Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4351 TURIYA ADVISORS ASIA LTD 11-07-2019 09-30-2019 3 110,376,000
4352 JFG WEALTH MANAGEMENT LLC 11-13-2019 09-30-2019 16 110,305,000
4353 KARANI ASSET MANAGEMENT LLC 01-23-2020 12-31-2019 59 110,287,000
4354 ATTESTOR CAPITAL LLP 11-14-2019 09-30-2019 1 110,185,000
4355 WASHBURN CAPITAL MANAGEMENT INC 01-10-2020 12-31-2019 35 110,149,000
4356 SMART PORTFOLIOS LLC 08-14-2019 06-30-2019 58 110,133,000
4357 WHEATLAND ADVISORS INC 11-08-2019 09-30-2019 98 110,124,000
4358 SEIDMAN LAWRENCE B 11-08-2019 09-30-2019 21 110,123,000
4359 JOSEPH P LUCIA & ASSOCIATES LLC 01-22-2020 12-31-2019 481 109,964,000
4360 COX CAPITAL MGT LLC 01-02-2020 12-31-2019 71 109,952,000
4361 SUNESIS ADVISORS LLC 01-27-2020 12-31-2019 29 109,863,000
4362 NEWPORT WEALTH STRATEGIES INC 10-09-2019 09-30-2019 82 109,745,000
4363 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 01-15-2020 12-31-2019 37 109,597,000
4364 GANTZERT INVESTMENT CO LLC /ADV 01-08-2020 12-31-2019 60 109,478,000
4365 CHAPMAN INVESTMENT MANAGEMENT LLC 01-13-2020 12-31-2019 37 109,469,000
4366 NORTHWEST CAPITAL MANAGEMENT INC 01-27-2020 12-31-2019 60 109,446,000
4367 KNOLL CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 23 109,262,000
4368 LATTICE STRATEGIES LLC 05-07-2019 03-31-2019 46 109,144,000
4369 NORTHWEST WEALTH MANAGEMENT LLC 01-14-2020 12-31-2019 98 109,114,000
4370 GARRISON POINT ADVISORS LLC 01-21-2020 12-31-2019 126 109,088,000
4371 MORK CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 106 109,057,000
4372 YORKTOWN ENERGY PARTNERS X LP 08-14-2019 06-30-2019 3 108,839,000
4373 QUADRANT PRIVATE WEALTH MANAGEMENT LLC 11-12-2019 09-30-2019 111 108,720,000
4374 WEALTH ADVISORS OF TAMPA BAY LLC 01-23-2020 12-31-2019 61 108,567,000
4375 FORT BAKER CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 15 108,396,000
4376 ASCENSION ASSET MANAGEMENT LLC 10-15-2019 09-30-2019 73 108,272,000
4377 MENDEL MONEY MANAGEMENT 11-08-2019 09-30-2019 51 108,184,000
4378 PLANNING DIRECTIONS INC 01-14-2020 12-31-2019 55 108,134,000
4379 FORMIDABLE ASSET MANAGEMENT LLC 11-08-2019 09-30-2019 130 108,060,000
4380 MADRONA FINANCIAL SERVICES LLC 07-24-2019 06-30-2019 52 107,754,000
4381 FAIRHAVEN WEALTH MANAGEMENT LLC 08-09-2019 06-30-2019 79 107,594,000
4382 INHERENT GROUP LP 11-14-2019 09-30-2019 7 107,562,000
4383 COPERNICUS CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 16 107,490,000
4384 RH DINEL INVESTMENT COUNSEL INC 10-22-2019 09-30-2019 47 107,483,000
4385 SLOY DAHL & HOLST LLC 01-21-2020 12-31-2019 46 107,470,000
4386 BULL STREET ADVISORS LLC 11-08-2019 09-30-2019 87 107,294,000
4387 NEW POTOMAC PARTNERS LLC 01-23-2020 12-31-2019 135 107,252,000
4388 SWIFT RUN CAPITAL MANAGEMENT LLC 11-13-2019 09-30-2019 38 107,241,000
4389 SPINDLETOP CAPITAL LLC 11-13-2019 09-30-2019 8 107,234,000
4390 SUMMIT ROCK ADVISORS LP 10-29-2019 09-30-2019 2 107,232,000
4391 RK ASSET MANAGEMENT LLC 01-06-2020 12-31-2019 19 107,197,000
4392 ELM RIDGE MANAGEMENT LLC 11-14-2019 09-30-2019 27 107,109,000
4393 LEE CAPITAL HOLDINGS LLC 11-14-2019 09-30-2019 53 107,011,000
4394 NEW GENERATION ADVISORS LLC 11-14-2019 09-30-2019 28 106,980,000
4395 BLACKHAWK CAPITAL PARTNERS LLC 11-01-2019 09-30-2019 96 106,911,000
4396 STRATEGIC CAPITAL ADVISERS INC 01-25-2020 12-31-2019 61 106,712,000
4397 TLW WEALTH MANAGEMENT LLC 11-12-2019 09-30-2019 27 106,686,000
4398 EUCLIDEAN TECHNOLOGIES MANAGEMENT LLC 10-18-2019 09-30-2019 66 106,567,000
4399 O'KEEFE STEVENS ADVISORY INC 01-06-2020 12-31-2019 28 106,526,000
4400 VAN LEEUWEN & COMPANY LLC 11-08-2019 09-30-2019 72 106,088,000
4401 PACIFIC SUN FINANCIAL CORP 11-01-2019 09-30-2019 134 105,992,000
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