Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4201 | SMART MONEY GROUP LLC | 07-31-2019 | 06-30-2019 | 69 | 121,059,000 |
| 4202 | YALE UNIVERSITY | 08-13-2019 | 06-30-2019 | 9 | 120,914,000 |
| 4203 | SPRING CREEK INVESTMENT MANAGEMENT LLC | 08-12-2019 | 06-30-2019 | 11 | 120,868,000 |
| 4204 | JENTNER CORP | 07-16-2019 | 06-30-2019 | 36 | 120,868,000 |
| 4205 | KAVI ASSET MANAGEMENT LP | 08-09-2019 | 06-30-2019 | 13 | 120,814,000 |
| 4206 | SEIDMAN LAWRENCE B | 08-07-2019 | 06-30-2019 | 21 | 120,648,000 |
| 4207 | PINNACLE FAMILY ADVISORS LLC | 08-14-2019 | 06-30-2019 | 76 | 120,587,000 |
| 4208 | BEATON MANAGEMENT CO INC | 08-15-2019 | 06-30-2019 | 116 | 120,574,000 |
| 4209 | CLARFELD FINANCIAL ADVISORS LLC | 02-15-2019 | 12-31-2018 | 589 | 120,425,000 |
| 4210 | MBM WEALTH CONSULTANTS LLC | 07-30-2019 | 06-30-2019 | 228 | 120,315,000 |
| 4211 | MORRIS CAPITAL ADVISORS LLC | 07-15-2019 | 06-30-2019 | 67 | 119,943,000 |
| 4212 | INVESTMENT COUNSEL INC | 02-13-2019 | 12-31-2018 | 53 | 119,923,000 |
| 4213 | BENNICAS & ASSOCIATES INC | 07-12-2019 | 06-30-2019 | 83 | 119,889,000 |
| 4214 | ROUBAIX CAPITAL LLC | 07-29-2019 | 06-30-2019 | 33 | 119,797,000 |
| 4215 | ARIOSE CAPITAL MANAGEMENT LTD | 07-26-2019 | 06-30-2019 | 6 | 119,737,000 |
| 4216 | EXETER FINANCIAL LLC | 07-24-2019 | 06-30-2019 | 69 | 119,613,000 |
| 4217 | COWBIRD CAPITAL LP | 08-09-2019 | 06-30-2019 | 11 | 119,585,000 |
| 4218 | NORWEST VENTURE PARTNERS XIII LP | 07-09-2019 | 06-30-2019 | 1 | 119,307,000 |
| 4219 | EDGBASTON INVESTMENT PARTNERS LLP | 08-06-2019 | 06-30-2019 | 3 | 119,102,000 |
| 4220 | WELLS TRECASO FINANCIAL GROUP LLC | 04-16-2019 | 03-31-2019 | 101 | 119,070,000 |
| 4221 | MITTLEMAN BROTHERS LLC | 08-13-2019 | 06-30-2019 | 7 | 119,027,000 |
| 4222 | ALTMAN ADVISORS INC | 07-12-2019 | 06-30-2019 | 66 | 119,025,000 |
| 4223 | RIVERSTONE ADVISORS LLC | 05-09-2019 | 03-31-2019 | 40 | 118,899,000 |
| 4224 | YOUNGS ADVISORY GROUP INC | 07-12-2019 | 06-30-2019 | 36 | 118,860,000 |
| 4225 | WESTHAMPTON CAPITAL LLC | 07-23-2019 | 06-30-2019 | 110 | 118,817,000 |
| 4226 | RIZVI TRAVERSE MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 1 | 118,800,000 |
| 4227 | HILLCREST WEALTH ADVISORS - NY LLC | 08-06-2019 | 06-30-2019 | 41 | 118,649,000 |
| 4228 | BILLINGS CAPITAL MANAGEMENT LLC | 05-14-2019 | 03-31-2019 | 10 | 118,643,000 |
| 4229 | ARMOR INVESTMENT ADVISORS LLC | 08-13-2019 | 06-30-2019 | 148 | 118,462,000 |
| 4230 | NIKULSKI FINANCIAL INC | 07-11-2019 | 06-30-2019 | 86 | 118,327,000 |
| 4231 | OSMIUM PARTNERS LLC | 05-13-2019 | 03-31-2019 | 22 | 118,327,000 |
| 4232 | SMART PORTFOLIOS LLC | 04-24-2019 | 03-31-2019 | 233 | 118,313,000 |
| 4233 | VALTINSON BRUNER FINANCIAL PLANNING LLC | 07-17-2019 | 06-30-2019 | 50 | 118,235,000 |
| 4234 | VISTA INVESTMENT MANAGEMENT | 08-14-2019 | 06-30-2019 | 137 | 118,219,000 |
| 4235 | ACTINVER WEALTH MANAGEMENT INC | 05-10-2019 | 03-31-2019 | 109 | 118,186,000 |
| 4236 | ARIAS RESOURCE CAPITAL GP LTD | 08-14-2019 | 06-30-2019 | 1 | 118,147,000 |
| 4237 | TRV GP IV LLC | 08-06-2019 | 06-30-2019 | 1 | 118,121,000 |
| 4238 | WAMBOLT & ASSOCIATES LLC | 07-26-2019 | 06-30-2019 | 159 | 118,093,000 |
| 4239 | RED CEDAR CAPITAL LLC | 08-13-2019 | 06-30-2019 | 155 | 118,080,000 |
| 4240 | FREESTATE ADVISORS LLC | 08-19-2019 | 06-30-2019 | 7 | 118,053,000 |
| 4241 | MONTE FINANCIAL GROUP LLC | 08-05-2019 | 06-30-2019 | 69 | 117,917,000 |
| 4242 | SOMERSET GROUP LLC | 08-12-2019 | 06-30-2019 | 70 | 117,900,000 |
| 4243 | LOUDON INVESTMENT MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 80 | 117,877,000 |
| 4244 | WSFS CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 86 | 117,865,000 |
| 4245 | CASCADE INVESTMENT ADVISORS INC | 07-18-2019 | 06-30-2019 | 241 | 117,822,195 |
| 4246 | TRELLIS ADVISORS LLC | 07-31-2019 | 06-30-2019 | 75 | 117,709,000 |
| 4247 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 08-14-2019 | 06-30-2019 | 107 | 117,665,000 |
| 4248 | MADER & SHANNON WEALTH MANAGEMENT INC | 08-13-2019 | 06-30-2019 | 16 | 117,631,489 |
| 4249 | DOHENY ASSET MANAGEMENT /CA | 05-14-2019 | 03-31-2019 | 95 | 117,593,000 |
| 4250 | NORWAY SAVINGS BANK | 07-08-2019 | 06-30-2019 | 331 | 117,531,000 |
| 4251 | BLACK DIAMOND FINANCIAL LLC | 07-19-2019 | 06-30-2019 | 57 | 117,347,000 |