Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3801 | TURIYA ADVISORS ASIA LTD | 08-07-2019 | 06-30-2019 | 4 | 154,238,000 |
| 3802 | CONCENTRIC WEALTH MANAGEMENT LLC | 08-05-2019 | 06-30-2019 | 89 | 154,030,000 |
| 3803 | SPRINGHOUSE CAPITAL MANAGEMENT LP | 05-15-2019 | 03-31-2019 | 18 | 153,819,000 |
| 3804 | ASSET PLANNING SERVICES INC /LA/ /ADV | 07-25-2019 | 06-30-2019 | 39 | 153,703,000 |
| 3805 | UNCOMMON CENTS INVESTING LLC | 07-10-2019 | 06-30-2019 | 83 | 153,689,000 |
| 3806 | ALTA FUNDAMENTAL ADVISERS LLC | 08-13-2019 | 06-30-2019 | 18 | 153,581,000 |
| 3807 | TAYLOR ASSET MANAGEMENT INC | 05-13-2019 | 03-31-2019 | 31 | 153,549,000 |
| 3808 | BRIDGE CITY CAPITAL LLC | 01-30-2019 | 12-31-2018 | 90 | 153,534,000 |
| 3809 | ALETHEA CAPITAL MANAGEMENT LLC | 08-12-2019 | 06-30-2019 | 83 | 153,532,000 |
| 3810 | JACKSON FINANCIAL MANAGEMENT | 07-31-2019 | 06-30-2019 | 35 | 153,520,000 |
| 3811 | WILLS FINANCIAL GROUP INC | 08-14-2019 | 06-30-2019 | 54 | 153,503,000 |
| 3812 | FINANCIAL SERVICES ADVISORY INC | 07-22-2019 | 06-30-2019 | 22 | 153,451,000 |
| 3813 | PRENTISS SMITH & CO INC | 07-19-2019 | 06-30-2019 | 60 | 153,267,000 |
| 3814 | STELLAR CAPITAL MANAGEMENT LLC | 05-14-2019 | 03-31-2019 | 83 | 153,123,000 |
| 3815 | VISTA PRIVATE WEALTH PARTNERS LLC | 04-16-2019 | 03-31-2019 | 70 | 153,090,000 |
| 3816 | ACCEL X ASSOCIATES LLC | 08-13-2019 | 06-30-2019 | 2 | 152,905,000 |
| 3817 | KEMPNER CAPITAL MANAGEMENT INC | 07-08-2019 | 06-30-2019 | 50 | 152,863,000 |
| 3818 | JAGUAR LISTED PROPERTY LLC | 08-05-2019 | 06-30-2019 | 29 | 152,828,000 |
| 3819 | ENGINE CAPITAL MANAGEMENT LP | 05-15-2019 | 03-31-2019 | 49 | 152,733,000 |
| 3820 | BRAND ASSET MANAGEMENT GROUP INC | 07-24-2019 | 06-30-2019 | 322 | 152,335,000 |
| 3821 | INVESTMENT SECURITY GROUP INC /CO/ /ADV | 07-11-2019 | 06-30-2019 | 12 | 152,323,000 |
| 3822 | LANDMARK BANK | 08-02-2019 | 06-30-2019 | 171 | 152,277,000 |
| 3823 | ADALTA CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 126 | 152,159,000 |
| 3824 | SHAYNE & CO LLC | 07-23-2019 | 06-30-2019 | 37 | 152,139,000 |
| 3825 | SOUND POINT CAPITAL MANAGEMENT LP | 8-14-2019 | 06-30-2019 | 19 | 152,134,000 |
| 3826 | SIGNITION LP | 08-06-2019 | 06-30-2019 | 170 | 152,072,000 |
| 3827 | ASPEN INVESTMENT MANAGEMENT INC | 08-12-2019 | 06-30-2019 | 137 | 152,008,000 |
| 3828 | VALUEWORKS LLC | 08-13-2019 | 06-30-2019 | 30 | 151,703,000 |
| 3829 | 0 | 0 | |||
| 3830 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES INC | 07-26-2019 | 06-30-2019 | 18 | 151,534,000 |
| 3831 | PORTFOLIO STRATEGIES INC | 07-17-2019 | 06-30-2019 | 54 | 151,527,000 |
| 3832 | BIECHELE ROYCE ADVISORS | 07-16-2019 | 06-30-2019 | 39 | 151,484,000 |
| 3833 | NATIONS FINANCIAL GROUP INC /IA/ /ADV | 08-13-2019 | 06-30-2019 | 173 | 151,279,000 |
| 3834 | SILVER LAKE ADVISORY LLC | 08-01-2019 | 06-30-2019 | 80 | 151,072,000 |
| 3835 | WECHTER FELDMAN WEALTH MANAGEMENT INC | 08-07-2019 | 06-30-2019 | 31 | 150,948,000 |
| 3836 | FINANCIAL LIFE ADVISORS | 07-29-2019 | 06-30-2019 | 47 | 150,897,000 |
| 3837 | MARVIN & PALMER ASSOCIATES INC | 08-19-2019 | 06-30-2019 | 26 | 150,849,000 |
| 3838 | INTEL CORP | 08-07-2019 | 06-30-2019 | 7 | 150,656,000 |
| 3839 | FOX RUN MANAGEMENT LLC | 07-17-2019 | 06-30-2019 | 407 | 150,570,000 |
| 3840 | CALIFORNIA CAPITAL ADVISORS INC | 07-15-2019 | 06-30-2019 | 35 | 150,555,000 |
| 3841 | ORIX CORP USA | 08-07-2019 | 06-30-2019 | 1 | 150,420,000 |
| 3842 | HILLSWICK ASSET MANAGEMENT LLC | 04-23-2019 | 03-31-2019 | 13 | 150,382,000 |
| 3843 | HOERTKORN RICHARD CHARLES | 07-09-2019 | 06-30-2019 | 86 | 150,340,000 |
| 3844 | SHAKER INVESTMENTS LLC/OH | 08-07-2019 | 06-30-2019 | 85 | 150,215,000 |
| 3845 | MAVEN SECURITIES LTD | 08-13-2019 | 06-30-2019 | 80 | 150,162,000 |
| 3846 | BUTENSKY & COHEN FINANCIAL SECURITY INC | 07-12-2019 | 06-30-2019 | 83 | 150,049,000 |
| 3847 | SIGNATURE WEALTH MANAGEMENT GROUP | 07-08-2019 | 06-30-2019 | 75 | 149,747,000 |
| 3848 | FRISCH FINANCIAL GROUP INC | 08-08-2019 | 06-30-2019 | 98 | 149,390,000 |
| 3849 | SAWYER & COMPANY INC | 07-23-2019 | 06-30-2019 | 177 | 149,390,000 |
| 3850 | SCP INVESTMENT LP | 05-14-2019 | 03-31-2019 | 62 | 149,379,000 |
| 3851 | PELOTON WEALTH STRATEGISTS | 08-12-2019 | 06-30-2019 | 67 | 149,352,000 |