Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3601 COPPERWYND FINANCIAL LLC 11-11-2019 09-30-2019 106 176,094,000
3602 JACKSON GRANT INVESTMENT ADVISERS INC 11-14-2019 09-30-2019 221 176,028,000
3603 POLARIS VENTURE MANAGEMENT CO V LLC 11-13-2019 09-30-2019 11 175,992,000
3604 FAMILY LEGACY INC 01-10-2019 12-31-2019 119 175,803,000
3605 CATAMOUNT WEALTH MANAGEMENT 05-03-2019 03-31-2019 192 175,699,000
3606 DIMEO SCHNEIDER & ASSOCIATES LLC 11-11-2019 09-30-2019 20 175,616,000
3607 PRINCETON GLOBAL ASSET MANAGEMENT LLC 12-03-2019 09-30-2019 349 175,408,000
3608 WORTH VENTURE PARTNERS LLC 11-12-2019 09-30-2019 193 175,377,000
3609 BROOKMONT CAPITAL MANAGEMENT 11-07-2019 09-30-2019 70 175,276,000
3610 PHYSICIANS FINANCIAL SERVICES INC 11-14-2019 09-30-2019 118 174,864,000
3611 AUTONOMY CAPITAL (JERSEY) LP 11-14-2019 09-30-2019 8 174,851,000
3612 WEYBOSSET RESEARCH & MANAGEMENT LLC 10-22-2019 09-30-2019 43 174,845,000
3613 BUTENSKY & COHEN FINANCIAL SECURITY INC 01-15-2020 12-31-2019 92 174,633,000
3614 SEMPER AUGUSTUS INVESTMENTS GROUP LLC 11-14-2019 09-30-2019 28 174,603,000
3615 BRAVE ASSET MANAGEMENT INC 10-24-2019 09-30-2019 156 174,224,000
3616 POTRERO CAPITAL RESEARCH LLC 11-14-2019 09-30-2019 50 174,066,000
3617 CALDERA CAPITAL LLC 11-13-2019 09-30-2019 16 173,784,000
3618 LARSON FINANCIAL GROUP LLC 12-31-2019 12-31-2019 625 173,747,000
3619 FIRST UNITED BANK TRUST/ 01-13-2020 12-31-2019 130 173,621,000
3620 NEPSIS INC 10-23-2019 09-30-2019 34 173,456,000
3621 REZNY WEALTH MANAGEMENT INC 10-22-2019 09-30-2019 13 173,343,000
3622 STRALEM & CO INC 10-15-2019 09-30-2019 33 173,293,000
3623 BHK INVESTMENT ADVISORS LLC 10-31-2019 09-30-2019 80 173,170,000
3624 VISTA PRIVATE WEALTH PARTNERS LLC 01-08-2020 12-31-2019 73 173,012,000
3625 SHAKESPEARE WEALTH MANAGEMENT INC 11-01-2019 09-30-2019 75 172,887,000
3626 ELEMENT POINTE ADVISORS LLC 11-13-2019 09-30-2019 97 172,846,000
3627 BERNICKE WEALTH MANAGEMENT LTD 10-31-2019 09-30-2019 46 172,768,000
3628 TILLAR-WENSTRUP ADVISORS LLC 11-15-2019 09-30-2019 43 172,558,000
3629 DEAN CAPITAL INVESTMENTS MANAGEMENT LLC 11-05-2019 09-30-2019 303 172,275,000
3630 STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS 07-17-2019 06-30-2019 168 172,215,000
3631 0 0
3632 LONG ROAD INVESTMENT COUNSEL LLC 11-12-2019 09-30-2019 71 171,955,000
3633 ROOF ADVISORY GROUP INC 08-08-2019 06-30-2019 31 171,943,000
3634 ROUND HILL ASSET MANAGEMENT 11-13-2019 09-30-2019 59 171,848,000
3635 GREENLEA LANE CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 22 171,807,000
3636 OLIVER LUXXE ASSETS LLC 10-15-2019 09-30-2019 114 171,648,000
3637 G&S CAPITAL LLC 10-17-2019 09-30-2019 227 171,521,000
3638 HBW ADVISORY SERVICES LLC 01-16-2020 12-31-2019 142 171,320,000
3639 MRJ CAPITAL INC 11-06-2019 09-30-2019 54 171,222,000
3640 CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT LLC 10-11-2019 09-30-2019 94 171,186,000
3641 RESOURCE PLANNING GROUP 10-23-2019 09-30-2019 57 170,967,000
3642 BARNETT & COMPANY INC 11-12-2019 09-30-2019 475 170,928,000
3643 ELKHORN PARTNERS LIMITED PARTNERSHIP 11-14-2019 09-30-2019 39 170,821,000
3644 SAYA MANAGEMENT LP 08-14-2019 06-30-2019 11 170,749,000
3645 GREEN STREET INVESTORS LLC 10-31-2019 09-30-2019 27 170,311,000
3646 PROVIDENCE CAPITAL ADVISORS LLC 11-13-2019 09-30-2019 221 170,262,000
3647 REDW WEALTH LLC 11-07-2019 09-30-2019 84 170,113,000
3648 LFL ADVISERS LLC 11-12-2019 09-30-2019 10 169,773,000
3649 HHM WEALTH ADVISORS LLC 08-13-2019 06-30-2019 74 169,655,000
3650 SHOREPOINT CAPITAL PARTNERS LLC 11-14-2019 09-30-2019 89 169,524,000
3651 TAP CONSULTING LLC 10-29-2019 09-30-2019 108 169,510,000
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