Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4201 | BENIN MANAGEMENT CORP | 07-23-2024 | 06-30-2024 | 118 | 329,196,932 |
| 4202 | CARDINAL POINT WEALTH MANAGEMENT PARTNERS LLC | 05-10-2023 | 03-31-2023 | 80 | 329,150,128 |
| 4203 | COVENANT PARTNERS LLC | 08-01-2024 | 06-30-2024 | 178 | 328,958,324 |
| 4204 | AGILIS PARTNERS LLC | 08-07-2024 | 06-30-2024 | 26 | 328,639,182 |
| 4205 | HOME FEDERAL BANK OF TENNESSEE | 06-30-2024 | 06-30-2024 | 132 | 328,628,487 |
