Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4301 GEORGETOWN UNIVERSITY 11-08-2019 09-30-2019 8 112,254,000
4302 NORTHSTAR CAPITAL MANAGEMENT LLC 11-07-2019 09-30-2019 88 112,192,000
4303 WILSHIRE ASSOCIATES INC 11-14-2019 09-30-2019 57 112,139,000
4304 LEE FINANCIAL GROUP HAWAII INC 10-29-2019 09-30-2019 25 112,123,000
4305 PROVIDENCE WEALTH ADVISORS LLC 11-01-2019 09-30-2019 87 112,037,000
4306 RIVERGLADES FAMILY OFFICES LLC 11-07-2019 09-30-2019 64 111,920,000
4307 MIDWEST PROFESSIONAL PLANNERS LTD 11-13-2019 09-30-2019 91 111,792,000
4308 PRIVATE WEALTH GROUP LLC 10-14-2019 09-30-2019 31 111,660,000
4309 CRIBSTONE CAPITAL MANAGEMENT LLC 01-08-2020 12-31-2019 401 111,606,000
4310 EXCALIBUR MANAGEMENT CORP 10-21-2019 09-30-2019 65 111,400,000
4311 ENDICOTT MANAGEMENT CO 11-14-2019 09-30-2019 7 111,369,000
4312 BRENDEL FINANCIAL ADVISORS LLC 11-14-2019 09-30-2019 79 111,296,000
4313 PACITTI GROUP INC 11-15-2019 09-30-2019 209 111,208,000
4314 WARLANDER ASSET MANAGEMENT LP 11-4-2019 09-30-2019 2 111,177,000
4315 VERABANK NA 10-11-2019 09-30-2019 162 111,143,000
4316 FIELD & MAIN BANK 11-07-2019 09-30-2019 224 110,890,000
4317 SWAINE & LEIDEL WEALTH SERVICES LLC 10-10-2019 09-30-2019 65 110,528,000
4318 ARMSTRONG SHAW ASSOCIATES INC/CT 11-06-2019 09-30-2019 44 110,516,000
4319 SOUTHPAW ASSET MANAGEMENT LP 11-14-2019 09-30-2019 19 110,463,000
4320 CONCOURSE CAPITAL MANAGEMENT LLC 11-13-2019 09-30-2019 42 110,405,000
4321 GRANDVIEW ASSET MANAGEMENT LLC 11-07-2019 09-30-2019 98 110,390,000
4322 KG&L CAPITAL MANAGEMENTLLC 10-10-2019 09-30-2019 94 110,382,000
4323 TURIYA ADVISORS ASIA LTD 11-07-2019 09-30-2019 3 110,376,000
4324 JFG WEALTH MANAGEMENT LLC 11-13-2019 09-30-2019 16 110,305,000
4325 ATTESTOR CAPITAL LLP 11-14-2019 09-30-2019 1 110,185,000
4326 WASHBURN CAPITAL MANAGEMENT INC 01-10-2020 12-31-2019 35 110,149,000
4327 SMART PORTFOLIOS LLC 08-14-2019 06-30-2019 58 110,133,000
4328 WHEATLAND ADVISORS INC 11-08-2019 09-30-2019 98 110,124,000
4329 SEIDMAN LAWRENCE B 11-08-2019 09-30-2019 21 110,123,000
4330 COX CAPITAL MGT LLC 01-02-2020 12-31-2019 71 109,952,000
4331 HAVENS ADVISORS LLC 10-07-2019 09-30-2019 27 109,892,000
4332 NEWPORT WEALTH STRATEGIES INC 10-09-2019 09-30-2019 82 109,745,000
4333 REGAL WEALTH GROUP INC 10-22-2019 09-30-2019 169 109,685,000
4334 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 01-15-2020 12-31-2019 37 109,597,000
4335 GANTZERT INVESTMENT CO LLC /ADV 01-08-2020 12-31-2019 60 109,478,000
4336 KNOLL CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 23 109,262,000
4337 LATTICE STRATEGIES LLC 05-07-2019 03-31-2019 46 109,144,000
4338 NORTHWEST WEALTH MANAGEMENT LLC 01-14-2020 12-31-2019 98 109,114,000
4339 MORK CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 106 109,057,000
4340 YORKTOWN ENERGY PARTNERS X LP 08-14-2019 06-30-2019 3 108,839,000
4341 QUADRANT PRIVATE WEALTH MANAGEMENT LLC 11-12-2019 09-30-2019 111 108,720,000
4342 FORT BAKER CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 15 108,396,000
4343 ASCENSION ASSET MANAGEMENT LLC 10-15-2019 09-30-2019 73 108,272,000
4344 MENDEL MONEY MANAGEMENT 11-08-2019 09-30-2019 51 108,184,000
4345 PLANNING DIRECTIONS INC 01-14-2020 12-31-2019 55 108,134,000
4346 FORMIDABLE ASSET MANAGEMENT LLC 11-08-2019 09-30-2019 130 108,060,000
4347 CNB BANK 10-31-2019 09-30-2019 450 108,042,000
4348 MADRONA FINANCIAL SERVICES LLC 07-24-2019 06-30-2019 52 107,754,000
4349 FAIRHAVEN WEALTH MANAGEMENT LLC 08-09-2019 06-30-2019 79 107,594,000
4350 INHERENT GROUP LP 11-14-2019 09-30-2019 7 107,562,000
4351 COPERNICUS CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 16 107,490,000
Debug Info- Version: 2.4