Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2851 FINANCIAL ARCHITECTS INC 11-14-2022 09-30-2022 309 572,743,000
2852 FALCON WEALTH PLANNING 01-10-2024 12-31-2023 110 571,777,943
2853 USA FINANCIAL FORMULAS 02-02-2024 12-31-2023 333 571,629,904
2854 CULLEN INVESTMENT GROUP LTD 01-30-2024 12-31-2023 172 571,084,612
2855 PLANNING ALTERNATIVES LTD /ADV 01-19-2024 12-31-2023 49 570,949,118
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