Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3301 ASPIRE PRIVATE CAPITAL LLC 08-13-2019 06-30-2019 567 209,435,000
3302 AURORA INVESTMENT COUNSEL 08-06-2019 06-30-2019 124 209,385,000
3303 AUBREY CAPITAL MANAGEMENT LTD 08-01-2019 06-30-2019 32 209,365,170
3304 TIMPANI CAPITAL MANAGEMENT LLC 05-10-2019 03-31-2019 91 209,217,000
3305 LAU ASSOCIATES LLC 07-18-2019 06-30-2019 93 209,169,000
3306 HOWARD HUGHES MEDICAL INSTITUTE 08-09-2019 06-30-2019 25 209,084,000
3307 WILLOW CREEK WEALTH MANAGEMENT INC 07-22-2019 06-30-2019 82 208,733,000
3308 BOURNE LENT ASSET MANAGEMENT INC 07-29-2019 06-30-2019 60 208,614,000
3309 TRINITYPOINT WEALTH LLC 08-06-2019 06-30-2019 170 208,608,000
3310 WEIK CAPITAL MANAGEMENT 08-09-2019 06-30-2019 118 208,550,000
3311 SALZHAUER MICHAEL 08-05-2019 06-30-2019 139 208,316,000
3312 B RILEY FINANCIAL INC 08-12-2019 06-30-2019 46 208,005,000
3313 HARVEY CAPITAL MANAGEMENT INC 06-30-2019 06-30-2019 78 207,908,000
3314 LIFEPLAN FINANCIAL GROUP INC 07-12-2019 06-30-2019 560 207,472,000
3315 CLIFFORD CAPITAL PARTNERS LLC 08-14-2019 06-30-2019 33 207,200,000
3316 STRATEGIC WEALTH PARTNERS LTD 08-06-2019 06-30-2019 2023 207,174,000
3317 COWEN PRIME SERVICES LLC 04-30-2018 06-30-2019 172 207,023,000
3318 MOLLER FINANCIAL SERVICES 09-30-2019 09-30-2019 47 206,739,000
3319 GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC 08-12-2019 06-30-2019 723 206,593,000
3320 COOPER FINANCIAL GROUP 07-08-2019 06-30-2019 125 206,243,000
3321 KYNIKOS ASSOCIATES LP 08-14-2019 06-30-2019 35 206,159,000
3322 FORTIS ADVISORS LLC 08-12-2019 06-30-2019 340 205,995,000
3323 SUMMIT FINANCIAL STRATEGIES INC 08-08-2019 06-30-2019 58 205,992,000
3324 HUDSON WAY CAPITAL MANAGEMENT LLC 08-08-2019 06-30-2019 15 205,632,000
3325 MONDRIAN CAPITAL MANAGEMENT LLC 08-02-2019 06-30-2019 53 205,585,000
3326 BRIDGE CREEK CAPITAL MANAGEMENT LLC 07-12-2019 06-30-2019 88 205,460,000
3327 SANDBAR ASSET MANAGEMENT LLP 08-13-2019 06-30-2019 35 205,422,000
3328 BALTER LIQUID ALTERNATIVES LLC 07-31-2019 06-30-2019 132 205,240,000
3329 HORRELL CAPITAL MANAGEMENT INC 07-30-2019 06-30-2019 191 205,214,000
3330 PRINCETON CAPITAL MANAGEMENT LLC 08-12-2019 06-30-2019 252 205,073,000
3331 SOAPSTONE MANAGEMENT LP 05-15-2019 03-31-2019 19 204,913,000
3332 CONFLUENCE WEALTH MANAGEMENT LLC 08-09-2019 06-30-2019 116 204,846,000
3333 TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC 07-16-2019 06-30-2019 97 204,819,000
3334 DILIGENT INVESTORS LLC 10-22-2019 09-30-2019 215 204,699,000
3335 ROTHSCHILD CAPITAL PARTNERS LLC 07-16-2019 06-30-2019 37 204,472,000
3336 BOSTON STANDARD WEALTH MANAGEMENT LLC 07-09-2019 06-30-2019 34 204,452,000
3337 OBERNDORF WILLIAM E 08-08-2019 06-30-2019 9 204,449,000
3338 KEYSTONE FINANCIAL PLANNING INC 08-05-2019 06-30-2019 47 204,392,000
3339 CROSSVAULT CAPITAL MANAGEMENT LLC 07-19-2019 06-30-2019 77 204,141,000
3340 ALLIANCE WEALTH MANAGEMENT GROUP 06-30-2019 06-30-2019 57 204,112,000
3341 TREE LINE ADVISORS (HONG KONG) LTD 08-02-2019 06-30-2019 7 203,488,000
3342 MIRADOR CAPITAL PARTNERS LP 08-06-2019 06-30-2019 163 202,963,000
3343 SILVER HEIGHTS CAPITAL MANAGEMENT INC 07-25-2019 06-30-2019 6 202,956,000
3344 FIRST WASHINGTON CORP 08-14-2019 06-30-2019 81 202,872,000
3345 WESTOVER CAPITAL ADVISORS LLC 08-13-2019 06-30-2019 136 202,589,000
3346 SECURITY NATIONAL BANK 07-22-2019 06-30-2019 72 202,335,000
3347 JUPITER WEALTH MANAGEMENT LLC 07-18-2019 06-30-2019 81 201,844,000
3348 GALILEO (PTC) LTD 08-14-2019 06-30-2019 2 201,774,000
3349 MANAGED ACCOUNT SERVICES INC 10-21-2019 09-30-2019 86 201,740,000
3350 HAMILTON LANE ADVISORS LLC 07-29-2019 06-30-2019 47 201,712,000
3351 HIGHLANDER CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 717 201,518,000
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