Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2201 | UNITED ASSET STRATEGIES INC | 08-01-2024 | 06-30-2024 | 226 | 1,013,293,147 |
| 2202 | GOOD LIFE ADVISORS LLC | 01-18-2024 | 12-31-2023 | 436 | 1,011,245,056 |
| 2203 | WASHINGTON TRUST BANK | 06-30-2024 | 06-30-2024 | 340 | 1,011,112,952 |
| 2204 | RKL WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 158 | 1,009,276,200 |
| 2205 | J L BAINBRIDGE & CO INC | 08-13-2024 | 06-30-2024 | 93 | 1,009,227,883 |
