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
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