Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2601 | KATHMERE CAPITAL MANAGEMENT LLC | 07-01-2024 | 06-30-2024 | 344 | 771,254,530 |
| 2602 | ARS WEALTH ADVISORS GROUP LLC | 07-19-2024 | 06-30-2024 | 165 | 770,577,486 |
| 2603 | CAPITAL ADVISORS LTD LLC | 07-25-2024 | 06-30-2024 | 1584 | 770,503,000 |
| 2604 | FALCON WEALTH PLANNING | 07-16-2024 | 06-30-2024 | 135 | 769,926,469 |
| 2605 | HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 07-02-2024 | 06-30-2024 | 181 | 769,490,412 |
