Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4101 CAPRIN ASSET MANAGEMENT LLC /ADV 07-31-2019 06-30-2019 18 129,783,000
4102 DREXEL MORGAN & CO 08-06-2019 06-30-2019 129 129,740,000
4103 LAVACA CAPITAL LLC 07-29-2019 06-30-2019 90 129,730,000
4104 PEACHTREE INVESTMENT ADVISORS INC 01-11-2019 12-31-2018 73 129,703,000
4105 ASA GOLD & PRECIOUS METALS LTD 08-12-2019 06-30-2019 18 129,658,000
4106 KAYAK INVESTMENT PARTNERS LLC 05-15-2019 03-31-2019 14 129,611,000
4107 RBA WEALTH MANAGEMENT LLC 08-08-2019 06-30-2019 87 129,500,000
4108 TELEMETRY INVESTMENTS LLC 08-14-2019 06-30-2019 82 129,448,000
4109 GARNER ASSET MANAGEMENT CORP 07-19-2019 06-30-2019 141 129,382,000
4110 STORMBORN CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 27 129,263,000
4111 PHOENICIAN CAPITAL LLC 08-09-2019 06-30-2019 17 129,247,000
4112 STERLING INVESTMENT MANAGEMENT INC 07-24-2019 06-30-2019 59 129,245,000
4113 SUSQUEHANNA FOUNDATION 08-14-2019 06-30-2019 4 129,229,000
4114 PEGASUS ASSET MANAGEMENT INC 08-01-2019 06-30-2019 68 129,221,000
4115 STRATEGIC FAMILY WEALTH COUNSELORS LLC 07-16-2019 06-30-2019 65 129,142,000
4116 DROMS STRAUSS ADVISORS INC /MO/ /ADV 05-14-2019 03-31-2019 43 129,066,000
4117 WILEN INVESTMENT MANAGEMENT CORP 08-12-2019 06-30-2019 62 128,965,000
4118 STRATEGIC WEALTH MANAGEMENT INC 07-10-2019 06-30-2019 24 128,917,000
4119 AMERICAN TRUST INVESTMENT ADVISORS LLC 08-12-2019 06-30-2019 78 128,757,000
4120 SCHALLER INVESTMENT GROUP INC 08-08-2019 06-30-2019 35 128,660,000
4121 MIRSKY FINANCIAL MANAGEMENT CORP 04-16-2019 03-31-2019 36 128,566,000
4122 ALPHAONE INVESTMENT SERVICES LLC 08-13-2019 06-30-2019 230 128,506,000
4123 PIN OAK INVESTMENT ADVISORS INC 08-14-2019 06-30-2019 466 128,390,000
4124 OTA FINANCIAL GROUP LP 07-22-2019 06-30-2019 48 128,346,000
4125 JABODON PT CO 08-07-2019 06-30-2019 19 128,215,000
4126 FAMILY LEGACY INC 07-24-2019 06-30-2019 108 128,104,000
4127 INDEPENDENCE BANK OF KENTUCKY 07-23-2019 06-30-2019 336 128,013,000
4128 IRONWOOD INVESTMENT MANAGEMENT LLC 08-14-2019 06-30-2019 150 127,993,000
4129 UNITED BANK 07-22-2019 06-30-2019 76 127,880,000
4130 RIDGEWOOD INVESTMENTS LLC 07-11-2019 06-30-2019 189 127,875,000
4131 SMITH CAPITAL MANAGEMENT INC /AR/ADV 04-08-2019 12-31-2018 73 122,178,000
4132 BERNARDO WEALTH PLANNING LLC 08-13-2019 06-30-2019 150 127,706,000
4133 SEARCY FINANCIAL SERVICES INC /ADV 07-11-2019 06-30-2019 15 127,387,000
4134 POLARIS VENTURE MANAGEMENT CO V LLC 08-12-2019 06-30-2019 12 127,297,000
4135 RESTON WEALTH MANAGEMENT LLC 07-29-2019 06-30-2019 52 127,253,000
4136 PEACHTREE INVESTMENT PARTNERS LLC 07-17-2019 06-30-2019 68 127,243,000
4137 AMERICAN FINANCIAL NETWORK ADVISORY SERVICES LLC 08-07-2019 06-30-2019 135 127,068,000
4138 NEW GENERATION ADVISORS LLC 08-14-2019 06-30-2019 32 126,965,000
4139 PRATT COLLARD ADVISORY PARTNERS LLC 07-11-2019 06-30-2019 105 126,813,000
4140 OAK HILL CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 2 126,810,000
4141 ACIMA PRIVATE WEALTH LLC 07-23-2019 06-30-2019 257 126,783,000
4142 CONGRESS PARK CAPITAL LLC 07-31-2019 06-30-2019 90 126,434,000
4143 BAUGH & ASSOCIATES LLC 07-16-2019 06-30-2019 40 126,165,000
4144 FONDREN MANAGEMENT LP 05-15-2019 03-31-2019 82 125,618,000
4145 VIEX CAPITAL ADVISORS LLC 08-14-2019 06-30-2019 19 125,541,000
4146 STERLING INVESTMENT ADVISORS LLC /ADV 07-19-2019 06-30-2019 28 125,490,000
4147 AQUILINE CAPITAL PARTNERS LLC 08-14-2019 06-30-2019 1 125,456,000
4148 FIRST BANK & TRUST 07-26-2019 06-30-2019 603 125,425,000
4149 KEELER THOMAS MANAGEMENT LLC 07-31-2019 06-30-2019 53 125,412,000
4150 HALL KATHRYN A 08-14-2019 06-30-2019 35 125,325,000
4151 CAMPBELL CAPITAL MANAGEMENT INC 07-18-2019 06-30-2019 41 125,311,000
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