Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2351 FUSION FAMILY WEALTH LLC 05-06-2020 03-31-2020 126 373,037,000
2352 RSM US WEALTH MANAGEMENT LLC 05-28-2020 12-31-2019 196 1,007,286,000
2353 NELSON ROBERTS INVESTMENT ADVISORS LLC 05-12-2020 03-31-2020 87 372,389,000
2354 KEYSTONE FINANCIAL GROUP 05-05-2020 03-31-2020 249 372,228,000
2355 MCADAM LLC 05-07-2020 03-31-2020 107 372,011,000
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