Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3851 | PEGASUS ASSET MANAGEMENT INC | 01-22-2020 | 12-31-2019 | 72 | 152,007,000 |
| 3852 | ROMAN BUTLER FULLERTON & CO | 01-27-2020 | 12-31-2019 | 161 | 151,563,000 |
| 3853 | OPES WEALTH MANAGEMENT LLC | 11-11-2019 | 09-30-2019 | 52 | 151,515,000 |
| 3854 | ADDISON CAPITAL CO | 01-10-2020 | 12-31-2019 | 127 | 151,510,000 |
| 3855 | CLARUS WEALTH ADVISORS | 01-10-2020 | 12-31-2019 | 141 | 151,355,000 |
| 3856 | WATERTON GLOBAL RESOURCE MANAGEMENT INC | 11-13-2019 | 09-30-2019 | 2 | 151,346,000 |
| 3857 | SANDER CAPITAL ADVISORS INC | 10-31-2019 | 09-30-2019 | 9 | 151,346,000 |
| 3858 | COURANT INVESTMENT MANAGEMENT LLC | 10-15-2019 | 09-30-2019 | 12 | 151,325,000 |
| 3859 | VAN STRUM & TOWNE INC | 10-30-2019 | 09-30-2019 | 79 | 151,283,000 |
| 3860 | BIECHELE ROYCE ADVISORS | 10-18-2019 | 09-30-2019 | 39 | 151,254,000 |
| 3861 | JRM INVESTMENT COUNSEL LLC | 11-12-2019 | 09-30-2019 | 26 | 150,982,000 |
| 3862 | STONEHEARTH CAPITAL MANAGEMENT LLC | 01-15-2020 | 12-31-2019 | 59 | 150,976,000 |
| 3863 | LIPE & DALTON | 01-21-2020 | 12-31-2019 | 106 | 150,928,000 |
| 3864 | GLOBAL TRUST ASSET MANAGEMENT LLC | 10-14-2019 | 09-30-2019 | 493 | 150,782,000 |
| 3865 | WOLFF FINANCIAL MANAGEMENT LLC | 01-23-2020 | 12-31-2019 | 83 | 150,771,000 |
| 3866 | HILLSWICK ASSET MANAGEMENT LLC | 04-23-2019 | 03-31-2019 | 13 | 150,382,000 |
| 3867 | AMUSSEN HUNSAKER ASSOCIATES LLC | 08-19-2019 | 06-30-2019 | 82 | 150,365,000 |
| 3868 | ARIES WEALTH MANAGEMENT | 10-22-2019 | 09-30-2019 | 158 | 150,352,000 |
| 3869 | MURPHY MIDDLETON HINKLE & PARKER INC | 01-08-2020 | 12-31-2019 | 132 | 150,250,000 |
| 3870 | CAPITAL ASSET ADVISORY SERVICES LLC | 10-09-2019 | 09-30-2019 | 114 | 150,204,000 |
| 3871 | QUBE RESEARCH & TECHNOLOGIES LTD | 11-13-2019 | 09-30-2019 | 239 | 150,140,000 |
| 3872 | AXEL CAPITAL MANAGEMENT LLC | 11-08-2019 | 09-30-2019 | 18 | 150,129,000 |
| 3873 | BIRCHVIEW CAPITAL LP | 11-12-2019 | 09-30-2019 | 0 | 150,076,000 |
| 3874 | MEASURED WEALTH PRIVATE CLIENT GROUP LLC | 01-15-2020 | 12-31-2019 | 104 | 149,949,000 |
| 3875 | ALDEBARAN FINANCIAL INC | 10-18-2019 | 09-30-2019 | 93 | 149,818,000 |
| 3876 | ASPEN INVESTMENT MANAGEMENT INC | 11-13-2019 | 09-30-2019 | 131 | 149,794,000 |
| 3877 | OTA FINANCIAL GROUP LP | 01-21-2020 | 12-31-2019 | 54 | 149,710,000 |
| 3878 | SCHOLTZ & COMPANY LLC | 11-14-2019 | 09-30-2019 | 53 | 149,692,000 |
| 3879 | SYM FINANCIAL CORP | 11-04-2019 | 09-30-2019 | 65 | 149,550,000 |
| 3880 | 1 NORTH WEALTH SERVICES LLC | 10-28-2019 | 09-30-2019 | 356 | 149,541,000 |
| 3881 | BRANDYWINE TRUST CO | 11-13-2019 | 09-30-2019 | 40 | 149,496,000 |
| 3882 | CROWN ADVISORS MANAGEMENT INC | 11-11-2019 | 09-30-2019 | 46 | 149,419,000 |
| 3883 | ALTA FUNDAMENTAL ADVISERS LLC | 11-14-2019 | 09-30-2019 | 18 | 149,415,000 |
| 3884 | KRUEGER & CATALANO CAPITAL PARTNERS LLC | 01-13-2020 | 12-31-2019 | 89 | 149,400,000 |
| 3885 | CEDAR WEALTH MANAGEMENT LLC | 10-24-2019 | 09-30-2019 | 154 | 149,396,000 |
| 3886 | NEW ENGLAND RESEARCH & MANAGEMENT INC | 01-14-2020 | 12-31-2019 | 151 | 149,249,000 |
| 3887 | PROFIT INVESTMENT MANAGEMENT LLC | 01-14-2020 | 12-31-2019 | 75 | 149,237,000 |
| 3888 | NEXT CAPITAL MANAGEMENT LLC | 11-07-2019 | 09-30-2019 | 257 | 149,175,000 |
| 3889 | SPRINGHOUSE CAPITAL MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 17 | 149,068,000 |
| 3890 | HOLLOW BROOK WEALTH MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 54 | 148,649,000 |
| 3891 | RIVERVIEW TRUST CO | 01-10-2020 | 12-31-2019 | 268 | 148,625,000 |
| 3892 | MARTIN CAPITAL PARTNERS LLC | 11-20-2019 | 09-30-2019 | 53 | 148,583,000 |
| 3893 | AUGUSTINE ASSET MANAGEMENT INC | 10-30-2019 | 09-30-2019 | 69 | 148,529,000 |
| 3894 | QUANTINNO CAPITAL MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 370 | 148,481,000 |
| 3895 | EMERSON WEALTH MANAGEMENT LLC | 01-21-2020 | 12-31-2019 | 24 | 148,407,000 |
| 3896 | BIGSUR WEALTH MANAGEMENT LLC | 11-04-2019 | 09-30-2019 | 102 | 148,400,000 |
| 3897 | MARK SHEPTOFF FINANCIAL PLANNING LLC | 11-11-2019 | 09-30-2019 | 365 | 148,305,000 |
| 3898 | PENN MUTUAL ASSET MANAGEMENT LLC | 11-07-2019 | 09-30-2019 | 23 | 148,250,000 |
| 3899 | MIRAMAR CAPITAL LLC | 10-22-2019 | 09-30-2019 | 58 | 148,077,000 |
| 3900 | JCSD CAPITAL LLC | 08-07-2019 | 06-30-2019 | 57 | 148,066,000 |
| 3901 | COWBIRD CAPITAL LP | 11-14-2019 | 09-30-2019 | 13 | 147,991,000 |