Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3901 COWBIRD CAPITAL LP 11-14-2019 09-30-2019 13 147,991,000
3902 GEO CAPITAL GESTORA DE RECURSOS LTD 11-12-2019 09-30-2019 16 147,969,000
3903 WINTHROP PARTNERS - WNY LLC 10-28-2019 09-30-2019 290 147,960,695
3904 HAMILTON WEALTH LLC 01-17-2020 12-31-2019 42 147,865,000
3905 OAKCLIFF CAPITAL PARTNERS LP 11-14-2019 09-30-2019 11 147,822,000
3906 MALAGA COVE CAPITAL LLC 10-30-2019 09-30-2019 146 147,774,000
3907 GRAMERCY FUNDS MANAGEMENT LLC 11-14-2019 09-30-2019 15 147,709,000
3908 YAUPON CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 37 147,565,000
3909 SONATA CAPITAL GROUP INC 11-01-2019 09-30-2019 107 147,557,000
3910 CLOVERDALE CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 16 147,534,000
3911 GARNER ASSET MANAGEMENT CORP 01-17-2020 12-31-2019 146 147,530,000
3912 OLD NORTH STATE TRUST LLC 10-09-2019 09-30-2019 401 147,512,000
3913 VALUEWORKS LLC 11-18-2019 09-30-2019 34 147,317,000
3914 GSB WEALTH MANAGEMENT LLC 11-07-2019 09-30-2019 4986 147,265,000
3915 BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS 10-24-2019 09-30-2019 250 147,224,000
3916 TOWERPOINT WEALTH LLC 11-01-2019 09-30-2019 84 147,213,000
3917 HORIZON INVESTMENT SERVICES LLC 08-13-2019 06-30-2019 89 147,165,000
3918 ELM ADVISORS LLC 10-10-2019 09-30-2019 86 147,060,000
3919 NEW WORLD ADVISORS LLC 11-05-2019 09-30-2019 23 146,940,000
3920 SAMSARA BIOCAPITAL LLC 11-14-2019 09-30-2019 18 146,926,000
3921 PRIVATE WEALTH ADVISORS LLC 11-12-2019 09-30-2019 74 153,485,000
3922 WESTBOURNE INVESTMENT ADVISORS INC 01-23-2020 12-31-2019 93 146,793,000
3923 GREAT POINT WEALTH ADVISORS LLC 10-17-2019 09-30-2019 41 146,768,000
3924 FINANCIAL ADVANTAGE INC 10-23-2019 09-30-2019 152 146,747,000
3925 RBA WEALTH MANAGEMENT LLC 01-08-2020 12-31-2019 100 146,740,000
3926 CCG WEALTH MANAGEMENT LLC 11-13-2019 09-30-2019 84 146,651,000
3927 HIGHVISTA STRATEGIES LLC 11-14-2019 09-30-2019 126 146,506,000
3928 RIVER & MERCANTILE LLC 11-12-2019 09-30-2019 20 146,488,000
3929 TMD & ASSOCIATES INC 08-06-2019 06-30-2019 45 146,410,000
3930 DAVIS-REA LTD 01-24-2020 12-31-2019 47 146,349,000
3931 LDR CAPITAL MANAGEMENT LLC 07-30-2019 06-30-2019 33 146,286,000
3932 HOWARD FINANCIAL SERVICES LTD 08-05-2019 06-30-2019 112 146,280,000
3933 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 01-08-2020 12-31-2019 85 146,198,000
3934 COUGAR GLOBAL INVESTMENTS LTD 01-17-2020 12-31-2019 19 146,148,000
3935 PENINSULA ASSET MANAGEMENT INC 11-15-2019 09-30-2019 87 146,122,000
3936 DEANE RETIREMENT STRATEGIES INC 01-15-2020 12-31-2019 64 146,082,000
3937 MARSHALL & SULLIVAN INC /WA/ 01-14-2020 12-31-2019 38 146,068,000
3938 LLR WALNUT LP 11-13-2019 09-30-2019 2 146,029,000
3939 WALNUT PRIVATE EQUITY PARTNERS LLC 01-02-2020 12-31-2019 22 146,001,000
3940 EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS LLC 01-02-2020 12-31-2019 35 145,870,000
3941 NEW VERNON CAPITAL HOLDINGS II LLC 11-13-2019 09-30-2019 21 145,762,000
3942 CENTERSTONE INVESTORS LLC 11-13-2019 09-30-2019 26 145,606,000
3943 STRATEGIC BLUEPRINT LLC 01-10-2020 12-31-2019 91 145,585,000
3944 WUNDERLICH CAPITAL MANAGEMNT 11-15-2019 09-30-2019 82 145,518,000
3945 KNUFF & CO LLC 11-05-2019 09-30-2019 182 145,493,000
3946 RICHMOND HILL INVESTMENTS LLC 08-14-2019 06-30-2019 8 145,475,000
3947 OPTIFOUR INTEGRATED WEALTH MANAGEMENT LLC 01-16-2020 12-31-2019 75 145,456,000
3948 IMS CAPITAL MANAGEMENT 01-15-2019 12-31-2019 133 145,415,000
3949 RDL FINANCIAL INC 10-18-2019 09-30-2019 75 145,350,000
3950 AMERICAN ASSET MANAGEMENT INC 10-28-2019 09-30-2019 111 145,242,000
3951 AIMZ INVESTMENT ADVISORS LLC 09-30-2019 09-30-2019 98 145,238,000
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