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 |