Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4801 WEALTHBRIDGE INVESTMENT COUNSEL INC 07-16-2024 06-30-2024 44 261,418,000
4802 BARD ASSOCIATES INC 08-12-2024 06-30-2024 172 261,331,045
4803 SANDBOX FINANCIAL PARTNERS LLC 07-15-2024 06-30-2024 97 260,910,587
4804 PEGASUS ASSET MANAGEMENT INC 07-25-2024 06-30-2024 71 260,897,042
4805 BOURNE LENT ASSET MANAGEMENT INC 07-31-2024 06-30-2024 61 260,816,784
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