Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4501 | TRUEWEALTH ADVISORS LLC | 02-08-2024 | 12-31-2023 | 197 | 257,903,768 |
| 4502 | FOUNDERS FINANCIAL ALLIANCE LLC | 02-07-2024 | 12-31-2023 | 491 | 257,868,620 |
| 4503 | JEPPSON WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 208 | 257,738,987 |
| 4504 | SOUTHERN WEALTH MANAGEMENT LLP | 05-11-2023 | 03-31-2023 | 61 | 257,568,696 |
| 4505 | KENDALL CAPITAL MANAGEMENT | 01-26-2024 | 12-31-2023 | 203 | 257,431,247 |
