Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4151 | KEUDELL/MORRISON WEALTH MANAGEMENT | 02-14-2024 | 12-31-2023 | 191 | 303,080,237 |
| 4152 | FINANCIAL SENSE ADVISORS INC | 04-19-2024 | 03-31-2024 | 117 | 302,928,343 |
| 4153 | CORNERSTONE PLANNING GROUP LLC | 02-12-2024 | 12-31-2023 | 967 | 302,831,433 |
| 4154 | BWCP LP | 02-14-2024 | 12-31-2023 | 23 | 302,809,200 |
| 4155 | STONY POINT CAPITAL LLC | 02-14-2024 | 12-31-2023 | 25 | 302,791,088 |
