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 |
