Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3951 HCSF MANAGEMENT LLC 05-15-2019 03-31-2019 11 141,849,000
3952 HARBOUR INVESTMENT MANAGEMENT LLC 07-26-2019 06-30-2019 69 141,705,000
3953 MARSHALL & SULLIVAN INC /WA/ 06-30-2019 06-30-2019 41 141,572,000
3954 BRANDYWINE TRUST CO 08-13-2019 06-30-2019 39 141,563,000
3955 SHAMROCK ASSET MANAGEMENT LLC 08-05-2019 06-30-2019 248 141,372,000
3956 MARTIN CAPITAL PARTNERS LLC 08-12-2019 06-30-2019 50 141,354,000
3957 PENINSULA ASSET MANAGEMENT INC 08-15-2019 06-30-2019 87 141,310,000
3958 NEW WORLD ADVISORS LLC 05-14-2019 03-31-2019 133 141,266,000
3959 TAYLOR FRIGON CAPITAL MANAGEMENT LLC 07-17-2019 06-30-2019 86 141,190,000
3960 MIRAMAR CAPITAL LLC 08-08-2019 06-30-2019 61 141,143,000
3961 ANTIPODEAN ADVISORS LLC 05-14-2019 03-31-2019 9 140,785,000
3962 GARLAND CAPITAL MANAGEMENT INC 07-24-2019 06-30-2019 34 140,716,000
3963 HUTNER CAPITAL MANAGEMENT INC 08-07-2019 06-30-2019 42 140,588,000
3964 VAN STRUM & TOWNE INC 06-30-2019 06-30-2019 70 140,554,000
3965 NUMEN CAPITAL LLP 08-09-2019 06-30-2019 12 140,549,000
3966 KNUFF & CO LLC 08-08-2019 06-30-2019 121 140,526,000
3967 STEGINSKY CAPITAL LLC 05-09-2019 03-31-2019 8 140,502,000
3968 AMS CAPITAL LTDA 8-1-2019 06-30-2019 18 140,494,000
3969 MURPHY MIDDLETON HINKLE & PARKER INC 07-12-2019 06-30-2019 128 140,453,000
3970 LANDAAS & CO /WI /ADV 07-29-2019 06-30-2019 57 140,343,000
3971 ENCAP ENERGY CAPITAL FUND VIII LP 08-13-2019 06-30-2019 3 140,294,000
3972 DEANE RETIREMENT STRATEGIES INC 10-18-2019 09-30-2019 48 140,207,000
3973 0 0
3974 CCG WEALTH MANAGEMENT LLC 08-05-2019 06-30-2019 69 140,015,000
3975 OPES ADVISORS INC 01-31-2019 12-31-2018 43 139,976,000
3976 LIPE & DALTON 07-24-2019 06-30-2019 100 139,891,000
3977 COORDINATING INVESTMENT FIDUCIARY OF RAYTHEON MASTER PENSION TRUST 05-01-2019 03-31-2019 4 139,636,000
3978 ADIRONDACK RESEARCH & MANAGEMENT INC 08-05-2019 06-30-2019 100 139,494,000
3979 INVESTMENT PARTNERS LTD 07-30-2019 06-30-2019 151 139,488,000
3980 INDEX VENTURE GROWTH ASSOCIATES I LTD 08-14-2019 06-30-2019 2 139,326,000
3981 FIRST CITY CAPITAL MANAGEMENT INC 05-13-2019 03-31-2019 141 139,120,000
3982 BISHOP & CO INVESTMENT MANAGEMENT LLC 08-08-2019 06-30-2019 24 139,071,000
3983 INSIGHT 2811 INC 07-09-2019 06-30-2019 96 138,866,000
3984 SEQUENT ASSET MANAGEMENT LLC 07-31-2019 06-30-2019 54 138,541,000
3985 CLARUS WEALTH ADVISORS 07-24-2019 06-30-2019 600 138,353,000
3986 ARJUNA CAPITAL 08-08-2019 06-30-2019 92 138,305,000
3987 NEW VERNON CAPITAL HOLDINGS II LLC 08-14-2019 06-30-2019 17 138,278,000
3988 ADVOCACY WEALTH MANAGEMENT SERVICES LLC 07-05-2019 06-30-2019 179 138,225,000
3989 MANGHAM ASSOCIATESLLC 08-13-2019 06-30-2019 1 138,148,000
3990 NEWDAY SOLUTIONS LLC 08-14-2019 06-30-2019 58 138,141,000
3991 JVL ADVISORS LLC 08-12-2019 06-30-2019 12 138,042,000
3992 BONTEMPO OHLY CAPITAL MGMT LLC 08-13-2019 06-30-2019 29 138,022,000
3993 OLD NORTH STATE TRUST LLC 07-16-2019 06-30-2019 355 138,006,000
3994 ABBOT FINANCIAL MANAGEMENT INC 08-08-2019 06-30-2019 132 137,957,000
3995 QUANTRES ASSET MANAGEMENT LTD 04-11-2019 03-31-2019 144 137,932,000
3996 TIEMANN INVESTMENT ADVISORS LLC 08-13-2019 06-30-2019 185 137,820,000
3997 CHEYNE CAPITAL MANAGEMENT (UK) LLP 08-07-2019 06-30-2019 42 137,804,000
3998 WEALTH ADVISORS OF TAMPA BAY LLC 07-23-2019 06-30-2019 72 137,791,000
3999 WALNUT PRIVATE EQUITY PARTNERS LLC 07-03-2019 06-30-2019 21 137,664,000
4000 HARTREE PARTNERS LP 08-06-2019 06-30-2019 32 137,553,760
4001 WEALTH & PENSION SERVICES GROUP INC 06-30-2019 06-30-2019 121 137,477,000
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