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
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