Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4001 WEALTH & PENSION SERVICES GROUP INC 06-30-2019 06-30-2019 121 137,477,000
4002 FRONT ROW ADVISORS LLC 08-27-2019 06-30-2019 1057 137,326,000
4003 SANTORI & PETERS INC 07-29-2019 06-30-2019 74 137,161,000
4004 SHOKER INVESTMENT COUNSEL INC 08-08-2019 06-30-2019 99 137,038,000
4005 PROVIDENCE FIRST TRUST CO 07-31-2019 06-30-2019 73 136,971,000
4006 HAMILTON WEALTH LLC 08-05-2019 06-30-2019 43 136,892,000
4007 OPES WEALTH MANAGEMENT LLC 04-25-2019 03-31-2019 37 136,841,000
4008 PROSPERITY CAPITAL MANAGEMENT LTD 08-12-2019 06-30-2019 2 136,746,000
4009 STONEHEARTH CAPITAL MANAGEMENT LLC 07-10-2019 06-30-2019 54 136,722,000
4010 O'BRIEN WEALTH PARTNERS LLC 07-08-2019 06-30-2019 38 136,709,000
4011 PORTLAND HILL ASSET MANAGEMENT LTD 08-01-2019 06-30-2019 19 136,670,000
4012 MARINO STRAM & ASSOCIATES LLC 07-19-2019 06-30-2019 79 136,512,000
4013 BALDRIGE ASSET MANAGEMENT LLC 07-18-2019 06-30-2019 83 136,209,000
4014 STEEL CANYON CAPITAL LLC 08-08-2019 06-30-2019 20 136,192,000
4015 FOSTER VICTOR WEALTH ADVISORS LLC 07-12-2019 06-30-2019 104 136,178,000
4016 NIEMANN CAPITAL MANAGEMENT INC 07-29-2019 06-30-2019 16 136,071,000
4017 AVONDALE WEALTH MANAGEMENT 07-26-2019 06-30-2019 114 135,973,000
4018 ARCHETYPE WEALTH PARTNERS LLC 08-12-2019 06-30-2019 50 135,945,000
4019 PROFIT INVESTMENT MANAGEMENT LLC 07-11-2019 06-30-2019 73 135,810,000
4020 OAKCLIFF CAPITAL PARTNERS LP 08-14-2019 06-30-2019 10 135,704,000
4021 RV CAPITAL GMBH 08-09-2019 06-30-2019 4 135,635,000
4022 BP CAPITAL FUND ADVISORS LLC 08-14-2019 06-30-2019 41 135,615,000
4023 SQUAR MILNER FINANCIAL SERVICES LLC 04-25-2019 03-31-2019 845 135,587,000
4024 BOYAR ASSET MANAGEMENT INC 07-29-2019 06-30-2019 71 135,394,000
4025 OMEGA FINANCIAL GROUP LLC 08-01-2019 06-30-2019 61 135,386,000
4026 LBJ FAMILY WEALTH ADVISORS LTD 07-18-2019 06-30-2019 19 135,332,000
4027 WESTERN STANDARD LLC 08-12-2019 06-30-2019 39 135,322,000
4028 CRYSTAL ROCK CAPITAL MANAGEMENT 08-01-2019 06-30-2019 34 135,319,000
4029 ICM ASSET MANAGEMENT INC/WA 07-29-2019 06-30-2019 39 134,775,000
4030 IMS CAPITAL MANAGEMENT 08-14-2019 06-30-2019 123 134,732,000
4031 GUINNESS ATKINSON ASSET MANAGEMENT INC 07-26-2019 06-30-2019 64 134,672,000
4032 LARSON FINANCIAL GROUP LLC 06-30-2019 06-30-2019 575 134,596,000
4033 COLORADO CAPITAL MANAGEMENT INC 07-11-2019 06-30-2019 84 134,525,000
4034 ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC 07-23-2019 06-30-2019 169 134,504,000
4035 EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS LLC 07-01-2019 06-30-2019 32 134,490,000
4036 SCW CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 10 134,480,000
4037 PDS PLANNING INC 08-14-2019 06-30-2019 94 134,456,000
4038 III CAPITAL MANAGEMENT 07-23-2019 06-30-2019 44 134,440,000
4039 FLUENT FINANCIAL LLC 07-29-2019 06-30-2019 54 134,270,000
4040 SMITH THOMAS W 05-15-2019 03-31-2019 10 134,225,000
4041 PAULSON WEALTH MANAGEMENT INC 07-29-2019 06-30-2019 106 134,186,000
4042 ALLSQUARE WEALTH MANAGEMENT LLC 08-13-2019 06-30-2019 474 134,170,000
4043 WESPAC ADVISORS LLC 07-23-2019 06-30-2019 106 134,070,000
4044 S SQUARED TECHNOLOGY LLC 08-12-2019 06-30-2019 40 134,024,000
4045 VIRGINIA NATIONAL BANK 07-05-2019 06-30-2019 154 133,980,000
4046 RIVER & MERCANTILE LLC 07-25-2019 06-30-2019 21 133,954,000
4047 O'KEEFE STEVENS ADVISORY INC 07-08-2019 12-31-2018 39 111,129,000
4048 FIRST CAPITAL ADVISORS GROUP LLC 02-07-2019 12-31-2018 158 133,502,000
4049 WINTHROP PARTNERS - WNY LLC 08-19-2019 06-30-2019 226 133,463,940
4050 OGBORNE CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 13 133,459,000
4051 SHAKESPEARE WEALTH MANAGEMENT INC 05-10-2019 03-31-2019 42 133,385,000
Debug Info- Version: 2.1