Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3401 MOLLER FINANCIAL SERVICES 07-19-2019 06-30-2019 50 195,100,000
3402 COMPTON WEALTH ADVISORY GROUP LLC 08-08-2019 06-30-2019 70 194,987,000
3403 OLD PORT ADVISORS 07-11-2019 06-30-2019 178 194,932,000
3404 PENINSULA WEALTH LLC 08-01-2019 06-30-2019 31 194,860,000
3405 YORKTOWN ENERGY PARTNERS VIII LP 05-15-2019 03-31-2019 3 194,774,000
3406 FORESTERS ASSET MANAGEMENT INC 08-12-2019 06-30-2019 52 194,615,000
3407 FINEPOINT CAPITAL LP 08-13-2019 06-30-2019 3 194,528,000
3408 BANK OF STOCKTON 04-16-2019 03-31-2019 146 194,423,000
3409 BLUE FIN CAPITAL INC 07-19-2019 06-30-2019 125 194,071,000
3410 ENTERPRISE BANK & TRUST CO 07-12-2019 06-30-2019 87 194,042,000
3411 SOMERSET TRUST CO 07-31-2019 06-30-2019 149 193,959,000
3412 SCHULHOFF & CO INC 08-06-2019 06-30-2019 104 193,901,000
3413 AILANTHUS CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 19 193,767,000
3414 U S GLOBAL INVESTORS INC 08-08-2019 06-30-2019 219 193,723,000
3415 LEJEUNE PUETZ INVESTMENT COUNSEL LLC 07-26-2019 06-30-2019 178 193,549,000
3416 IRONWOOD FINANCIAL LLC 04-12-2019 03-31-2019 391 193,448,000
3417 PORTLAND INVESTMENT COUNSEL INC 08-14-2019 06-30-2019 45 193,414,000
3418 KLINGMAN & ASSOCIATES LLC 07-24-2019 06-30-2019 62 193,348,000
3419 AQUAMARINE CAPITAL MANAGEMENT LLC 08-15-2019 06-30-2019 11 193,207,000
3420 CRUISER CAPITAL ADVISORS LLC 05-10-2019 03-31-2019 41 193,154,000
3421 WINFIELD ASSOCIATES INC 07-03-2019 06-30-2019 127 192,947,000
3422 COVENANT ASSET MANAGEMENT LLC 07-17-2019 06-30-2019 138 192,833,000
3423 HALL LAURIE J TRUSTEE 08-01-2019 06-30-2019 591 192,617,000
3424 PEREGRINE ASSET ADVISERS INC 08-06-2019 06-30-2019 130 192,543,000
3425 SUREVEST INC 07-09-2019 06-30-2019 134 192,538,000
3426 GARRISON ASSET MANAGEMENT LLC 07-25-2019 06-30-2019 105 192,440,000
3427 ASIA RESEARCH & CAPITAL MANAGEMENT LTD 08-07-2019 06-30-2019 4 192,375,000
3428 SHAKER FINANCIAL SERVICES LLC 08-08-2019 06-30-2019 120 192,322,000
3429 PETTINGA FINANCIAL ADVISORS LLC 07-26-2019 06-30-2019 105 192,317,000
3430 ACT TWO INVESTORS LLC 08-08-2019 06-30-2019 37 192,296,000
3431 SPINNAKER CAPITAL LLC 08-13-2019 06-30-2019 2 192,136,000
3432 WINCH ADVISORY SERVICES LLC 08-07-2019 06-30-2019 461 191,905,000
3433 CRESTWOOD CAPITAL MANAGEMENT LP 08-13-2019 06-30-2019 21 191,717,000
3434 VOCE CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 14 191,633,000
3435 INVESTORS RESEARCH CORP 07-05-2019 06-30-2019 1082 191,494,000
3436 STONE HOUSE INVESTMENT MANAGEMENT LLC 07-09-2019 06-30-2019 37 191,402,000
3437 CLEARLINE CAPITAL LP 05-15-2019 03-31-2019 39 191,255,000
3438 SCOTT & SELBER INC 05-03-2019 03-31-2019 72 191,180,000
3439 RAINWATER CHARITABLE FOUNDATION 08-14-2019 06-30-2019 4 191,010,000
3440 CONSOLIDATED INVESTMENT GROUP LLC 07-25-2019 06-30-2019 43 190,956,000
3441 BMT INVESTMENT ADVISORS 08-15-2019 06-30-2019 83 190,780,000
3442 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 08-06-2019 06-30-2019 105 190,746,000
3443 MASO CAPITAL PARTNERS LTD 08-13-2019 06-30-2019 19 190,659,000
3444 QUADRANT CAPITAL MANAGEMENT LLC 08-07-2019 06-30-2019 90 190,552,000
3445 BEECH HILL ADVISORS INC 07-12-2019 06-30-2019 75 190,507,000
3446 CLAYBROOK CAPITAL LLC 08-13-2019 06-30-2019 94 190,364,000
3447 INVESCO SENIOR SECURED MANAGEMENT INC /ADV 08-14-2019 06-30-2019 18 190,261,000
3448 THOMAS STORY & SON LLC 05-03-2019 03-31-2019 53 190,100,000
3449 DAY & ENNIS LLC 07-30-2019 06-30-2019 87 189,883,000
3450 0 0
3451 MCMILLION CAPITAL MANAGEMENT INC 07-25-2019 06-30-2019 284 189,508,000
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