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
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