Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3351 HIGHLANDER CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 717 201,518,000
3352 TORTOISE ADVISORS UK LTD 08-13-2019 06-30-2019 33 201,007,000
3353 RETIREMENT CAPITAL STRATEGIES 08-01-2019 06-30-2019 52 200,516,000
3354 WALL CAPITAL GROUP INC 07-25-2019 06-30-2019 22 200,371,000
3355 NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC 07-08-2019 06-30-2019 73 200,220,000
3356 BARD ASSOCIATES INC 08-13-2019 06-30-2019 163 200,000,000
3357 BILTMORE WEALTH MANAGEMENT LLC 07-23-2019 06-30-2019 48 199,752,000
3358 NORTHWESTERN UNIVERSITY 08-06-2019 06-30-2019 5 199,730,000
3359 GOODMAN FINANCIAL CORP 08-09-2019 06-30-2019 45 199,580,000
3360 STRATEGY CAPITAL LLC 05-03-2019 03-31-2019 8 199,475,000
3361 USA FINANCIAL PORTFORMULAS CORP 08-12-2019 06-30-2019 120 199,336,000
3362 SHELTER HARBOR ADVISORS LP 08-14-2019 06-30-2019 19 199,335,000
3363 COVENANT ASSET MANAGEMENT LLC 10-18-2019 09-30-2019 138 199,282,000
3364 MAYTECH GLOBAL INVESTMENTS LLC 08-12-2019 06-30-2019 47 199,235,000
3365 DEER VIII & CO LTD 05-15-2019 03-31-2019 1 198,899,000
3366 SHELTER INS RETIREMENT PLAN 08-01-2019 06-30-2019 44 198,723,000
3367 LUMINA FUND MANAGEMENT LLC 08-14-2019 06-30-2019 39 198,655,000
3368 YORKBRIDGE WEALTH PARTNERS LLC 10-21-2019 09-30-2019 170 198,478,000
3369 PROSIGHT MANAGEMENT LP 08-14-2019 06-30-2019 39 198,330,000
3370 DEGREEN CAPITAL MANAGEMENT LLC 07-09-2019 06-30-2019 1 198,300,000
3371 OMNIA FAMILY WEALTH LLC 08-07-2019 06-30-2019 94 198,247,000
3372 FIRST COMMAND FINANCIAL SERVICES INC 10-21-2019 09-30-2019 532 198,164,000
3373 FIRST COMMAND BANK 07-11-2019 06-30-2019 556 198,144,000
3374 CSAT INVESTMENT ADVISORY LP 05-09-2019 03-31-2019 571 197,863,000
3375 BROADMARK ASSET MANAGEMENT LLC 08-01-2019 06-30-2019 3 197,814,000
3376 BLUME CAPITAL MANAGEMENT INC 07-29-2019 06-30-2019 218 197,507,000
3377 DERBY & COMPANY INC 07-22-2019 06-30-2019 27 197,434,000
3378 MASSEY QUICK SIMON & CO LLC 08-05-2019 06-30-2019 469 197,403,971
3379 INVESTORS RESEARCH CORP 10-15-2019 09-30-2019 1130 197,178,000
3380 PEOPLES FINANCIAL SERVICES CORP 07-11-2019 06-30-2019 506 197,134,000
3381 TAIYO LIFE INSURANCE CO 07-17-2019 06-30-2019 5 196,925,000
3382 BAIN CAPITAL LIFE SCIENCES INVESTORS LLC 08-14-2019 06-30-2019 5 196,868,000
3383 TRIANGLE SECURITIES WEALTH MANAGEMENT 07-09-2019 06-30-2019 148 196,855,000
3384 ASTURIAS CAPITAL LLC 08-14-2019 06-30-2019 17 196,631,000
3385 ENLIGHTENMENT RESEARCH LLC 08-05-2019 06-30-2019 318 196,559,000
3386 CHASE INVESTMENT COUNSEL CORP 08-07-2019 06-30-2019 95 196,558,000
3387 NOVEN FINANCIAL GROUP INC 08-12-2019 06-30-2019 33 196,538,000
3388 YAUPON CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 35 196,373,000
3389 OLD POINT TRUST & FINANCIAL SERVICES N A 06-30-2019 06-30-2019 69 196,353,000
3390 AMI INVESTMENT MANAGEMENT INC 08-06-2019 06-30-2019 66 196,190,000
3391 BOSVALEN ASSET MANAGEMENT LTD 08-14-2019 06-30-2019 15 195,863,000
3392 BIEGEL & WALLER LLC 07-23-2019 06-30-2019 80 195,600,000
3393 STERLING INVESTMENT ADVISORS LTD 08-06-2019 06-30-2019 434 195,454,000
3394 HIGHVISTA STRATEGIES LLC 08-14-2019 06-30-2019 108 195,390,000
3395 GREYSTONE INVESTMENT MANAGEMENT LLC 01-14-2019 12-31-2018 45 195,371,000
3396 LAFITTE CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 8 195,369,000
3397 ATTESTOR CAPITAL LLP 08-06-2019 06-30-2019 1 195,244,000
3398 SLOANE ROBINSON LLP 08-06-2019 06-30-2019 19 195,231,000
3399 GRAMERCY FUNDS MANAGEMENT LLC 08-14-2019 06-30-2019 17 195,174,000
3400 ALERA INVESTMENT ADVISORS LLC 08-07-2019 06-30-2019 72 195,134,000
3401 KELMAN-LAZAROV INC 07-22-2019 06-30-2019 92 195,100,000
Debug Info- Version: 2.1