Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3551 ARLINGTON CAPITAL MANAGEMENT INC 08-08-2019 06-30-2019 44 180,101,000
3552 LAKEVIEW CAPITAL PARTNERS LLC 10-22-2019 09-30-2019 234 180,071,000
3553 ONE FIN CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 21 179,881,000
3554 MINERVA ADVISORS LLC 11-14-2019 09-30-2019 164 179,825,000
3555 S R SCHILL & ASSOCIATES 10-23-2019 09-30-2019 74 179,819,000
3556 ARLINGTON FINANCIAL ADVISORS LLC 01-15-2020 12-31-2019 53 179,811,000
3557 FOSTER VICTOR WEALTH ADVISORS LLC 10-09-2019 09-30-2019 101 179,784,000
3558 OAK ASSET MANAGEMENT LLC 01-08-2020 12-31-2019 94 179,655,000
3559 TRUVVO PARTNERS LLC 11-08-2019 09-30-2019 47 179,589,000
3560 MINICHMACGREGOR WEALTH MANAGEMENT LLC 01-13-2020 12-31-2019 54 179,548,000
3561 PARAGON CAPITAL MANAGEMENT LTD 10-18-2019 09-30-2019 164 179,524,000
3562 BAR HARBOR TRUST SERVICES 11-07-2019 09-30-2019 57 179,520,000
3563 INDIANA TRUST & INVESTMENT MANAGEMENT CO 01-13-2020 12-31-2019 117 179,436,000
3564 WEALTHSTAR ADVISORS LLC 10-28-2019 09-30-2019 68 179,353,000
3565 ENTERPRISE TRUST & INVESTMENT CO 01-07-2020 12-31-2019 189 179,334,000
3566 CRESTWOOD CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 22 179,305,000
3567 MIZUHO BANK LTD 11-13-2019 09-30-2019 7 179,141,803
3568 JACOBSON & SCHMITT ADVISORS LLC 11-12-2019 09-30-2019 36 179,075,000
3569 BIEGEL & WALLER LLC 10-14-2019 09-30-2019 74 178,785,000
3570 PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT INC 10-28-2019 09-30-2019 59 178,664,000
3571 O'DELL GROUP LLC 11-07-2019 09-30-2019 56 178,631,000
3572 HILLMAN CO 10-09-2019 09-30-2019 11 178,615,000
3573 FORT SHERIDAN ADVISORS LLC 11-01-2019 09-30-2019 111 178,586,000
3574 BOLTWOOD CAPITAL MANAGEMENT 01-07-2020 12-31-2019 182 178,243,000
3575 LUCERNE CAPITAL MANAGEMENT LP 11-01-2019 09-30-2019 2 178,196,000
3576 JABODON PT CO 11-13-2019 09-30-2019 22 178,149,000
3577 EAGLE CAPITAL MANAGEMENT LLC 10-15-2019 09-30-2019 36 178,109,000
3578 INSTITUTIONAL VENTURE MANAGEMENT XIV LLC 08-13-2019 06-30-2019 4 177,998,000
3579 GRS ADVISORS LLC 11-14-2019 09-30-2019 19 177,822,000
3580 SC XII MANAGEMENT LLC 11-14-2019 09-30-2019 1 177,813,000
3581 JT STRATFORD LLC 11-14-2019 09-30-2019 158 177,780,000
3582 WEST OAK CAPITAL LLC 01-09-2020 12-31-2019 301 177,740,000
3583 APERIMUS CAPITAL LLC 10-10-2019 09-30-2019 3 177,506,000
3584 WATCH POINT TRUST CO 06-30-2019 06-30-2019 136 177,496,000
3585 NEO IVY CAPITAL MANAGEMENT 08-14-2019 06-30-2019 258 177,430,000
3586 INVESTEC ASSET MANAGEMENT (PTY) LTD 11-14-2019 09-30-2019 103 177,416,000
3587 SILVERLEAFE CAPITAL PARTNERS LLC 01-02-2020 12-31-2019 78 177,300,000
3588 COOK & BYNUM CAPITAL MANAGEMENT LLC 10-21-2019 09-30-2019 5 177,276,000
3589 JACKSON HOLE CAPITAL PARTNERS LLC 11-07-2019 09-30-2019 204 177,245,000
3590 SELKIRK MANAGEMENT LLC 11-11-2019 09-30-2019 18 177,191,000
3591 PEREGRINE ASSET ADVISERS INC 11-12-2019 09-30-2019 118 177,180,000
3592 LINEWEAVER WEALTH ADVISORS LLC 01-14-2020 12-31-2019 64 177,138,000
3593 FOX RUN MANAGEMENT LLC 10-17-2019 03-31-2019 433 177,023,000
3594 KAYAK INVESTMENT PARTNERS LLC 11-14-2019 09-30-2019 22 176,889,000
3595 ANDERSON HOAGLAND & CO 01-03-2020 12-31-2019 84 176,746,000
3596 BARBARA OIL CO 11-11-2019 09-30-2019 90 176,709,000
3597 CMH WEALTH MANAGEMENT LLC 10-11-2019 09-30-2019 51 176,614,000
3598 TRV GP III LLC 11-04-2019 09-30-2019 4 176,489,000
3599 FUNDAMENTUN LLC 11-12-2019 09-30-2019 83 176,416,000
3600 CONTEXT CAPITAL MANAGEMENT LLC 11-01-2019 09-30-2019 91 176,380,000
3601 COPPERWYND FINANCIAL LLC 11-11-2019 09-30-2019 106 176,094,000
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