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
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