Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3801 | KEMPNER CAPITAL MANAGEMENT INC | 01-13-2020 | 12-31-2019 | 49 | 154,487,000 |
| 3802 | KPCB DGF ASSOCIATES LLC | 11-06-2019 | 09-30-2019 | 2 | 154,403,000 |
| 3803 | ASSET PLANNING SERVICES INC /LA/ /ADV | 10-22-2019 | 09-30-2019 | 40 | 154,138,000 |
| 3804 | JULEX CAPITAL MANAGEMENT LLC | 10-29-2019 | 12-31-2018 | 129 | 153,895,000 |
| 3805 | MPS LORIA FINANCIAL PLANNERS LLC | 11-11-2019 | 09-30-2019 | 69 | 153,857,000 |
| 3806 | JOLLEY ASSET MANAGEMENT LLC | 10-15-2019 | 09-30-2019 | 59 | 153,836,000 |
| 3807 | TRUVESTMENTS CAPITAL LLC | 10-10-2019 | 09-30-2019 | 704 | 153,568,000 |
| 3808 | TAYLOR ASSET MANAGEMENT INC | 05-13-2019 | 03-31-2019 | 31 | 153,549,000 |
| 3809 | ACCURATE INVESTMENT SOLUTIONS INC | 01-07-2020 | 12-31-2019 | 456 | 153,475,000 |
| 3810 | SHAWSPRING PARTNERS LLC | 11-13-2019 | 09-30-2019 | 5 | 153,133,000 |
| 3811 | MENLO ADVISORS LLC | 01-07-2020 | 12-31-2019 | 35 | 153,028,000 |
| 3812 | PACIFIC EDGE ADVISORS LLC | 10-16-2019 | 09-30-2019 | 44 | 152,989,000 |
| 3813 | SHAKER INVESTMENTS LLC/OH | 10-28-2019 | 09-30-2019 | 82 | 152,907,000 |
| 3814 | COHEN LAWRENCE B | 11-04-2019 | 09-30-2019 | 114 | 152,713,000 |
| 3815 | ADALTA CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 126 | 152,159,000 |
| 3816 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 01-16-2020 | 12-31-2019 | 117 | 152,141,000 |
| 3817 | SHAYNE & CO LLC | 07-23-2019 | 06-30-2019 | 37 | 152,139,000 |
| 3818 | SOUND POINT CAPITAL MANAGEMENT LP | 8-14-2019 | 06-30-2019 | 19 | 152,134,000 |
| 3819 | SANTORI & PETERS INC | 01-08-2020 | 12-31-2019 | 75 | 152,119,000 |
| 3820 | AHRENS INVESTMENT PARTNERS LLC | 11-12-2019 | 09-30-2019 | 166 | 152,056,000 |
| 3821 | MARVIN & PALMER ASSOCIATES INC | 11-14-2019 | 09-30-2019 | 25 | 152,039,000 |
| 3822 | SECURITY ASSET MANAGEMENT | 10-23-2019 | 09-30-2019 | 80 | 152,001,000 |
| 3823 | OPES WEALTH MANAGEMENT LLC | 11-11-2019 | 09-30-2019 | 52 | 151,515,000 |
| 3824 | ADDISON CAPITAL CO | 01-10-2020 | 12-31-2019 | 127 | 151,510,000 |
| 3825 | MOKOSAK ADVISORY GROUP LLC | 10-09-2019 | 09-30-2019 | 25 | 151,384,000 |
| 3826 | CLARUS WEALTH ADVISORS | 01-10-2020 | 12-31-2019 | 141 | 151,355,000 |
| 3827 | WATERTON GLOBAL RESOURCE MANAGEMENT INC | 11-13-2019 | 09-30-2019 | 2 | 151,346,000 |
| 3828 | SANDER CAPITAL ADVISORS INC | 10-31-2019 | 09-30-2019 | 9 | 151,346,000 |
| 3829 | COURANT INVESTMENT MANAGEMENT LLC | 10-15-2019 | 09-30-2019 | 12 | 151,325,000 |
| 3830 | VAN STRUM & TOWNE INC | 10-30-2019 | 09-30-2019 | 79 | 151,283,000 |
| 3831 | BIECHELE ROYCE ADVISORS | 10-18-2019 | 09-30-2019 | 39 | 151,254,000 |
| 3832 | VANTAGE FINANCIAL PARTNERS LTD INC | 11-07-2019 | 09-30-2019 | 72 | 151,089,357 |
| 3833 | JRM INVESTMENT COUNSEL LLC | 11-12-2019 | 09-30-2019 | 26 | 150,982,000 |
| 3834 | STONEHEARTH CAPITAL MANAGEMENT LLC | 01-15-2020 | 12-31-2019 | 59 | 150,976,000 |
| 3835 | BRAND ASSET MANAGEMENT GROUP INC | 10-18-2019 | 09-30-2019 | 315 | 150,872,000 |
| 3836 | PARISI GRAY WEALTH MANAGEMENT | 10-09-2019 | 09-30-2019 | 102 | 150,840,000 |
| 3837 | GLOBAL TRUST ASSET MANAGEMENT LLC | 10-14-2019 | 09-30-2019 | 493 | 150,782,000 |
| 3838 | HILLSWICK ASSET MANAGEMENT LLC | 04-23-2019 | 03-31-2019 | 13 | 150,382,000 |
| 3839 | AMUSSEN HUNSAKER ASSOCIATES LLC | 08-19-2019 | 06-30-2019 | 82 | 150,365,000 |
| 3840 | ARIES WEALTH MANAGEMENT | 10-22-2019 | 09-30-2019 | 158 | 150,352,000 |
| 3841 | MURPHY MIDDLETON HINKLE & PARKER INC | 01-08-2020 | 12-31-2019 | 132 | 150,250,000 |
| 3842 | CAPITAL ASSET ADVISORY SERVICES LLC | 10-09-2019 | 09-30-2019 | 114 | 150,204,000 |
| 3843 | QUBE RESEARCH & TECHNOLOGIES LTD | 11-13-2019 | 09-30-2019 | 239 | 150,140,000 |
| 3844 | AXEL CAPITAL MANAGEMENT LLC | 11-08-2019 | 09-30-2019 | 18 | 150,129,000 |
| 3845 | BIRCHVIEW CAPITAL LP | 11-12-2019 | 09-30-2019 | 0 | 150,076,000 |
| 3846 | JAGUAR LISTED PROPERTY LLC | 10-17-2019 | 09-30-2019 | 30 | 150,069,000 |
| 3847 | MEASURED WEALTH PRIVATE CLIENT GROUP LLC | 01-15-2020 | 12-31-2019 | 104 | 149,949,000 |
| 3848 | ALDEBARAN FINANCIAL INC | 10-18-2019 | 09-30-2019 | 93 | 149,818,000 |
| 3849 | ASPEN INVESTMENT MANAGEMENT INC | 11-13-2019 | 09-30-2019 | 131 | 149,794,000 |
| 3850 | SCHOLTZ & COMPANY LLC | 11-14-2019 | 09-30-2019 | 53 | 149,692,000 |
| 3851 | SYM FINANCIAL CORP | 11-04-2019 | 09-30-2019 | 65 | 149,550,000 |