Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4651 | GUIDANCE POINT ADVISORS LLC | 11-06-2023 | 09-30-2023 | 74 | 245,644,953 |
| 4652 | BCGM WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 134 | 245,589,418 |
| 4653 | TRIUMPH CAPITAL MANAGEMENT | 04-25-2024 | 03-31-2024 | 225 | 245,268,897 |
| 4654 | NICOLLET INVESTMENT MANAGEMENT INC | 02-12-2024 | 12-31-2023 | 65 | 245,229,000 |
| 4655 | ROVIDA ADVISORS INC | 02-10-2024 | 12-31-2023 | 17 | 245,198,779 |
