Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3351 TORTOISE ADVISORS UK LTD 08-13-2019 06-30-2019 33 201,007,000
3352 RETIREMENT CAPITAL STRATEGIES 08-01-2019 06-30-2019 52 200,516,000
3353 WALL CAPITAL GROUP INC 07-25-2019 06-30-2019 22 200,371,000
3354 NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC 07-08-2019 06-30-2019 73 200,220,000
3355 BARD ASSOCIATES INC 08-13-2019 06-30-2019 163 200,000,000
3356 BILTMORE WEALTH MANAGEMENT LLC 07-23-2019 06-30-2019 48 199,752,000
3357 NORTHWESTERN UNIVERSITY 08-06-2019 06-30-2019 5 199,730,000
3358 GOODMAN FINANCIAL CORP 08-09-2019 06-30-2019 45 199,580,000
3359 STRATEGY CAPITAL LLC 05-03-2019 03-31-2019 8 199,475,000
3360 USA FINANCIAL PORTFORMULAS CORP 08-12-2019 06-30-2019 120 199,336,000
3361 SHELTER HARBOR ADVISORS LP 08-14-2019 06-30-2019 19 199,335,000
3362 MAYTECH GLOBAL INVESTMENTS LLC 08-12-2019 06-30-2019 47 199,235,000
3363 DEER VIII & CO LTD 05-15-2019 03-31-2019 1 198,899,000
3364 SHELTER INS RETIREMENT PLAN 08-01-2019 06-30-2019 44 198,723,000
3365 LUMINA FUND MANAGEMENT LLC 08-14-2019 06-30-2019 39 198,655,000
3366 PROSIGHT MANAGEMENT LP 08-14-2019 06-30-2019 39 198,330,000
3367 DEGREEN CAPITAL MANAGEMENT LLC 07-09-2019 06-30-2019 1 198,300,000
3368 OMNIA FAMILY WEALTH LLC 08-07-2019 06-30-2019 94 198,247,000
3369 FIRST COMMAND FINANCIAL SERVICES INC 07-15-2019 06-30-2019 556 198,144,000
3370 FIRST COMMAND BANK 07-11-2019 06-30-2019 556 198,144,000
3371 CSAT INVESTMENT ADVISORY LP 05-09-2019 03-31-2019 571 197,863,000
3372 BROADMARK ASSET MANAGEMENT LLC 08-01-2019 06-30-2019 3 197,814,000
3373 BLUME CAPITAL MANAGEMENT INC 07-29-2019 06-30-2019 218 197,507,000
3374 DERBY & COMPANY INC 07-22-2019 06-30-2019 27 197,434,000
3375 MASSEY QUICK SIMON & CO LLC 08-05-2019 06-30-2019 469 197,403,971
3376 PEOPLES FINANCIAL SERVICES CORP 07-11-2019 06-30-2019 506 197,134,000
3377 TAIYO LIFE INSURANCE CO 07-17-2019 06-30-2019 5 196,925,000
3378 BAIN CAPITAL LIFE SCIENCES INVESTORS LLC 08-14-2019 06-30-2019 5 196,868,000
3379 TRIANGLE SECURITIES WEALTH MANAGEMENT 07-09-2019 06-30-2019 148 196,855,000
3380 ASTURIAS CAPITAL LLC 08-14-2019 06-30-2019 17 196,631,000
3381 ENLIGHTENMENT RESEARCH LLC 08-05-2019 06-30-2019 318 196,559,000
3382 CHASE INVESTMENT COUNSEL CORP 08-07-2019 06-30-2019 95 196,558,000
3383 NOVEN FINANCIAL GROUP INC 08-12-2019 06-30-2019 33 196,538,000
3384 YAUPON CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 35 196,373,000
3385 OLD POINT TRUST & FINANCIAL SERVICES N A 06-30-2019 06-30-2019 69 196,353,000
3386 AMI INVESTMENT MANAGEMENT INC 08-06-2019 06-30-2019 66 196,190,000
3387 BOSVALEN ASSET MANAGEMENT LTD 08-14-2019 06-30-2019 15 195,863,000
3388 BIEGEL & WALLER LLC 07-23-2019 06-30-2019 80 195,600,000
3389 STERLING INVESTMENT ADVISORS LTD 08-06-2019 06-30-2019 434 195,454,000
3390 HIGHVISTA STRATEGIES LLC 08-14-2019 06-30-2019 108 195,390,000
3391 INTEGRATED INVESTMENT CONSULTANTS LLC 07-16-2019 06-30-2019 153 195,380,000
3392 GREYSTONE INVESTMENT MANAGEMENT LLC 01-14-2019 12-31-2018 45 195,371,000
3393 LAFITTE CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 8 195,369,000
3394 ATTESTOR CAPITAL LLP 08-06-2019 06-30-2019 1 195,244,000
3395 SLOANE ROBINSON LLP 08-06-2019 06-30-2019 19 195,231,000
3396 GRAMERCY FUNDS MANAGEMENT LLC 08-14-2019 06-30-2019 17 195,174,000
3397 ALERA INVESTMENT ADVISORS LLC 08-07-2019 06-30-2019 72 195,134,000
3398 KELMAN-LAZAROV INC 07-22-2019 06-30-2019 92 195,100,000
3399 MOLLER FINANCIAL SERVICES 07-19-2019 06-30-2019 50 195,100,000
3400 COMPTON WEALTH ADVISORY GROUP LLC 08-08-2019 06-30-2019 70 194,987,000
3401 OLD PORT ADVISORS 07-11-2019 06-30-2019 178 194,932,000
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