Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6751 | ROI FINANCIAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 62 | 120,846,000 |
| 6752 | SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC | 01-23-2024 | 12-31-2023 | 65 | 120,835,434 |
| 6753 | DENTGROUP LLC | 04-03-2024 | 03-31-2024 | 77 | 120,818,542 |
| 6754 | OCEANSIDE ADVISORS LLC | 04-24-2024 | 03-31-2024 | 46 | 120,807,227 |
| 6755 | ENCOMPASS MORE ASSET MANAGEMENT | 05-10-2024 | 03-31-2024 | 99 | 120,739,649 |
