Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4001 | ASCENSION ASSET MANAGEMENT LLC | 10-09-2020 | 09-30-2020 | 87 | 125,043,000 |
| 4002 | IRON HORSE WEALTH MANAGEMENT LLC | 01-13-2021 | 12-31-2020 | 189 | 124,882,000 |
| 4003 | FRIEDENTHAL FINANCIAL | 11-04-2020 | 09-30-2020 | 51 | 124,654,000 |
| 4004 | AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP | 01-26-2021 | 12-31-2020 | 107 | 124,437,000 |
| 4005 | AURORA INVESTMENT COUNSEL | 02-03-2021 | 12-31-2020 | 110 | 124,337,000 |
