Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4001 QUANTRES ASSET MANAGEMENT LTD 04-11-2019 03-31-2019 144 137,932,000
4002 TIEMANN INVESTMENT ADVISORS LLC 08-13-2019 06-30-2019 185 137,820,000
4003 CORBENIC PARTNERS LLC 01-13-2020 12-31-2019 183 137,754,000
4004 NORWAY SAVINGS BANK 01-14-2020 12-31-2019 358 137,730,000
4005 FIRST FINANCIAL CORP /IN/ 01-15-2020 12-31-2019 511 137,484,000
4006 INVESTMENT COUNSEL INC 11-14-2019 09-30-2019 54 137,463,000
4007 BISHOP & CO INVESTMENT MANAGEMENT LLC 11-04-2019 09-30-2019 25 137,442,000
4008 GARNER ASSET MANAGEMENT CORP 10-29-2019 09-30-2019 146 137,378,000
4009 M3F INC 11-12-2019 09-30-2019 35 137,236,000
4010 KRUEGER & CATALANO CAPITAL PARTNERS LLC 10-21-2019 09-30-2019 85 137,199,000
4011 FLORIN COURT CAPITAL LLP 11-04-2019 09-30-2019 26 137,118,000
4012 INVESTMENT PARTNERS LTD 10-16-2019 09-30-2019 146 137,036,000
4013 OMNIA FAMILY WEALTH LLC 11-12-2019 09-30-2019 87 137,022,000
4014 WOLFF FINANCIAL MANAGEMENT LLC 10-28-2019 09-30-2019 80 137,014,000
4015 BAUGH & ASSOCIATES LLC 01-08-2020 12-31-2019 41 136,996,000
4016 STONE HOUSE INVESTMENT MANAGEMENT LLC 01-07-2020 12-31-2019 27 136,955,000
4017 SMITH THOMAS W 11-14-2019 09-30-2019 10 136,933,000
4018 LFA - LUGANO FINANCIAL ADVISORS SA 01-10-2020 12-31-2019 135 136,883,000
4019 UNITED CAPITAL MANAGEMENT OF KS INC 10-11-2019 09-30-2019 105 136,838,000
4020 STERLING INVESTMENT MANAGEMENT INC 10-23-2019 09-30-2019 61 136,823,000
4021 LANDAAS & CO /WI /ADV 10-30-2019 09-30-2019 57 136,795,000
4022 FIRST CITY CAPITAL MANAGEMENT INC 11-13-2019 09-30-2019 135 136,733,000
4023 SHEPHERD KAPLAN KROCHUK LLC 11-12-2019 09-30-2019 160 136,729,000
4024 SEQUENT ASSET MANAGEMENT LLC 10-09-2019 09-30-2019 52 136,548,000
4025 GS INVESTMENTS INC 11-01-2019 09-30-2019 118 136,523,771
4026 DAVIS-REA LTD 10-28-2019 09-30-2019 45 136,522,000
4027 SMITH CAPITAL MANAGEMENT INC /AR/ADV 11-11-2019 09-30-2019 79 136,499,000
4028 CRYSTAL ROCK CAPITAL MANAGEMENT 11-05-2019 09-30-2019 31 136,305,000
4029 POEHLING CAPITAL MANAGEMENT LLC 11-01-2019 09-30-2019 99 136,302,000
4030 SELWAY ASSET MANAGEMENT 10-24-2019 09-30-2019 68 136,214,000
4031 ANSON FUNDS MANAGEMENT LP 11-14-2019 09-30-2019 33 136,171,000
4032 ARCHETYPE WEALTH PARTNERS LLC 08-12-2019 06-30-2019 50 135,945,000
4033 CENTERPOINT ADVISORS LLC 01-14-2020 12-31-2019 286 135,779,000
4034 NKCFO LLC 10-31-2019 09-30-2019 94 135,678,000
4035 BLACK DIAMOND FINANCIAL LLC 10-23-2019 09-30-2019 71 135,641,000
4036 EMERSON WEALTH MANAGEMENT LLC 09-30-2019 09-30-2019 22 135,543,000
4037 SJA FINANCIAL ADVISORY LLC 10-30-2019 09-30-2019 45 135,346,000
4038 ORLEANS CAPITAL MANAGEMENT CORP/LA 11-15-2019 09-30-2019 80 135,046,000
4039 ALLSQUARE WEALTH MANAGEMENT LLC 11-06-2019 09-30-2019 466 135,037,000
4040 SEARCY FINANCIAL SERVICES INC /ADV 10-15-2019 09-30-2019 16 134,981,000
4041 UNITED BANK 09-30-2019 09-30-2019 77 134,916,000
4042 WEIL COMPANY INC 11-13-2019 09-30-2019 383 134,637,000
4043 BIRCH GROVE CAPITAL LP 11-14-2019 09-30-2019 29 134,632,000
4044 GREYTOWN ADVISORS INC 11-14-2019 09-30-2019 68 134,608,000
4045 MANGHAM ASSOCIATESLLC 10-30-2019 09-30-2019 1 134,587,000
4046 III CAPITAL MANAGEMENT 07-23-2019 06-30-2019 44 134,440,000
4047 IRON FINANCIAL LLC 10-21-2019 09-30-2019 100 134,273,000
4048 FLUENT FINANCIAL LLC 07-29-2019 06-30-2019 54 134,270,000
4049 ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC 10-21-2019 09-30-2019 168 134,244,000
4050 WESPAC ADVISORS LLC 07-23-2019 06-30-2019 106 134,070,000
4051 IRONWOOD WEALTH MANAGEMENT LLC 10-04-2019 09-30-2019 55 134,052,000
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