Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1801 EVANSON ASSET MANAGEMENT LLC 01-18-2024 12-31-2023 298 1,231,258,052
1802 BOK FINANCIAL PRIVATE WEALTH INC 01-30-2024 12-31-2023 510 1,230,737,004
1803 ASSET DEDICATION LLC 02-08-2024 12-31-2023 1043 1,229,231,000
1804 GAMBLE JONES INVESTMENT COUNSEL 11-03-2022 09-30-2022 220 1,228,452,000
1805 COUNTRY CLUB BANK /GFN 10-19-2023 09-30-2023 512 1,228,337,430
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