Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3901 MITCHELL MCLEOD PUGH & WILLIAMS INC 07-09-2019 06-30-2019 215 145,864,000
3902 GRAYBILL BARTZ & ASSOC LTD 07-25-2019 06-30-2019 50 145,772,000
3903 AIMZ INVESTMENT ADVISORS LLC 05-14-2019 03-31-2019 99 145,701,000
3904 SECOND CURVE CAPITAL LLC 08-14-2019 06-30-2019 21 145,644,000
3905 TRINITY LEGACY PARTNERS LLC 08-13-2019 06-30-2019 61 145,534,000
3906 STONEPINE CAPITAL MANAGEMENT LLC 08-12-2019 06-30-2019 25 145,241,000
3907 AUGUSTINE ASSET MANAGEMENT INC 08-05-2019 06-30-2019 66 145,220,000
3908 MORGENS WATERFALL VINTIADIS & CO INC 08-14-2019 06-30-2019 55 145,191,000
3909 MENLO ADVISORS LLC 07-17-2019 06-30-2019 39 145,147,000
3910 TOLLESON WEALTH MANAGEMENT INC 08-13-2019 06-30-2019 46 145,111,000
3911 AMERICAN ASSET MANAGEMENT INC 07-31-2019 06-30-2019 114 145,089,000
3912 KNIGHTSBRIDGE ASSET MANAGEMENT LLC 08-14-2019 06-30-2019 28 145,084,000
3913 SAGIL CAPITAL LLP 08-07-2019 06-30-2019 27 144,947,000
3914 CABOT-WELLINGTON LLC 08-19-2019 06-30-2019 9 144,923,000
3915 ATLAS BROWNINC 07-24-2019 06-30-2019 150 144,725,000
3916 SEMMAX FINANCIAL ADVISORS INC 05-06-2019 03-31-2019 481 144,701,000
3917 COHEN LAWRENCE B 08-01-2019 06-30-2019 110 144,517,000
3918 CROWN ADVISORS MANAGEMENT INC 08-08-2019 06-30-2019 45 144,490,000
3919 SAGE CAPITAL ADVISORSLLC 07-31-2019 06-30-2019 98 144,478,000
3920 RDL FINANCIAL INC 07-16-2019 06-30-2019 83 144,450,000
3921 SONATA CAPITAL GROUP INC 08-05-2019 06-30-2019 105 144,431,000
3922 PALISADES HUDSON ASSET MANAGEMENT LP 07-30-2019 06-30-2019 106 144,366,000
3923 MARLOWE PARTNERS LP 05-14-2019 03-31-2019 11 144,213,000
3924 RHO CAPITAL PARTNERS INC 08-12-2019 06-30-2019 5 144,163,000
3925 REGAL WEALTH GROUP INC 07-18-2019 06-30-2019 172 144,130,000
3926 ADW CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 4 143,964,000
3927 KAIZEN ADVISORY LLC 02-15-2019 12-31-2018 704 143,947,000
3928 JRM INVESTMENT COUNSEL LLC 08-06-2019 06-30-2019 27 143,784,000
3929 22NW LP 05-15-2019 03-31-2019 41 143,634,000
3930 ADDISON CAPITAL CO 07-11-2019 06-30-2019 123 143,449,000
3931 BAIN CAPITAL CREDIT LP 08-14-2019 06-30-2019 18 143,421,000
3932 WUNDERLICH CAPITAL MANAGEMNT 05-15-2019 03-31-2019 85 143,364,000
3933 MERIDIAN WEALTH ADVISORS LLC 08-08-2019 06-30-2019 130 143,362,000
3934 BIGSUR WEALTH MANAGEMENT LLC 07-05-2019 06-30-2019 100 143,327,000
3935 ADIRONDACK TRUST CO 07-15-2019 06-30-2019 454 143,305,000
3936 OPTIFOUR INTEGRATED WEALTH MANAGEMENT LLC 08-06-2019 06-30-2019 78 143,208,000
3937 MINICHMACGREGOR WEALTH MANAGEMENT LLC 08-01-2019 06-30-2019 47 143,095,000
3938 ARIES WEALTH MANAGEMENT 07-12-2019 06-30-2019 159 143,050,000
3939 PERKINS CAPITAL MANAGEMENT INC 08-09-2019 06-30-2019 110 142,800,000
3940 TOWERPOINT WEALTH LLC 08-07-2019 06-30-2019 57 142,653,000
3941 LCNB CORP 08-01-2019 06-30-2019 143 142,425,000
3942 RIVERVIEW TRUST CO 07-12-2019 06-30-2019 269 142,351,000
3943 ALDEBARAN FINANCIAL INC 04-23-2019 03-31-2019 102 142,203,000
3944 HAVENS ADVISORS LLC 07-08-2019 06-30-2019 30 142,152,000
3945 EMORY UNIVERSITY 08-14-2019 06-30-2019 46 142,070,000
3946 PRIVATE CAPITAL MANAGEMENT LLC 07-18-2019 06-30-2019 99 142,036,000
3947 1 NORTH WEALTH SERVICES LLC 05-08-2019 03-31-2019 343 141,878,000
3948 AXEL CAPITAL MANAGEMENT LLC 08-07-2019 06-30-2019 17 141,860,000
3949 HCSF MANAGEMENT LLC 05-15-2019 03-31-2019 11 141,849,000
3950 HARBOUR INVESTMENT MANAGEMENT LLC 07-26-2019 06-30-2019 69 141,705,000
3951 MARSHALL & SULLIVAN INC /WA/ 06-30-2019 06-30-2019 41 141,572,000
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