Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4051 | STERLING INVESTMENT MANAGEMENT INC | 10-23-2019 | 09-30-2019 | 61 | 136,823,000 |
| 4052 | LANDAAS & CO /WI /ADV | 10-30-2019 | 09-30-2019 | 57 | 136,795,000 |
| 4053 | FIRST CITY CAPITAL MANAGEMENT INC | 11-13-2019 | 09-30-2019 | 135 | 136,733,000 |
| 4054 | SHEPHERD KAPLAN KROCHUK LLC | 11-12-2019 | 09-30-2019 | 160 | 136,729,000 |
| 4055 | GS INVESTMENTS INC | 11-01-2019 | 09-30-2019 | 118 | 136,523,771 |
| 4056 | SMITH CAPITAL MANAGEMENT INC /AR/ADV | 11-11-2019 | 09-30-2019 | 79 | 136,499,000 |
| 4057 | CRYSTAL ROCK CAPITAL MANAGEMENT | 11-05-2019 | 09-30-2019 | 31 | 136,305,000 |
| 4058 | POEHLING CAPITAL MANAGEMENT LLC | 11-01-2019 | 09-30-2019 | 99 | 136,302,000 |
| 4059 | ANSON FUNDS MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 33 | 136,171,000 |
| 4060 | ARCHETYPE WEALTH PARTNERS LLC | 08-12-2019 | 06-30-2019 | 50 | 135,945,000 |
| 4061 | SIB LLC | 01-17-2020 | 12-31-2019 | 24 | 135,918,000 |
| 4062 | CENTERPOINT ADVISORS LLC | 01-14-2020 | 12-31-2019 | 286 | 135,779,000 |
| 4063 | BLACK DIAMOND FINANCIAL LLC | 10-23-2019 | 09-30-2019 | 71 | 135,641,000 |
| 4064 | GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 01-22-2020 | 12-31-2019 | 108 | 135,362,000 |
| 4065 | SJA FINANCIAL ADVISORY LLC | 10-30-2019 | 09-30-2019 | 45 | 135,346,000 |
| 4066 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 11-15-2019 | 09-30-2019 | 80 | 135,046,000 |
| 4067 | ALLSQUARE WEALTH MANAGEMENT LLC | 11-06-2019 | 09-30-2019 | 466 | 135,037,000 |
| 4068 | TSFG LLC | 01-27-2020 | 12-31-2019 | 823 | 134,983,000 |
| 4069 | UNITED BANK | 09-30-2019 | 09-30-2019 | 77 | 134,916,000 |
| 4070 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 01-22-2020 | 12-31-2019 | 42 | 134,672,000 |
| 4071 | WEIL COMPANY INC | 11-13-2019 | 09-30-2019 | 383 | 134,637,000 |
| 4072 | BIRCH GROVE CAPITAL LP | 11-14-2019 | 09-30-2019 | 29 | 134,632,000 |
| 4073 | GREYTOWN ADVISORS INC | 11-14-2019 | 09-30-2019 | 68 | 134,608,000 |
| 4074 | MANGHAM ASSOCIATESLLC | 10-30-2019 | 09-30-2019 | 1 | 134,587,000 |
| 4075 | III CAPITAL MANAGEMENT | 07-23-2019 | 06-30-2019 | 44 | 134,440,000 |
| 4076 | BRICK & KYLE ASSOCIATES | 01-22-2020 | 12-31-2019 | 62 | 134,328,000 |
| 4077 | IRON FINANCIAL LLC | 10-21-2019 | 09-30-2019 | 100 | 134,273,000 |
| 4078 | FLUENT FINANCIAL LLC | 07-29-2019 | 06-30-2019 | 54 | 134,270,000 |
| 4079 | ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC | 10-21-2019 | 09-30-2019 | 168 | 134,244,000 |
| 4080 | WESPAC ADVISORS LLC | 07-23-2019 | 06-30-2019 | 106 | 134,070,000 |
| 4081 | IRONWOOD WEALTH MANAGEMENT LLC | 10-04-2019 | 09-30-2019 | 55 | 134,052,000 |
| 4082 | GRADIENT CAPITAL ADVISORS LLC | 10-21-2019 | 09-30-2019 | 87 | 133,902,000 |
| 4083 | KOCH INDUSTRIES INC | 11-12-2019 | 09-30-2019 | 3 | 133,514,000 |
| 4084 | COLORADO CAPITAL MANAGEMENT INC | 10-17-2019 | 09-30-2019 | 80 | 133,511,000 |
| 4085 | IRONWOOD INVESTMENT MANAGEMENT LLC | 11-13-2019 | 09-30-2019 | 149 | 133,456,000 |
| 4086 | PERSONAL FINANCIAL CONSULTANTS INC /ADV | 06-30-2019 | 06-30-2019 | 19 | 133,194,000 |
| 4087 | SMITH SHELLNUT WILSON LLC /ADV | 08-14-2019 | 06-30-2019 | 128 | 133,141,000 |
| 4088 | NORTH RUN CAPITAL LP | 11-14-2019 | 09-30-2019 | 21 | 133,091,000 |
| 4089 | STILWELL VALUE LLC | 10-29-2019 | 09-30-2019 | 42 | 133,067,000 |
| 4090 | ALAMBIC INVESTMENT MANAGEMENT LP | 11-12-2019 | 09-30-2019 | 297 | 132,936,000 |
| 4091 | MONEYWISE INC | 01-07-2020 | 12-31-2019 | 40 | 132,902,000 |
| 4092 | ALTAI CAPITAL MANAGEMENT LP | 08-12-2019 | 06-30-2019 | 5 | 132,893,000 |
| 4093 | RVB CAPITAL MANAGEMENT LLC | 11-12-2019 | 09-30-2019 | 33 | 132,673,000 |
| 4094 | HAMMER ASSET MANAGEMENT LLC | 01-20-2020 | 12-31-2019 | 55 | 132,647,000 |
| 4095 | SPINNAKER CAPITAL LLC | 11-13-2019 | 09-30-2019 | 2 | 132,633,000 |
| 4096 | FIRST BANK & TRUST | 10-17-2019 | 09-30-2019 | 496 | 132,624,000 |
| 4097 | LAVACA CAPITAL LLC | 10-31-2019 | 09-30-2019 | 105 | 132,559,000 |
| 4098 | RINGS CAPITAL MANAGEMENT LLC | 11-01-2019 | 09-30-2019 | 5 | 132,537,000 |
| 4099 | PERFORMA LTD (US) LLC | 11-13-2019 | 09-30-2019 | 51 | 132,475,000 |
| 4100 | HORIKO CAPITAL MANAGEMENT LLC | 11-13-2019 | 09-30-2019 | 30 | 132,290,000 |
| 4101 | CRUISER CAPITAL ADVISORS LLC | 11-06-2019 | 09-30-2019 | 21 | 132,249,000 |