Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
3551 LJI WEALTH MANAGEMENT LLC 02-13-2024 12-31-2023 170 386,074,557
3552 PRIVATE PORTFOLIO PARTNERS LLC 11-14-2023 09-30-2023 252 385,947,676
3553 LINEWEAVER WEALTH ADVISORS LLC 01-19-2024 12-31-2023 128 385,894,125
3554 EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC 01-11-2024 12-31-2023 133 385,007,945
3555 ABUNDANCE WEALTH COUNSELORS 01-17-2024 12-31-2023 139 384,769,000
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