Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3651 TAP CONSULTING LLC 10-29-2019 09-30-2019 108 169,510,000
3652 SEARLE & CO 10-22-2019 09-30-2019 137 169,476,000
3653 TOTAL WEALTH PLANNING LLC 08-06-2019 06-30-2019 34 169,270,000
3654 CONTINENTAL ADVISORS LLC 10-28-2019 09-30-2019 75 169,209,000
3655 WEALTHSTONE INC 01-08-2020 12-31-2019 35 169,120,000
3656 GQ ASSET MANAGEMENT LLC 08-09-2019 06-30-2019 133 169,010,000
3657 LEXAURUM ADVISORS LLC 10-17-2019 09-30-2019 188 168,956,000
3658 DIKER MANAGEMENT LLC 11-14-2019 09-30-2019 33 168,945,000
3659 GREEN SQUARE CAPITAL LLC 11-13-2019 09-30-2019 117 168,928,000
3660 VIEX CAPITAL ADVISORS LLC 11-14-2019 09-30-2019 20 168,903,000
3661 LANTZ FINANCIAL LLC 01-17-2020 12-31-2019 131 168,900,000
3662 TORCH WEALTH MANAGEMENT LLC 11-06-2019 09-30-2019 108 168,861,000
3663 BISLETT MANAGEMENT LLC 11-12-2019 09-30-2019 18 168,822,000
3664 SIMPLIFI INC 10-15-2019 09-30-2019 19 168,560,000
3665 CONRAD N HILTON FOUNDATION 11-13-2019 09-30-2019 5 168,442,000
3666 FIRST COMMONWEALTH FINANCIAL CORP /PA/ 11-14-2019 09-30-2019 213 168,212,000
3667 INTEGRE ASSET MANAGEMENT LLC 11-14-2019 09-30-2019 112 168,049,000
3668 OUTLOOK WEALTH ADVISORS LLC 10-17-2019 09-30-2019 163 167,870,000
3669 ROKOS CAPITAL MANAGEMENT LLP 11-14-2019 09-30-2019 9 167,819,000
3670 MARKETFIELD ASSET MANAGEMENT LLC 10-09-2019 09-30-2019 39 167,701,000
3671 KINGFISHER CAPITAL LLC 11-12-2019 09-30-2019 133 167,546,000
3672 CRABEL CAPITAL MANAGEMENT LLC 11-13-2019 09-30-2019 175 167,475,000
3673 BAY HARBOR WEALTH MANAGEMENT LLC 10-14-2019 09-30-2019 394 167,331,000
3674 LOWE WEALTH ADVISORS LLC 10-08-2019 09-30-2019 301 167,318,000
3675 OGOREK ANTHONY JOSEPH /NY/ /ADV 10-17-2019 09-30-2019 178 167,275,000
3676 PREMISE CAPITAL LLC 08-13-2019 06-30-2019 15 166,993,000
3677 CINCINNATI SPECIALTY UNDERWRITERS INSURANCE CO 11-04-2019 09-30-2019 33 166,984,000
3678 SEMMAX FINANCIAL ADVISORS INC 11-04-2019 09-30-2019 297 166,953,000
3679 TAIYO LIFE INSURANCE CO 11-07-2019 09-30-2019 5 166,937,000
3680 BELLECAPITAL INTERNATIONAL LTD 10-22-2019 09-30-2019 133 166,692,000
3681 FIRST NATIONAL BANK OF HUTCHINSON 10-22-2019 09-30-2019 135 166,636,000
3682 STUART CHAUSSEE & ASSOCIATES INC 10-09-2019 09-30-2019 130 166,396,000
3683 PRECEPT MANAGEMENT LLC 11-14-2019 09-30-2019 54 166,367,000
3684 COTTAGE STREET ADVISORS LLC 10-21-2019 09-30-2019 96 166,266,000
3685 STADIUM CAPITAL MANAGEMENT LLC 11-12-2019 09-30-2019 10 166,230,000
3686 MU INVESTMENTS CO LTD 10-18-2019 09-30-2019 28 166,182,000
3687 ELCO MANAGEMENT CO LLC 11-14-2019 09-30-2019 158 166,175,000
3688 BEDEL FINANCIAL CONSULTING INC 10-09-2019 09-30-2019 779 166,131,000
3689 BLANKINSHIP & FOSTER LLC 07-24-2019 06-30-2019 47 165,827,000
3690 KYNIKOS ASSOCIATES LP 11-14-2019 09-30-2019 26 165,783,000
3691 LEONARD RICKEY INVESTMENT ADVISORS PLLC 01-07-2019 12-31-2019 84 165,632,000
3692 FRISCH FINANCIAL GROUP INC 11-05-2019 09-30-2019 100 165,503,000
3693 SUMMIT WEALTH & RETIREMENT PLANNING INC 11-12-2019 09-30-2019 118 165,498,000
3694 HEDEKER WEALTH LLC 10-31-2019 09-30-2019 58 165,459,000
3695 CRA FINANCIAL SERVICES LLC 11-07-2019 09-30-2019 139 165,316,000
3696 CLARAPHI ADVISORY NETWORK LLC 11-08-2019 09-30-2019 513 165,074,000
3697 RPG FAMILY WEALTH ADVISORY LLC 11-12-2019 09-30-2019 291 165,065,811
3698 QTRON INVESTMENTS LLC 11-12-2019 09-30-2019 235 164,937,000
3699 ULLMANN FINANCIAL GROUP INC 01-14-2020 12-31-2019 62 164,927,000
3700 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 01-14-2020 12-31-2019 152 164,740,000
3701 POLIANTA LTD 01-13-2020 12-31-2019 62 164,259,000
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