Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4901 | SEVEN SPRINGS WEALTH GROUP LLC | 02-07-2024 | 12-31-2023 | 60 | 221,888,217 |
| 4902 | OPALEYE MANAGEMENT INC | 08-15-2022 | 06-30-2022 | 47 | 221,854,000 |
| 4903 | HOERTKORN RICHARD CHARLES | 02-15-2024 | 12-31-2023 | 84 | 221,833,074 |
| 4904 | CUTLER CAPITAL MANAGEMENT LLC | 11-13-2023 | 09-30-2023 | 111 | 221,706,651 |
| 4905 | TAYLOR HOFFMAN WEALTH MANAGEMENT | 02-08-2024 | 12-31-2023 | 108 | 221,598,803 |
