Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3751 STORMBORN CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 35 158,377,000
3752 HM CAPITAL MANAGEMENT LLC 10-16-2019 09-30-2019 43 158,293,000
3753 DALTON INVESTMENTS LLC 11-14-2019 09-30-2019 41 158,275,000
3754 HERITAGE WAY ADVISORS LLC 10-30-2019 09-30-2019 60 158,214,000
3755 ABINGWORTH LLP 11-14-2019 09-30-2019 14 158,151,000
3756 ALETHEA CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 81 157,933,000
3757 FINANCIAL LIFE ADVISORS 10-30-2019 09-30-2019 46 157,907,000
3758 NICOLLET INVESTMENT MANAGEMENT INC 11-12-2019 09-30-2019 66 157,844,000
3759 PROVIDENCE FIRST TRUST CO 11-05-2019 09-30-2019 76 157,728,000
3760 SAGE CAPITAL ADVISORSLLC 01-16-2020 12-31-2019 105 157,481,000
3761 SWS PARTNERS 08-12-2019 06-30-2019 120 157,432,000
3762 BIGELOW INVESTMENT ADVISORS LLC 10-21-2019 09-30-2019 151 157,360,000
3763 OASIS MANAGEMENT CO LTD 11-14-2019 09-30-2019 23 157,343,000
3764 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10-21-2019 09-30-2019 63 157,320,000
3765 CAHILL FINANCIAL ADVISORS INC 11-14-2019 09-30-2019 156 157,206,000
3766 CONCENTRIC WEALTH MANAGEMENT LLC 11-06-2019 09-30-2019 87 157,140,000
3767 MERCER CAPITAL ADVISERS INC 10-29-2019 09-30-2019 203 156,946,000
3768 ALPHA WINDWARD LLC 01-14-2020 12-31-2019 394 156,862,000
3769 FORD FINANCIAL GROUP INC 10-16-2019 09-30-2019 88 156,763,000
3770 HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES INC 10-24-2019 09-30-2019 16 156,669,000
3771 CORNELL POCHILY INVESTMENT ADVISORS INC 10-23-2019 09-30-2019 132 156,434,000
3772 PELOTON WEALTH STRATEGISTS 11-13-2019 09-30-2019 71 156,376,000
3773 VELANNE ASSET MANAGEMENT LTD 11-13-2019 09-30-2019 22 156,351,000
3774 BEACON HARBOR WEALTH ADVISORS INC 10-17-2019 09-30-2019 54 156,336,000
3775 TIMBER CREEK CAPITAL MANAGEMENT LLC 10-31-2019 09-30-2019 131 156,295,000
3776 SPECTRUM ASSET MANAGEMENT INC (NB/CA) 10-24-2019 09-30-2019 82 156,223,000
3777 RP MANAGEMENT LLC 11-14-2019 09-30-2019 4 156,122,000
3778 LCNB CORP 11-08-2019 09-30-2019 182 156,074,000
3779 UNIO CAPITAL LLC 11-14-2019 09-30-2019 81 156,061,000
3780 TOWERVIEW LLC 10-18-2019 09-30-2019 22 156,013,000
3781 WILLS FINANCIAL GROUP INC 11-14-2019 09-30-2019 54 155,892,000
3782 RB CAPITAL MANAGEMENT LLC 10-09-2019 09-30-2019 134 155,827,000
3783 CLEAR PERSPECTIVE ADVISORS LLC 08-09-2019 06-30-2019 189 155,780,000
3784 LANDMARK BANK 10-04-2019 09-30-2019 170 155,760,000
3785 REAL ESTATE MANAGEMENT SERVICES LLC 10-23-2019 09-30-2019 41 155,653,000
3786 HOTALING INVESTMENT MANAGEMENT LLC 10-28-2019 09-30-2019 114 155,635,000
3787 PRINCE STREET CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 16 155,584,000
3788 PEOPLES BANK /OH 10-11-2019 09-30-2019 154 155,510,000
3789 HERONETTA MANAGEMENT LP 11-08-2019 09-30-2019 27 155,436,000
3790 SAWYER & COMPANY INC 01-13-2020 12-31-2019 177 155,309,000
3791 ALLIED INVESTMENT ADVISORS LLC 10-16-2019 09-30-2019 46 155,240,000
3792 UNION BANCAIRE PRIVEE ASSET MANAGEMENT LLC 11-13-2019 09-30-2019 43 155,191,000
3793 CHARTIST INC /CA/ 11-14-2019 09-30-2019 31 155,187,429
3794 VONTOBEL SWISS WEALTH ADVISORS AG 10-24-2019 09-30-2019 102 155,176,000
3795 HALF SKY CAPITAL (UK) LTD 11-14-2019 09-30-2019 6 154,878,000
3796 SPECTRUM FINANCIAL ALLIANCE LTD LLC 11-14-2019 09-30-2019 12 154,838,000
3797 SILVER LAKE ADVISORY LLC 10-21-2019 09-30-2019 79 154,823,000
3798 RENCH WEALTH MANAGEMENT INC 11-14-2019 09-30-2019 44 154,709,000
3799 STELLAR CAPITAL MANAGEMENT LLC 08-15-2019 06-30-2019 79 154,569,000
3800 HOERTKORN RICHARD CHARLES 10-24-2019 09-30-2019 89 154,565,000
3801 KEMPNER CAPITAL MANAGEMENT INC 01-13-2020 12-31-2019 49 154,487,000
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