Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3501 MANAGED ACCOUNT SERVICES INC 07-12-2019 06-30-2019 85 184,570,000
3502 VV MANAGER LLC 07-09-2019 06-30-2019 3 184,409,000
3503 MINERVA ADVISORS LLC 08-01-2019 06-30-2019 164 184,373,000
3504 CREATIVE FINANCIAL DESIGNS INC /ADV 07-16-2019 06-30-2019 572 184,314,000
3505 PARAGON WEALTH STRATEGIES LLC 07-17-2019 06-30-2019 46 184,097,000
3506 D SCOTT NEAL INC 07-24-2019 06-30-2019 32 184,029,000
3507 STRALEM & CO INC 07-16-2019 06-30-2019 33 183,875,000
3508 ALLY INVEST ADVISORS INC 08-13-2019 06-30-2019 10 183,848,000
3509 CRIBSTONE CAPITAL MANAGEMENT LLC 07-05-2019 06-30-2019 625 183,622,000
3510 MOISAND FITZGERALD TAMAYO LLC 08-05-2019 06-30-2019 286 183,620,000
3511 NUT TREE CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 11 183,530,000
3512 WEAVER CONSULTING GROUP 08-05-2019 06-30-2019 854 183,409,000
3513 GRISANTI CAPITAL MANAGEMENT LLC 08-02-2019 06-30-2019 60 183,317,000
3514 STRATEGIC INVESTMENT ADVISORS / MI 07-23-2019 06-30-2019 150 183,094,000
3515 FIRST PREMIER BANK 07-09-2019 06-30-2019 530 182,947,000
3516 FERNWOOD INVESTMENT MANAGEMENT LLC 08-01-2019 06-30-2019 152 182,726,000
3517 QUANTUM CAPITAL MANAGEMENT 08-08-2019 06-30-2019 159 182,670,000
3518 FLOWERING TREE INVESTMENT MANAGEMENT PTE LTD 08-08-2019 06-30-2019 4 182,575,000
3519 INDIANA TRUST & INVESTMENT MANAGEMENT CO 07-10-2019 06-30-2019 121 182,519,000
3520 ADVISORY RESOURCE GROUP 08-15-2019 06-30-2019 70 182,419,000
3521 COURAGE MILLER PARTNERS LLC 07-29-2019 06-30-2019 67 182,032,000
3522 CLOVERDALE CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 16 181,986,000
3523 DIVERSIFIED PORTFOLIOS INC 08-12-2019 06-30-2019 52 181,976,000
3524 GREENLEA LANE CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 18 181,789,000
3525 BREAKLINE CAPITAL LLC 08-13-2019 06-30-2019 32 181,706,000
3526 TOROSO INVESTMENTS LLC 08-14-2019 06-30-2019 157 181,428,000
3527 TIFF ADVISORY SERVICES INC 08-12-2019 06-30-2019 11 181,374,000
3528 GREEN SQUARE ASSET MANAGEMENT LLC 08-15-2019 06-30-2019 136 181,267,000
3529 ERTS WEALTH ADVISORS LLC 08-13-2019 06-30-2019 84 181,222,000
3530 PARKSIDE ADVISORS LLC 07-08-2019 06-30-2019 61 181,148,000
3531 CAPCO ASSET MANAGEMENT LLC 08-08-2019 06-30-2019 20 180,998,000
3532 LESTER MURRAY ANTMAN DBA SIMPLYRICH 08-05-2019 06-30-2019 155 180,958,000
3533 MERIDIAN INVESTMENT COUNSEL INC 08-13-2019 06-30-2019 178 180,935,000
3534 ELCO MANAGEMENT CO LLC 08-01-2019 06-30-2019 169 180,737,000
3535 SPECTRUM EQUITY MANAGEMENT INC 04-03-2019 03-31-2019 2 180,656,000
3536 WORTH VENTURE PARTNERS LLC 08-14-2019 06-30-2019 197 180,609,000
3537 NEPSIS INC 07-19-2019 06-30-2019 35 180,469,000
3538 CORECOMMODITY MANAGEMENT LLC 08-14-2019 06-30-2019 178 180,441,000
3539 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 07-01-2019 06-30-2019 68 180,419,000
3540 MCILRATH & ECK LLC 01-22-2019 12-31-2018 566 155,994,000
3541 JT STRATFORD LLC 08-14-2019 06-30-2019 144 180,279,000
3542 OLIVER LUXXE ASSETS LLC 07-10-2019 06-30-2019 119 180,222,000
3543 SALEM CAPITAL MANAGEMENT INC 07-09-2019 06-30-2019 72 180,194,000
3544 ARLINGTON CAPITAL MANAGEMENT INC 08-08-2019 06-30-2019 44 180,101,000
3545 SHAH CAPITAL MANAGEMENT 07-29-2019 06-30-2019 17 180,026,000
3546 COVENANT PARTNERS LLC 05-15-2019 03-31-2019 187 179,889,000
3547 CITIZENS & NORTHERN CORP 08-14-2019 06-30-2019 99 179,885,000
3548 WALLER FINANCIAL PLANNING GROUP INC 07-15-2019 06-30-2019 43 179,751,000
3549 M KRAUS & CO 07-17-2019 06-30-2019 45 179,694,000
3550 BAR HARBOR TRUST SERVICES 05-09-2019 03-31-2019 64 179,573,000
3551 Q GLOBAL ADVISORS LLC 05-15-2019 03-31-2019 30 179,562,000
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