Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3951 RIDGEWOOD INVESTMENTS LLC 01-14-2020 12-31-2019 199 141,187,000
3952 INSIGHT 2811 INC 10-31-2019 09-30-2019 82 141,094,000
3953 NEWDAY SOLUTIONS LLC 11-05-2019 09-30-2019 56 141,062,000
3954 SIB LLC 10-10-2019 09-30-2019 24 141,048,000
3955 LIPE & DALTON 11-07-2019 09-30-2019 106 140,952,000
3956 HOEY INVESTMENTS INC 01-10-2020 12-31-2019 163 140,907,000
3957 HARBOUR INVESTMENT MANAGEMENT LLC 11-08-2019 09-30-2019 69 140,892,000
3958 Q GLOBAL ADVISORS LLC 11-14-2019 09-30-2019 32 140,786,000
3959 TAYLOR HOFFMAN WEALTH MANAGEMENT 11-04-2019 09-30-2019 428 140,751,000
3960 HILL WINDS CAPITAL LP 11-05-2019 09-30-2019 26 140,684,000
3961 HAMILTON WEALTH LLC 10-16-2019 09-30-2019 39 140,660,000
3962 URSA FUND MANAGEMENT LLC 11-14-2019 09-30-2019 14 140,636,000
3963 INDEPENDENCE BANK OF KENTUCKY 10-21-2019 09-30-2019 365 140,531,000
3964 ACCESS FINANCIAL SERVICES INC 11-01-2019 09-30-2019 70 140,459,000
3965 BONTEMPO OHLY CAPITAL MGMT LLC 11-14-2019 09-30-2019 30 140,458,000
3966 MADDEN ADVISORY SERVICES INC 11-01-2019 09-30-2019 75 140,361,000
3967 FRONT ROW ADVISORS LLC 11-08-2019 09-30-2019 941 140,317,000
3968 ABBOT FINANCIAL MANAGEMENT INC 11-13-2019 09-30-2019 137 140,115,000
3969 ERN FINANCIAL LLC 11-07-2019 09-30-2019 58 140,098,000
3970 ELIOT FINKEL INVESTMENT COUNSEL LLC 11-13-2019 09-30-2019 34 140,043,000
3971 O'BRIEN WEALTH PARTNERS LLC 01-07-2020 12-31-2019 44 139,986,000
3972 MITTLEMAN BROTHERS LLC 11-12-2019 09-30-2019 7 139,938,000
3973 GARLAND CAPITAL MANAGEMENT INC 10-10-2019 09-30-2019 34 139,882,000
3974 SOF LTD 11-14-2019 09-30-2019 1 139,832,000
3975 COORDINATING INVESTMENT FIDUCIARY OF RAYTHEON MASTER PENSION TRUST 05-01-2019 03-31-2019 4 139,636,000
3976 SEVEN POST INVESTMENT OFFICE LP 11-06-2019 09-30-2019 25 139,615,000
3977 SAGIL CAPITAL LLP 11-13-2019 09-30-2019 29 139,610,000
3978 INVESCO SENIOR SECURED MANAGEMENT INC /ADV 11-14-2019 09-30-2019 19 139,573,000
3979 RV CAPITAL GMBH 11-14-2019 09-30-2019 4 139,540,000
3980 ELWOOD & GOETZ WEALTH ADVISORY GROUP LLC 01-13-2020 12-31-2019 30 139,341,000
3981 WESTPORT ASSET MANAGEMENT INC 09-30-2019 09-30-2019 63 139,313,000
3982 VALTINSON BRUNER FINANCIAL PLANNING LLC 01-07-2020 12-31-2019 75 139,310,000
3983 MIRSKY FINANCIAL MANAGEMENT CORP 10-09-2019 09-30-2019 35 139,298,000
3984 NEW ENGLAND GUILD WEALTH ADVISORS INC 01-06-2020 12-31-2019 57 139,294,000
3985 SHOKER INVESTMENT COUNSEL INC 11-05-2019 09-30-2019 97 139,281,000
3986 MONETTA FINANCIAL SERVICES INC 11-12-2019 09-30-2019 37 139,196,000
3987 BENSON INVESTMENT MANAGEMENT COMPANY INC 10-17-2019 09-30-2019 60 139,088,000
3988 TCG ADVISORS LP 11-13-2019 09-30-2019 119 139,056,000
3989 STRATEGIC WEALTH MANAGEMENT GROUP LLC 10-15-2019 09-30-2019 84 139,038,000
3990 WEALTHBRIDGE CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 123 138,896,000
3991 FORESIGHT WEALTH MANAGEMENT LLC 10-24-2019 09-30-2019 211 138,679,000
3992 WINNING POINTS ADVISORS LLC 11-14-2019 09-30-2019 71 138,628,000
3993 UNISON ADVISORS LLC 01-08-2020 12-31-2019 165 138,586,000
3994 ACUTA CAPITAL PARTNERS LLC 11-13-2019 09-30-2019 31 138,544,000
3995 CITO CAPITAL GROUP LLC 11-14-2019 09-30-2019 134 138,411,000
3996 HARVEY PARTNERS LLC 11-14-2019 09-30-2019 29 138,365,000
3997 CALIFORNIA CAPITAL ADVISORS INC 10-16-2019 09-30-2019 34 138,259,000
3998 TAYLOR FRIGON CAPITAL MANAGEMENT LLC 11-01-2019 09-30-2019 84 138,206,000
3999 WEALTH & PENSION SERVICES GROUP INC 11-19-2019 09-30-2019 121 138,081,000
4000 NIEMANN CAPITAL MANAGEMENT INC 11-04-2019 09-30-2019 12 137,946,000
4001 QUANTRES ASSET MANAGEMENT LTD 04-11-2019 03-31-2019 144 137,932,000
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