Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3851 SHAKER INVESTMENTS LLC/OH 08-07-2019 06-30-2019 85 150,215,000
3852 MAVEN SECURITIES LTD 08-13-2019 06-30-2019 80 150,162,000
3853 BUTENSKY & COHEN FINANCIAL SECURITY INC 07-12-2019 06-30-2019 83 150,049,000
3854 ALDEBARAN FINANCIAL INC 10-18-2019 09-30-2019 93 149,818,000
3855 FRISCH FINANCIAL GROUP INC 08-08-2019 06-30-2019 98 149,390,000
3856 SAWYER & COMPANY INC 07-23-2019 06-30-2019 177 149,390,000
3857 SCP INVESTMENT LP 05-14-2019 03-31-2019 62 149,379,000
3858 PELOTON WEALTH STRATEGISTS 08-12-2019 06-30-2019 67 149,352,000
3859 POEHLING CAPITAL MANAGEMENT LLC 08-09-2019 06-30-2019 103 149,245,000
3860 NEXT CAPITAL MANAGEMENT LLC 07-29-2019 06-30-2019 882 149,215,000
3861 HERITAGE WAY ADVISORS LLC 05-09-2019 03-31-2019 57 149,160,000
3862 SELWAY ASSET MANAGEMENT 07-30-2019 06-30-2019 72 149,153,000
3863 GLOBAL TRUST ASSET MANAGEMENT LLC 07-23-2019 06-30-2019 541 149,149,000
3864 ALLIED INVESTMENT ADVISORS LLC 07-16-2019 06-30-2019 48 149,087,000
3865 SV HEALTH INVESTORS LLC 08-14-2019 06-30-2019 9 148,982,000
3866 ROMAN BUTLER FULLERTON & CO 07-22-2019 06-30-2019 172 148,842,000
3867 CARBONADO CAPITAL 02-14-2019 12-31-2018 10 148,746,000
3868 LEONARD RICKEY INVESTMENT ADVISORS PLLC 07-10-2019 06-30-2019 77 148,677,000
3869 TRUVESTMENTS CAPITAL LLC 07-12-2019 06-30-2019 720 148,632,000
3870 OGOREK ANTHONY JOSEPH /NY/ /ADV 07-15-2019 06-30-2019 165 148,399,000
3871 RICE PARTNERSHIP LLC 07-23-2019 06-30-2019 100 148,359,000
3872 REAL ESTATE MANAGEMENT SERVICES LLC 07-11-2019 06-30-2019 30 148,297,000
3873 ONE FIN CAPITAL MANAGEMENT LP 05-14-2019 03-31-2019 20 148,231,000
3874 LANTZ FINANCIAL LLC 10-18-2019 09-30-2019 125 148,184,000
3875 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 07-09-2019 06-30-2019 146 148,161,000
3876 RUDMAN ERROL M 05-15-2019 03-31-2019 28 148,096,000
3877 MIRAMAR CAPITAL LLC 10-22-2019 09-30-2019 58 148,077,000
3878 JCSD CAPITAL LLC 08-07-2019 06-30-2019 57 148,066,000
3879 MOKOSAK ADVISORY GROUP LLC 07-15-2019 06-30-2019 22 148,064,000
3880 AYALON HOLDINGS LTD 07-17-2019 06-30-2019 108 147,968,000
3881 MONEYWISE INC 07-17-2019 06-30-2019 42 147,938,000
3882 LEGACY ADVISORS LLC 07-15-2019 06-30-2019 373 147,919,000
3883 MINICHMACGREGOR WEALTH MANAGEMENT LLC 10-21-2019 09-30-2019 51 147,817,000
3884 COUGAR GLOBAL INVESTMENTS LTD 07-12-2019 06-30-2019 19 147,736,000
3885 NORTH RUN CAPITAL LP 08-14-2019 06-30-2019 26 147,481,000
3886 SEVEN POST INVESTMENT OFFICE LP 08-12-2019 06-30-2019 22 147,392,000
3887 NEW ENGLAND RESEARCH & MANAGEMENT INC 07-09-2019 06-30-2019 163 147,382,000
3888 HORIZON INVESTMENT SERVICES LLC 08-13-2019 06-30-2019 89 147,165,000
3889 RIGGS ASSET MANAGMENT CO INC 05-03-2019 03-31-2019 259 147,063,000
3890 PARISI GRAY WEALTH MANAGEMENT 07-18-2019 06-30-2019 101 146,941,000
3891 PARK CIRCLE CO 08-05-2019 06-30-2019 85 146,866,000
3892 PEAK CAPITAL MANAGEMENT LLC 08-07-2019 06-30-2019 24 146,845,000
3893 GLEN POINT CAPITAL LLP 08-14-2019 06-30-2019 7 146,812,000
3894 BRONSON POINT MANAGEMENT LLC 05-15-2019 03-31-2019 34 146,750,000
3895 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 07-24-2019 06-30-2019 118 146,626,000
3896 CORNELL POCHILY INVESTMENT ADVISORS INC 04-18-2019 03-31-2019 128 146,523,000
3897 ELM ADVISORS LLC 07-03-2019 06-30-2019 85 146,500,000
3898 MARK SHEPTOFF FINANCIAL PLANNING LLC 08-12-2019 06-30-2019 360 146,474,000
3899 TMD & ASSOCIATES INC 08-06-2019 06-30-2019 45 146,410,000
3900 GEO CAPITAL GESTORA DE RECURSOS LTD 08-12-2019 06-30-2019 13 146,338,000
3901 PECAUT & CO 08-05-2019 06-30-2019 70 146,335,000
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