Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3351 | AMBASSADOR ADVISORS LLC | 05-15-2023 | 03-31-2023 | 502 | 441,409,425 |
| 3352 | FORT SHERIDAN ADVISORS LLC | 11-08-2023 | 09-30-2023 | 195 | 440,960,252 |
| 3353 | WHITE MOUNTAINS INSURANCE GROUP LTD | 11-09-2023 | 09-30-2023 | 2 | 440,944,652 |
| 3354 | BOSS RETIREMENT ADVISORS LLC | 01-08-2024 | 12-31-2023 | 225 | 440,869,115 |
| 3355 | PRESTIGE WEALTH MANAGEMENT GROUP LLC | 02-08-2024 | 12-31-2023 | 1360 | 440,737,515 |
