Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4451 | AQUIRE WEALTH ADVISORS LLC | 08-14-2024 | 06-30-2024 | 43 | 297,704,937 |
| 4452 | MISSION CREEK CAPITAL PARTNERS INC | 11-09-2023 | 09-30-2023 | 215 | 297,700,565 |
| 4453 | PEAK FINANCIAL MANAGEMENT INC | 01-18-2024 | 12-31-2023 | 85 | 297,678,347 |
| 4454 | KEB ASSET MANAGEMENT LLC | 07-25-2024 | 06-30-2024 | 70 | 297,592,251 |
| 4455 | ASSET ALLOCATION STRATEGIES LLC | 07-31-2024 | 06-30-2024 | 92 | 297,410,817 |
