Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3851 PELOTON WEALTH STRATEGISTS 08-12-2019 06-30-2019 67 149,352,000
3852 POEHLING CAPITAL MANAGEMENT LLC 08-09-2019 06-30-2019 103 149,245,000
3853 NEXT CAPITAL MANAGEMENT LLC 07-29-2019 06-30-2019 882 149,215,000
3854 BIGELOW INVESTMENT ADVISORS LLC 07-17-2019 06-30-2019 150 149,187,000
3855 HERITAGE WAY ADVISORS LLC 05-09-2019 03-31-2019 57 149,160,000
3856 SELWAY ASSET MANAGEMENT 07-30-2019 06-30-2019 72 149,153,000
3857 GLOBAL TRUST ASSET MANAGEMENT LLC 07-23-2019 06-30-2019 541 149,149,000
3858 ALLIED INVESTMENT ADVISORS LLC 07-16-2019 06-30-2019 48 149,087,000
3859 SV HEALTH INVESTORS LLC 08-14-2019 06-30-2019 9 148,982,000
3860 ROMAN BUTLER FULLERTON & CO 07-22-2019 06-30-2019 172 148,842,000
3861 CARBONADO CAPITAL 02-14-2019 12-31-2018 10 148,746,000
3862 LEONARD RICKEY INVESTMENT ADVISORS PLLC 07-10-2019 06-30-2019 77 148,677,000
3863 HORAN CAPITAL ADVISORS LLC 07-26-2019 06-30-2019 71 148,647,000
3864 TRUVESTMENTS CAPITAL LLC 07-12-2019 06-30-2019 720 148,632,000
3865 OGOREK ANTHONY JOSEPH /NY/ /ADV 07-15-2019 06-30-2019 165 148,399,000
3866 RICE PARTNERSHIP LLC 07-23-2019 06-30-2019 100 148,359,000
3867 REAL ESTATE MANAGEMENT SERVICES LLC 07-11-2019 06-30-2019 30 148,297,000
3868 ONE FIN CAPITAL MANAGEMENT LP 05-14-2019 03-31-2019 20 148,231,000
3869 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 07-09-2019 06-30-2019 146 148,161,000
3870 RUDMAN ERROL M 05-15-2019 03-31-2019 28 148,096,000
3871 JCSD CAPITAL LLC 08-07-2019 06-30-2019 57 148,066,000
3872 MOKOSAK ADVISORY GROUP LLC 07-15-2019 06-30-2019 22 148,064,000
3873 AYALON HOLDINGS LTD 07-17-2019 06-30-2019 108 147,968,000
3874 MONEYWISE INC 07-17-2019 06-30-2019 42 147,938,000
3875 LEGACY ADVISORS LLC 07-15-2019 06-30-2019 373 147,919,000
3876 COUGAR GLOBAL INVESTMENTS LTD 07-12-2019 06-30-2019 19 147,736,000
3877 LANTZ FINANCIAL LLC 07-15-2019 06-30-2019 127 147,722,000
3878 NORTH RUN CAPITAL LP 08-14-2019 06-30-2019 26 147,481,000
3879 SEVEN POST INVESTMENT OFFICE LP 08-12-2019 06-30-2019 22 147,392,000
3880 NEW ENGLAND RESEARCH & MANAGEMENT INC 07-09-2019 06-30-2019 163 147,382,000
3881 HORIZON INVESTMENT SERVICES LLC 08-13-2019 06-30-2019 89 147,165,000
3882 RIGGS ASSET MANAGMENT CO INC 05-03-2019 03-31-2019 259 147,063,000
3883 PARISI GRAY WEALTH MANAGEMENT 07-18-2019 06-30-2019 101 146,941,000
3884 PARK CIRCLE CO 08-05-2019 06-30-2019 85 146,866,000
3885 GLEN POINT CAPITAL LLP 08-14-2019 06-30-2019 7 146,812,000
3886 BRONSON POINT MANAGEMENT LLC 05-15-2019 03-31-2019 34 146,750,000
3887 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 07-24-2019 06-30-2019 118 146,626,000
3888 CORNELL POCHILY INVESTMENT ADVISORS INC 04-18-2019 03-31-2019 128 146,523,000
3889 ELM ADVISORS LLC 07-03-2019 06-30-2019 85 146,500,000
3890 MARK SHEPTOFF FINANCIAL PLANNING LLC 08-12-2019 06-30-2019 360 146,474,000
3891 TMD & ASSOCIATES INC 08-06-2019 06-30-2019 45 146,410,000
3892 GEO CAPITAL GESTORA DE RECURSOS LTD 08-12-2019 06-30-2019 13 146,338,000
3893 PECAUT & CO 08-05-2019 06-30-2019 70 146,335,000
3894 WESTPORT ASSET MANAGEMENT INC 06-30-2019 06-30-2019 63 146,294,000
3895 LDR CAPITAL MANAGEMENT LLC 07-30-2019 06-30-2019 33 146,286,000
3896 HOWARD FINANCIAL SERVICES LTD 08-05-2019 06-30-2019 112 146,280,000
3897 PEAK CAPITAL MANAGEMENT LLC 04-01-2019 03-31-2019 28 146,107,000
3898 FINANCIAL ADVANTAGE INC 07-23-2019 06-30-2019 106 146,049,000
3899 PRINCETON GLOBAL ASSET MANAGEMENT LLC 03-31-2019 03-31-2019 359 146,015,000
3900 MONETTA FINANCIAL SERVICES INC 08-09-2019 06-30-2019 38 145,983,000
3901 MITCHELL MCLEOD PUGH & WILLIAMS INC 07-09-2019 06-30-2019 215 145,864,000
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