Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4501 | SEQUENT PLANNING LLC | 08-08-2024 | 06-30-2024 | 138 | 292,195,864 |
| 4502 | SILVERLEAFE CAPITAL PARTNERS LLC | 07-24-2024 | 06-30-2024 | 79 | 292,019,638 |
| 4503 | TRADEWINDS CAPITAL MANAGEMENT LLC | 10-30-2023 | 09-30-2023 | 506 | 291,987,591 |
| 4504 | MCLEAN ASSET MANAGEMENT CORP | 04-10-2024 | 03-31-2024 | 153 | 291,972,859 |
| 4505 | CORE WEALTH ADVISORS INC | 08-15-2024 | 06-30-2024 | 55 | 291,809,284 |
