Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4251 BLACK DIAMOND FINANCIAL LLC 07-19-2019 06-30-2019 57 117,347,000
4252 STRATEGIC BLUEPRINT LLC 07-09-2019 06-30-2019 72 117,303,000
4253 TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC 07-15-2019 06-30-2019 139 117,207,000
4254 CNB BANK 08-13-2019 06-30-2019 579 117,180,000
4255 HALL CAPITAL MANAGEMENT CO INC 08-13-2019 06-30-2019 83 117,170,000
4256 DEANE RETIREMENT STRATEGIES INC 07-02-2019 06-30-2019 53 117,152,000
4257 STUMPF CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 12 117,110,000
4258 LEE FINANCIAL GROUP HAWAII INC 07-26-2019 06-30-2019 30 117,033,000
4259 LESA SROUFE & CO 05-03-2019 03-31-2019 59 116,956,000
4260 LAFFER INVESTMENTS 08-15-2019 06-30-2019 100 116,830,836
4261 M3F INC 08-12-2019 06-30-2019 32 116,767,000
4262 ELWOOD & GOETZ WEALTH ADVISORY GROUP LLC 07-05-2019 06-30-2019 29 116,643,000
4263 FRIEDENTHAL FINANCIAL 06-30-2018 06-30-2019 60 116,520,000
4264 MACRO CONSULTING GROUP 08-09-2019 06-30-2019 57 116,441,000
4265 BROOKS MOORE & ASSOCIATES INC 08-09-2019 06-30-2019 96 116,422,000
4266 ASSET MANAGEMENT ADVISORS LLC 07-26-2019 06-30-2019 23 116,095,000
4267 SANCHEZ WEALTH MANAGEMENT GROUP 07-31-2019 06-30-2019 24 116,033,000
4268 A D BEADELL INVESTMENT COUNSEL INC 07-17-2019 06-30-2019 85 115,972,000
4269 PALMER KNIGHT CO 07-08-2019 06-30-2019 24 115,898,000
4270 RED MOUNTAIN CAPITAL PARTNERS LLC 08-14-2019 06-30-2019 6 115,855,000
4271 NEWFOUND RESEARCH LLC 08-13-2019 06-30-2019 233 115,680,000
4272 DONALD L HAGAN LLC 07-18-2019 06-30-2019 95 115,672,000
4273 DC CAPITAL ADVISORS LTD 08-13-2019 06-30-2019 19 115,605,000
4274 GUARDIAN INVESTMENT MANAGEMENT 04-22-2019 03-31-2019 57 115,476,000
4275 JULEX CAPITAL MANAGEMENT LLC 05-14-2019 03-31-2019 147 115,432,121
4276 STERNECK CAPITAL MANAGEMENT LLC 08-13-2019 06-30-2019 79 115,384,000
4277 CAPITAL INSIGHT PARTNERS LLC 07-08-2019 06-30-2019 76 115,078,000
4278 EUKLES ASSET MANAGEMENT 08-01-2019 06-30-2019 174 115,013,000
4279 FRONT ROW ADVISORS LLC 05-16-2019 03-31-2019 1080 114,957,000
4280 CENTRIC WEALTH MANAGEMENT 07-08-2019 06-30-2019 112 114,883,000
4281 SECREST BLAKEY & ASSOCIATES LLC 07-23-2019 06-30-2019 130 114,744,000
4282 KCS WEALTH ADVISORY 04-25-2019 03-31-2019 149 114,713,000
4283 BREDIN INVESTMENT LLC 04-22-2019 03-31-2019 73 114,565,000
4284 QUAD-CITIES INVESTMENT GROUP LLC 07-17-2019 06-30-2019 5503 114,521,000
4285 FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA 07-19-2019 06-30-2019 310 114,481,000
4286 DELTA INVESTMENT MANAGEMENT LLC 04-10-2019 03-31-2019 54 114,357,000
4287 TIETON CAPITAL MANAGEMENT LLC 08-09-2019 06-30-2019 29 114,248,000
4288 AMTRUST FINANCIAL SERVICES INC 05-14-2019 03-31-2019 42 114,183,000
4289 CONRAD N HILTON FOUNDATION 08-12-2019 06-30-2019 3 114,159,000
4290 MAD RIVER INVESTORS 08-07-2019 06-30-2019 28 114,150,000
4291 LIBERTY WEALTH MANAGEMENT LLC 07-29-2019 06-30-2019 935 114,033,000
4292 KEUDELL/MORRISON WEALTH MANAGEMENT 06-30-2019 06-30-2019 65 252,016,000
4293 TEGEAN CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 17 113,627,000
4294 BURKE & HERBERT BANK & TRUST CO 07-05-2019 06-30-2019 231 113,595,000
4295 LEISURE CAPITAL MANAGEMENT 07-10-2019 06-30-2019 113 113,573,000
4296 LINCOLN CAPITAL CORP 07-11-2019 06-30-2019 47 113,565,000
4297 LEGEND FINANCIAL ADVISORS INC 08-08-2019 06-30-2019 34 113,535,000
4298 BELL & BROWN WEALTH ADVISORS LLC 08-05-2019 06-30-2019 81 113,489,000
4299 ASCENSION ASSET MANAGEMENT LLC 07-22-2019 06-30-2019 73 113,472,000
4300 FOUNDERS CAPITAL MANAGEMENT 07-11-2019 06-30-2019 333 113,390,000
4301 HARBOR ADVISORY CORP /MA/ 07-30-2019 06-30-2019 39 113,275,000
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