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 |