Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4201 | BORDEAUX WEALTH ADVISORS LLC | 02-06-2024 | 12-31-2023 | 109 | 295,961,941 |
| 4202 | DB ROOT & COMPANY LLC | 04-17-2024 | 03-31-2024 | 176 | 295,875,311 |
| 4203 | DDFG INC | 02-05-2024 | 12-31-2023 | 74 | 295,599,911 |
| 4204 | GARDNER LEWIS ASSET MANAGEMENT L P | 02-13-2024 | 12-31-2023 | 53 | 295,441,795 |
| 4205 | BAYVIEW ASSET MANAGEMENT LLC | 1-31-2024 | 12-31-2023 | 22 | 295,300,200 |
