Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4201 TOWER HOUSE PARTNERS LLP 11-14-2019 09-30-2019 3 120,004,000
4202 RED SPRUCE CAPITAL LLC 01-13-2020 12-31-2019 85 119,937,000
4203 WSFS CAPITAL MANAGEMENT LLC 11-05-2019 09-30-2019 80 119,905,000
4204 LEISURE CAPITAL MANAGEMENT 09-30-2019 09-30-2019 113 119,630,000
4205 EXETER FINANCIAL LLC 07-24-2019 06-30-2019 69 119,613,000
4206 WESTHAMPTON CAPITAL LLC 10-15-2019 09-30-2019 109 119,532,000
4207 RHO CAPITAL PARTNERS INC 11-06-2019 09-30-2019 5 119,420,000
4208 CONGRESS PARK CAPITAL LLC 10-22-2019 09-30-2019 86 119,149,000
4209 EDGBASTON INVESTMENT PARTNERS LLP 08-06-2019 06-30-2019 3 119,102,000
4210 YOUNGS ADVISORY GROUP INC 07-12-2019 06-30-2019 36 118,860,000
4211 LOUDON INVESTMENT MANAGEMENT LLC 11-05-2019 09-30-2019 81 118,836,000
4212 LNZ CAPITAL LP 11-14-2019 09-30-2019 13 118,800,000
4213 HARBOR ISLAND CAPITAL LLC 10-29-2019 09-30-2019 17 118,714,000
4214 DPM CAPITAL LLC 10-30-2019 09-30-2019 4 118,673,000
4215 OMNISTAR FINANCIAL GROUP INC 01-10-2020 12-31-2019 110 118,628,000
4216 BROOKS MOORE & ASSOCIATES INC 10-25-2019 09-30-2019 94 118,383,000
4217 LINCOLN CAPITAL CORP 11-01-2019 09-30-2019 49 118,270,000
4218 VISTA INVESTMENT MANAGEMENT 08-14-2019 06-30-2019 137 118,219,000
4219 ASSET MANAGEMENT ADVISORS LLC 11-06-2019 09-30-2019 22 118,218,000
4220 ALTMAN ADVISORS INC 10-08-2019 09-30-2019 65 118,156,000
4221 ARIAS RESOURCE CAPITAL GP LTD 08-14-2019 06-30-2019 1 118,147,000
4222 TRELLIS ADVISORS LLC 11-05-2019 09-30-2019 70 118,108,000
4223 RED CEDAR CAPITAL LLC 10-22-2019 09-30-2019 155 118,080,000
4224 VISION CAPITAL CORP 10-23-2019 09-30-2019 5 118,010,000
4225 ELEPHAS INVESTMENT MANAGEMENT LTD 12-26-2019 09-30-2019 15 117,858,000
4226 PALMER KNIGHT CO 10-24-2019 09-30-2019 25 117,746,000
4227 LEGEND FINANCIAL ADVISORS INC 12-23-2019 09-30-2019 33 117,668,000
4228 MADER & SHANNON WEALTH MANAGEMENT INC 08-13-2019 06-30-2019 16 117,631,489
4229 SOMERSET GROUP LLC 11-12-2019 09-30-2019 70 117,548,000
4230 MACRO CONSULTING GROUP 11-05-2019 09-30-2019 60 117,409,000
4231 TIETON CAPITAL MANAGEMENT LLC 11-12-2019 09-30-2019 29 117,381,000
4232 ASA GOLD & PRECIOUS METALS LTD 11-14-2019 09-30-2019 17 117,318,000
4233 FORTEM FINANCIAL GROUP LLC 11-12-2019 09-30-2019 122 117,276,000
4234 ARJUNA CAPITAL 11-06-2019 09-30-2019 75 117,272,000
4235 LAFFER INVESTMENTS 11-14-2019 09-30-2019 122 117,125,798
4236 REX CAPITAL ADVISORS LLC 11-13-2019 09-30-2019 17 116,878,000
4237 BALLEW ADVISORS INC 01-10-2020 12-31-2019 106 116,752,000
4238 HC FINANCIAL ADVISORS INC 10-08-2019 09-30-2019 65 116,736,000
4239 ACORN WEALTH ADVISORS LLC 11-13-2019 09-30-2019 121 116,358,000
4240 HILLCREST WEALTH ADVISORS - NY LLC 10-15-2019 09-30-2019 38 116,266,000
4241 SCW CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 9 116,202,000
4242 FINANCIAL GRAVITY WEALTH INC 10-15-2019 09-30-2019 1683 116,170,000
4243 PERKINS CAPITAL MANAGEMENT INC 10-23-2019 09-30-2019 112 116,060,000
4244 A D BEADELL INVESTMENT COUNSEL INC 10-24-2019 09-30-2019 85 116,057,000
4245 SANTA MONICA PARTNERS LP 10-18-2019 09-30-2019 26 115,996,000
4246 STUMPF CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 13 115,622,000
4247 HUBBELL STRICKLAND WEALTH MANAGEMENT LLC 10-21-2019 09-30-2019 55 115,573,000
4248 PROFESSIONAL PLANNING 01-14-2020 12-31-2019 39 115,457,000
4249 EUKLES ASSET MANAGEMENT 10-29-2019 09-30-2019 168 115,438,000
4250 STERNECK CAPITAL MANAGEMENT LLC 11-12-2019 09-30-2019 77 115,422,000
4251 VENATOR CAPITAL MANAGEMENT LTD 11-14-2019 09-30-2019 28 115,389,000
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