Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4601 LAKE POINT WEALTH MANAGEMENT 05-14-2020 03-31-2020 472 113,626,000
4602 CNB BANK 07-13-2020 06-30-2020 480 113,624,000
4603 FIRST RESERVE GP XIII LTD 08-14-2020 06-30-2020 1 113,602,000
4604 DAVIDSON CAPITAL MANAGEMENT INC 08-13-2020 06-30-2020 78 113,555,000
4605 CORE WEALTH ADVISORS INC 07-30-2020 06-30-2020 129 113,537,000
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