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 |