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
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