019 60 216,756,000
3256 PERSONAL WEALTH PARTNERS 10-22-2019 09-30-2019 744 216,647,000
3257 INTERNATIONAL BIOTECHNOLOGY TRUST PLC 11-14-2019 09-30-2019 58 216,398,000
3258 HMS CAPITAL MANAGEMENT LLC 10-15-2019 09-30-2019 192 216,054,000
3259 WILLOW CREEK WEALTH MANAGEMENT INC 10-15-2019 09-30-2019 85 215,742,000
3260 ANTARA CAPITAL LP 11-14-2019 09-30-2019 26 215,724,000
3261 WINFIELD ASSOCIATES INC 01-13-2020 12-31-2019 145 215,555,000
3262 AMI INVESTMENT MANAGEMENT INC 10-25-2019 09-30-2019 72 215,243,000
3263 HOLDERNESS INVESTMENTS CO 11-01-2019 09-30-2019 178 214,882,000
3264 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11-14-2019 09-30-2019 120 214,867,000
3265 SUMMIT ASSET MANAGEMENT LLC 10-11-2019 09-30-2019 115 214,712,000
3266 CHARLES SCHWAB TRUST CO 11-14-2019 09-30-2019 146 214,650,000
3267 LIONSTONE CAPITAL MANAGEMENT LLC 11-12-2019 09-30-2019 18 214,506,000
3268 ALLY INVEST ADVISORS INC 11-13-2019 09-30-2019 13 214,373,000
3269 GVO ASSET MANAGEMENT LTD 10-22-2019 09-30-2019 12 214,296,000
3270 CEDAR CAPITAL LLC 11-08-2019 09-30-2019 163 214,034,000
3271 FIRST PREMIER BANK 01-10-2020 12-31-2019 566 213,864,000
3272 ROANOKE ASSET MANAGEMENT CORP/ NY 11-01-2019 09-30-2019 103 213,854,000
3273 TRINITY LEGACY PARTNERS LLC 01-10-2020 12-31-2019 85 213,813,000
3274 SYMMETRY PEAK MANAGEMENT LLC 11-14-2019 09-30-2019 117 213,653,000
3275 ARROW INVESTMENT ADVISORS LLC 11-01-2019 09-30-2019 63 213,505,000
3276 VERSANT CAPITAL MANAGEMENT INC 10-17-2019 09-30-2019 1674 213,144,000
3277 VITRUVIAN PARTNERS LLP 11-11-2019 09-30-2019 2 213,061,000
3278 MKP CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 42 212,980,000
3279 MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC 08-14-2019 06-30-2019 21 212,924,000
3280 FINANCIAL PARTNERS GROUP INC 08-15-2019 06-30-2019 77 212,861,000
3281 FORTIS ADVISORS LLC 11-14-2019 09-30-2019 312 212,790,000
3282 PRIVATE PORTFOLIO PARTNERS LLC 11-13-2019 09-30-2019 336 212,634,000
3283 PEOPLES FINANCIAL SERVICES CORP 01-17-2020 12-31-2019 471 212,039,000
3284 SECURITY NATIONAL BANK 10-15-2019 09-30-2019 74 211,967,000
3285 AVALON GLOBAL ASSET MANAGEMENT LLC 08-13-2019 06-30-2019 36 211,834,000
3286 WESTOVER CAPITAL ADVISORS LLC 11-12-2019 09-30-2019 135 211,758,000
3287 WHITE PINE INVESTMENT CO 08-01-2019 06-30-2019 57 211,740,000
3288 FIRST COMMAND FINANCIAL SERVICES INC 01-14-2020 12-31-2019 512 211,498,000
3289 FIRST COMMAND BANK 01-14-2020 12-31-2019 512 211,496,000
3290 SHINE INVESTMENT ADVISORY SERVICES INC 10-29-2019 09-30-2019 733 211,113,000
3291 WALL CAPITAL GROUP INC 10-24-2019 09-30-2019 22 210,942,000
3292 VENBIO PARTNERS LLC 11-14-2019 09-30-2019 6 210,789,000
3293 VALICENTI ADVISORY SERVICES INC 10-21-2019 09-30-2019 64 210,442,000
3294 ASPIRE PRIVATE CAPITAL LLC 11-12-2019 09-30-2019 522 210,409,000
3295 ROCK CREEK GROUP LP 11-12-2019 09-30-2019 110 210,197,000
3296 OARSMAN CAPITAL INC 11-12-2019 09-30-2019 184 210,121,000
3297 STONE RUN CAPITAL LLC 11-14-2019 09-30-2019 58 209,906,000
3298 AMERICAN SECURITIES LLC 10-10-2019 09-30-2019 1 209,904,000
3299 EVOLUTION WEALTH ADVISORS LLC 11-12-2019 09-30-2019 484 209,764,000
3300 CROSSVAULT CAPITAL MANAGEMENT LLC 10-30-2019 09-30-2019 78 209,630,000
3301 KEYSTONE FINANCIAL PLANNING INC 10-08-2019 09-30-2019 46 209,489,000
Debug Info- Version: 2.4