Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4151 PORTLAND HILL ASSET MANAGEMENT LTD 10-29-2019 09-30-2019 19 125,382,000
4152 AMICA RETIREE MEDICAL TRUST 11-12-2019 09-30-2019 338 125,295,000
4153 AXIS CAPITAL HOLDINGS LTD 10-30-2019 09-30-2019 2 125,233,000
4154 RAIN CAPITAL MANAGEMENT LLC 11-01-2019 09-30-2019 31 125,003,000
4155 FOUNDERS CAPITAL MANAGEMENT 10-10-2019 09-30-2019 324 124,887,000
4156 TIMBER HILL LLC 11-15-2019 09-30-2019 16 124,752,000
4157 AUA CAPITAL MANAGEMENT LLC 10-17-2019 09-30-2019 244 124,375,000
4158 HARBORVIEW ADVISORS LLC 10-21-2019 09-30-2019 85 124,316,000
4159 DROMS STRAUSS ADVISORS INC /MO/ /ADV 10-17-2019 09-30-2019 35 124,297,000
4160 MONTE FINANCIAL GROUP LLC 11-04-2019 09-30-2019 70 123,939,000
4161 SHILANSKI & ASSOCIATES INC 10-25-2019 09-30-2019 87 123,832,000
4162 VIRGINIA NATIONAL BANK 10-15-2019 09-30-2019 154 123,794,000
4163 MACNEALY HOOVER INVESTMENT MANAGEMENT INC 10-01-2019 09-30-2019 103 123,590,000
4164 BEATON MANAGEMENT CO INC 11-15-2019 09-30-2019 117 123,422,000
4165 PEAK CAPITAL MANAGEMENT LLC 01-07-2020 12-31-2019 19 123,168,000
4166 UBP INVESTMENT ADVISORS SA 11-13-2019 09-30-2019 52 123,105,000
4167 MCMAHON FINANCIAL ADVISORS LLC 11-13-2019 09-30-2019 40 122,825,000
4168 BP CAPITAL FUND ADVISORS LLC 11-07-2019 09-30-2019 41 122,516,000
4169 ARMOR INVESTMENT ADVISORS LLC 11-04-2019 09-30-2019 147 122,128,000
4170 BROADMARK ASSET MANAGEMENT LLC 11-12-2019 09-30-2019 2 121,959,000
4171 BELMONT CAPITAL LLC 01-14-2020 12-31-2019 53 121,914,000
4172 DONALD L HAGAN LLC 10-21-2019 09-30-2019 90 121,863,000
4173 MORGANROSEL WEALTH MANAGEMENT LLC 10-16-2019 09-30-2019 69 121,856,000
4174 YALE UNIVERSITY 11-13-2019 09-30-2019 9 121,662,000
4175 BELL & BROWN WEALTH ADVISORS LLC 10-08-2019 09-30-2019 82 121,638,000
4176 OTA FINANCIAL GROUP LP 10-28-2019 09-30-2019 47 121,468,000
4177 PROSPERITY CAPITAL MANAGEMENT LTD 10-28-2019 09-30-2019 2 121,402,000
4178 HARRINGTON INVESTMENTS INC 11-05-2019 09-30-2019 79 121,369,000
4179 TPG FINANCIAL ADVISORS LLC 01-14-2020 12-31-2019 48 121,340,000
4180 MILES CAPITAL INC 11-06-2019 09-30-2019 179 121,290,000
4181 DIAMETRIC CAPITAL LP 11-13-2019 09-30-2019 98 121,264,000
4182 SANCHEZ WEALTH MANAGEMENT GROUP 11-07-2019 09-30-2019 22 121,237,000
4183 KEUDELL/MORRISON WEALTH MANAGEMENT 11-13-2019 09-30-2019 151 121,195,000
4184 WAMBOLT & ASSOCIATES LLC 10-11-2019 09-30-2019 157 121,098,000
4185 HALL KATHRYN A 11-13-2019 09-30-2019 34 121,076,000
4186 AFT FORSYTH & COMPANY INC 11-12-2019 09-30-2019 137 121,062,000
4187 SMART MONEY GROUP LLC 07-31-2019 06-30-2019 69 121,059,000
4188 DFPG INVESTMENTS INC 10-11-2019 09-30-2019 159 120,988,000
4189 MOULTON WEALTH MANAGEMENT INC 01-08-2020 12-31-2019 27 120,976,000
4190 RESTON WEALTH MANAGEMENT LLC 10-25-2019 09-30-2019 45 120,906,000
4191 SCHALLER INVESTMENT GROUP INC 11-13-2019 09-30-2019 37 120,743,000
4192 JENEQ MANAGEMENT LP 11-4-2019 09-30-2019 23 120,729,000
4193 OCEAN CAPITAL MANAGEMENT LLC 10-22-2019 09-30-2019 48 120,581,000
4194 WEALTH ADVISORS OF TAMPA BAY LLC 11-06-2019 09-30-2019 68 120,500,000
4195 HRS INVESTMENT HOLDINGS LLC 11-12-2019 09-30-2019 1 120,472,000
4196 XCEL WEALTH MANAGEMENT LLC 01-09-2020 12-31-2019 71 120,390,000
4197 TRB ADVISORS LP 11-12-2019 09-30-2019 11 120,288,000
4198 BEIRNE WEALTH CONSULTING SERVICES LLC 11-07-2019 09-30-2019 136 120,231,000
4199 WHITE SQUARE CAPITAL LLP 11-13-2019 09-30-2019 10 120,214,000
4200 FONDREN MANAGEMENT LP 11-14-2019 09-30-2019 77 120,180,000
4201 NEXTHERA CAPITAL LP 08-14-2019 06-30-2019 23 120,064,000
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