Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3751 DELTA CAPITAL MANAGEMENT LLC 07-17-2018 06-30-2019 64 158,693,000
3752 PARPLUS PARTNERS 08-13-2019 06-30-2019 1 158,481,000
3753 FUNDAMENTUN LLC 08-06-2019 06-30-2019 72 158,401,000
3754 ASCENT WEALTH PARTNERS LLC 08-21-2019 12-31-2017 118 268,579,000
3755 PETERSON WEALTH ADVISORS LLC 07-15-2019 06-30-2019 41 157,973,000
3756 CHARTIST INC /CA/ 08-15-2019 06-30-2019 26 157,914,582
3757 JOHNSON FINANCIAL GROUP LLC 07-29-2019 06-30-2019 20 157,902,000
3758 AVESTAR CAPITAL LLC 08-02-2019 06-30-2019 9159 157,807,000
3759 HEDEKER WEALTH LLC 07-26-2019 06-30-2019 56 157,781,000
3760 SANDER CAPITAL ADVISORS INC 07-25-2019 06-30-2019 10 157,772,000
3761 HAYEK KALLEN INVESTMENT MANAGEMENT 07-17-2019 06-30-2019 67 157,672,000
3762 DIAMETRIC CAPITAL LP 08-13-2019 06-30-2019 123 157,668,000
3763 WELA STRATEGIES INC 07-18-2019 06-30-2019 32 157,635,000
3764 ARLINGTON PARTNERS LLC 10-18-2019 09-30-2019 175 157,506,000
3765 PETTEE INVESTORS INC 08-07-2019 06-30-2019 137 157,483,000
3766 SWS PARTNERS 08-12-2019 06-30-2019 120 157,432,000
3767 VELANNE ASSET MANAGEMENT LTD 07-29-2019 06-30-2019 24 157,339,000
3768 FOREFRONT ANALYTICS LLC 05-07-2019 03-31-2019 69 156,987,000
3769 BOLTWOOD CAPITAL MANAGEMENT 07-01-2019 06-30-2019 128 156,926,000
3770 VISTA PRIVATE WEALTH PARTNERS LLC 08-26-2019 06-30-2019 69 156,874,000
3771 X-SQUARE CAPITAL LLC 08-14-2019 06-30-2019 108 156,857,000
3772 GREEN STREET INVESTORS LLC 08-06-2019 06-30-2019 26 156,828,000
3773 SAYA MANAGEMENT LP 05-15-2019 03-31-2019 10 156,824,000
3774 HORSEMAN CAPITAL MANAGEMENT LTD 07-09-2019 06-30-2019 42 156,810,000
3775 FORD FINANCIAL GROUP INC 10-16-2019 09-30-2019 88 156,763,000
3776 MPS LORIA FINANCIAL PLANNERS LLC 07-31-2019 06-30-2019 71 156,441,000
3777 BROADLEAF PARTNERS LLC 07-18-2019 06-30-2019 55 156,322,000
3778 SECURITY ASSET MANAGEMENT 08-06-2019 06-30-2019 83 156,179,000
3779 RENCH WEALTH MANAGEMENT INC 08-14-2019 06-30-2019 53 156,157,000
3780 RVB CAPITAL MANAGEMENT LLC 05-14-2019 03-31-2019 36 156,050,000
3781 TOWERVIEW LLC 10-18-2019 09-30-2019 22 156,013,000
3782 ELIOT FINKEL INVESTMENT COUNSEL LLC 08-02-2019 06-30-2019 39 155,877,000
3783 SAGE RHINO CAPITAL LLC 07-15-2019 06-30-2019 135 155,841,000
3784 FINANCIAL ADVISORS LLC 07-31-2019 06-30-2019 59 155,825,000
3785 ALPHA WINDWARD LLC 07-30-2019 06-30-2019 396 155,822,000
3786 JOLLEY ASSET MANAGEMENT LLC 07-17-2019 06-30-2019 60 155,800,000
3787 CLEAR PERSPECTIVE ADVISORS LLC 08-09-2019 06-30-2019 189 155,780,000
3788 HOTALING INVESTMENT MANAGEMENT LLC 08-08-2019 06-30-2019 117 155,750,000
3789 SYM FINANCIAL CORP 07-29-2019 06-30-2019 71 155,700,000
3790 BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS 07-17-2019 06-30-2019 213 155,697,000
3791 MCQUEEN BALL & ASSOCIATES INC 01-03-2019 12-31-2018 113 155,675,000
3792 SECURITY BENEFIT LIFE INSURANCE CO /KS/ 08-13-2019 06-30-2019 7 155,594,000
3793 PEOPLES BANK /OH 10-11-2019 09-30-2019 154 155,510,000
3794 VANTAGE FINANCIAL PARTNERS LTD INC 08-08-2019 06-30-2019 82 155,499,550
3795 MALAGA COVE CAPITAL LLC 07-29-2019 06-30-2019 159 155,223,000
3796 TIMBER CREEK CAPITAL MANAGEMENT LLC 08-05-2019 06-30-2019 129 155,177,000
3797 C-J ADVISORY INC 07-03-2019 06-30-2019 176558 155,151,000
3798 STUART CHAUSSEE & ASSOCIATES INC 04-29-2019 03-31-2019 131 155,040,000
3799 CEDAR WEALTH MANAGEMENT LLC 07-24-2019 06-30-2019 170 154,665,000
3800 MERCER CAPITAL ADVISERS INC 07-23-2019 06-30-2019 207 154,459,000
3801 SCHOLTZ & COMPANY LLC 08-14-2019 06-30-2019 58 154,380,000
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