Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3451 NORTHWESTERN UNIVERSITY 10-31-2019 09-30-2019 5 192,395,000
3452 WINCH ADVISORY SERVICES LLC 11-12-2019 09-30-2019 364 192,026,000
3453 SALZHAUER MICHAEL 10-29-2019 09-30-2019 134 191,947,000
3454 CHICAGO CAPITAL MANAGEMENT LLC 11-12-2019 09-30-2019 23 191,908,000
3455 AISLING CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 13 191,825,000
3456 WORM CAPITAL LLC 11-13-2019 09-30-2019 9 191,584,000
3457 CORDATUS WEALTH MANAGEMENT LLC 11-07-2019 09-30-2019 118 191,462,000
3458 BLUE FIN CAPITAL INC 10-31-2019 09-30-2019 122 191,013,000
3459 FARMERS NATIONAL BANK 08-22-2019 06-30-2019 299 190,942,000
3460 PARAGON CAPITAL MANAGEMENT LLC 10-31-2019 09-30-2019 66 190,774,000
3461 PERENNIAL ADVISORS LLC 11-05-2019 09-30-2019 240 190,317,000
3462 RAINWATER CHARITABLE FOUNDATION 11-14-2019 09-30-2019 4 190,122,000
3463 GAINPLAN LLC 01-15-2020 12-31-2019 51 189,962,000
3464 BLACKSTART CAPITAL LP 11-14-2019 09-30-2019 28 189,887,000
3465 BERKELEY CAPITAL PARTNERS LLC 10-31-2019 09-30-2019 127 189,537,000
3466 ETF PORTFOLIO PARTNERS INC 01-13-2020 12-31-2019 34 189,457,000
3467 VANTIS INVESTMENT ADVISERS LP 11-12-2019 09-30-2019 16 189,251,000
3468 RATAN CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 31 189,210,000
3469 TAVIO CAPITAL LLC 11-13-2019 09-30-2019 11 189,197,000
3470 GLOBE LIFE INC 11-05-2019 09-30-2019 1 189,103,000
3471 AULL & MONROE INVESTMENT MANAGEMENT CORP 10-30-2019 09-30-2019 128 189,067,000
3472 UNDERHILL INVESTMENT MANAGEMENT LLC 04-05-2019 03-31-2019 20 189,018,000
3473 ESSEX SAVINGS BANK 10-30-2019 09-30-2019 334 188,988,000
3474 WEAVER CONSULTING GROUP 11-22-2019 09-30-2019 866 188,835,000
3475 EMERALD INVESTMENT PARTNERS LLC 11-13-2019 09-30-2019 259 188,688,000
3476 SYCOMORE ASSET MANAGEMENT 10-21-2019 09-30-2019 37 188,472,000
3477 MCMILLION CAPITAL MANAGEMENT INC 11-12-2019 09-30-2019 282 188,415,000
3478 COVENANT PARTNERS LLC 11-13-2019 09-30-2019 175 188,391,000
3479 HARVEST INVESTMENT SERVICES LLC 01-16-2020 12-31-2019 151 188,312,000
3480 TENZING GLOBAL MANAGEMENT LLC 08-14-2019 06-30-2019 20 187,972,000
3481 WYNNEFIELD CAPITAL INC 11-14-2019 09-30-2019 27 187,905,000
3482 JOHANSON FINANCIAL ADVISORS INC 07-25-2019 06-30-2019 99 187,870,000
3483 ELGETHUN CAPITAL MANAGEMENT 11-8-2019 09-30-2019 93 187,813,000
3484 PIERSHALE FINANCIAL GROUP INC 01-16-2020 12-31-2019 19 187,456,000
3485 RETIREMENT INCOME SOLUTIONS INC 10-25-2019 09-30-2019 72 187,438,000
3486 AMERICAN MONEY MANAGEMENT LLC 11-13-2019 09-30-2019 83 187,333,000
3487 VERGER CAPITAL MANAGEMENT LLC 11-04-2019 09-30-2019 13 187,303,000
3488 BEECH HILL ADVISORS INC 10-18-2019 09-30-2019 75 187,171,000
3489 CHELSEA COUNSEL CO 12-09-2019 12-31-2018 95 164,748,000
3490 PROGRESSIVE INVESTMENT MANAGEMENT CORP 11-07-2019 09-30-2019 37 186,748,000
3491 VOCE CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 14 186,649,000
3492 PARAGON WEALTH STRATEGIES LLC 10-30-2019 09-30-2019 43 186,639,000
3493 RUDD INTERNATIONAL INC 10-08-2019 09-30-2019 75 186,542,000
3494 O'BRIEN GREENE & CO INC 11-07-2019 09-30-2019 168 186,353,000
3495 ADVISORY RESOURCE GROUP 11-19-2019 09-30-2019 76 186,262,000
3496 PHILOSMITH CAPITAL CORP 10-07-2019 09-30-2019 85 186,112,000
3497 YORKTOWN MANAGEMENT & RESEARCH CO INC 11-01-2019 09-30-2019 296 185,717,000
3498 SCHWAB CHARITABLE FUND 01-10-2020 12-31-2019 55 185,568,000
3499 WHALEROCK POINT PARTNERS LLC 11-11-2019 09-30-2019 146 185,509,000
3500 PETTINGA FINANCIAL ADVISORS LLC 10-16-2019 09-30-2019 95 185,507,000
3501 SHAH CAPITAL MANAGEMENT 10-22-2019 09-30-2019 17 185,415,000
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