Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3201 BOSTON STANDARD WEALTH MANAGEMENT LLC 01-12-2021 12-31-2020 36 268,629,000
3202 OLIVER LUXXE ASSETS LLC 10-19-2020 09-30-2020 139 268,446,000
3203 HAMILTON LANE ADVISORS LLC 01-13-2021 12-31-2020 49 268,272,000
3204 PRINCIPAL STREET PARTNERS LLC 08-14-2020 06-30-2020 128 267,699,000
3205 CHESAPEAKE WEALTH MANAGEMENT 11-05-2020 09-30-2020 320 267,653,000
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