Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3651 FIRST UNITED BANK TRUST/ 07-09-2019 06-30-2019 122 169,251,000
3652 GRS ADVISORS LLC 08-14-2019 06-30-2019 22 169,059,000
3653 GQ ASSET MANAGEMENT LLC 08-09-2019 06-30-2019 133 169,010,000
3654 CALIXTO GLOBAL INVESTORS LP 07-19-2019 06-30-2019 13 168,951,000
3655 SEMPER AUGUSTUS INVESTMENTS GROUP LLC 08-13-2019 06-30-2019 27 168,801,000
3656 LUCERNE CAPITAL MANAGEMENT LP 08-01-2019 06-30-2019 2 168,652,000
3657 PROVIDENCE CAPITAL ADVISORS LLC 08-13-2019 06-30-2019 257 168,640,000
3658 NORTHWOOD LIQUID MANAGEMENT LP 05-15-2019 03-31-2019 19 168,543,000
3659 RPG FAMILY WEALTH ADVISORY LLC 08-13-2019 06-30-2019 278 168,454,986
3660 BANDERA PARTNERS LLC 08-13-2019 06-30-2019 15 168,444,000
3661 SUMMIT WEALTH & RETIREMENT PLANNING INC 05-08-2019 03-31-2019 130 168,367,000
3662 STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS 04-18-2019 03-31-2019 158 167,930,000
3663 F&V CAPITAL MANAGEMENT LLC 07-12-2019 06-30-2019 55 167,878,000
3664 HOCHMAN COLE INVESTMENT ADVISORS INC 08-06-2019 06-30-2019 110 167,696,000
3665 ELKHORN PARTNERS LIMITED PARTNERSHIP 08-14-2019 06-30-2019 37 167,657,000
3666 COTTAGE STREET ADVISORS LLC 08-01-2019 06-30-2019 98 167,493,000
3667 FORT BAKER CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 31 167,365,000
3668 MURPHY POHLAD ASSET MANAGEMENT LLC 08-06-2019 06-30-2019 93 167,307,000
3669 WEST OAK CAPITAL LLC 07-12-2019 06-30-2019 327 167,277,000
3670 REDW WEALTH LLC 08-09-2019 06-30-2019 99 167,209,000
3671 SIMPLIFI INC 07-17-2019 06-30-2019 18 167,190,000
3672 FIRST NATIONAL BANK OF HUTCHINSON 07-30-2019 06-30-2019 129 167,024,000
3673 DIMEO SCHNEIDER & ASSOCIATES LLC 08-13-2019 06-30-2019 19 166,995,000
3674 PREMISE CAPITAL LLC 08-13-2019 06-30-2019 15 166,993,000
3675 LOWE WEALTH ADVISORS LLC 07-09-2019 06-30-2019 314 166,586,000
3676 G&S CAPITAL LLC 07-19-2019 06-30-2019 227 166,554,000
3677 PRINCETON GLOBAL ASSET MANAGEMENT LLC 09-06-2019 06-30-2019 371 166,551,000
3678 ABACUS PLANNING GROUP INC 08-09-2019 06-30-2019 166 166,471,000
3679 CRA FINANCIAL SERVICES LLC 07-22-2019 06-30-2019 169 166,459,000
3680 SILVERLEAFE CAPITAL PARTNERS LLC 07-03-2019 06-30-2019 65 166,331,000
3681 RESOURCE AMERICA INC 08-02-2019 06-30-2019 38 166,319,000
3682 BROOKMONT CAPITAL MANAGEMENT 07-18-2019 06-30-2019 68 166,318,000
3683 REZNY WEALTH MANAGEMENT INC 07-23-2019 06-30-2019 13 166,054,000
3684 VANTIS INVESTMENT ADVISERS LP 08-08-2019 06-30-2019 12 165,916,000
3685 BLANKINSHIP & FOSTER LLC 07-24-2019 06-30-2019 47 165,827,000
3686 NVWM LLC 08-07-2019 06-30-2019 404 165,795,000
3687 PINNACLE WEALTH PLANNING SERVICES INC 08-06-2019 06-30-2019 324 165,710,000
3688 CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT LLC 07-18-2019 06-30-2019 97 165,694,000
3689 GAINPLAN LLC 08-07-2019 06-30-2019 36 165,473,000
3690 BOGART WEALTH LLC 07-10-2019 06-30-2019 361 165,469,000
3691 ELEPHAS INVESTMENT MANAGEMENT LTD 08-08-2019 06-30-2019 20 165,438,000
3692 HERONETTA MANAGEMENT LP 08-13-2019 06-30-2019 27 165,434,000
3693 CANAL CAPITAL MANAGEMENT LLC 07-31-2019 06-30-2019 111 165,166,000
3694 PACIFIC EDGE ADVISORS LLC 05-15-2019 03-31-2019 43 165,065,000
3695 O'DELL GROUP LLC 07-23-2019 06-30-2019 56 164,970,000
3696 BEDEL FINANCIAL CONSULTING INC 08-01-2019 06-30-2019 747 164,536,000
3697 SEARLE & CO 07-16-2019 06-30-2019 129 164,469,000
3698 BIRCHVIEW CAPITAL LP 08-06-2019 06-30-2019 0 164,429,000
3699 BISLETT MANAGEMENT LLC 08-05-2019 06-30-2019 18 164,099,000
3700 KEMPER CORP MASTER RETIREMENT TRUST 08-09-2019 06-30-2019 40 164,030,000
3701 CONTEXT CAPITAL MANAGEMENT LLC 05-10-2019 03-31-2019 86 164,004,000
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