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
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