Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3301 | FORTIS ADVISORS LLC | 11-14-2019 | 09-30-2019 | 312 | 212,790,000 |
| 3302 | CONSOLIDATED INVESTMENT GROUP LLC | 01-22-2020 | 12-31-2019 | 46 | 212,690,000 |
| 3303 | PRIVATE PORTFOLIO PARTNERS LLC | 11-13-2019 | 09-30-2019 | 336 | 212,634,000 |
| 3304 | BOURNE LENT ASSET MANAGEMENT INC | 01-23-2020 | 12-31-2019 | 65 | 212,312,000 |
| 3305 | PEOPLES FINANCIAL SERVICES CORP | 01-17-2020 | 12-31-2019 | 471 | 212,039,000 |
| 3306 | SECURITY NATIONAL BANK | 10-15-2019 | 09-30-2019 | 74 | 211,967,000 |
| 3307 | AVALON GLOBAL ASSET MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 36 | 211,834,000 |
| 3308 | WESTOVER CAPITAL ADVISORS LLC | 11-12-2019 | 09-30-2019 | 135 | 211,758,000 |
| 3309 | FIRST COMMAND FINANCIAL SERVICES INC | 01-14-2020 | 12-31-2019 | 512 | 211,498,000 |
| 3310 | FIRST COMMAND BANK | 01-14-2020 | 12-31-2019 | 512 | 211,496,000 |
| 3311 | SHINE INVESTMENT ADVISORY SERVICES INC | 10-29-2019 | 09-30-2019 | 733 | 211,113,000 |
| 3312 | VENBIO PARTNERS LLC | 11-14-2019 | 09-30-2019 | 6 | 210,789,000 |
| 3313 | ASPIRE PRIVATE CAPITAL LLC | 11-12-2019 | 09-30-2019 | 522 | 210,409,000 |
| 3314 | ROCK CREEK GROUP LP | 11-12-2019 | 09-30-2019 | 110 | 210,197,000 |
| 3315 | OARSMAN CAPITAL INC | 11-12-2019 | 09-30-2019 | 184 | 210,121,000 |
| 3316 | STONE RUN CAPITAL LLC | 11-14-2019 | 09-30-2019 | 58 | 209,906,000 |
| 3317 | AMERICAN SECURITIES LLC | 10-10-2019 | 09-30-2019 | 1 | 209,904,000 |
| 3318 | EVOLUTION WEALTH ADVISORS LLC | 11-12-2019 | 09-30-2019 | 484 | 209,764,000 |
| 3319 | CROSSVAULT CAPITAL MANAGEMENT LLC | 10-30-2019 | 09-30-2019 | 78 | 209,630,000 |
| 3320 | KEYSTONE FINANCIAL PLANNING INC | 10-08-2019 | 09-30-2019 | 46 | 209,489,000 |
| 3321 | SPRING CREEK CAPITAL LLC | 11-12-2019 | 09-30-2019 | 16 | 209,485,000 |
| 3322 | TIMPANI CAPITAL MANAGEMENT LLC | 05-10-2019 | 03-31-2019 | 91 | 209,217,000 |
| 3323 | DERBY & COMPANY INC | 11-01-2019 | 09-30-2019 | 31 | 208,835,000 |
| 3324 | SHAH CAPITAL MANAGEMENT | 01-21-2020 | 12-31-2019 | 16 | 208,802,000 |
| 3325 | SUMMIT FINANCIAL GROUP INC | 01-06-2020 | 12-31-2019 | 222 | 208,660,000 |
| 3326 | STRATEGIC INVESTMENT ADVISORS / MI | 10-25-2019 | 09-30-2019 | 157 | 208,561,000 |
| 3327 | WEIK CAPITAL MANAGEMENT | 11-12-2019 | 09-30-2019 | 115 | 208,533,000 |
| 3328 | IRONWOOD FINANCIAL LLC | 10-31-2019 | 09-30-2019 | 403 | 208,412,000 |
| 3329 | PACIFICA CAPITAL INVESTMENTS LLC | 11-08-2019 | 09-30-2019 | 20 | 208,269,000 |
| 3330 | PERENNIAL ADVISORS LLC | 01-23-2020 | 12-31-2019 | 78 | 208,252,000 |
| 3331 | SUMMIT FINANCIAL STRATEGIES INC | 11-14-2019 | 09-30-2019 | 59 | 208,075,000 |
| 3332 | ALLIANCE WEALTH MANAGEMENT GROUP | 11-12-2019 | 09-30-2019 | 55 | 208,055,000 |
| 3333 | MERIDIAN WEALTH MANAGEMENT LLC | 01-08-2020 | 12-31-2019 | 196 | 207,948,000 |
| 3334 | ALATUS CAPITAL LTD | 11-13-2019 | 09-30-2019 | 2 | 207,743,000 |
| 3335 | GAME CREEK CAPITAL LP | 10-31-2019 | 09-30-2019 | 57 | 207,672,000 |
| 3336 | CENTURYLINK INVESTMENT MANAGEMENT CO | 01-13-2020 | 12-31-2019 | 151 | 207,611,000 |
| 3337 | LAFITTE CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 7 | 207,412,000 |
| 3338 | D SCOTT NEAL INC | 12-31-2019 | 12-31-2019 | 43 | 207,228,000 |
| 3339 | CLIFFORD CAPITAL PARTNERS LLC | 11-14-2019 | 09-30-2019 | 34 | 207,219,000 |
| 3340 | HENDLEY & CO INC | 10-15-2019 | 09-30-2019 | 59 | 207,132,000 |
| 3341 | OLD PORT ADVISORS | 01-08-2020 | 12-31-2019 | 177 | 207,110,000 |
| 3342 | MONDRIAN CAPITAL MANAGEMENT LLC | 11-12-2019 | 09-30-2019 | 49 | 207,064,000 |
| 3343 | NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | 01-13-2020 | 12-31-2019 | 73 | 206,896,000 |
| 3344 | JUPITER WEALTH MANAGEMENT LLC | 01-17-2020 | 12-31-2019 | 84 | 206,767,000 |
| 3345 | MOLLER FINANCIAL SERVICES | 09-30-2019 | 09-30-2019 | 47 | 206,739,000 |
| 3346 | CLEAR CREEK FINANCIAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 135 | 206,477,000 |
| 3347 | PREMIER FUND MANAGERS LTD | 11-12-2019 | 09-30-2019 | 42 | 206,467,000 |
| 3348 | WELLINGTON SHIELDS & CO LLC | 11-05-2019 | 09-30-2019 | 176 | 206,299,000 |
| 3349 | ALLEN OPERATIONS LLC | 11-06-2019 | 09-30-2019 | 29 | 206,075,000 |
| 3350 | INCOME RESEARCH & MANAGEMENT | 11-04-2019 | 09-30-2019 | 16 | 206,000,000 |
| 3351 | AURORA INVESTMENT COUNSEL | 11-14-2019 | 09-30-2019 | 124 | 205,962,000 |