Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4351 HOOVER FINANCIAL ADVISORS INC 08-08-2019 06-30-2019 62 108,806,000
4352 TRUST CO 07-08-2019 06-30-2019 300 108,618,000
4353 EXCALIBUR MANAGEMENT CORP 07-26-2019 06-30-2019 61 108,500,000
4354 SWIFT RUN CAPITAL MANAGEMENT LLC 08-13-2019 06-30-2019 40 108,427,000
4355 SANCTUARY WEALTH MANAGEMENT LLC 07-26-2019 06-30-2019 29 108,397,000
4356 CLARO ADVISORS LLC 07-24-2019 06-30-2019 158 108,339,000
4357 GODSHALK WELSH CAPITAL MANAGEMENT INC 08-08-2019 06-30-2019 107 108,197,000
4358 GRANDVIEW ASSET MANAGEMENT LLC 07-18-2019 06-30-2019 99 108,066,000
4359 MORK CAPITAL MANAGEMENT LLC 08-12-2019 06-30-2019 103 107,971,000
4360 MIDWEST PROFESSIONAL PLANNERS LTD 08-09-2019 06-30-2019 91 107,796,000
4361 MADRONA FINANCIAL SERVICES LLC 07-24-2019 06-30-2019 52 107,754,000
4362 COVALIS CAPITAL LLP 05-15-2019 03-31-2019 15 107,753,000
4363 FAIRHAVEN WEALTH MANAGEMENT LLC 08-09-2019 06-30-2019 79 107,594,000
4364 NOVAQUEST CAPITAL MANAGEMENT LLC 05-08-2019 03-31-2019 4 107,501,000
4365 PROVIDENCE WEALTH ADVISORS LLC 07-22-2019 06-30-2019 75 107,490,000
4366 RAINEY & RANDALL INVESTMENT MANAGEMENT INC 07-08-2019 06-30-2019 25 107,379,000
4367 MOSELEY INVESTMENT MANAGEMENT INC 07-16-2019 06-30-2019 129 107,331,000
4368 IRON FINANCIAL LLC 08-01-2019 06-30-2019 92 107,158,000
4369 LEGACY FINANCIAL STRATEGIES LLC 07-15-2019 06-30-2019 56 107,138,000
4370 1492 CAPITAL MANAGEMENT LLC 08-06-2019 06-30-2019 83 106,901,000
4371 SKYTOP CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 12 106,848,000
4372 VERABANK NA 07-24-2019 06-30-2019 160 106,832,000
4373 FIRST NATIONAL BANK OF SOUTH MIAMI 08-09-2019 06-30-2019 394 106,819,000
4374 INDEPENDENT ORDER OF FORESTERS 08-14-2019 06-30-2019 24 106,803,000
4375 VAN LEEUWEN & COMPANY LLC 05-15-2019 03-31-2019 75 106,645,000
4376 VIOLICH CAPITAL MANAGEMENT INC 07-22-2019 06-30-2019 117 106,624,000
4377 BANYAN CAPITAL MANAGEMENT INC 08-01-2019 06-30-2019 20 106,526,000
4378 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC 08-14-2019 06-30-2019 47 106,500,000
4379 CARVAL INVESTORS LLC 07-26-2019 06-30-2019 6 106,351,000
4380 EUCLIDEAN TECHNOLOGIES MANAGEMENT LLC 07-24-2019 06-30-2019 67 106,317,000
4381 STEINBERG ASSET MANAGEMENT LLC 08-14-2019 06-30-2019 34 106,309,000
4382 JOHN W ROSENTHAL CAPITAL MANAGEMENT INC 08-09-2019 06-30-2019 66 106,300,617
4383 GLOBAL STRATEGIC MANAGEMENT INC 05-14-2019 03-31-2019 31 106,151,000
4384 GLACIER PEAK CAPITAL LLC 08-07-2019 06-30-2019 72 105,661,000
4385 SEQUOIA WEALTH MANAGEMENT LLC 08-06-2019 06-30-2019 51 105,565,000
4386 ANDESA FINANCIAL MANAGEMENT INC 07-29-2019 06-30-2019 107 105,549,000
4387 WATER OAK ADVISORS LLC 07-24-2019 06-30-2019 17 105,060,000
4388 KG&L CAPITAL MANAGEMENTLLC 07-15-2019 06-30-2019 91 104,827,000
4389 BLACKHAWK CAPITAL PARTNERS LLC 08-13-2019 06-30-2019 96 104,700,000
4390 COMPASS FINANCIAL GROUP INC 07-30-2019 06-30-2019 21 104,652,000
4391 VOIT & COMPANY LLC 08-01-2019 06-30-2019 69 104,650,000
4392 PACIFIC SUN FINANCIAL CORP 08-13-2019 06-30-2019 133 104,637,000
4393 ROBINSON VALUE MANAGEMENT LTD 08-12-2019 06-30-2019 68 104,635,000
4394 MENDEL MONEY MANAGEMENT 08-08-2019 06-30-2019 50 104,509,000
4395 DFPG INVESTMENTS INC 07-11-2019 06-30-2019 163 104,435,000
4396 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 08-08-2019 06-30-2019 6 104,417,000
4397 FIRST RESERVE GP XII LTD 08-14-2019 06-30-2019 1 104,391,000
4398 SUMMIT STREET CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 29 104,343,000
4399 FACTORIAL PARTNERS LLC 08-15-2019 06-30-2019 108 104,264,465
4400 WEATHER GAUGE ADVISORY LLC 06-30-2019 06-30-2019 86 104,242,000
4401 RK ASSET MANAGEMENT LLC 07-01-2019 06-30-2019 18 104,176,000
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