Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4301 HARBOR ADVISORY CORP /MA/ 07-30-2019 06-30-2019 39 113,275,000
4302 ELMWOOD WEALTH MANAGEMENT INC 08-07-2019 06-30-2019 296 113,114,000
4303 KOCH INDUSTRIES INC 08-12-2019 06-30-2019 3 113,070,000
4304 WILSHIRE ASSOCIATES INC 08-14-2019 06-30-2019 57 113,064,000
4305 FEROX CAPITAL MANAGEMENT LP 08-01-2019 06-30-2019 29 112,968,000
4306 JENEQ MANAGEMENT LP 8-9-2019 06-30-2019 19 112,877,000
4307 NORTHERN RIGHT CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 22 112,850,000
4308 WIMMER ASSOCIATES 1 LLC 05-15-2019 03-31-2019 103 112,775,000
4309 NORTHSTAR CAPITAL MANAGEMENT LLC 07-19-2019 06-30-2019 88 112,461,000
4310 MACKEY KOMARA & DANKOVICH LLC 07-18-2019 06-30-2019 220 112,147,000
4311 MKP CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 23 112,103,000
4312 ENDICOTT MANAGEMENT CO 08-14-2019 06-30-2019 7 112,058,000
4313 COYLE FINANCIAL COUNSEL LLC 08-12-2019 06-30-2019 56 112,015,000
4314 RINGS CAPITAL MANAGEMENT LLC 05-01-2019 03-31-2019 5 111,967,000
4315 RIVERGLADES FAMILY OFFICES LLC 08-13-2019 06-30-2019 65 111,945,000
4316 CORRADO ADVISORS LLC 07-09-2019 06-30-2019 85 111,764,000
4317 BEIRNE WEALTH CONSULTING SERVICES LLC 07-25-2019 06-30-2019 134 111,473,000
4318 OMNISTAR FINANCIAL GROUP INC 07-25-2019 06-30-2019 109 111,402,000
4319 DELPHI MANAGEMENT INC /MA/ 08-20-2019 06-30-2019 93 111,319,000
4320 SPINDLETOP CAPITAL LLC 08-09-2019 06-30-2019 8 111,129,000
4321 HARBOR ISLAND CAPITAL LLC 07-25-2019 06-30-2019 17 110,916,000
4322 ACORN WEALTH ADVISORS LLC 05-07-2019 03-31-2019 122 110,792,000
4323 NEW ENGLAND GUILD WEALTH ADVISORS INC 08-21-2019 12-31-2017 53 104,486,000
4324 UBP INVESTMENT ADVISORS SA 08-14-2019 06-30-2019 48 110,741,000
4325 USA MUTUALS ADVISORS INC 08-05-2019 06-30-2019 21 110,568,000
4326 KENDALL CAPITAL MANAGEMENT 08-09-2019 06-30-2019 115 110,547,000
4327 SEELAUS ASSET MANAGEMENT LLC 07-31-2019 06-30-2019 166 110,531,000
4328 HOLLOW BROOK WEALTH MANAGEMENT LLC 08-13-2019 06-30-2019 51 110,150,000
4329 BALLEW ADVISORS INC 07-16-2019 06-30-2019 99 109,988,000
4330 FINANCIAL GRAVITY COMPANIES INC 02-04-2019 12-31-2018 1630 109,973,000
4331 PRIVATE ADVISORS LLC 08-08-2019 06-30-2019 113 109,923,000
4332 PRIVATE WEALTH GROUP LLC 07-30-2019 06-30-2019 26 109,837,000
4333 SHOALS CAPITAL MANAGEMENT LP 08-13-2019 06-30-2019 17 109,738,000
4334 QUADRANT PRIVATE WEALTH MANAGEMENT LLC 08-13-2019 06-30-2019 106 109,689,000
4335 WEALTHBRIDGE CAPITAL MANAGEMENT LLC 08-13-2019 06-30-2019 111 109,525,000
4336 PROTECTIVE LIFE CORP 08-13-2019 06-30-2019 12 109,505,000
4337 ACT II MANAGEMENT LP 08-08-2019 06-30-2019 22 109,456,000
4338 ARMSTRONG SHAW ASSOCIATES INC/CT 07-31-2019 06-30-2019 44 109,449,000
4339 CLEARSHARES LLC 08-02-2019 06-30-2019 27 109,315,000
4340 TPG FINANCIAL ADVISORS LLC 07-05-2019 06-30-2019 40 109,247,000
4341 LATTICE STRATEGIES LLC 05-07-2019 03-31-2019 46 109,144,000
4342 EDMP INC 07-25-2019 06-30-2019 48 109,133,000
4343 BEACON HARBOR WEALTH ADVISORS INC 08-07-2019 06-30-2019 41 109,103,000
4344 STONY POINT WEALTH MANAGEMENT INC 07-23-2019 06-30-2019 90 109,080,000
4345 TCG ADVISORS LP 08-13-2019 06-30-2019 468 109,006,000
4346 ATWATER MALICK LLC 07-10-2019 06-30-2019 35 108,995,000
4347 FIELD & MAIN BANK 07-22-2019 06-30-2019 235 108,963,000
4348 AXIS CAPITAL HOLDINGS LTD 07-31-2019 06-30-2019 2 108,954,000
4349 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 07-19-2019 06-30-2019 88 108,897,000
4350 INTERWEST VENTURE MANAGEMENT CO 04-15-2019 03-31-2019 11 108,866,000
4351 YORKTOWN ENERGY PARTNERS X LP 08-14-2019 06-30-2019 3 108,839,000
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