Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4501 TRIAD INVESTMENT MANAGEMENT 10-17-2019 09-30-2019 45 91,911,000
4502 ZEBRA CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 230 91,503,000
4503 STRINGER ASSET MANAGEMENT LLC 11-07-2019 09-30-2019 21 91,499,000
4504 COMMUNITY CAPITAL MANAGEMENT INC 11-07-2019 09-30-2019 94 91,474,000
4505 ARCH VENTURE CORP 11-12-2019 09-30-2019 5 91,368,000
4506 KILEY JUERGENS WEALTH MANAGEMENT LLC 10-11-2019 09-30-2019 40 91,364,000
4507 TTP INVESTMENTS INC 11-01-2019 09-30-2019 15 91,201,000
4508 TRUSTCO BANK CORP N Y 11-13-2019 09-30-2019 129 90,927,000
4509 COLRAIN CAPITAL LLC 10-22-2019 09-30-2019 42 90,850,000
4510 PORTLAND INVESTMENT COUNSEL INC 11-14-2019 09-30-2019 36 90,389,000
4511 COE CAPITAL MANAGEMENT LLC 10-18-2019 09-30-2019 81 90,306,000
4512 GALILEO (PTC) LTD 11-14-2019 09-30-2019 2 90,182,000
4513 FIRST RESERVE GP XII LTD 11-14-2019 09-30-2019 1 90,085,000
4514 OPPENHEIMER & CLOSE LLC 10-31-2019 09-30-2019 43 90,070,000
4515 FFL PARTNERS LLC 10-21-2019 09-30-2019 1 90,031,000
4516 FLOSSBACH VON STORCH AG ZURICH 10-21-2019 09-30-2019 20 90,008,000
4517 STRATEGIC CAPITAL ADVISERS INC 11-01-2019 09-30-2019 78 89,926,000
4518 PACHIRA INVESTMENTS INC 10-21-2019 09-30-2019 15 89,860,000
4519 BUDROS RUHLIN & ROE INC 11-12-2019 09-30-2019 155 89,794,000
4520 HORAN SECURITIES INC 10-21-2019 09-30-2019 255 89,781,000
4521 SIGNIA CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 24 89,664,000
4522 COVALIS CAPITAL LLP 11-14-2019 09-30-2019 10 89,575,000
4523 MERIDIAN FINANCIAL PARTNERS LLC 10-07-2019 09-30-2019 49 89,112,000
4524 CONCENTRUM WEALTH MANAGEMENT 01-15-2020 12-31-2019 45 88,831,000
4525 EMPIRICAL CAPITAL MANAGEMENT LLC 05-10-2019 03-31-2019 31 88,820,000
4526 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 11-15-2019 09-30-2019 149 88,746,000
4527 CAXTON CORP 11-14-2019 09-30-2019 40 88,680,000
4528 SANCTUARY WEALTH MANAGEMENT LLC 09-30-2019 09-30-2019 26 88,514,000
4529 YT EXTRACTION CO INVESTMENT PARTNERS LP 08-14-2019 06-30-2019 1 88,075,000
4530 PRESCOTT INVESTORS PROFIT SHARING TRUST 08-14-2019 06-30-2019 8 87,760,000
4531 THOR ADVISORS LLC 11-14-2019 09-30-2019 289 87,490,000
4532 SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLC 11-07-2019 09-30-2019 51 87,400,000
4533 CYPRESS WEALTH ADVISORS LLC 05-15-2019 03-31-2019 81 87,394,000
4534 EAGLE BOSTON INVESTMENT MANAGEMENT INC 08-02-2019 06-30-2019 96 87,345,000
4535 WP ADVISORS LLC 10-22-2019 09-30-2019 58 87,246,000
4536 SECURITY NATIONAL BANK OF SO DAK 11-15-2019 09-30-2019 134 87,150,000
4537 CAPE ANN SAVINGS BANK 11-14-2019 09-30-2019 118 86,588,000
4538 LAGODA INVESTMENT MANAGEMENT LP 08-14-2019 06-30-2019 25 86,274,000
4539 LASALLE STREET CAPITAL MANAGEMENT LLC 09-30-2019 09-30-2019 88 86,201,000
4540 POINT72 EUROPE (LONDON) LLP 11-14-2019 09-30-2019 10 86,184,000
4541 APPLETON GROUP LLC 10-16-2019 09-30-2019 29 86,127,000
4542 EOS FOCUSED EQUITY MANAGEMENT LP 11-01-2019 09-30-2019 28 85,813,000
4543 VANGUARD CAPITAL WEALTH ADVISORS 10-18-2019 09-30-2019 125 85,748,000
4544 ENCAP ENERGY CAPITAL FUND VIII LP 11-11-2019 09-30-2019 2 85,654,000
4545 BRAUN-BOSTICH & ASSOCIATES INC 11-14-2019 09-30-2019 84 85,620,000
4546 MILLRACE ASSET GROUP INC 11-14-2019 09-30-2019 64 85,293,000
4547 SOVARNUM CAPITAL LP 11-14-2019 09-30-2019 48 85,195,000
4548 TECHNOLOGY CROSSOVER MANAGEMENT V LLC 11-14-2019 09-30-2019 2 85,195,000
4549 CYPRESS CAPITAL MANAGEMENT LLC (WY) 11-05-2019 09-30-2019 194 85,150,000
4550 ORCA INVESTMENT MANAGEMENT LLC 10-25-2019 09-30-2019 66 84,832,000
4551 LONGER INVESTMENTS INC 04-22-2019 03-31-2019 31 84,583,000
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